Central Garden & Pet Co Liquidation Value

Cash & Equivalents

$653.24M
As of 2026-03-28
Current Price: N/A

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $653.24M
Total Obligations: -$1.97B
$-1.32B
Per share: $-21.48
Period: 2026-03-28
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $653.24M
AR: $603.15M
Total Obligations: -$1.97B
$-715.63M
Per share: $-11.66
Period: 2026-03-28
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $653.24M
AR: $603.15M
Inventory: $782.33M
Total Obligations: -$1.97B
$66.70M
Per share: $1.09
Period: 2026-03-28
incomplete 1 component missing — treated as $0 in formula. Why?
  • Finance Lease Liability: not reported in this period (annual-only)

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-1.32B$-21.48
Liquid Liquidation Value$-715.63M$-11.66
Operating Liquidation Value$66.70M$1.09

Key Components (as of 2026-03-28)

Data as of 2026-03-28 from 10-Q filed 2026-05-07. View on SEC EDGAR →

Cash & Equivalents$653.24M
Accounts Receivable$603.15M
Inventory$782.33M
Current Liabilities$605.16M
Long-term Debt$1.19B
Op. Lease Liability$174.32M
Finance LeaseN/A
Shares Outstanding61.4M

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2026-03-28$653.24M$603.15M$782.33M$276.40M$605.16M$1.19B$174.32MN/A
2025-12-27$721.15M$357.80M$836.27M$263.59M$574.00M$1.19B$181.06MN/A
2025-09-27$882.49M$325.30M$722.11M$234.62M$538.76M$1.19B$191.74M$100,000
2025-06-28$713.05M$522.71M$718.27M$210.93M$562.18M$1.19B$188.31MN/A
2025-03-29$516.67M$578.88M$824.28M$263.71M$597.65M$1.19B$175.58MN/A
2024-12-28$618.02M$399.44M$815.78M$221.90M$543.65M$1.19B$163.27MN/A

Comments

SEC Filings

PeriodFormFiledLink
2026-03-28 10-Q 2026-05-07 View
2025-12-27 10-Q 2026-02-05 View
2025-09-27 10-K 2025-11-26 View
2025-06-28 10-Q 2025-08-07 View
2025-03-29 10-Q 2025-05-08 View
2024-12-28 10-Q 2025-02-06 View
2024-09-28 10-K 2024-11-27 View
2024-06-29 10-Q 2024-08-08 View

AI Insights

AI Insight·Generated 2026-05-09

Central Garden & Pet (CENT) as of March 28, 2026 presents a deeply negative liquidation recovery posture under the standard asset haircut / face-value liability framework, consistent with the MFFAIS Cash Liquidation Value of approximately -$1.32B and Liquid Liquidation Value of approximately -$716M. The positive Operating Liquidation Value of roughly $67M reflects the modest tangible PP&E base relative to liabilities.

On the asset side, the balance sheet carries $653M cash (100% recovery = $653M), $603M gross AR less $8M allowance (90-95% recovery = ~$534-562M), and $782M inventory (60% recovery = ~$469M). PP&E net book value is $354M (50-70% recovery = ~$177-248M). Against these recoverable assets sit $555M goodwill and $435M net finite-lived intangibles ($763M gross, $273M accumulated amortization) — both zero recovery under liquidation. Operating ROU assets of $199M carry a corresponding $226M in operating lease liabilities (current + non-current at face), which must be extinguished at face, eliminating any asset-side benefit.

On the liability side: current liabilities total $605M ($276M AP, $277M accrued liabilities, $52M current operating lease), long-term debt is $1,193M (three senior note tranches: $400M 4.125% due 2031, $500M 4.125% due 2030, $300M 5.125% due 2028 — all at face), non-current operating lease $174M, deferred tax $121M, and other non-current liabilities. Total stated liabilities, ex-minority interest, substantially exceed recoverable asset values.

A material subsequent event occurred on April 13, 2026: Central contributed its pet distribution business to a newly formed entity in partnership with Phillips Pet Food & Supplies, receiving cash proceeds and a 20% equity stake. The cash proceeds and the carrying value of assets divested are not separately quantified in this filing's XBRL. The divestiture removes distribution assets and associated obligations from the estate, but the 20% equity stake in the newco carries zero liquidation value under the lens (equity in unrated private entity). Net effect on recoverable assets is uncertain without disclosed asset values contributed; MD&A does not separately quantify the proceeds.

From Q1 FY2026 (December 27, 2025) to Q2 FY2026 (March 28, 2026), total assets rose modestly from approximately $3.74B to $3.75B. Goodwill ticked up slightly, consistent with the $57M acquisition spend disclosed in investing cash flows. Long-term debt is essentially flat at $1,193M vs. $1,192M prior quarter. The liability stack has not materially shifted. The filing discusses tariff-driven inflation risk in MD&A but does not separately tag it in XBRL.

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