Fund managers including Greencape Capital, Oracle Advisory Group, DS Capital, Datt Capital, Yarra Capital Management, Pengana Capital Group, Selector Funds Management, Tyndall Asset Management, Antares Capital, Sterling Managed Investments, Clime Investment Management, Bennelong Australian Equity Partners, Spheria Asset Management, Milford Asset Management, Quest Asset Partners, Longwave Capital, Pendal Group, Wilson Asset Management, Hyperion Asset Management, Endeavor Asset Management, Airlie Funds Management, Perpetual Asset Management and Blackwattle Investment Partners have invested in Breville Group Ltd (ASX:BRG).

Pendal highlights Breville's exposure to the structural growth of home coffee as a daily ritual rather than a discretionary purchase, with predominantly global and US-based sales. Wilson Asset Management expects double-digit earnings growth as tariff-related disruption fades, and Perpetual points to consistently positive customer feedback and successful international expansion.

Blackwattle and Airlie both focus on valuation, with Breville trading around 30 times earnings compared with De'Longhi in the teens, meaning consistent revenue growth is needed to sustain the multiple. Managers also cite exposure to the affluent US consumer and recent tariff disruption.

Breville Group Ltd., headquartered in Sydney, Australia, and founded in 1932, designs and develops small electrical kitchen appliances. The company operates through two segments: Global Product and Distribution. The Global Product segment sells appliances designed and developed by Breville, marketed under brands such as Breville and Sage, or through third-party branding. The Distribution segment markets and sells third-party designed products, distributed under company-owned brands like Breville and Kambrook, or via third-party labels such as Nespresso. Breville Group employs direct sales and third-party partnerships to distribute its appliance portfolio globally.