View ValuationBurberry Group 将来の成長Future 基準チェック /36Burberry Group利益と収益がそれぞれ年間41.7%と4.7%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19.6% 41.7%なると予測されています。主要情報41.7%収益成長率41.74%EPS成長率Luxury 収益成長12.6%収益成長率4.7%将来の株主資本利益率19.61%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報お知らせ • Nov 13Burberry Group plc Provides Earnings Guidance for the Second Half of Fiscal Year 2026Burberry Group plc provided earnings guidance for the second half of fiscal year 2026. For the second half, Due to the seasonal nature of the business, Group revenue is usually expected to be higher in the second half of the year than in the first half.お知らせ • May 16+ 1 more updateBurberry Group plc Provides Earnings Guidance for the First Half Fiscal Year 2026Burberry Group plc provided earnings guidance for the first half fiscal year 2026. For the period, the company Wholesale revenue is expected to decline by a mid-teens percentage in first half fiscal year 2026.お知らせ • Nov 17+ 1 more updateBurberry Group plc Provides Revenue Guidance for the Fiscal Year 2024Burberry Group plc provided revenue guidance for the fiscal year 2024. The company is confident in strategy and remain committed to achieving medium and long-term targets. The slowdown in luxury demand globally is having an impact on current trading. If the weaker demand continues, the company is unlikely to achieve previously stated revenue guidance for fiscal year 2024. High single-digit revenue CAGR from fiscal year 2020 base equating to a low double-digit growth in fiscal year 2024 year on year.お知らせ • Jan 20Burberry Group plc Revises Revenue Guidance for the Year 2022Burberry Group plc revised revenue guidance for the year 2022. The company expects there to be a revenue tailwind of around GBP 160 million compared with GBP 170 million previously.すべての更新を表示Recent updatesお知らせ • Mar 17Burberry Launches Collection Inspired by Queen Elizabeth IIBurberry has unveiled a new capsule collection, created in collaboration with the Royal Collection Trust, a charity and department of the Royal Household, to mark the centenary of Queen Elizabeth II’s birth. The collection has been designed to coincide with the upcoming ‘Queen Elizabeth II: Her Life in Style’ exhibition at Buckingham Palace, the largest-ever exhibit celebrating Queen Elizabeth II’s fashion archive, which will include three Burberry designs: a hooded riding cape from around 2010; an original invoice for a Burberry coat ordered in 1966, and a Burberry Check silk scarf from 2013. The collaboration honours Burberry’s connection with the Royal Family, as Queen Elizabeth often chose the heritage brand for her outdoor pursuits during her reign, and the British brand was awarded a Royal Warrant in 1955.Taking inspiration from Queen Elizabeth’s deep-rooted connection to the outdoors and her countryside wardrobe, the capsule introduces a new holly green Burberry house check inspired by a tartan worn by the Queen, the Old Stewart Tartan. The new check features on the silk lining of a car coat, which has been crafted in Castleford, Yorkshire, from lightweight cotton gabardine in holly green, on a Scottish-woven cashmere scarf, and on the border of a silk twill scarf printed with a hand-painted depiction of Balmoral Castle, the Highland home of the Royal Family. In addition, Burberry has also designed a gold-plated brooch in the shape of a corgi, the late Queen’s favourite dog, which is wearing an enamelled check coat adorned with the Burberry Knight motif on a freshwater pearl. The collaboration will launch on March 12 at Burberry.com and selected stores worldwide. It will also be sold through Royal Collection Trust Shops in Edinburgh, London and Windsor.お知らせ • Jan 21Burberry Group plc to Report Fiscal Year 2026 Results on May 14, 2026Burberry Group plc announced that they will report fiscal year 2026 results on May 14, 2026お知らせ • Nov 13Burberry Group plc Provides Earnings Guidance for the Second Half of Fiscal Year 2026Burberry Group plc provided earnings guidance for the second half of fiscal year 2026. For the second half, Due to the seasonal nature of the business, Group revenue is usually expected to be higher in the second half of the year than in the first half.お知らせ • Sep 22+ 1 more updateBurberry Group plc(LSE:BRBY) dropped from FTSE 250 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 250 IndexBoard Change • Aug 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Stella King was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 18Burberry Group plc to Report First Half, 2026 Results on Nov 13, 2025Burberry Group plc announced that they will report first half, 2026 results on Nov 13, 2025お知らせ • May 16+ 1 more updateBurberry Group plc Provides Earnings Guidance for the First Half Fiscal Year 2026Burberry Group plc provided earnings guidance for the first half fiscal year 2026. For the period, the company Wholesale revenue is expected to decline by a mid-teens percentage in first half fiscal year 2026.お知らせ • May 15Burberry Group plc, Annual General Meeting, Jul 16, 2025Burberry Group plc, Annual General Meeting, Jul 16, 2025.