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Mister Spex
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Mister Spex Community
XTRA:MRX Community
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Mister Spex
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Healthcare And Aging Populations Will Fuel Online Vision Care Growth
Key Takeaways Expansion into premium categories, digital services, and subscriptions is driving sustainable profit growth, boosted by early success in capturing higher-margin customers. Strong operational leverage, rapid store profitability, and sector consolidation readiness position Mister Spex for accelerated earnings and market leadership in integrated vision care.
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€6
FV
72.9% undervalued
intrinsic discount
1.51%
Revenue growth p.a.
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9 days ago
author updated this narrative
Mister Spex
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Growing Regulatory And Competitive Pressures Will Squeeze Margins
Key Takeaways Regulatory challenges and shifting consumer behavior are shrinking the online market and increasing compliance and acquisition costs, straining profitability and growth prospects. Market share and margins face pressure from rising competition, technological disruption, and persistent high operational costs as the company expands offline.
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€1.7
FV
4.4% undervalued
intrinsic discount
0.38%
Revenue growth p.a.
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16 days ago
author updated this narrative
Mister Spex
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Subscription Model And Offline Improvements Will Create Lasting Value
Key Takeaways Subscription model adoption and private label investment are boosting gross margins, attracting higher-spending customers, and supporting earnings stability. Strategic store network optimization and disciplined cost controls are driving operating margin expansion and improving cash flow resilience.
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€4.18
FV
61.1% undervalued
intrinsic discount
0.28%
Revenue growth p.a.
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15 days ago
author updated this narrative