View ValuationLPP 将来の成長Future 基準チェック /46LPP利益と収益がそれぞれ年間19.2%と12.8%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37.2% 22.1%なると予測されています。主要情報19.2%収益成長率22.09%EPS成長率Luxury 収益成長13.6%収益成長率12.8%将来の株主資本利益率37.23%アナリストカバレッジGood最終更新日25 May 2026今後の成長に関する最新情報お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.お知らせ • Apr 21LPP Provides Revenue Guidance for the Fiscal Year 2022-2023LPP provided revenue guidance for the fiscal year 2022-2023. For the year, the company eyes PLN 16 billion in sales in fiscal year 2022/23, up by 13% y/y, with online sales hitting PLN 5 billion.すべての更新を表示Recent updatesお知らせ • Jan 20+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 11, 2026LPP SA announced that they will report Q1, 2026 results on Jun 11, 2026お知らせ • Jan 15LPP SA to Report Fiscal Year 2026 Results on Mar 26, 2026LPP SA announced that they will report fiscal year 2026 results on Mar 26, 2026お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 11, 2025LPP SA, Annual General Meeting, Jul 11, 2025, at 10:00 Central European Standard Time.お知らせ • Jan 25+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 12, 2025LPP SA announced that they will report Q1, 2026 results on Jun 12, 2025お知らせ • Jan 22+ 1 more updateLPP SA to Report Fiscal Year 2025 Results on Apr 03, 2025LPP SA announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 03, 2025Upcoming Dividend • Oct 03Upcoming dividend of zł325 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).Reported Earnings • Sep 26Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł5.01b (up 9.4% from 2Q 2024). Net income: zł444.0m (up 1.2% from 2Q 2024). Profit margin: 8.9% (in line with 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Europe.お知らせ • Jul 12LPP SA Declares Dividend, Payable on October 30Listed fashion group LPP's ordinary general meeting has decided to allocate a total of PLN 1.13 billion (EUR 265 mln) to dividend payments, according to resolutions passed on Friday. The previously paid advance will reduce the amount of the dividend to be paid to shareholders. The dividend date is October 11, and the payment will be made on October 30.お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 12, 2024LPP SA, Annual General Meeting, Jul 12, 2024.Reported Earnings • Jun 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł4.31b (up 18% from 1Q 2024). Net income: zł276.0m (up 152% from 1Q 2024). Profit margin: 6.4% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.Upcoming Dividend • Apr 15Upcoming dividend of zł285 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).Reported Earnings • Mar 29Full year 2024 earnings released: EPS: zł866 (vs zł618 in FY 2023)Full year 2024 results: EPS: zł866 (up from zł618 in FY 2023). Revenue: zł17.4b (up 9.3% from FY 2023). Net income: zł1.61b (up 40% from FY 2023). Profit margin: 9.2% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to €2,900, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 80% over the past three years.お知らせ • Feb 01Lpp Fashion to Pay Advance Dividend for Fiscal Year 2023/2024LPP SA to pay shareholders an advance dividend of PLN 285 (EUR 65.61) per share for the financial year running from February 1, 2023 to January 31, 2024, the company said in a market filing. The management board intends to submit a motion to the annual general meeting of shareholders to pay a total dividend for Fiscal Year 2023/2024 of at least PLN 570 (EUR 131.21) per share and to set the dividend payment date for October 30, 2024.お知らせ • Jan 19LPP SA to Report Q3, 2024 Results on Dec 11, 2024LPP SA announced that they will report Q3, 2024 results on Dec 11, 2024お知らせ • Jan 17+ 2 more updatesLPP SA to Report Q1, 2025 Results on Jun 12, 2024LPP SA announced that they will report Q1, 2025 results on Jun 12, 2024Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: zł310 (vs zł215 in 3Q 2023)Third quarter 2024 results: EPS: zł310 (up from zł215 in 3Q 2023). Revenue: zł4.35b (flat on 3Q 2023). Net income: zł575.6m (up 46% from 3Q 2023). Profit margin: 13% (up from 9.1% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 19LPP SA Appoints Mikolaj Wezdecki as New Deputy CEOLPP SA announced the appointed of Mikolaj Wezdecki as a new vice chairman of the group's management board, the company said in a market filing. Wezdecki has been working for LPP since June 2022 as a director responsible for developing e-commerce platforms for Reserved and Sinsay brands. Previously, he was a member of the management group Modivo and director in charge of e-commerce.New Risk • Sep 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Sep 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł4.58b (up 5.4% from 2Q 2023). Net income: zł438.8m (down 18% from 2Q 2023). Profit margin: 9.6% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 4 years, compared to a 7.3% growth forecast for the Luxury industry in Germany.