View ValuationAdairs 将来の成長Future 基準チェック /36Adairs利益と収益がそれぞれ年間34.3%と5.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17% 37.5%なると予測されています。主要情報34.3%収益成長率37.50%EPS成長率Specialty Retail 収益成長11.6%収益成長率5.6%将来の株主資本利益率16.96%アナリストカバレッジGood最終更新日01 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 25Adairs Limited Announces Ordinary Fully Franked Distribution for the Six Months Ended December 28, 2025, Payable on April 7, 2026Adairs Limited announced ordinary fully franked distribution of AUD 0.055 per security for the six months ended December 28, 2025. The ex-date for the distribution is 10 March 2026, and the record date is 11 March 2026. The payment date has been fixed as 7 April 2026. The deadline for Dividend Reinvestment Plan (DRP) elections is 5:00 PM on Thursday, 12 March 2026.お知らせ • Jan 19Adairs Limited to Report First Half, 2026 Results on Feb 23, 2026Adairs Limited announced that they will report first half, 2026 results on Feb 23, 2026お知らせ • Nov 11Ashley Gardner to Leave Adairs Limited as Group Chief Financial OfficerAdairs Limited announced that Ashley Gardner, Group Chief Financial Officer, has reached agreement with the Board to leave the company to pursue a new opportunity. Ashley will continue in his role through a transition period to ensure a smooth handover of responsibilities to a replacement Group CFO. The Company will now commence a search process for a successor. The Board and Management thank Ash for his significant contribution to Adairs over the past six years. During his tenure, he played a pivotal role in strengthening the Group's financial and operational foundations and was instrumental in driving its M&A activities, supporting the execution of the Group's multi-brand growth strategy.Declared Dividend • Aug 29Final dividend of AU$0.04 announcedShareholders will receive a dividend of AU$0.04. Ex-date: 10th September 2025 Payment date: 7th October 2025 Dividend yield will be 3.8%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.15 (vs AU$0.18 in FY 2024)Full year 2025 results: EPS: AU$0.15 (down from AU$0.18 in FY 2024). Revenue: AU$618.1m (up 4.0% from FY 2024). Net income: AU$25.7m (down 17% from FY 2024). Profit margin: 4.2% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Aug 21Adairs Limited, Annual General Meeting, Oct 22, 2025Adairs Limited, Annual General Meeting, Oct 22, 2025. Location: the hyatt centric melbourne, 25 downie street, melbourne Australiaお知らせ • Jun 23Adairs Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Adairs Limited announced that they will report fiscal year 2025 results on Aug 27, 2025お知らせ • Feb 24Adairs Limited Announces Ordinary Dividend for the Six Months Ended December 29, 2024, Payable on April 3, 2025Adairs Limited announced ordinary dividend of AUD 0.06500000 per security for the six months ended December 29, 2024. Ex Date is March 10, 2025; Record Date is March 11, 2025; Payment Date is April 3, 2025.お知らせ • Jan 21Adairs Limited to Report First Half, 2025 Results on Feb 24, 2025Adairs Limited announced that they will report first half, 2025 results on Feb 24, 2025Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$2.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Specialty Retail industry in Australia. Total loss to shareholders of 29% over the past three years.Recent Insider Transactions • Sep 25Interim Non-Executive Independent Chair recently bought AU$184k worth of stockOn the 18th of September, Trent Peterson bought around 100k shares on-market at roughly AU$1.84 per share. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Trent has been a net seller over the last 12 months, reducing personal holdings by AU$429k.お知らせ • Sep 11Adairs Limited Announces Board and Committee ChangesAdairs Limited announced the resignation of Kate Spargo from the Board of Adairs Limited. Kate has been a non-executive independent director and Chair of the Audit & Risk Committee since the company was listed on the ASX in 2015, and most recently assumed the role of Interim Chair while the search for a new Chair is undertaken. Trent Peterson will take over as interim Non-Executive Independent Chair of the Board with immediate effect. Trent has been a director of the Company since 2010 and was Non-Executive Chair of the Board of Adairs for 5 years prior to the IPO of the Company in 2015. Kiera Grant will become Interim Chair of the Audit & Risk Committee.Upcoming Dividend • Sep 04Upcoming dividend of AU$0.07 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 08 October 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of Australian dividend payers (6.2%). Higher than average of industry peers (4.4%).Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Specialty Retail industry in Australia. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.01 per share.Reported Earnings • Aug 29Full year 2024 earnings released: EPS: AU$0.18 (vs AU$0.22 in FY 2023)Full year 2024 results: EPS: AU$0.18 (down from AU$0.22 in FY 2023). Revenue: AU$594.4m (down 4.3% from FY 2023). Net income: AU$31.1m (down 18% from FY 2023). Profit margin: 5.2% (down from 6.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 21% per year.