Briscoe Group（BGP）株式概要ブリスコ・グループ・リミテッドはニュージーランドで家庭用品とスポーツ用品の小売りを行っている。 詳細BGP ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績1/6財務の健全性5/6配当金4/6報酬当社が推定した公正価値より41.1%で取引されている 収益は年間8.76%増加すると予測されています リスク分析株式の流動性は非常に低い 不安定な配当実績 すべてのリスクチェックを見るBGP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$3.6634.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0909m2016201920222025202620282031Revenue NZ$909.1mEarnings NZ$67.4mAdvancedSet Fair ValueView all narrativesBriscoe Group Limited 競合他社Nick ScaliSymbol: ASX:NCKMarket cap: AU$1.1bTemple & Webster GroupSymbol: ASX:TPWMarket cap: AU$591.1mKoalaSymbol: ASX:KOAMarket cap: AU$269.5mAdairsSymbol: ASX:ADHMarket cap: AU$224.2m価格と性能株価の高値、安値、推移の概要Briscoe Group過去の株価現在の株価NZ$3.6652週高値NZ$5.6252週安値NZ$3.64ベータ0.161ヶ月の変化-8.04%3ヶ月変化-3.94%1年変化-14.08%3年間の変化-16.44%5年間の変化n/aIPOからの変化-2.53%最新ニュースお知らせ • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.最新情報をもっと見るRecent updatesお知らせ • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.Board Change • Sep 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.お知らせ • Aug 04Briscoe Group Limited to Report First Half, 2026 Results on Sep 10, 2025Briscoe Group Limited announced that they will report first half, 2026 results on Sep 10, 2025Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 15, 2025Briscoe Group Limited, Annual General Meeting, May 15, 2025. Location: offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 14Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Mar 13Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended January 26, 2025, Payable on March 27, 2025Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.11764706 per security for the six months ended January 26, 2025. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NZ$0.27 (vs NZ$0.38 in FY 2024)Full year 2025 results: EPS: NZ$0.27 (down from NZ$0.38 in FY 2024). Revenue: NZ$791.5m (flat on FY 2024). Net income: NZ$60.6m (down 28% from FY 2024). Profit margin: 7.7% (down from 11% in FY 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia.お知らせ • Mar 12Briscoe Group Australasia Limited Announces Supplementary Distribution, Payable on March 27, 2025Briscoe Group Australasia Limited announced supplementary distribution amount of $0.01764706 per security. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.お知らせ • Mar 10Briscoe Group Limited, Annual General Meeting, Mar 24, 2025Briscoe Group Limited, Annual General Meeting, Mar 24, 2025.お知らせ • Feb 04Briscoe Group Limited to Report Fiscal Year 2025 Results on Mar 12, 2025Briscoe Group Limited announced that they will report fiscal year 2025 results on Mar 12, 2025お知らせ • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.Board Change • Jan 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.お知らせ • Sep 12Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt Nzx Dividend for the Six Months Ended July 30, 2024, Payable on October 09, 2024Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2024. Record date is September 25, 2024. Ex-date is September 24, 2024. Payment date is October 09, 2024.お知らせ • Aug 02Briscoe Group Limited to Report First Half, 2025 Results on Sep 11, 2024Briscoe Group Limited announced that they will report first half, 2025 results on Sep 11, 2024Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 16, 2024Briscoe Group Limited, Annual General Meeting, May 16, 2024, at 10:00 NZST - New Zealand Standard. Location: at the offices of Simpson Grierson, Level 28, Shortland and Fort, 88 Shortland Street, Auckland New Zealand Agenda: To consider Address; to consider managing director's address; to consider To receive and consider the company's financial statements for the year ended 28 January 2024 together with the director's reports; to consider Re-election of Director Dame Rosanne Meo; to consider Re-election of Director Hugh James Mark Callaghan; to consider director's remuneration; and to consider other matters.Declared Dividend • Mar 16Final dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NZ$0.38 (vs NZ$0.40 in FY 2023)Full year 2024 results: EPS: NZ$0.38 (down from NZ$0.40 in FY 2023). Revenue: NZ$792.0m (flat on FY 2023). Net income: NZ$84.2m (down 4.