Update shared on02 Sep 2025
Fair value Increased 2.04%Analysts have raised JD Sports Fashion’s price target from £1.15 to £1.18, citing improved earnings visibility, stronger margin recovery, positive trading trends, and enhanced confidence in international expansion despite lingering cost and macroeconomic concerns.
Analyst Commentary
- Bullish analysts cite improved earnings visibility and stronger margin recovery as key drivers for upward revisions.
- Positive same-store sales trends and stronger-than-expected trading in core markets have contributed to increased price targets.
- Greater confidence in management's execution of international expansion initiatives supports optimism in the outlook.
- Bearish analysts maintain some caution due to ongoing cost pressures and macroeconomic uncertainties impacting consumer sentiment.
- Adjustments reflect a more robust balance sheet and enhanced cash generation, providing increased resilience for future growth.
What's in the News
- RBC Capital raised its price target on JD Sports Fashion to 95 GBp from 90 GBp and maintained an Outperform rating, highlighting continued positive sentiment from analysts (Periodicals).
- JD Sports Fashion's board authorized a new share buyback program of up to £100 million on August 27, 2025 (Key Developments).
- The company completed a prior share repurchase, buying back 121.7 million shares (2.35% of shares outstanding) for a total of £99.99 million between April and July 2025 (Key Developments).
- JD Sports Fashion expanded its North American footprint, opening its first flagship store in Vancouver on Robson Street, with 17 additional store openings in Canada planned by end-2026 (Key Developments).
- The company also opened a third US flagship on the Las Vegas Strip, advancing its North America and global omnichannel growth strategy with enhanced digital innovation and exclusive product offerings (Key Developments).
Valuation Changes
Summary of Valuation Changes for JD Sports Fashion
- The Consensus Analyst Price Target has risen slightly from £1.15 to £1.18.
- The Future P/E for JD Sports Fashion has risen slightly from 10.50x to 11.00x.
- The Consensus Revenue Growth forecasts for JD Sports Fashion has risen slightly from 6.8% per annum to 7.0% per annum.
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