Supreme PLC (LSE:SUP) delivered a 17% rise in revenue for the half-year to 30 September 2025, supported by both targeted acquisitions and organic expansion. The company continued its successful shift away from disposable vapes toward pod-based systems, preserving key retail listings and volumes. Recent acquisitions—including the 1001 carpet care brand and SlimFast UK & Europe—have accelerated Supreme’s diversification efforts, with roughly half of annualised revenue now generated from non-vape categories. Although performance in the Electricals & Household division softened, management remains upbeat, citing a healthy pipeline of potential deals and ongoing innovation across its product lines.
Supreme’s score is driven by solid financial performance and a notably attractive valuation. Strong revenue growth, firm profitability, a low P/E ratio and a competitive dividend yield all support the investment case. However, technical indicators point to possible bearish momentum, moderating the near-term outlook.
More about Supreme PLC
Supreme PLC is a major manufacturer, supplier and brand owner of fast-moving consumer goods across three core divisions: Vaping, Drinks & Wellness, and Electricals & Household. Operating through a vertically integrated model that covers product development, manufacturing and retail distribution, the company maintains a broad portfolio of well-known and proprietary brands, including 88Vape, Typhoo Tea and SlimFast. Its products reach consumers through a wide network of retail partners.
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