お知らせ • Aug 08Adairs Limited, Annual General Meeting, Oct 25, 2024Adairs Limited, Annual General Meeting, Oct 25, 2024. Location: the bellarine room at the hyatt centric, 25 downie street, melbourne Australiaお知らせ • Jul 24Adairs Limited to Report Fiscal Year 2024 Results on Aug 28, 2024Adairs Limited announced that they will report fiscal year 2024 results at 10:00 AM, AUS Eastern Standard Time on Aug 28, 2024Recent Insider Transactions • Apr 03Independent Non-Executive Director recently sold AU$613k worth of stockOn the 28th of March, Trent Peterson sold around 240k shares on-market at roughly AU$2.55 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$580k more than they bought in the last 12 months.Upcoming Dividend • Mar 04Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (6.3%). In line with average of industry peers (4.6%).Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 30%After last week's 30% share price gain to AU$2.38, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total loss to shareholders of 24% over the past three years.Declared Dividend • Feb 28Dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 11th March 2024 Payment date: 8th April 2024 Dividend yield will be 2.2%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.10 (vs AU$0.13 in 1H 2023)First half 2024 results: EPS: AU$0.10 (down from AU$0.13 in 1H 2023). Revenue: AU$302.4m (down 6.7% from 1H 2023). Net income: AU$17.7m (down 19% from 1H 2023). Profit margin: 5.8% (down from 6.7% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% 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 21% per year whereas the company’s share price has fallen by 18% per year.Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Chairman Brett Chenoweth was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Nov 24Adairs Limited to Report Q2, 2024 Results on Feb 26, 2024Adairs Limited announced that they will report Q2, 2024 results on Feb 26, 2024Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to AU$1.47, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Specialty Retail industry in Australia. Total loss to shareholders of 52% over the past three years.お知らせ • Oct 25Adairs Limited Announces Executive AppointmentsThe board of Adairs Limited announced the appointments of Ashley Gardner and Jamie Adamson as joint company secretaries, effective immediately. Mr. Gardner is the Group Chief Financial Officer of Adairs while Mr. Adamson is the Head of Investor Relations, with no change to these existing roles following their Company Secretary appointments.お知らせ • Sep 15Adairs Limited, Annual General Meeting, Nov 24, 2023Adairs Limited, Annual General Meeting, Nov 24, 2023, at 11:01 AUS Eastern Standard Time. Location: Hyatt Centric, 25 Downie Stree Melbourne AustraliaReported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.22 (vs AU$0.26 in FY 2022)Full year 2023 results: EPS: AU$0.22 (down from AU$0.26 in FY 2022). Revenue: AU$621.3m (up 10% from FY 2022). Net income: AU$37.8m (down 16% from FY 2022). Profit margin: 6.1% (down from 8.0% in FY 2022). The decrease in margin was driven by higher expenses. Like-for-like sales growth: Down 10.9% vs FY 2022 Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 21Adairs Limited Announces Michael Cherubino to Step Down as A DirectorMichael Cherubino has advised the Board of his decision to step down as a director of Adairs Limited. Michael's decision follows the Group's acquisition of Focus on Furniture and the significant role he is playing in the strategy and delivery of both the Adairs and Focus store roll out programs. In his role as Executive Director - Group Property, Michael will remain a director of the underlying operating companies of both Adairs Retail Group and Focus on Furniture. Michael will continue to have oversight of the Group's retail property portfolio and play a critical role in driving the store rollout and development strategy.Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.43, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Specialty Retail industry in Australia. Total loss to shareholders of 49% over the past three years.New Risk • Jul 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% 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 Risk Earnings are forecast to decline by an average of 8.1% per year for the foreseeable future. Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$1.59, 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 18% over the past three years.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.36, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Specialty Retail industry in Australia. Total loss to shareholders of 5.2% over the past three years.お知らせ • Jun 02+ 1 more updateAdairs Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Adairs Limited announced that they will report fiscal year 2023 results on Aug 21, 2023Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.88, 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 returns to shareholders of 28% over the past three years.Upcoming Dividend • Mar 13Upcoming dividend of AU$0.08 per share at 7.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (5.7%).Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.13 (vs AU$0.10 in 1H 2022)First half 2023 results: EPS: AU$0.13 (up from AU$0.10 in 1H 2022). Revenue: AU$324.2m (up 34% from 1H 2022). Net income: AU$21.8m (up 24% from 1H 2022). Profit margin: 6.7% (down from 7.