Foschini Group Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Anthony Thunström
Amministratore delegato
R28.5m
Compenso totale
| Percentuale dello stipendio del CEO | 56.42% |
| Mandato del CEO | 7.8yrs |
| Proprietà del CEO | n/a |
| Durata media del management | 6.4yrs |
| Durata media del Consiglio di amministrazione | 10.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | R1b |
| Dec 31 2025 | n/a | n/a | R2b |
| Sep 30 2025 | n/a | n/a | R3b |
| Jun 30 2025 | n/a | n/a | R3b |
| Mar 31 2025 | R28m | R16m | R3b |
| Dec 31 2024 | n/a | n/a | R3b |
| Sep 30 2024 | n/a | n/a | R3b |
| Jun 30 2024 | n/a | n/a | R3b |
| Mar 31 2024 | R24m | R15m | R3b |
| Dec 31 2023 | n/a | n/a | R3b |
| Sep 30 2023 | n/a | n/a | R3b |
| Jun 30 2023 | n/a | n/a | R3b |
| Mar 31 2023 | R32m | R14m | R3b |
| Dec 31 2022 | n/a | n/a | R3b |
| Sep 30 2022 | n/a | n/a | R3b |
| Jun 30 2022 | n/a | n/a | R3b |
| Mar 31 2022 | R21m | R8m | R3b |
| Dec 31 2021 | n/a | n/a | R831m |
| Sep 30 2021 | n/a | n/a | -R1b |
| Jun 30 2021 | n/a | n/a | -R2b |
| Mar 31 2021 | R57m | R8m | -R2b |
| Dec 31 2020 | n/a | n/a | -R117m |
| Sep 30 2020 | n/a | n/a | R2b |
| Jun 30 2020 | n/a | n/a | R2b |
| Mar 31 2020 | R19m | R8m | R2b |
Compensazione vs Mercato: La retribuzione totale di Anthony ($USD 1.72M ) è superiore alla media delle aziende di dimensioni simili nel mercato ZA ($USD 1.31M ).
Compensazione vs guadagni: La retribuzione di Anthony è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Anthony Thunström (54 yo)
7.8yrs
Mandato
R28,472,000
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, Member of Operating Board & Executive Director | 7.8yrs | R28.47m | Nessun dato | |
| CFO, Executive Director & Member of Operating Board | 2.2yrs | R12.01m | Nessun dato | |
| Group Director of Retail & Member of Operating Board | 19.7yrs | Nessun dato | Nessun dato | |
| Group Director of Retail & Member of Operating Board | no data | Nessun dato | Nessun dato | |
| Chief People & Culture Officer and Member of Operating Board | 9.4yrs | Nessun dato | Nessun dato | |
| Group Director of Technology and Fulfilment & Member of Operating Board | 5.4yrs | Nessun dato | Nessun dato | |
| Group Director & CIO of TFG Africa and Member of Operating Board | less than a year | Nessun dato | Nessun dato | |
| Managing Director of TFG Merchandise Procurement | no data | Nessun dato | Nessun dato | |
| Chief Information Officer of TFG Infotec | 6.4yrs | Nessun dato | Nessun dato | |
| Managing Director of Exact | no data | Nessun dato | Nessun dato | |
| Chief Financial Officer of TFG London | no data | Nessun dato | Nessun dato | |
| Head of Internal Audit | no data | Nessun dato | Nessun dato |
6.4yrs
Durata media
58.5yo
Età media
Gestione esperta: Il team dirigenziale di TFG è esperto e expertise (durata media dell'incarico 6.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, Member of Operating Board & Executive Director | 10.9yrs | R28.47m | Nessun dato | |
| CFO, Executive Director & Member of Operating Board | 2.2yrs | R12.01m | Nessun dato | |
| Non-Executive Chairman | 37.4yrs | R1.70m | 0.45% ZAR 80.9m | |
| Lead Independent Non-Executive Director | 10.6yrs | R1.01m | Nessun dato | |
| Non-Executive Director | 15.7yrs | R1.43m | 0.00093% ZAR 167.3k | |
| Independent Non-Executive Director | 2.4yrs | R486.00k | Nessun dato | |
| Non-Executive Director | 27.4yrs | R1.06m | 0.082% ZAR 14.7m | |
| Independent Non-Executive Director | 2.9yrs | R1.03m | Nessun dato | |
| Independent Non-Executive Director | 1yr | Nessun dato | Nessun dato | |
| Independent Non-Executive Director | 13.6yrs | R889.00k | Nessun dato | |
| Independent Non-Executive Director | 12.6yrs | R892.00k | 0.0066% ZAR 1.2m | |
| Independent Non-Executive Director | 6.4yrs | R789.00k | Nessun dato |
10.8yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di TFG è composto da personale esperto e esperto (durata media dell'incarico 10.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/10 12:52 |
| Prezzo dell'azione a fine giornata | 2026/06/09 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
The Foschini Group Limited è coperta da 17 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Atiyyah Vawda | Avior Capital Markets |