Update shared on 12 Nov 2025
Analysts have made a minor downward adjustment to their price target for Baby Bunting Group, reflecting updated discount rate assumptions while leaving overall valuation estimates largely unchanged at $3.10 per share.
What's in the News
- Baby Bunting Group Limited has been dropped from the S&P Global BMI Index. (Key Developments)
- The company provided earnings guidance for 2026, forecasting comparable store sales growth of 1.5% to 3% in the first half, 6% to 8% in the second half, and 4% to 6% for the full year. Growth is expected to be driven by store refurbishment closures and post-refurbishment sales increases. (Key Developments)
- Baby Bunting Group plans to complete 10 to 12 "Store of the Future" refurbishments in FY26. There is additional risk related to the duration of these projects and sales impact during closures. (Key Developments)
- The Group aims to open five new large format stores and three small format pilot stores in the first half of 2026. Further expansion will depend on pilot store outcomes. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Remains unchanged at A$3.10 per share.
- Discount Rate: Marginally decreased from 8.67% to 8.67%.
- Revenue Growth: Remains effectively stable at 8.69%.
- Net Profit Margin: Virtually unchanged at 3.95%.
- Future P/E remains steady at 20.18x.
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