お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.Buying Opportunity • Sep 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be €3,497, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Buying Opportunity • Sep 05Now 20% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be €3,791, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.Upcoming Dividend • Jun 30Upcoming dividend of zł430 per share at 3.1% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 10 October 2023. Payout ratio and cash payout ratio are on the higher end at 81% and 76% respectively. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).Reported Earnings • Jun 16First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł3.64b (up 20% from 1Q 2023). Net income: zł109.5m (down 59% from 1Q 2023). Profit margin: 3.0% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 4 years, compared to a 6.3% growth forecast for the Luxury industry in Germany.お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.お知らせ • Jun 03LPP SA, Annual General Meeting, Jun 30, 2023LPP SA, Annual General Meeting, Jun 30, 2023, at 10:00 Central European Standard Time. Location: UL. LAKOWA 39/44 Gdañsk Polandお知らせ • Jun 01LPP Recommends Dividend Payouts of At Least 50% of Net Profits - Dividend Policy for 2023-26LPP will recommend dividend payouts of at least 50% of net profits plus unallocated profits from previous years, with the payout capped at 70% of profits, the company said in a market filing on a dividend policy for 2023-26. The company may also consider offering advance dividends. Advance payments would preferably be offered in April-May, final dividends in October-November. Particular dividends will depend on financial and liquidity situation of the group, economic environment and investment needs.お知らせ • May 25+ 1 more updateLPP SA to Report First Half, 2023 Results on Sep 21, 2023LPP SA announced that they will report first half, 2023 results on Sep 21, 2023Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €2,608, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Luxury industry in Europe. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2,247 per share.Reported Earnings • Apr 28Full year 2023 earnings releasedFull year 2023 results: Revenue: zł15.9b (up 14% from FY 2022). Net income: zł1.15b (up 20% from FY 2022). Profit margin: 7.2% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 4 years, compared to a 5.9% growth forecast for the Luxury industry in Germany.お知らせ • Jan 10+ 1 more updateLPP SA to Report Q3, 2023 Results on Dec 13, 2023LPP SA announced that they will report Q3, 2023 results on Dec 13, 2023お知らせ • Jan 06+ 1 more updateLPP SA to Report Fiscal Year 2023 Results on Apr 26, 2023LPP SA announced that they will report fiscal year 2023 results on Apr 26, 2023Reported Earnings • Dec 15Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł4.37b (up 12% from 3Q 2022). Net income: zł395.5m (down 37% from 3Q 2022). Profit margin: 9.1% (down from 16% in 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 4 years, compared to a 6.9% growth forecast for the Luxury industry in Germany.Buying Opportunity • Nov 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be €2,420, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.