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 20+ 1 more updateAdairs Limited Declares Interim Fully Franked Dividend, Payable on 6 April 2023Adairs Limited declares interim fully franked dividend of 8.0 cents per share. The Record Date for the dividend will be 21 March 2023 with payment on 6 April 2023.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to AU$2.43, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 18% over the past three years.お知らせ • Jan 20Adairs Limited to Report First Half, 2023 Results on Feb 20, 2023Adairs Limited announced that they will report first half, 2023 results on Feb 20, 2023Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$2.88, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 60% over the past three years.Upcoming Dividend • Aug 29Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 8.1%. Within top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (6.0%).Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.26 (vs AU$0.38 in FY 2021)Full year 2022 results: EPS: AU$0.26 (down from AU$0.38 in FY 2021). Revenue: AU$564.5m (up 13% from FY 2021). Net income: AU$44.9m (down 30% from FY 2021). Profit margin: 8.0% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 4.5% 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 but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to AU$2.31, 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 returns to shareholders of 77% over the past three years.Board Change • Jul 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Kiera Grant was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$1.97, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Specialty Retail industry in Australia. Total returns to shareholders of 64% over the past three years.Upcoming Dividend • Mar 14Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 21 March 2022. Payment date: 14 April 2022. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 6.3%. Within top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (5.2%).Reported Earnings • Feb 23First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.10 (down from AU$0.26 in 1H 2021). Revenue: AU$241.8m (flat on 1H 2021). Net income: AU$17.6m (down 60% from 1H 2021). Profit margin: 7.3% (down from 18% in 1H 2021). Revenue missed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 25%, compared to a 5.9% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to AU$3.02, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Specialty Retail industry in Australia. Total returns to shareholders of 99% over the past three years.Recent Insider Transactions • Dec 04Independent Non-Executive Director recently bought AU$68k worth of stockOn the 26th of November, Kathryn Spargo bought around 18k shares on-market at roughly AU$3.73 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$318k more in shares than they have sold in the last 12 months.お知らせ • Nov 27Adairs Limited (ASX:ADH) agreed to acquire Focus On Furniture from Rob Santalucia and others for an enterprise value of AUD 80 million.Adairs Limited (ASX:ADH) agreed to acquire Focus On Furniture from Rob Santalucia and others for an enterprise value of AUD 80 million on November 25, 2021. Total consideration comprises AUD 74 million in cash and AUD 6 million placement of ordinary shares in Adairs to the major shareholder and continuing Focus Chief Executive Officer, Rob Santalucia, which are escrowed until the release of the FY23 Adairs Limited results. The consideration is on a debt free basis. The Acquisition will be funded through AUD 74 million of debt with new 3-year term debt facility of AUD 45 million and existing facilities of AUD 29 million and AUD 6 million placement of Adairs shares (approximately 1.0% of ADH) to Rob Santalucia, Focus will continue to operate independently of Adairs, with its existing management team continuing under new contracts. For the FY21 ending June 27, 2021, Focus On Furniture reported Sales of AUD 154 million and Earnings before interest and taxes of AUD 32.8 million. The transaction is expected to close on December 1, 2021. The transaction is expected to be immediately EPS accretive and deliver pro forma double-digit EPS accretion in FY23 (first full year of ownership) and beyond and we see strong growth opportunities that have the potential to drive sales of AUD 250+ million over the next 5 years.Upcoming Dividend • Sep 01Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 23 September 2021. Trailing yield: 5.7%. Within top quartile of Australian dividend payers (5.2%). Higher than average of industry peers (4.4%).Recent Insider Transactions • Aug 28Non-Executive Chairman recently bought AU$250k worth of stockOn the 26th of August, Brett Chenoweth bought around 66k shares on-market at roughly AU$3.77 per share. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.Reported Earnings • Aug 20Full year 2021 earnings released: EPS AU$0.38 (vs AU$0.21 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$499.8m (up 28% from FY 2020). Net income: AU$63.7m (up 81% from FY 2020). Profit margin: 13% (up from 9.