お知らせ • May 02Burberry Group plc Announces Retirement of Sam Fischer as Independent Non-Executive DirectorBurberry Group plc announced that Sam Fischer, independent Non-Executive Director, has informed the Company of his intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2025 to focus on his business commitments in Australia where he is based. Sam joined the Board on November 1, 2019, and serves on the Remuneration and Nomination Committees and will continue to do so until his retirement.お知らせ • Jan 24Burberry Group plc to Report Fiscal Year 2025 Results on May 14, 2025Burberry Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 14, 2025Board Change • Dec 30High number of new directorsCEO & Executive Director Josh Schulman was the last director to join the board, commencing their role in 2024.お知らせ • Dec 19Burberry Group plc Announces Board and Committee ChangesBurberry Group plc (the "Company") announced the following Board changes: Stella King has been appointed to the Board as an independent Non-Executive Director and member of the Nomination Committee, with effect from 1 April 2025. Stella is currently at Moncler which she joined thirteen years ago in 2011 as President, Asia Pacific. In January 2022 she moved to the role of Chief Chinese Business Officer and will step down from that role on 31 December 2024. She also served as a Non-Executive Director of Moncler subsidiary Stone Island between March 2021 and April 2024. Earlier in her career, Stella served as President, Asia Pacific for Sergio Rossi and also held various managerial positions at Lane Crawford in Mainland China. Fabiola Arredondo and Antoine de Saint-Affrique will retire from the Board as Non-Executive Directors following the AGM to be held in July 2025. Fabiola has served as a member of the Remuneration and Nomination Committees since her appointment on 10 March 2015. She is a former Chair of the Remuneration Committee and has also served as a member of the Audit Committee. Antoine joined the Board on 1 January 2021 and has been a member of the Audit and Nomination Committees since that date. Fabiola and Antoine will continue to serve as committee members until their retirement from the Board.Reported Earnings • Nov 15First half 2025 earnings released: UK£0.21 loss per share (vs UK£0.42 profit in 1H 2024)First half 2025 results: UK£0.21 loss per share (down from UK£0.42 profit in 1H 2024). Revenue: UK£1.09b (down 22% from 1H 2024). Net loss: UK£74.0m (down 147% from profit in 1H 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 23% per year.お知らせ • Nov 14Burberry Group plc Announces No Interim Dividend in Respect of the 26 Weeks to 28 September 2024Burberry Group plc announced the directors have elected not to declare an interim dividend in respect of the 26 weeks to 28 September 2024 (last half year: 18.3 pence per share).お知らせ • Nov 06Moncler Reportedly Considers Bid for BurberryShares in Burberry Group plc (LSE:BRBY) jumped as much as 8% after reports that the British designer could be the target of a foreign takeover. Moncler S.p.A. (BIT:MONC), the Italian designer known for its £2,000 puffer jackets, is said to be considering a bid for Burberry, which is struggling to turn its fortunes around after a string of recent profit warnings. Bernard Arnault, the head of the French luxury conglomerate LVMH, which recently took a stake in Moncler, is "keen" to see such a deal happen, trade magazine Miss Tweed reported. Burberry said it did not comment on speculation, while a spokesman for Moncler said the company did not comment on "unsubstantiated rumours".Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €9.49, the stock trades at a forward P/E ratio of 83x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.57 per share.New Risk • Oct 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% 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 0.03% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change). Profit margins are more than 30% lower than last year (9.1% net profit margin).Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €8.65, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 54% over the past three years.お知らせ • Sep 23Burberry Group plc(LSE:BRBY) dropped from FTSE 100 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 100 IndexBoard Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Josh Schulman was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 22Burberry Group plc to Report Q2, 2025 Results on Nov 14, 2024Burberry Group plc announced that they will report Q2, 2025 results on Nov 14, 2024Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €8.57, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.43 per share.