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    Central Garden & Pet (CENT) As The TRIXIE Deal Puts Its Valuation Back In Focus

    Simply Wall St·07/28/2026 22:26:01
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    Why Central Garden & Pet Is Back In Focus After The TRIXIE Deal

    Central Garden & Pet (CENT) has agreed to acquire a majority interest in Germany based TRIXIE Heimtierbedarf GmbH & Co. KG, a move that could reshape its global pet supplies footprint.

    The transaction is described as valued at a high single digit multiple before any cost or revenue benefits. Management expects the deal to be margin and earnings accretive while keeping TRIXIE’s leadership and culture largely intact.

    See our latest analysis for Central Garden & Pet.

    Investors have reacted positively to the TRIXIE announcement, with Central Garden & Pet’s 1 day share price return of 2.73% adding to a 90 day share price return of 18.57% and a 3 year total shareholder return of 41.64%. This suggests momentum has been building over time.

    If the TRIXIE deal has you rethinking where growth could come from next, this can be a good time to broaden your watchlist with 18 top founder-led companies

    So is Central Garden & Pet’s recent share price move a simple sentiment reset around the TRIXIE deal, or a clearer read on the underlying business that now needs to be tested against today’s valuation?

    Most Popular Narrative: 5% Undervalued

    The most followed narrative currently places Central Garden & Pet's fair value at $46.50, a little above the last close of $44.43, and builds a detailed case for that gap using explicit growth and margin assumptions.

    Persistent operational streamlining via the Cost and Simplicity program, footprint rationalization, SKU rationalization, and consolidation of distribution centers into DTC enabled hubs continues to unlock operating leverage, supporting steady margin expansion and improving bottom line earnings despite transitory headwinds.

    Read the complete narrative.

    The narrative leans on a specific mix of steady sales growth, firmer margins and a tighter share count. It also assumes a future earnings multiple below the current industry level. Want to see exactly how those moving parts stack up to justify a higher fair value tag for Central Garden & Pet?

    Result: Fair Value of $46.50 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, the Central Garden & Pet story can break if U.S. focused categories stay soft or if tariff and supply chain pressures squeeze margins harder than expected.

    Find out about the key risks to this Central Garden & Pet narrative.

    Next Steps

    If the Central Garden & Pet narrative so far feels balanced but incomplete, move quickly to test the upside for yourself with 3 key rewards

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.