お知らせ • Nov 11FES Retail acquired 50 stores in Russia from LPP SA (WSE:LPP).FES Retail acquired 50 stores in Russia from LPP SA (WSE:LPP) in May 2022. FES Retail completed the acquisition of 50 stores in Russia from LPP SA (WSE:LPP) in May 2022.Reported Earnings • Oct 08Second quarter 2023 earnings released: EPS: zł292 (vs zł125 in 2Q 2022)Second quarter 2023 results: EPS: zł292 (up from zł125 in 2Q 2022). Revenue: zł4.34b (up 45% from 2Q 2022). Net income: zł537.5m (up 134% from 2Q 2022). Profit margin: 12% (up from 7.7% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 5 years, compared to a 7.7% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł3.03b (up 29% from 1Q 2022). Net income: zł268.0m (up zł246.4m from 1Q 2022). Profit margin: 8.8% (up from 0.9% in 1Q 2022). Over the next year, revenue is expected to shrink by 4.8% compared to a 14% growth forecast for the industry in Germany.Upcoming Dividend • May 20Upcoming dividend of zł350 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 30 August 2022. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.7%.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2,096, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 19x in the Luxury industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3,154 per share.Reported Earnings • Apr 23Full year 2022 earnings released: EPS: zł519 (vs zł103 loss in FY 2021)Full year 2022 results: EPS: zł519 (up from zł103 loss in FY 2021). Revenue: zł14.0b (up 79% from FY 2021). Net income: zł953.5m (up zł1.14b from FY 2021). Profit margin: 6.8% (up from net loss in FY 2021). Over the next year, revenue is expected to shrink by 32% compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23LPP SA, Annual General Meeting, May 20, 2022LPP SA, Annual General Meeting, May 20, 2022, at 10:00 Central European Standard Time. Location: UL. LAKOWA 39/44 Gdansk Polandお知らせ • Apr 21LPP Provides Revenue Guidance for the Fiscal Year 2022-2023LPP provided revenue guidance for the fiscal year 2022-2023. For the year, the company eyes PLN 16 billion in sales in fiscal year 2022/23, up by 13% y/y, with online sales hitting PLN 5 billion.お知らせ • Apr 20Lpp Fashion Recommends Dividend , Payable on June 6, 2022 and August 30,2022LPP recommended that shareholders take PLN 350 DPS from the Fiscal Year 2021/22 net profit in two tranches of PLN 175 DPS each, the company said in a market filing. Rights would be set on May 30. The first tranche would be paid on June 6, with the second tranche payout to follow on August 30.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 33% share price gain to €2,054, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Luxury industry in Europe. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 36% share price decline to €2,194, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 20x in the Luxury industry in Europe. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 29% share price gain to €3,736, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 23x in the Luxury industry in Europe. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4,195 per share.Reported Earnings • Dec 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: zł341 (up from zł24.00 loss in 3Q 2021). Revenue: zł3.91b (up 87% from 3Q 2021). Net income: zł627.6m (up zł672.0m from 3Q 2021). Profit margin: 16% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 14% compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3,006, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 24x in the Luxury industry in Europe. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3,483 per share.Upcoming Dividend • Jun 28Inaugural dividend of zł450 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 06 October 2021. The company last paid an ordinary dividend in April 2019. The average dividend yield among industry peers is 0.9%.Reported Earnings • May 04Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: zł7.85b (down 14% from FY 2020). Net loss: zł190.1m (down 149% from profit in FY 2020).お知らせ • Jan 15+ 3 more updatesLPP SA to Report Fiscal Year 2021 Results on Apr 29, 2021LPP SA announced that they will report fiscal year 2021 results on Apr 29, 2021Is New 90 Day High Low • Dec 30New 90-day high: €1,721The company is up 22% from its price of €1,413 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1,701 per share.Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 7.2%. Over the next year, revenue is expected to shrink by 12% compared to a 11% growth forecast for the Luxury industry in Germany.Is New 90 Day High Low • Nov 12New 90-day high: €1,651The company is up 2.0% from its price of €1,619 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1,545 per share.Valuation Update With 7 Day Price Move • Nov 07Market bids up stock over the past weekAfter last week's 23% share price gain to zł1,399, the stock is trading at a trailing P/E ratio of 30.6x, up from the previous P/E ratio of 24.9x. This compares to an average P/E of 113x in the Luxury industry in Germany. Total return to shareholders over the past year is a loss of 29%.Is New 90 Day High Low • Oct 17New 90-day low: €1,282The company is down 8.0% from its price of €1,390 on 17 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury 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 €1,507 per share.業績と収益の成長予測DB:1RY - アナリストの将来予測と過去の財務データ ( )PLN 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1/31/202936,2293,2282,9716,52791/31/202832,1882,8812,5586,464111/31/202727,4432,6422,0505,840111/31/202623,1091,5001,5044,675N/A10/31/202522,3201,2341,3234,121N/A7/31/202521,3911,8315752,954N/A4/30/202520,8421,8051,3833,528N/A1/31/202520,1941,7472,2034,021N/A10/31/202419,3641,7822,7724,241N/A7/31/202418,5021,7793,1524,392N/A4/30/202418,0731,7732,9244,028N/A1/31/202417,4061,6073,2534,343N/A10/31/202316,7501,3102,5523,696N/A7/31/202316,7671,1292,0693,270N/A4/30/202316,5317138482,014N/A1/31/202315,927871-577580N/A10/31/202215,141697-1,07028N/A7/31/202213,908904-683384N/A4/30/202212,5589726791,724N/A1/31/202211,3397251,4262,386N/A10/31/202110,0346691,3882,382N/A7/30/20219,3463141,1822,038N/A4/30/20218,4851939191,730N/A1/31/20217,848-1902501,075N/A1/31/20209,1383897801,706N/A9/30/20198,763423N/A1,330N/A6/30/20198,458495N/A1,377N/A3/31/20198,294495N/A1,283N/A12/31/20188,047505N/A1,212N/A9/30/20187,823492N/A1,316N/A6/30/20187,592486N/A1,016N/A3/31/20187,247453N/A1,038N/A12/31/20177,029441N/A893N/A9/30/20176,734298N/A1,018N/A6/30/20176,410207N/A990N/A3/31/20176,207123N/A827N/A12/31/20166,019175N/A718N/A9/30/20165,741190N/A444N/A6/30/20165,514276N/A303N/A3/31/20165,303323N/A255N/A12/31/20155,130351N/A254N/A9/30/20154,960424N/A280N/A6/30/20154,933426N/A371N/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: 1RYの予測収益成長率 (年間19.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 1RYの収益 ( 19.2% ) はGerman市場 ( 17.2% ) 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: 1RYの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1RYの収益 ( 12.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 1RYの収益 ( 12.8% ) 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: 1RYの 自己資本利益率 は、3年後には高くなると予測されています ( 37.2 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 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2026/05/26 16:03終値2026/05/26 00:00収益2026/01/31年間収益2026/01/31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LPP SA 11 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。25 アナリスト機関Beata Szparaga-WasniewskaBiuro maklerskie mBankuJanusz PietaBiuro maklerskie mBankuMichael JacksBofA Global Research22 その他のアナリストを表示
お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.
お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.
お知らせ • Apr 21LPP Provides Revenue Guidance for the Fiscal Year 2022-2023LPP provided revenue guidance for the fiscal year 2022-2023. For the year, the company eyes PLN 16 billion in sales in fiscal year 2022/23, up by 13% y/y, with online sales hitting PLN 5 billion.
お知らせ • Jan 20+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 11, 2026LPP SA announced that they will report Q1, 2026 results on Jun 11, 2026
お知らせ • Jan 15LPP SA to Report Fiscal Year 2026 Results on Mar 26, 2026LPP SA announced that they will report fiscal year 2026 results on Mar 26, 2026
お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 11, 2025LPP SA, Annual General Meeting, Jul 11, 2025, at 10:00 Central European Standard Time.
お知らせ • Jan 25+ 1 more updateLPP SA to Report Q1, 2026 Results on Jun 12, 2025LPP SA announced that they will report Q1, 2026 results on Jun 12, 2025
お知らせ • Jan 22+ 1 more updateLPP SA to Report Fiscal Year 2025 Results on Apr 03, 2025LPP SA announced that they will report fiscal year 2025 results at 5:30 PM, Central European Standard Time on Apr 03, 2025
Upcoming Dividend • Oct 03Upcoming dividend of zł325 per shareEligible shareholders must have bought the stock before 10 October 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.7%).