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$4.77, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total returns to shareholders of 168% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$9.25 per share.Analyst Estimate Surprise Post Earnings • Feb 18Revenue in line with expectationsRevenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.2%, compared to a 9.4% growth forecast for the Specialty Retail industry in Australia.Reported Earnings • Feb 17First half 2021 earnings released: EPS AU$0.26 (vs AU$0.079 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$243.0m (up 35% from 1H 2020). Net income: AU$43.9m (up 233% from 1H 2020). Profit margin: 18% (up from 7.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.Is New 90 Day High Low • Feb 09New 90-day high: AU$4.09The company is up 25% from its price of AU$3.28 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.72 per share.お知らせ • Feb 01Adairs Limited to Report First Half, 2021 Results on Feb 16, 2021Adairs Limited announced that they will report first half, 2021 results on Feb 16, 2021お知らせ • Nov 16Adairs Limited Appoints Brett Chenoweth as Non-Executive ChairmanAdairs Limited announced that it has appointed Brett Chenoweth as its new Non-Executive Chairman, effective November 16, 2020. Brett is currently Chairman of Madman Entertainment, Canberra Data Centres and The Advisory Board of HRL Morrison & Co. He is also a non-executive Board director of Vodafone New Zealand, NSW Land Registry Services and Janison Education Group. Previously Brett was the Chief Executive Officer and Managing Director of APN News and Media and held senior executive roles at the venture capital firm Silverfern Group, Telecom New Zealand, ecorp, ninemsn and Village Roadshow. With a wealth of experience in leading businesses across media, technology, entertainment and telecommunications sectors, Brett will add significant depth and diversity to the Adairs board.Valuation Update With 7 Day Price Move • Nov 10Market pulls back on stock over the past weekAfter last week's 15% share price decline to AU$3.21, the stock is trading at a trailing P/E ratio of 17.9x, down from the previous P/E ratio of 21x. This compares to an average P/E of 18x in the Specialty Retail industry in Australia. Total returns to shareholders over the past three years are 114%.Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 19% share price gain to AU$4.20, the stock is trading at a trailing P/E ratio of 19.4x, up from the previous P/E ratio of 16.3x. This compares to an average P/E of 21x in the Specialty Retail industry in Australia. Total returns to shareholders over the past three years are 233%.Is New 90 Day High Low • Oct 06New 90-day high: AU$3.68The company is up 66% from its price of AU$2.22 on 08 July 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.66 per share.お知らせ • Jun 19Adairs Limited to Report Fiscal Year 2020 Results on Aug 26, 2020Adairs Limited announced that they will report fiscal year 2020 results at 9:29 PM, GMT Standard Time on Aug 26, 2020業績と収益の成長予測CHIA:ADH - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/2028732436510466/30/202768634539266/30/2026651216194612/28/2025637196981N/A9/28/2025627226780N/A6/29/2025618266579N/A3/29/2025610296679N/A12/29/2024602336780N/A9/29/2024598326687N/A6/30/2024594316694N/A3/31/20245973276103N/A12/31/20236003485113N/A9/30/20236103690111N/A6/25/20236213896108N/A3/25/2023634438799N/A12/25/2022647497889N/A9/25/2022606476575N/A6/26/2022564455261N/A3/26/2022532416273N/A12/26/2021499377285N/A9/26/20214995189101N/A6/27/202150064106117N/A3/27/202147665111120N/A12/27/202045266116124N/A9/27/202042051103110N/A6/28/2020389359097N/A3/28/2020375326875N/A12/29/2019360284653N/A9/29/201935229N/A44N/A6/30/201934430N/A35N/A3/31/201933731N/A36N/A12/30/201833032N/A37N/A9/30/201832231N/A38N/A7/1/201831531N/A39N/A4/1/201830228N/A38N/A12/31/201728926N/A37N/A9/30/201727724N/A32N/A7/2/201726521N/A28N/A4/2/201726222N/A30N/A1/1/201726022N/A32N/A10/1/201625725N/A28N/A7/3/201625327N/A24N/A12/27/201523212N/A34N/A9/27/20152218N/A33N/A6/28/20152113N/A32N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ADHの予測収益成長率 (年間34.3% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: ADHの収益 ( 34.3% ) はAustralian市場 ( 11.9% ) よりも速いペースで成長すると予測されています。高成長収益: ADHの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: ADHの収益 ( 5.6% ) Australian市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: ADHの収益 ( 5.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ADHの 自己資本利益率 は、3年後には低くなると予測されています ( 17 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance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2026/05/22 17:53終値2026/05/22 00:00収益2025/12/28年間収益2025/06/29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Adairs Limited 6 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。11 アナリスト機関Aryan NoroziBarrenjoey Markets Pty LimitedChamithri RatnapalaBell PotterAllan FranklinCanaccord Genuity8 その他のアナリストを表示
お知らせ • Feb 25Adairs Limited Announces Ordinary Fully Franked Distribution for the Six Months Ended December 28, 2025, Payable on April 7, 2026Adairs Limited announced ordinary fully franked distribution of AUD 0.055 per security for the six months ended December 28, 2025. The ex-date for the distribution is 10 March 2026, and the record date is 11 March 2026. The payment date has been fixed as 7 April 2026. The deadline for Dividend Reinvestment Plan (DRP) elections is 5:00 PM on Thursday, 12 March 2026.