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.0% 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 increased by 1% per year whereas the company’s share price has increased by 2% per year.Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.お知らせ • Feb 02Briscoe Group Limited to Report Fiscal Year 2024 Results on Mar 13, 2024Briscoe Group Limited announced that they will report fiscal year 2024 results on Mar 13, 2024Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.お知らせ • Sep 14Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended July 30, 2023, Payable on October 11, 2023Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2023. Record date is September 20, 2023. Ex-date is September 19, 2023. Payment date is October 11, 2023.Reported Earnings • Sep 14First half 2024 earnings released: EPS: NZ$0.19 (vs NZ$0.20 in 1H 2023)First half 2024 results: EPS: NZ$0.19 (down from NZ$0.20 in 1H 2023). Revenue: NZ$369.2m (flat on 1H 2023). Net income: NZ$42.8m (down 6.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.6% 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 8% per year whereas the company’s share price has increased by 6% per year.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Aug 10Briscoe Group Limited to Report First Half, 2024 Results on Sep 13, 2023Briscoe Group Limited announced that they will report first half, 2024 results on Sep 13, 2023Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NZ$0.40 (vs NZ$0.40 in FY 2022)Full year 2023 results: EPS: NZ$0.40 (up from NZ$0.40 in FY 2022). Revenue: NZ$785.9m (up 5.6% from FY 2022). Net income: NZ$88.4m (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 28% over the past three years.Reported Earnings • Sep 15First half 2023 earnings released: EPS: NZ$0.20 (vs NZ$0.21 in 1H 2022)First half 2023 results: EPS: NZ$0.20 (down from NZ$0.21 in 1H 2022). Revenue: NZ$367.9m (up 2.7% from 1H 2022). Net income: NZ$45.6m (down 3.9% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.株主還元BGPAU Specialty RetailAU 市場7D0.5%-2.3%0.08%1Y-14.1%-28.1%3.1%株主還元を見る業界別リターン: BGP過去 1 年間で-28.1 % の収益を上げたAustralian Specialty Retail業界を上回りました。リターン対市場: BGPは、過去 1 年間で3.1 % のリターンを上げたAustralian市場を下回りました。価格変動Is BGP's price volatile compared to industry and market?BGP volatilityBGP Average Weekly Movementn/aSpecialty Retail Industry Average Movement6.8%Market Average Movement10.4%10% most volatile stocks in AU Market17.6%10% least volatile stocks in AU Market4.4%安定した株価: BGPの株価は、 Australian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のBGPのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト17812,100Rod Dukewww.briscoegroup.co.nzブリスコ・グループ・リミテッドはニュージーランドで家庭用品とスポーツ用品の小売業を営んでいる。ホームウェアとスポーツ用品の2つのセグメントで事業を展開している。ブリスコ・ホームウェア（Briscoes Homeware）」と「リーベル・スポーツ（Rebel Sport）」のブランドで店舗を運営し、オンライン販売も行っている。同社は1781 年に設立され、ニュージーランドのオークランドに本社を置く。Briscoe Group Limited は JB Were (NZ) Nominees Limited の子会社として運営されている。もっと見るBriscoe Group Limited 基礎のまとめBriscoe Group の収益と売上を時価総額と比較するとどうか。BGP 基礎統計学時価総額AU$804.62m収益（TTM）AU$48.61m売上高(TTM)AU$655.68m16.6xPER（株価収益率1.2xP/SレシオBGP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BGP 損益計算書（TTM）収益NZ$798.83m売上原価NZ$485.48m売上総利益NZ$313.36mその他の費用NZ$254.14m収益NZ$59.22m直近の収益報告Jan 25, 2026次回決算日該当なし一株当たり利益（EPS）0.27グロス・マージン39.23%純利益率7.41%有利子負債／自己資本比率0%BGP の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.5%現在の配当利回り75%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 06:42終値2026/05/18 00:00収益2026/01/25年間収益2026/01/25データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Briscoe Group Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Paul KorauaForsyth Barr Group Ltd.Guy Edward HooperJarden LimitedWarren DoakMacquarie Research
お知らせ • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.
Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.
お知らせ • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.
Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.
Board Change • Sep 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.
お知らせ • Aug 04Briscoe Group Limited to Report First Half, 2026 Results on Sep 10, 2025Briscoe Group Limited announced that they will report first half, 2026 results on Sep 10, 2025
Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.
