Loading...
Back to narrative

AX1: AI Merchandise Planning Will Drive Greater Operating Efficiency Ahead

Update shared on 25 Nov 2025

Fair value Decreased 28%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-60.2%
7D
6.3%

Analysts have lowered their price target for Accent Group from $1.69 to $1.21. They cite higher discount rates, slower revenue growth expectations, and reduced profit margins as key factors behind the revision.

What's in the News

  • Accent Group has expanded its partnership with Bamboo Rose to leverage advanced planning capabilities using the TotalPLM platform (Key Developments).
  • The company is adopting AI-powered Decision Intelligence for item-level merchandise planning, with the goal of enhancing forecasting accuracy (Key Developments).
  • Currently, 99% of Accent Group locations are managed through Bamboo Rose's Plan system. The company is planning further expansion to improve efficiency and visibility across its brand portfolio (Key Developments).
  • Expansion into item-level planning aims to reduce manual processes and reliance on legacy systems. This approach is expected to create a scalable foundation for future growth (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target: Lowered from A$1.69 to A$1.21, reflecting a substantial downward revision.
  • Discount Rate: Increased slightly from 9.16% to 9.77%, signaling increased perceived risk.
  • Revenue Growth: Decreased from 6.46% to 5.56%, indicating more conservative growth expectations.
  • Net Profit Margin: Declined from 4.74% to 3.76%, pointing to expectations of lower profitability.
  • Future P/E: Reduced slightly from 18.75x to 17.71x, suggesting a less optimistic earnings multiple.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.