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Cobram Estate Olives (ASX:CBO), Australia's leading olive oil producer, fell sharply after lowering its outlook. In July 2026, Investors Mutual, Perpetual, Antares and Perennial reported Cobram fell 26% after lowering its earnings forecast due to higher water costs and confirming lower production in an off year for olive yields, with Antares noting concerns about its recent US acquisition. ClearBridge rated Cobram a buy in June, praising the quality and differentiation of its product as a leading global producer. Cobram Estate Olives operates in the Consumer Staples sector within the Food Products industry, and Thesis Tracker has captured 22 comments from 7 fund managers, including Investors Mutual, Perpetual, Antares, Perennial and ClearBridge. Founded in 1998 by Rob McGavin and Paul Riordan and headquartered in Lara, Victoria, Cobram grows olives and produces extra virgin olive oil in Australia and California, selling under the Cobram Estate and Red Island brands.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Perpetual Asset Management, Investors Mutual Limited and Perennial Partners have invested in Cobram Estate Olives Ltd (ASX:CBO).
ClearBridge highlights Cobram's high-quality, differentiated product and leading position as an olive oil producer, with US expansion supporting growth.
Managers highlight a downgraded earnings forecast due to higher water costs, lower off-year production and concerns about its US acquisition, causing a 26% fall.
Cobram Estate Olives Ltd., founded in 1998 in Lara, Australia, by Robert McGavin and Paul Riordan, is a leading producer of extra virgin olive oil. The company operates through four segments: Olive Oil Australian Operations, Olive Oil USA Operations, Boundary Bend Wellness, and Eliminations and Corporate. Its business includes olive farming and the production of bulk olive oil, vinegars, foodservice, and private label products. Cobram Estate maintains a vertically integrated model, overseeing the entire production process from harvest to retail.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.