お知らせ • Jan 19Adairs Limited to Report First Half, 2026 Results on Feb 23, 2026Adairs Limited announced that they will report first half, 2026 results on Feb 23, 2026
お知らせ • Nov 11Ashley Gardner to Leave Adairs Limited as Group Chief Financial OfficerAdairs Limited announced that Ashley Gardner, Group Chief Financial Officer, has reached agreement with the Board to leave the company to pursue a new opportunity. Ashley will continue in his role through a transition period to ensure a smooth handover of responsibilities to a replacement Group CFO. The Company will now commence a search process for a successor. The Board and Management thank Ash for his significant contribution to Adairs over the past six years. During his tenure, he played a pivotal role in strengthening the Group's financial and operational foundations and was instrumental in driving its M&A activities, supporting the execution of the Group's multi-brand growth strategy.
Declared Dividend • Aug 29Final dividend of AU$0.04 announcedShareholders will receive a dividend of AU$0.04. Ex-date: 10th September 2025 Payment date: 7th October 2025 Dividend yield will be 3.8%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (72% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 74% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 27Full year 2025 earnings released: EPS: AU$0.15 (vs AU$0.18 in FY 2024)Full year 2025 results: EPS: AU$0.15 (down from AU$0.18 in FY 2024). Revenue: AU$618.1m (up 4.0% from FY 2024). Net income: AU$25.7m (down 17% from FY 2024). Profit margin: 4.2% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Aug 21Adairs Limited, Annual General Meeting, Oct 22, 2025Adairs Limited, Annual General Meeting, Oct 22, 2025. Location: the hyatt centric melbourne, 25 downie street, melbourne Australia
お知らせ • Jun 23Adairs Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Adairs Limited announced that they will report fiscal year 2025 results on Aug 27, 2025
お知らせ • Feb 24Adairs Limited Announces Ordinary Dividend for the Six Months Ended December 29, 2024, Payable on April 3, 2025Adairs Limited announced ordinary dividend of AUD 0.06500000 per security for the six months ended December 29, 2024. Ex Date is March 10, 2025; Record Date is March 11, 2025; Payment Date is April 3, 2025.
お知らせ • Jan 21Adairs Limited to Report First Half, 2025 Results on Feb 24, 2025Adairs Limited announced that they will report first half, 2025 results on Feb 24, 2025
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$2.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Specialty Retail industry in Australia. Total loss to shareholders of 29% over the past three years.
Recent Insider Transactions • Sep 25Interim Non-Executive Independent Chair recently bought AU$184k worth of stockOn the 18th of September, Trent Peterson bought around 100k shares on-market at roughly AU$1.84 per share. This transaction amounted to 7.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Trent has been a net seller over the last 12 months, reducing personal holdings by AU$429k.
お知らせ • Sep 11Adairs Limited Announces Board and Committee ChangesAdairs Limited announced the resignation of Kate Spargo from the Board of Adairs Limited. Kate has been a non-executive independent director and Chair of the Audit & Risk Committee since the company was listed on the ASX in 2015, and most recently assumed the role of Interim Chair while the search for a new Chair is undertaken. Trent Peterson will take over as interim Non-Executive Independent Chair of the Board with immediate effect. Trent has been a director of the Company since 2010 and was Non-Executive Chair of the Board of Adairs for 5 years prior to the IPO of the Company in 2015. Kiera Grant will become Interim Chair of the Audit & Risk Committee.