Reported Earnings • Sep 26Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: zł5.01b (up 9.4% from 2Q 2024). Net income: zł444.0m (up 1.2% from 2Q 2024). Profit margin: 8.9% (in line with 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Luxury industry in Europe.
お知らせ • Jul 12LPP SA Declares Dividend, Payable on October 30Listed fashion group LPP's ordinary general meeting has decided to allocate a total of PLN 1.13 billion (EUR 265 mln) to dividend payments, according to resolutions passed on Friday. The previously paid advance will reduce the amount of the dividend to be paid to shareholders. The dividend date is October 11, and the payment will be made on October 30.
お知らせ • Jun 18LPP SA, Annual General Meeting, Jul 12, 2024LPP SA, Annual General Meeting, Jul 12, 2024.
Reported Earnings • Jun 14First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: zł4.31b (up 18% from 1Q 2024). Net income: zł276.0m (up 152% from 1Q 2024). Profit margin: 6.4% (up from 3.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe.
Upcoming Dividend • Apr 15Upcoming dividend of zł285 per shareEligible shareholders must have bought the stock before 22 April 2024. Payment date: 30 April 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).
Reported Earnings • Mar 29Full year 2024 earnings released: EPS: zł866 (vs zł618 in FY 2023)Full year 2024 results: EPS: zł866 (up from zł618 in FY 2023). Revenue: zł17.4b (up 9.3% from FY 2023). Net income: zł1.61b (up 40% from FY 2023). Profit margin: 9.2% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to €2,900, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Luxury industry in Europe. Total returns to shareholders of 80% over the past three years.
お知らせ • Feb 01Lpp Fashion to Pay Advance Dividend for Fiscal Year 2023/2024LPP SA to pay shareholders an advance dividend of PLN 285 (EUR 65.61) per share for the financial year running from February 1, 2023 to January 31, 2024, the company said in a market filing. The management board intends to submit a motion to the annual general meeting of shareholders to pay a total dividend for Fiscal Year 2023/2024 of at least PLN 570 (EUR 131.21) per share and to set the dividend payment date for October 30, 2024.
お知らせ • Jan 19LPP SA to Report Q3, 2024 Results on Dec 11, 2024LPP SA announced that they will report Q3, 2024 results on Dec 11, 2024
お知らせ • Jan 17+ 2 more updatesLPP SA to Report Q1, 2025 Results on Jun 12, 2024LPP SA announced that they will report Q1, 2025 results on Jun 12, 2024
Reported Earnings • Dec 15Third quarter 2024 earnings released: EPS: zł310 (vs zł215 in 3Q 2023)Third quarter 2024 results: EPS: zł310 (up from zł215 in 3Q 2023). Revenue: zł4.35b (flat on 3Q 2023). Net income: zł575.6m (up 46% from 3Q 2023). Profit margin: 13% (up from 9.1% in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 19LPP SA Appoints Mikolaj Wezdecki as New Deputy CEOLPP SA announced the appointed of Mikolaj Wezdecki as a new vice chairman of the group's management board, the company said in a market filing. Wezdecki has been working for LPP since June 2022 as a director responsible for developing e-commerce platforms for Reserved and Sinsay brands. Previously, he was a member of the management group Modivo and director in charge of e-commerce.
New Risk • Sep 28New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Sep 23Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: zł4.58b (up 5.4% from 2Q 2023). Net income: zł438.8m (down 18% from 2Q 2023). Profit margin: 9.6% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 4 years, compared to a 7.3% growth forecast for the Luxury industry in Germany.
お知らせ • Sep 23LPP SA Provides Earnings Guidance for the Second Half and Year 2023LPP SA announced that the company is optimistic about consumer behavior in second half and hopes to see a significant improvement in sales.The company also reported that the goals company announced previously are safe, the financial goals for company are safe, increasing profitability is the priority for this year 2023. They also maintain the group revenue should increase by -- to PLN 18 billion.
Buying Opportunity • Sep 22Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be €3,497, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Buying Opportunity • Sep 05Now 20% undervaluedOver the last 90 days, the stock is up 3.1%. The fair value is estimated to be €3,791, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last year, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.
