Stock of the Day

February 20, 2020

Farmer Brothers (FARM)

$1.28
$0.00 (0.0%)
Market Cap: $27.81M

About Farmer Brothers

Farmer Bros. Co. engages in the roasting, wholesale, equipment servicing, and distribution of coffee, tea, and other allied products in the United States. The company offers roast and ground coffee; frozen liquid coffee; flavoured and unflavoured iced and hot teas; culinary products, including spices, pancake and biscuit mixes, gravy and sauce mixes, soup bases, dressings, and syrups and sauces, as well as coffee filters, cups, sugar, and creamers; and other beverages comprising cappuccino, cocoa, granitas, and other blender-based beverages and concentrated and ready-to-drink cold brew and iced coffee. It also engage installation, repair, and refurbishment services for an array of coffee, tea, and juice equipment. The company serves small independent restaurants, foodservice operators, and large institutional buyers and national account customers. The company distributes its products through direct-store-delivery network, and common carriers or third-party distributors, as well as website. The company was founded in 1912 and is headquartered in Northlake, Texas.

Today's Trend

Farmer Brothers (NASDAQ: FARM) agreed to be acquired by Braemont-backed Royal Cup for $1.29 per share in cash (deal value reported at about $28M). Trading was briefly halted on the announcement and volume spiked as the market digested the transaction. Investors should focus on the modest premium to recent trade, the likelihood of deal close, and near-term legal challenges that could delay or alter the outcome.

  • Definitive sale announced — Royal Cup to acquire Farmer Brothers for $1.29/share, taking the company private; creates a scaled beverage platform and provides immediate cash value to public shareholders. GlobeNewswire: Farmer Brothers to Be Acquired
  • Buyer backed by Braemont/PE — private-equity backing can improve financing certainty for closing and supports the likelihood the deal will be completed rather than collapse for lack of funding. PE Hub: Braemont-backed Royal Cup to Take Farmer Brothers Private
  • Trading and market reaction — shares were temporarily halted on the news and then traded with substantially higher-than-average volume as investors positioned around the $1.29 cash consideration. MarketWatch: Royal Cup to Buy Farmer Brothers
  • Short-interest data appears anomalous — recent reporting shows zero short interest (and a short-interest ratio of 0.0 days), which is likely a reporting artifact and not actionable by itself. (Internal short-interest entry)
  • Multiple shareholder law firms have launched investigations and class-action alerts alleging the $1.29 offer may be unfair and that the board may have breached fiduciary duties; litigation could delay closing, increase costs or lead to a higher bid requirement. PR Newswire: M&A Class Action Firm Investigation
  • Additional plaintiff-firms (Ademi LLP, Halper Sadeh LLC and others) publicly announced probes into whether shareholders are receiving fair value — overlapping suits or challenges often drive settlement pressure or renegotiation demands. PR Newswire: Ademi Firm Investigation BusinessWire: Halper Sadeh Investigation

Bottom line for investors: the deal sets a clear near-term cash value at $1.29/share (positive for shareholders who accept the offer), but the premium is small and multiple legal challenges raise the risk of delay or an altered outcome. Active holders should monitor company filings, court actions and any competing bids; traders should be wary that limited arbitrage upside and litigation risk can keep the stock trading below or near the offer price until deal clearance.