Update shared on13 Sep 2025
Fair value Increased 1.09%Analysts have modestly raised Avolta’s price target to CHF49.77, reflecting increased confidence in its unique global positioning and long-term travel retail growth prospects, though concerns around valuation and macroeconomic headwinds remain.
Analyst Commentary
- Bullish analysts cite Avolta's unique positioning as the only global hybrid player in the fragmented travel retail market.
- Long-term structural growth prospects in travel retail underpin optimism about future expansion.
- Premium valuation is raising caution, with some analysts maintaining neutral or hold ratings despite positive fundamentals.
- Prevailing macroeconomic headwinds are a restraining factor for more aggressive price targets.
- JPMorgan raised its price target to CHF 51, reflecting incremental confidence while retaining an Overweight rating.
What's in the News
- Secured two new 10-year retail contracts at Atlanta International Airport, expanding presence with additional global brands, tech-driven experiences, and partnerships with over 200 local small businesses.
- Won a 12-year retail and hybrid concept contract at San Jose International Airport, focusing on digital transformation and enhanced passenger experiences as part of Destination 2027 strategy.
- HMSHost, part of Avolta, added 10 new dining locations at San Antonio International Airport, leveraging local culinary partnerships and advanced digital solutions for customer engagement.
- Awarded a major duty-free concession at Santiago de Chile International Airport, expanding operations with large walkthrough stores emphasizing local culture and premium services.
- Extended and upgraded retail contracts with Grupo Aeroportuario Centro Norte in Mexico, enhancing duty-free offerings and integrating Mexican culture and craftsmanship across updated stores.
Valuation Changes
Summary of Valuation Changes for Avolta
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF49.23 to CHF49.77.
- The Future P/E for Avolta remained effectively unchanged, moving only marginally from 26.96x to 26.65x.
- The Consensus Revenue Growth forecasts for Avolta remained effectively unchanged, at 4.4% per annum.
Disclaimer
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