Upcoming Dividend • Jun 30Upcoming dividend of zł430 per share at 3.1% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 10 October 2023. Payout ratio and cash payout ratio are on the higher end at 81% and 76% respectively. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).
Reported Earnings • Jun 16First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: zł3.64b (up 20% from 1Q 2023). Net income: zł109.5m (down 59% from 1Q 2023). Profit margin: 3.0% (down from 8.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 4 years, compared to a 6.3% growth forecast for the Luxury industry in Germany.
お知らせ • Jun 15LPP Provides Sales Guidance for the Fiscal Year 2023/24LPP provided sales guidance for the fiscal year 2023/24. for the year, the company expects to grow by ca. 20% y/y to over PLN 18 billion.
お知らせ • Jun 03LPP SA, Annual General Meeting, Jun 30, 2023LPP SA, Annual General Meeting, Jun 30, 2023, at 10:00 Central European Standard Time. Location: UL. LAKOWA 39/44 Gdañsk Poland
お知らせ • Jun 01LPP Recommends Dividend Payouts of At Least 50% of Net Profits - Dividend Policy for 2023-26LPP will recommend dividend payouts of at least 50% of net profits plus unallocated profits from previous years, with the payout capped at 70% of profits, the company said in a market filing on a dividend policy for 2023-26. The company may also consider offering advance dividends. Advance payments would preferably be offered in April-May, final dividends in October-November. Particular dividends will depend on financial and liquidity situation of the group, economic environment and investment needs.
お知らせ • May 25+ 1 more updateLPP SA to Report First Half, 2023 Results on Sep 21, 2023LPP SA announced that they will report first half, 2023 results on Sep 21, 2023
Valuation Update With 7 Day Price Move • May 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €2,608, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Luxury industry in Europe. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2,247 per share.
Reported Earnings • Apr 28Full year 2023 earnings releasedFull year 2023 results: Revenue: zł15.9b (up 14% from FY 2022). Net income: zł1.15b (up 20% from FY 2022). Profit margin: 7.2% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 4 years, compared to a 5.9% growth forecast for the Luxury industry in Germany.
お知らせ • Jan 10+ 1 more updateLPP SA to Report Q3, 2023 Results on Dec 13, 2023LPP SA announced that they will report Q3, 2023 results on Dec 13, 2023
お知らせ • Jan 06+ 1 more updateLPP SA to Report Fiscal Year 2023 Results on Apr 26, 2023LPP SA announced that they will report fiscal year 2023 results on Apr 26, 2023
Reported Earnings • Dec 15Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: zł4.37b (up 12% from 3Q 2022). Net income: zł395.5m (down 37% from 3Q 2022). Profit margin: 9.1% (down from 16% in 3Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 4 years, compared to a 6.9% growth forecast for the Luxury industry in Germany.
Buying Opportunity • Nov 19Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.7%. The fair value is estimated to be €2,420, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 41%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is also forecast to grow by 19% per annum over the same time period.
お知らせ • Nov 11FES Retail acquired 50 stores in Russia from LPP SA (WSE:LPP).FES Retail acquired 50 stores in Russia from LPP SA (WSE:LPP) in May 2022. FES Retail completed the acquisition of 50 stores in Russia from LPP SA (WSE:LPP) in May 2022.
Reported Earnings • Oct 08Second quarter 2023 earnings released: EPS: zł292 (vs zł125 in 2Q 2022)Second quarter 2023 results: EPS: zł292 (up from zł125 in 2Q 2022). Revenue: zł4.34b (up 45% from 2Q 2022). Net income: zł537.5m (up 134% from 2Q 2022). Profit margin: 12% (up from 7.7% in 2Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 5 years, compared to a 7.7% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 15First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: zł3.03b (up 29% from 1Q 2022). Net income: zł268.0m (up zł246.4m from 1Q 2022). Profit margin: 8.8% (up from 0.9% in 1Q 2022). Over the next year, revenue is expected to shrink by 4.8% compared to a 14% growth forecast for the industry in Germany.