Upcoming Dividend • Sep 04Upcoming dividend of AU$0.07 per shareEligible shareholders must have bought the stock before 11 September 2024. Payment date: 08 October 2024. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 7.1%. Within top quartile of Australian dividend payers (6.2%). Higher than average of industry peers (4.4%).
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.83, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 17x in the Specialty Retail industry in Australia. Total loss to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.01 per share.
Reported Earnings • Aug 29Full year 2024 earnings released: EPS: AU$0.18 (vs AU$0.22 in FY 2023)Full year 2024 results: EPS: AU$0.18 (down from AU$0.22 in FY 2023). Revenue: AU$594.4m (down 4.3% from FY 2023). Net income: AU$31.1m (down 18% from FY 2023). Profit margin: 5.2% (down from 6.1% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 21% per year.
お知らせ • Aug 08Adairs Limited, Annual General Meeting, Oct 25, 2024Adairs Limited, Annual General Meeting, Oct 25, 2024. Location: the bellarine room at the hyatt centric, 25 downie street, melbourne Australia
お知らせ • Jul 24Adairs Limited to Report Fiscal Year 2024 Results on Aug 28, 2024Adairs Limited announced that they will report fiscal year 2024 results at 10:00 AM, AUS Eastern Standard Time on Aug 28, 2024
Recent Insider Transactions • Apr 03Independent Non-Executive Director recently sold AU$613k worth of stockOn the 28th of March, Trent Peterson sold around 240k shares on-market at roughly AU$2.55 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$580k more than they bought in the last 12 months.
Upcoming Dividend • Mar 04Upcoming dividend of AU$0.05 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (6.3%). In line with average of industry peers (4.6%).
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improves as stock rises 30%After last week's 30% share price gain to AU$2.38, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total loss to shareholders of 24% over the past three years.
Declared Dividend • Feb 28Dividend of AU$0.05 announcedShareholders will receive a dividend of AU$0.05. Ex-date: 11th March 2024 Payment date: 8th April 2024 Dividend yield will be 2.2%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.10 (vs AU$0.13 in 1H 2023)First half 2024 results: EPS: AU$0.10 (down from AU$0.13 in 1H 2023). Revenue: AU$302.4m (down 6.7% from 1H 2023). Net income: AU$17.7m (down 19% from 1H 2023). Profit margin: 5.8% (down from 6.7% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% 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 21% per year whereas the company’s share price has fallen by 18% per year.
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Chairman Brett Chenoweth was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Nov 24Adairs Limited to Report Q2, 2024 Results on Feb 26, 2024Adairs Limited announced that they will report Q2, 2024 results on Feb 26, 2024
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to AU$1.47, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Specialty Retail industry in Australia. Total loss to shareholders of 52% over the past three years.
お知らせ • Oct 25Adairs Limited Announces Executive AppointmentsThe board of Adairs Limited announced the appointments of Ashley Gardner and Jamie Adamson as joint company secretaries, effective immediately. Mr. Gardner is the Group Chief Financial Officer of Adairs while Mr. Adamson is the Head of Investor Relations, with no change to these existing roles following their Company Secretary appointments.
お知らせ • Sep 15Adairs Limited, Annual General Meeting, Nov 24, 2023Adairs Limited, Annual General Meeting, Nov 24, 2023, at 11:01 AUS Eastern Standard Time. Location: Hyatt Centric, 25 Downie Stree Melbourne Australia
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.22 (vs AU$0.26 in FY 2022)Full year 2023 results: EPS: AU$0.22 (down from AU$0.26 in FY 2022). Revenue: AU$621.3m (up 10% from FY 2022). Net income: AU$37.8m (down 16% from FY 2022). Profit margin: 6.1% (down from 8.0% in FY 2022). The decrease in margin was driven by higher expenses. Like-for-like sales growth: Down 10.9% vs FY 2022 Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 21Adairs Limited Announces Michael Cherubino to Step Down as A DirectorMichael Cherubino has advised the Board of his decision to step down as a director of Adairs Limited. Michael's decision follows the Group's acquisition of Focus on Furniture and the significant role he is playing in the strategy and delivery of both the Adairs and Focus store roll out programs. In his role as Executive Director - Group Property, Michael will remain a director of the underlying operating companies of both Adairs Retail Group and Focus on Furniture. Michael will continue to have oversight of the Group's retail property portfolio and play a critical role in driving the store rollout and development strategy.
