Board Change • May 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jan 19
Universal Store Holdings Limited to Report First Half, 2026 Results on Feb 19, 2026 Universal Store Holdings Limited announced that they will report first half, 2026 results on Feb 19, 2026 Board Change • Dec 24
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Aug 23
Final dividend of AU$0.17 announced Shareholders will receive a dividend of AU$0.17. Ex-date: 3rd September 2025 Payment date: 25th September 2025 Dividend yield will be 4.3%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio). However, it is well covered by cash flows (44% cash payout ratio). The dividend has increased by an average of 40% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control. EPS is expected to grow by 56% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Aug 22
Full year 2025 earnings released: EPS: AU$0.30 (vs AU$0.45 in FY 2024) Full year 2025 results: EPS: AU$0.30 (down from AU$0.45 in FY 2024). Revenue: AU$333.3m (up 16% from FY 2024). Net income: AU$23.3m (down 32% from FY 2024). Profit margin: 7.0% (down from 12% in FY 2024). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Aug 21
Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2025 Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2025. Board Change • Aug 18
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jul 21
Universal Store Holdings Limited to Report Fiscal Year 2025 Results on Jul 21, 2025 Universal Store Holdings Limited announced that they will report fiscal year 2025 results Pre-Market on Jul 21, 2025 Board Change • Feb 04
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Jan 21
Universal Store Holdings Limited to Report First Half, 2025 Results on Feb 20, 2025 Universal Store Holdings Limited announced that they will report first half, 2025 results on Feb 20, 2025 Board Change • Jan 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Aug 30
Universal Store Holdings Limited Announces the Resignation of Renee Jones as Company Secretary Universal Store Holdings Limited announced that Renee Jones has resigned as Company Secretary with effect from 30 August 2024. Clare Craven remains as Company Secretary. Annuncio • Aug 24
Universal Store Holdings Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024, Payable on September 26, 2024 Universal Store Holdings Limited announced Ordinary Fully Paid dividend of AUD 0.19000000 for the six months ended June 30, 2024. Ex Date of September 4, 2024, Record Date of September 5, 2024 and Payment Date September 26, 2024. Reported Earnings • Aug 22
Full year 2024 earnings released: EPS: AU$0.45 (vs AU$0.33 in FY 2023) Full year 2024 results: EPS: AU$0.45 (up from AU$0.33 in FY 2023). Revenue: AU$288.5m (up 9.7% from FY 2023). Net income: AU$34.3m (up 46% from FY 2023). Profit margin: 12% (up from 9.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Annuncio • Aug 19
Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2024 Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2024. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to AU$5.78, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total loss to shareholders of 8.7% over the past three years. Annuncio • Jul 08
Universal Store Holdings Limited to Report Fiscal Year 2024 Results on Aug 22, 2024 Universal Store Holdings Limited announced that they will report fiscal year 2024 results on Aug 22, 2024 Annuncio • Apr 17
Universal Store Holdings Limited Announces Chief Financial Office Changes Universal Store Holdings Limited announced the appointment of Ethan Orsini as its new Chief Financial Officer (CFO). This appointment follows the resignation of outgoing CFO, Renee Jones who will leave the Group following the release of the full year financial results. Ethan is an experienced retail finance and operations executive who has served Super Retail Group (SRG) for over 15 years. An astute, commercially minded leader, Ethan brings a broad skill set across finance, strategy, business improvement, operations, and general management. His roles at SRG include General Manager Group Omni Fulfilment, interim Managing Director of BCF, and Group Financial Controller. Ethan will commence on 5 August 2024, and will benefit from a reasonable handover period with Renee. Upcoming Dividend • Feb 29
Upcoming dividend of AU$0.17 per share Eligible shareholders must have bought the stock before 07 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (4.7%). Declared Dividend • Feb 24
First half dividend of AU$0.17 announced Shareholders will receive a dividend of AU$0.17. Ex-date: 7th March 2024 Payment date: 28th March 2024 Dividend yield will be 5.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 30% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 23
First half 2024 earnings released: EPS: AU$0.28 (vs AU$0.25 in 1H 2023) First half 2024 results: EPS: AU$0.28 (up from AU$0.25 in 1H 2023). Revenue: AU$158.0m (up 8.5% from 1H 2023). Net income: AU$20.7m (up 17% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings. Annuncio • Jan 22
Universal Store Holdings Limited to Report First Half, 2024 Results on Feb 22, 2024 Universal Store Holdings Limited announced that they will report first half, 2024 results on Feb 22, 2024 Upcoming Dividend • Sep 04
Upcoming dividend of AU$0.08 per share at 5.8% yield Eligible shareholders must have bought the stock before 11 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 5.8%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (5.7%). Reported Earnings • Aug 24
Full year 2023 earnings released: EPS: AU$0.33 (vs AU$0.30 in FY 2022) Full year 2023 results: EPS: AU$0.33 (up from AU$0.30 in FY 2022). Revenue: AU$263.1m (up 27% from FY 2022). Net income: AU$23.6m (up 15% from FY 2022). Profit margin: 9.0% (in line with FY 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Australia. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to AU$3.07, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total loss to shareholders of 20% over the past year. Recent Insider Transactions • May 27
Non-Executive Chairman recently bought AU$61k worth of stock On the 24th of May, Peter Birtles bought around 20k shares on-market at roughly AU$3.04 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • May 24
Investor sentiment deteriorates as stock falls 32% After last week's 32% share price decline to AU$3.13, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total loss to shareholders of 28% over the past year. Upcoming Dividend • Feb 28
Upcoming dividend of AU$0.14 per share at 4.0% yield Eligible shareholders must have bought the stock before 07 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (7.1%). Lower than average of industry peers (5.5%). Reported Earnings • Feb 24
First half 2023 earnings released: EPS: AU$0.25 (vs AU$0.20 in 1H 2022) First half 2023 results: EPS: AU$0.25 (up from AU$0.20 in 1H 2022). Revenue: AU$145.7m (up 35% from 1H 2022). Net income: AU$17.8m (up 32% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Annuncio • Feb 03
Universal Store Holdings Limited to Report First Half, 2023 Results on Feb 23, 2023 Universal Store Holdings Limited announced that they will report first half, 2023 results on Feb 23, 2023 Board Change • Oct 29
High number of new directors Independent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021.