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Vicinity Centres Community

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Vicinity Centres

E-Commerce Headwinds Will Dismantle Overpriced Retail Projections

Key Takeaways Strong earnings and margin growth assumptions may overlook vulnerabilities from shifting consumer behavior, project delays, and luxury retail softness. Optimism around urban growth and omnichannel retail might understate risks from e-commerce, remote work, and changes in foot traffic patterns.

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AU$2.54
4.8% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-6.89% p.a.
Profit Margin
70.33%
Future PE
18.47x
Share price in 2028
AU$3.15