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Chinese snack-food maker known for spicy snacks, nuts and dried fruit, sold via retail and e-commerce.
Chinese snack-food maker known for spicy snacks, nuts and dried fruit, sold via retail and e-commerce.
In one line: A Chinese snack brand similar to a smaller Utz/Frito-Lay challenger.
Moat: narrow (brand, distribution). Fast-growing snack brand with strong e-commerce and convenience-store distribution.
Headquarters: Changsha, Hunan, China · Employees: 4,628
Size Yankershop Food (002847.SZ) is a China Consumer Staples company (Food: Major Diversified) with a market value of $1.64B, the 1510th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥41.26 on 6 Nov 2026.
Performance Over six months the shares fell 29.7%, against -6.0% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue fell 0.1% over the last twelve months (peer median +5.1%); the operating margin is 13.8% (peer median 8.2%).
Valuation It trades at 14.6× forward earnings against a peer median of 17.2× (6th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +24%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 16.4 points above its cost of capital (7.9% WACC).
Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.87B | CN¥5.73B | CN¥5.28B | CN¥4.10B | CN¥2.88B |
| Revenue growth | — | +9% | +29% | +42% | — |
| Gross profit | CN¥1.99B | CN¥1.68B | CN¥1.53B | CN¥1.28B | CN¥907M |
| EBITDA | n/a | CN¥1.08B | CN¥832M | CN¥724M | CN¥466M |
| Net income | CN¥723M | CN¥748M | CN¥640M | CN¥506M | CN¥301M |
| Free cash flow | CN¥569M | CN¥9.09M | CN¥353M | CN¥319M | CN¥165M |
| Capital expenditure | CN¥621M | CN¥901M | CN¥783M | CN¥347M | CN¥262M |
| Total debt | CN¥1.02B | CN¥1.06B | CN¥801M | CN¥802M | CN¥724M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Yankershop Food 002847.SZ | $1.64B | -30% | 0% | 14% | 14.6× | 2.9% |
| Three Squirrels 300783.SZ | $1.66B | -12% | -13% | 2% | 21.5× | 19.5% |
| Chacha Food 002557.SZ | $1.46B | -17% | +8% | 8% | 15.8× | n/a |
| Bestore 603719.SS | $587M | -11% | 0% | 0% | 140.6× | 6.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002847.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.8% | -1.0% | 7th lowest of 21 |
| 6-month return | -29.7% | -6.0% | 2nd lowest of 21 |
| Distance from 52-week high | -48.6% | -22.6% | 2nd lowest of 21 |
| Revenue growth (TTM) | -0.1% | +5.1% | 7th lowest of 21 |
| Operating margin | 13.8% | 8.2% | 4th highest of 21 |
| Forward P/E | 14.6× | 17.2× | 6th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 2.9% | -4.1% | 6th most demanding of 16 |
| Growth delivered (Del g) | +24.1% | +2.5% | 2nd highest of 16 |
| Hurdle (Req g minus delivered) | -21.2 pp | -4.3 pp | 3rd least demanding of 16 |
| ROIC minus cost of capital | +16.4 pp | +3.1 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yankershop Food 002847.SZ | China | $1.64B | -30% | 0% | 14% | 14.6× | 2.9% | +24.1% |
| Herbalife HLF | United States | $1.60B | +7% | +6% | 9% | 5.4× | -14.8% | -1.9% |
| Zydus Wellness ZYDUSWELL.NS | India | $1.58B | -7% | +74% | 9% | 41.0× | 32.3% | +16.2% |
| Yihai International 1579.HK | Hong Kong | $2.02B | +3% | +11% | 18% | 14.2× | 6.8% | +3.6% |
| Dongsuh 026960.KS | South Korea | $2.06B | +6% | +6% | 8% | n/a | 16.2% | +1.6% |
| ITO EN,Ltd 2593.T | Japan | $2.12B | +14% | +5% | 5% | 26.0× | n/a | n/a |
| Cheng De Lolo 000848.SZ | China | $1.18B | -11% | +5% | 24% | 12.6× | -10.8% | +11.3% |
| S&B Foods 2805.T | Japan | $1.16B | +53% | +7% | 9% | 16.8× | -1.8% | +2.5% |
| Jiangsu Hengshun Vinegar-Industry 600305.SS | China | $1.15B | -7% | +6% | 6% | 49.9× | 17.3% | +2.6% |
| Chagee Holdings Limited Unsponsored ADR CHA | United States | $2.44B | +19% | 0% | 11% | 7.9× | -4.1% | +190.8% |
| Shanghai Ziyan Foods 603057.SS | China | $1.09B | -37% | +7% | 6% | 39.1× | n/a | n/a |
| Olam VC2.SI | Singapore | $2.55B | -29% | -40% | 2% | 17.6× | -3.7% | -3.7% |
| Simply Good Foods SMPL | United States | $1.05B | -2% | -7% | 13% | 7.9× | -12.3% | +6.2% |
| Bombay Burmah Trading BBTC.NS | India | $947M | -18% | +7% | 16% | n/a | -8.8% | +8.2% |
| AGT Food and Ingredients AGTF.TO | Canada | $922M | +12% | -19% | -2% | 16.0× | n/a | n/a |
| Hongmian Zhihui Science and Technology Innovation Co., Ltd. Guangzhou 000523.SZ | China | $798M | -16% | +4% | 2% | n/a | 12.1% | -8.5% |
| Vitasoy International 0345.HK | Hong Kong | $794M | -3% | -3% | 7% | 21.8× | -9.8% | -4.2% |
| Standard Foods 1227.TW | Taiwan | $751M | -5% | 0% | 4% | n/a | n/a | n/a |
| V V Food & Beverage 600300.SS | China | $717M | -18% | +6% | 11% | n/a | -9.2% | -6.8% |
| Lian Hwa Foods 1231.TW | Taiwan | $694M | -12% | +3% | 9% | n/a | n/a | n/a |
| Xiangpiaopiao Food 603711.SS | China | $660M | -24% | +2% | 7% | 20.7× | -11.3% | -4.9% |