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.43, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Specialty Retail industry in Australia. Total loss to shareholders of 49% over the past three years.
New Risk • Jul 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.1% 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 Risk Earnings are forecast to decline by an average of 8.1% per year for the foreseeable future. Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 17%After last week's 17% share price gain to AU$1.59, 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 18% over the past three years.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.36, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Specialty Retail industry in Australia. Total loss to shareholders of 5.2% over the past three years.
お知らせ • Jun 02+ 1 more updateAdairs Limited to Report Fiscal Year 2023 Results on Aug 21, 2023Adairs Limited announced that they will report fiscal year 2023 results on Aug 21, 2023
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to AU$1.88, 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 returns to shareholders of 28% over the past three years.
Upcoming Dividend • Mar 13Upcoming dividend of AU$0.08 per share at 7.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 63% and this is well supported by cash flows. Trailing yield: 7.9%. Within top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (5.7%).
Reported Earnings • Feb 21First half 2023 earnings released: EPS: AU$0.13 (vs AU$0.10 in 1H 2022)First half 2023 results: EPS: AU$0.13 (up from AU$0.10 in 1H 2022). Revenue: AU$324.2m (up 34% from 1H 2022). Net income: AU$21.8m (up 24% from 1H 2022). Profit margin: 6.7% (down from 7.3% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 20+ 1 more updateAdairs Limited Declares Interim Fully Franked Dividend, Payable on 6 April 2023Adairs Limited declares interim fully franked dividend of 8.0 cents per share. The Record Date for the dividend will be 21 March 2023 with payment on 6 April 2023.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to AU$2.43, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 18% over the past three years.
お知らせ • Jan 20Adairs Limited to Report First Half, 2023 Results on Feb 20, 2023Adairs Limited announced that they will report first half, 2023 results on Feb 20, 2023
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$2.88, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 60% over the past three years.
Upcoming Dividend • Aug 29Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 05 September 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 8.1%. Within top quartile of Australian dividend payers (6.5%). Higher than average of industry peers (6.0%).
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.26 (vs AU$0.38 in FY 2021)Full year 2022 results: EPS: AU$0.26 (down from AU$0.38 in FY 2021). Revenue: AU$564.5m (up 13% from FY 2021). Net income: AU$44.9m (down 30% from FY 2021). Profit margin: 8.0% (down from 13% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 15%, compared to a 4.5% 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 but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to AU$2.31, 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 returns to shareholders of 77% over the past three years.
Board Change • Jul 01Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Kiera Grant was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Jun 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to AU$1.97, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Specialty Retail industry in Australia. Total returns to shareholders of 64% over the past three years.
Upcoming Dividend • Mar 14Upcoming dividend of AU$0.08 per shareEligible shareholders must have bought the stock before 21 March 2022. Payment date: 14 April 2022. Payout ratio is on the higher end at 81%, however this is supported by cash flows. Trailing yield: 6.3%. Within top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (5.2%).
Reported Earnings • Feb 23First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: AU$0.10 (down from AU$0.26 in 1H 2021). Revenue: AU$241.8m (flat on 1H 2021). Net income: AU$17.6m (down 60% from 1H 2021). Profit margin: 7.3% (down from 18% in 1H 2021). Revenue missed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 25%, compared to a 5.9% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 25Investor sentiment deteriorated over the past weekAfter last week's 24% share price decline to AU$3.02, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Specialty Retail industry in Australia. Total returns to shareholders of 99% over the past three years.
Recent Insider Transactions • Dec 04Independent Non-Executive Director recently bought AU$68k worth of stockOn the 26th of November, Kathryn Spargo bought around 18k shares on-market at roughly AU$3.73 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$318k more in shares than they have sold in the last 12 months.