Upcoming Dividend • May 20Upcoming dividend of zł350 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 30 August 2022. The company last paid an ordinary dividend in February 2012. The average dividend yield among industry peers is 1.7%.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2,096, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 19x in the Luxury industry in Europe. Total returns to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3,154 per share.
Reported Earnings • Apr 23Full year 2022 earnings released: EPS: zł519 (vs zł103 loss in FY 2021)Full year 2022 results: EPS: zł519 (up from zł103 loss in FY 2021). Revenue: zł14.0b (up 79% from FY 2021). Net income: zł953.5m (up zł1.14b from FY 2021). Profit margin: 6.8% (up from net loss in FY 2021). Over the next year, revenue is expected to shrink by 32% compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23LPP SA, Annual General Meeting, May 20, 2022LPP SA, Annual General Meeting, May 20, 2022, at 10:00 Central European Standard Time. Location: UL. LAKOWA 39/44 Gdansk Poland
お知らせ • Apr 21LPP Provides Revenue Guidance for the Fiscal Year 2022-2023LPP provided revenue guidance for the fiscal year 2022-2023. For the year, the company eyes PLN 16 billion in sales in fiscal year 2022/23, up by 13% y/y, with online sales hitting PLN 5 billion.
お知らせ • Apr 20Lpp Fashion Recommends Dividend , Payable on June 6, 2022 and August 30,2022LPP recommended that shareholders take PLN 350 DPS from the Fiscal Year 2021/22 net profit in two tranches of PLN 175 DPS each, the company said in a market filing. Rights would be set on May 30. The first tranche would be paid on June 6, with the second tranche payout to follow on August 30.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 33% share price gain to €2,054, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 18x in the Luxury industry in Europe. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 36% share price decline to €2,194, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 20x in the Luxury industry in Europe. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 29% share price gain to €3,736, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 23x in the Luxury industry in Europe. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4,195 per share.
Reported Earnings • Dec 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: zł341 (up from zł24.00 loss in 3Q 2021). Revenue: zł3.91b (up 87% from 3Q 2021). Net income: zł627.6m (up zł672.0m from 3Q 2021). Profit margin: 16% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is expected to shrink by 14% compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3,006, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 24x in the Luxury industry in Europe. Total returns to shareholders of 69% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3,483 per share.
Upcoming Dividend • Jun 28Inaugural dividend of zł450 per shareEligible shareholders must have bought the stock before 05 July 2021. Payment date: 06 October 2021. The company last paid an ordinary dividend in April 2019. The average dividend yield among industry peers is 0.9%.
Reported Earnings • May 04Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: zł7.85b (down 14% from FY 2020). Net loss: zł190.1m (down 149% from profit in FY 2020).
お知らせ • Jan 15+ 3 more updatesLPP SA to Report Fiscal Year 2021 Results on Apr 29, 2021LPP SA announced that they will report fiscal year 2021 results on Apr 29, 2021
Is New 90 Day High Low • Dec 30New 90-day high: €1,721The company is up 22% from its price of €1,413 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1,701 per share.
Analyst Estimate Surprise Post Earnings • Dec 23Revenue beats expectationsRevenue exceeded analyst estimates by 7.2%. Over the next year, revenue is expected to shrink by 12% compared to a 11% growth forecast for the Luxury industry in Germany.
Is New 90 Day High Low • Nov 12New 90-day high: €1,651The company is up 2.0% from its price of €1,619 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1,545 per share.
Valuation Update With 7 Day Price Move • Nov 07Market bids up stock over the past weekAfter last week's 23% share price gain to zł1,399, the stock is trading at a trailing P/E ratio of 30.6x, up from the previous P/E ratio of 24.9x. This compares to an average P/E of 113x in the Luxury industry in Germany. Total return to shareholders over the past year is a loss of 29%.
Is New 90 Day High Low • Oct 17New 90-day low: €1,282The company is down 8.0% from its price of €1,390 on 17 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury 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 €1,507 per share.