お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 15, 2025Briscoe Group Limited, Annual General Meeting, May 15, 2025. Location: offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 14Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Mar 13Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended January 26, 2025, Payable on March 27, 2025Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.11764706 per security for the six months ended January 26, 2025. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NZ$0.27 (vs NZ$0.38 in FY 2024)Full year 2025 results: EPS: NZ$0.27 (down from NZ$0.38 in FY 2024). Revenue: NZ$791.5m (flat on FY 2024). Net income: NZ$60.6m (down 28% from FY 2024). Profit margin: 7.7% (down from 11% in FY 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia.
お知らせ • Mar 12Briscoe Group Australasia Limited Announces Supplementary Distribution, Payable on March 27, 2025Briscoe Group Australasia Limited announced supplementary distribution amount of $0.01764706 per security. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.
お知らせ • Mar 10Briscoe Group Limited, Annual General Meeting, Mar 24, 2025Briscoe Group Limited, Annual General Meeting, Mar 24, 2025.
お知らせ • Feb 04Briscoe Group Limited to Report Fiscal Year 2025 Results on Mar 12, 2025Briscoe Group Limited announced that they will report fiscal year 2025 results on Mar 12, 2025
お知らせ • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.
Board Change • Jan 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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 • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.
お知らせ • Sep 12Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt Nzx Dividend for the Six Months Ended July 30, 2024, Payable on October 09, 2024Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2024. Record date is September 25, 2024. Ex-date is September 24, 2024. Payment date is October 09, 2024.
お知らせ • Aug 02Briscoe Group Limited to Report First Half, 2025 Results on Sep 11, 2024Briscoe Group Limited announced that they will report first half, 2025 results on Sep 11, 2024
Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.
お知らせ • Apr 09Briscoe Group Limited, Annual General Meeting, May 16, 2024Briscoe Group Limited, Annual General Meeting, May 16, 2024, at 10:00 NZST - New Zealand Standard. Location: at the offices of Simpson Grierson, Level 28, Shortland and Fort, 88 Shortland Street, Auckland New Zealand Agenda: To consider Address; to consider managing director's address; to consider To receive and consider the company's financial statements for the year ended 28 January 2024 together with the director's reports; to consider Re-election of Director Dame Rosanne Meo; to consider Re-election of Director Hugh James Mark Callaghan; to consider director's remuneration; and to consider other matters.
Declared Dividend • Mar 16Final dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NZ$0.38 (vs NZ$0.40 in FY 2023)Full year 2024 results: EPS: NZ$0.38 (down from NZ$0.40 in FY 2023). Revenue: NZ$792.0m (flat on FY 2023). Net income: NZ$84.2m (down 4.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.0% 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 increased by 1% per year whereas the company’s share price has increased by 2% per year.
Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.
お知らせ • Feb 02Briscoe Group Limited to Report Fiscal Year 2024 Results on Mar 13, 2024Briscoe Group Limited announced that they will report fiscal year 2024 results on Mar 13, 2024
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan 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.
お知らせ • Sep 14Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended July 30, 2023, Payable on October 11, 2023Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2023. Record date is September 20, 2023. Ex-date is September 19, 2023. Payment date is October 11, 2023.
Reported Earnings • Sep 14First half 2024 earnings released: EPS: NZ$0.19 (vs NZ$0.20 in 1H 2023)First half 2024 results: EPS: NZ$0.19 (down from NZ$0.20 in 1H 2023). Revenue: NZ$369.2m (flat on 1H 2023). Net income: NZ$42.8m (down 6.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.6% 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 8% per year whereas the company’s share price has increased by 6% per year.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Aug 10Briscoe Group Limited to Report First Half, 2024 Results on Sep 13, 2023Briscoe Group Limited announced that they will report first half, 2024 results on Sep 13, 2023
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NZ$0.40 (vs NZ$0.40 in FY 2022)Full year 2023 results: EPS: NZ$0.40 (up from NZ$0.40 in FY 2022). Revenue: NZ$785.9m (up 5.6% from FY 2022). Net income: NZ$88.4m (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Sep 15First half 2023 earnings released: EPS: NZ$0.20 (vs NZ$0.21 in 1H 2022)First half 2023 results: EPS: NZ$0.20 (down from NZ$0.21 in 1H 2022). Revenue: NZ$367.9m (up 2.7% from 1H 2022). Net income: NZ$45.6m (down 3.9% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
