Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Australia
/
Consumer Durables
Create a narrative
Breville Group Community
ASX:BRG Community
3
Narratives
written by author
0
Comments
on narratives written by author
20
Fair Values set
on narratives written by author
Create a narrative
Breville Group
Popular
Undervalued
Overvalued
Community Investing Ideas
Breville Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Oracle Jet And Beanz Service Launches Will Drive Future Opportunities
Key Takeaways Expansion into new markets and the scalable Beanz service is expected to drive future revenue growth and semi-recurring revenue gains. Diversified manufacturing and financial strength position Breville to mitigate risks and capitalize on growth opportunities, enhancing margins and shareholder value.
View narrative
AU$33.12
FV
5.6% undervalued
intrinsic discount
8.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
1 day ago
author updated this narrative
Breville Group
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Premium Reliance Will Worsen Margins Despite New Markets
Key Takeaways Heavy reliance on premium appliance sales exposes Breville to shifts in consumer preferences, rising economic inequality, and increased competition from global and low-cost brands. Supply chain disruptions, manufacturing shifts, and higher sustainability compliance costs threaten margins, complicate operations, and may limit growth and profitability.
View narrative
AU$23.86
FV
31.0% overvalued
intrinsic discount
7.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
Breville Group
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Health Trends And Connected Kitchens Will Redefine Home Cooking
Key Takeaways Ecosystem-driven platforms, direct-to-consumer strategies, and supply chain diversification are positioning Breville for durable revenue growth, margin expansion, and market share gains. Accelerated product innovation and premium market positioning enable Breville to benefit from shifts in consumer trends and outperform legacy competitors in the smart kitchen segment.
View narrative
AU$40.20
FV
22.2% undervalued
intrinsic discount
13.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
1 day ago
author updated this narrative
Your Valuation for
BRG
BRG
Breville Group
Your Fair Value
AU$
Current Price
AU$31.26
4.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$2.3b
Earnings AU$186.1m
Advanced
Set Fair Value