The Foschini Group Limited

JSE:TFG Rapport sur les actions

Capitalisation boursière : R19.5b

Foschini Group Gestion

Gestion contrôle des critères 4/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Anthony Thunström

Directeur général

R28.5m

Rémunération totale

Pourcentage du salaire du PDG56.42%
Durée du mandat du directeur général7.8yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction6.4yrs
Durée moyenne du mandat des membres du conseil d'administration10.8yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Jun 15

TFG: Dividend And Earnings Reset Will Still Support Future Upside Potential

Analysts have trimmed their ZAR price target for Foschini Group by ZAR4.00 to ZAR77.46. This reflects updated views on slightly softer revenue growth, a marginally lower profit margin profile and a reduced forward P/E assumption.
Article d’analyse • Jun 12

There May Be Some Bright Spots In Foschini Group's (JSE:TFG) Earnings

The Foschini Group Limited's ( JSE:TFG ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Mise à jour du récit • Jun 01

TFG: Lower Earnings Guidance Will Still Support Future Upside Potential

Analysts have reset their ZAR price target for Foschini Group from ZAR94.55 to ZAR81.46, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Foschini Group issued earnings guidance for the financial year ending 31 March 2026, expecting earnings per share in a range of 343.2 cents to 441.3 cents.
Mise à jour du récit • May 15

TFG: Softer Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.
Mise à jour du récit • Apr 27

TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential

Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.
Mise à jour du récit • Apr 11

TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential

Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).
Mise à jour du récit • Mar 28

TFG: Impairment-Driven EPS Reset Will Still Support Future Upside

Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
Mise à jour du récit • Mar 13

TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside

Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).
Mise à jour du récit • Feb 26

TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside

The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).
Mise à jour du récit • Feb 10

TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside

Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.
Mise à jour du récit • Jan 26

TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound

Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.
Mise à jour du récit • Jan 12

TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery

Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
Mise à jour du récit • Dec 17

TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade

Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.
Mise à jour du récit • Dec 03

TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk

Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.
Mise à jour du récit • Nov 19

TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures

Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.
Mise à jour du récit • Nov 04

TFG: Earnings Per Share Are Expected To Rebound In The Coming Year

Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.
Mise à jour du récit • Oct 21

Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease

Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
User avatar
Nouveau récit • Dec 30

White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge

Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.
Article d’analyse • Apr 13

The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up

The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...
Article d’analyse • Mar 29

Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?

While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...

Analyse de la rémunération des PDG

Comment la rémunération de Anthony Thunström a-t-elle évolué par rapport aux bénéfices de Foschini Group?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

R1b

Dec 31 2025n/an/a

R2b

Sep 30 2025n/an/a

R3b

Jun 30 2025n/an/a

R3b

Mar 31 2025R28mR16m

R3b

Dec 31 2024n/an/a

R3b

Sep 30 2024n/an/a

R3b

Jun 30 2024n/an/a

R3b

Mar 31 2024R24mR15m

R3b

Dec 31 2023n/an/a

R3b

Sep 30 2023n/an/a

R3b

Jun 30 2023n/an/a

R3b

Mar 31 2023R32mR14m

R3b

Dec 31 2022n/an/a

R3b

Sep 30 2022n/an/a

R3b

Jun 30 2022n/an/a

R3b

Mar 31 2022R21mR8m

R3b

Dec 31 2021n/an/a

R831m

Sep 30 2021n/an/a

-R1b

Jun 30 2021n/an/a

-R2b

Mar 31 2021R57mR8m

-R2b

Dec 31 2020n/an/a

-R117m

Sep 30 2020n/an/a

R2b

Jun 30 2020n/an/a

R2b

Mar 31 2020R19mR8m

R2b

Rémunération vs marché: La rémunération totale de Anthony ($USD 1.73M ) est dans la moyenne des entreprises de taille similaire sur le marché ZA ($USD 1.37M ).

Rémunération et revenus: La rémunération de Anthony a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Anthony Thunström (54 yo)

7.8yrs
Titularisation
R28,472,000
Compensation

Mr. Anthony E. Thunström, BCom (Hons Acc), CA(SA), has been Executive Financial Director at The Foschini Group Limited from December 01, 2023 and serves as Chief Executive Officer at The Foschini Group Lim...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Anthony Thunström
CEO, Member of Operating Board & Executive Director7.8yrsR28.47mpas de données
Ralph Buddle
CFO, Executive Director & Member of Operating Board2.2yrsR12.01mpas de données
G. Naidoo
Group Chief Retail Officer & Member of Operating Board19.7yrspas de donnéespas de données
Stuart Baird
Group Chief Retail Officer & Member of Operating Boardno datapas de donnéespas de données
Senta Morley
Chief People & Culture Officer and Member of Operating Board9.4yrspas de donnéespas de données
Jacques Kock
Chief Operating Officer of TFG Africa & Member of Operating Board5.4yrspas de donnéespas de données
N. Nkomo
Chief Information & Logistics Officer and Member of Operating Boardless than a yearpas de donnéespas de données
Selwyn Eagle
Managing Director of TFG Merchandise Procurementno datapas de donnéespas de données
Brent Curry
Chief Information Officer of TFG Infotec6.4yrspas de donnéespas de données
Suzanne Annenberg
Managing Director of Exactno datapas de donnéespas de données
Matthew Wilson
Chief Financial Officer of TFG Londonno datapas de donnéespas de données
R. Kusel
Head of Internal Auditno datapas de donnéespas de données
6.4yrs
Durée moyenne de l'emploi
58.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de TFG est chevronnée et expérimentée (6.4 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Anthony Thunström
CEO, Member of Operating Board & Executive Director10.9yrsR28.47mpas de données
Ralph Buddle
CFO, Executive Director & Member of Operating Board2.2yrsR12.01mpas de données
Michael Lewis
Non-Executive Chairman37.4yrsR1.70m0.91%
ZAR 176.5m
Graham Davin
Lead Independent Non-Executive Director10.6yrsR1.01mpas de données
Edwin Oblowitz
Non-Executive Director15.7yrsR1.43m0.00095%
ZAR 185.2k
Nkululeko Sowazi
Independent Non-Executive Director2.4yrsR486.00kpas de données
Ronald Stein
Non-Executive Director27.4yrsR1.06m0.084%
ZAR 16.3m
Jan Potgieter
Independent Non-Executive Director2.9yrsR1.03mpas de données
Gcina Zondi
Independent Non-Executive Director1yrpas de donnéespas de données
Boitumelo . L. Makgabo-Fiskerstrand
Independent Non-Executive Director13.6yrsR889.00kpas de données
David Friedland
Independent Non-Executive Director12.6yrsR892.00k0.012%
ZAR 2.3m
Colin Coleman
Independent Non-Executive Director6.4yrsR789.00kpas de données
10.8yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la TFG est chevronné et expérimenté ( 10.8 années d'ancienneté moyenne).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/29 10:39
Cours de l'action en fin de journée2026/06/26 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

The Foschini Group Limited est couverte par 17 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Atiyyah VawdaAvior Capital Markets