145 Store Closures And Digital Engagement Will Revitalize US Specialty Retail

Published
24 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$15.67
1.6% overvalued intrinsic discount
14 Aug
US$15.91
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1Y
-40.7%
7D
2.6%

Author's Valuation

US$15.7

1.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 13%

Monro's fair value estimate has declined, primarily reflecting reduced consensus expectations for both revenue growth and future earnings, with the analyst price target falling from $18.00 to $15.67. What's in the News Monro has completed the repurchase of 3,744,817 shares (11.6%) for $140.84 million under its buyback program announced in 2022; no shares were repurchased in the most recent tranche.

Shared on01 May 25
Fair value Decreased 7.50%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 8.11%

AnalystConsensusTarget has increased revenue growth from 0.8% to 1.0%, increased profit margin from 2.5% to 2.8% and decreased future PE multiple from 27.1x to 22.3x.

Shared on02 Apr 25
Fair value Decreased 20%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 25%

AnalystConsensusTarget has decreased revenue growth from 1.3% to 0.8%, decreased profit margin from 3.5% to 2.5% and increased discount rate from 8.6% to 10.2%.