Update shared on 15 Nov 2025
Analysts have raised their price target for THG Plc to 43 GBp from 24 GBp. They cite indications of improved performance amid recent share price corrections.
Analyst Commentary
Recent research activity reflects shifting sentiment from analysts regarding THG Plc's valuation and outlook. These updates highlight both growing optimism and remaining concerns as the company navigates ongoing business challenges and stock market fluctuations.
Bullish Takeaways
- Price targets for THG Plc have been raised by several bullish analysts. This indicates increased confidence in the company's prospects and share valuation.
- Upgrades in analyst ratings point to perceived improvements in THG’s operational execution and a trend of stronger performance.
- Noted share price corrections have been met with optimism. Expectations are that improved performance will support further upside for the stock.
Bearish Takeaways
- Some analysts continue to express caution, particularly regarding execution risk and the company’s ability to sustain positive momentum.
- Previous reductions in price targets show that concerns over growth and market conditions have not entirely dissipated.
- While improved performance is recognized, there is cautious acknowledgment of ongoing challenges that could impact future valuation adjustments.
What's in the News
- THG Plc provided revenue guidance for the second half of 2025, forecasting THG Beauty up 1.0% to 3.0%, THG Nutrition up 10.0% to 12.0%, and an implied Group performance increase of 3.9% to 5.9% (Key Developments).
- The company reaffirmed its revenue guidance for the second half of fiscal year 2025, noting the strongest trading performance of the year so far in the third quarter (Key Developments).
- THG Plc was added to the FTSE 350 Index (GBP) as a constituent (Key Developments).
- The company was also added to the FTSE 250 Index and the FTSE 250 (Ex Investment Companies) Index (Key Developments).
Valuation Changes
- Fair Value remained unchanged at £0.44 per share.
- Discount Rate increased slightly from 11.33% to 11.80%.
- Revenue Growth projections held steady, staying close to 4.44%.
- Net Profit Margin edged down marginally from 8.52% to 8.47%.
- Future P/E ratio rose slightly from 4.16x to 4.24x.
Disclaimer
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