お知らせ • Nov 27Adairs Limited (ASX:ADH) agreed to acquire Focus On Furniture from Rob Santalucia and others for an enterprise value of AUD 80 million.Adairs Limited (ASX:ADH) agreed to acquire Focus On Furniture from Rob Santalucia and others for an enterprise value of AUD 80 million on November 25, 2021. Total consideration comprises AUD 74 million in cash and AUD 6 million placement of ordinary shares in Adairs to the major shareholder and continuing Focus Chief Executive Officer, Rob Santalucia, which are escrowed until the release of the FY23 Adairs Limited results. The consideration is on a debt free basis. The Acquisition will be funded through AUD 74 million of debt with new 3-year term debt facility of AUD 45 million and existing facilities of AUD 29 million and AUD 6 million placement of Adairs shares (approximately 1.0% of ADH) to Rob Santalucia, Focus will continue to operate independently of Adairs, with its existing management team continuing under new contracts. For the FY21 ending June 27, 2021, Focus On Furniture reported Sales of AUD 154 million and Earnings before interest and taxes of AUD 32.8 million. The transaction is expected to close on December 1, 2021. The transaction is expected to be immediately EPS accretive and deliver pro forma double-digit EPS accretion in FY23 (first full year of ownership) and beyond and we see strong growth opportunities that have the potential to drive sales of AUD 250+ million over the next 5 years.
Upcoming Dividend • Sep 01Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 08 September 2021. Payment date: 23 September 2021. Trailing yield: 5.7%. Within top quartile of Australian dividend payers (5.2%). Higher than average of industry peers (4.4%).
Recent Insider Transactions • Aug 28Non-Executive Chairman recently bought AU$250k worth of stockOn the 26th of August, Brett Chenoweth bought around 66k shares on-market at roughly AU$3.77 per share. This was the largest purchase by an insider in the last 3 months. This was Brett's only on-market trade for the last 12 months.
Reported Earnings • Aug 20Full year 2021 earnings released: EPS AU$0.38 (vs AU$0.21 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$499.8m (up 28% from FY 2020). Net income: AU$63.7m (up 81% from FY 2020). Profit margin: 13% (up from 9.1% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to AU$4.77, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Specialty Retail industry in Australia. Total returns to shareholders of 168% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$9.25 per share.
Analyst Estimate Surprise Post Earnings • Feb 18Revenue in line with expectationsRevenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.2%, compared to a 9.4% growth forecast for the Specialty Retail industry in Australia.
Reported Earnings • Feb 17First half 2021 earnings released: EPS AU$0.26 (vs AU$0.079 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$243.0m (up 35% from 1H 2020). Net income: AU$43.9m (up 233% from 1H 2020). Profit margin: 18% (up from 7.3% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.
Is New 90 Day High Low • Feb 09New 90-day high: AU$4.09The company is up 25% from its price of AU$3.28 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.72 per share.
お知らせ • Feb 01Adairs Limited to Report First Half, 2021 Results on Feb 16, 2021Adairs Limited announced that they will report first half, 2021 results on Feb 16, 2021
お知らせ • Nov 16Adairs Limited Appoints Brett Chenoweth as Non-Executive ChairmanAdairs Limited announced that it has appointed Brett Chenoweth as its new Non-Executive Chairman, effective November 16, 2020. Brett is currently Chairman of Madman Entertainment, Canberra Data Centres and The Advisory Board of HRL Morrison & Co. He is also a non-executive Board director of Vodafone New Zealand, NSW Land Registry Services and Janison Education Group. Previously Brett was the Chief Executive Officer and Managing Director of APN News and Media and held senior executive roles at the venture capital firm Silverfern Group, Telecom New Zealand, ecorp, ninemsn and Village Roadshow. With a wealth of experience in leading businesses across media, technology, entertainment and telecommunications sectors, Brett will add significant depth and diversity to the Adairs board.
Valuation Update With 7 Day Price Move • Nov 10Market pulls back on stock over the past weekAfter last week's 15% share price decline to AU$3.21, the stock is trading at a trailing P/E ratio of 17.9x, down from the previous P/E ratio of 21x. This compares to an average P/E of 18x in the Specialty Retail industry in Australia. Total returns to shareholders over the past three years are 114%.
Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 19% share price gain to AU$4.20, the stock is trading at a trailing P/E ratio of 19.4x, up from the previous P/E ratio of 16.3x. This compares to an average P/E of 21x in the Specialty Retail industry in Australia. Total returns to shareholders over the past three years are 233%.
Is New 90 Day High Low • Oct 06New 90-day high: AU$3.68The company is up 66% from its price of AU$2.22 on 08 July 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$7.66 per share.
お知らせ • Jun 19Adairs Limited to Report Fiscal Year 2020 Results on Aug 26, 2020Adairs Limited announced that they will report fiscal year 2020 results at 9:29 PM, GMT Standard Time on Aug 26, 2020