お知らせ • Jul 15+ 1 more updateBurberry Group plc Announces Director ChangesBurberry Group plc announced the appointment of Joshua Schulman as Executive Director. Joshua replaces Jonathan Akeroyd who is stepping down and leaving the Company with immediate effect by mutual agreement with the Board. An American national, Joshua, 52, joins Burberry with a track record of driving transformative growth and value creation as CEO of global luxury, fashion, and retail businesses. Joshua was previously CEO of American fashion brands Michael Kors (2021-2022) and Coach where he also served as Brand President (2017-2020). Prior to this, at Neiman Marcus Group, he was President of Bergdorf Goodman for five years. From 2007 to 2012, Joshua was CEO of Jimmy Choo in London. Earlier, Joshua was Executive Vice President/Worldwide Merchandising and Sales at Yves Saint Laurent and Worldwide Director/Women's Ready To Wear at Gucci. Joshua will join Burberry on 17 July 2024 and be based at the Company's headquarters in London. He will lead the Executive Committee and report to Burberry Chair Gerry Murphy and the Board of Directors.Buy Or Sell Opportunity • Jul 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €10.52. The fair value is estimated to be €13.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.Buy Or Sell Opportunity • Jul 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €10.19. The fair value is estimated to be €12.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €10.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.78 per share.Declared Dividend • May 17Final dividend of UK£0.43 announcedShareholders will receive a dividend of UK£0.43. Ex-date: 27th June 2024 Payment date: 2nd August 2024 Dividend yield will be 4.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17Burberry Group plc, Annual General Meeting, Jul 16, 2024Burberry Group plc, Annual General Meeting, Jul 16, 2024.Reported Earnings • May 16Full year 2024 earnings released: EPS: UK£0.74 (vs UK£1.27 in FY 2023)Full year 2024 results: EPS: UK£0.74 (down from UK£1.27 in FY 2023). Revenue: UK£2.97b (down 4.1% from FY 2023). Net income: UK£270.0m (down 45% from FY 2023). Profit margin: 9.1% (down from 16% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • May 16Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 30 March 2024, Payable on 2 August 2024Burberry Group plc announced a final dividend in respect of the 52 weeks to 30 March 2024 of 42.7 pence per share (last year: 44.5 pence per share), amounting to £151 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 2 August 2024 to the shareholders on the register at the close of business on 28 June 2024. The ex-dividend date is 27 June 2024 and the final day for dividend reinvestment plan (DRIP) elections is 12 July 2024.New Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% 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 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 09Kate Ferry, Chief Financial Officer to Take Short Leave of Absence from Burberry Group plcBurberry Group plc announces that Kate Ferry, Chief Financial Officer, will be taking a short leave of absence after undergoing unscheduled surgery. It is anticipated that Kate will resume her normal duties in June 2024.お知らせ • Apr 12Burberry Group plc Announces Retirement of Debra L Lee as Independent Non-Executive DirectorBurberry Group plc announces that Debra L Lee, Independent Non-Executive Director, has informed the Company of her intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2024 to concentrate on her personal media interests in the US where she is based. Ms Lee joined the Board on 1 October 2019 and serves on the Audit and Nomination Committees.お知らせ • Jan 13Burberry Group plc to Report Fiscal Year 2024 Results on May 15, 2024Burberry Group plc announced that they will report fiscal year 2024 results on May 15, 2024Buying Opportunity • Dec 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €21.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 4.8% per annum over the same time period.Upcoming Dividend • Dec 07Upcoming dividend of UK£0.18 per share at 4.0% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 26 January 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (0.7%).Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €23.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.お知らせ • Nov 17+ 1 more updateBurberry Group plc Provides Revenue Guidance for the Fiscal Year 2024Burberry Group plc provided revenue guidance for the fiscal year 2024. The company is confident in strategy and remain committed to achieving medium and long-term targets. The slowdown in luxury demand globally is having an impact on current trading. If the weaker demand continues, the company is unlikely to achieve previously stated revenue guidance for fiscal year 2024. High single-digit revenue CAGR from fiscal year 2020 base equating to a low double-digit growth in fiscal year 2024 year on year.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive Director & CFO Kate Ferry was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 22Burberry Group plc Appoints Alessandra Cozzani to Board as Non-Executive Director and Member of Audit and Nomination Committees, with Effect from 1 September 2023Burberry Group plc announced that Alessandra Cozzani has been appointed to the Board as a Non-Executive Director and member of the Audit and Nomination committees, with effect from 1 September 2023. Alessandra is currently an Executive Director of Italian grocer Esselunga SpA. Prior to joining Esselunga, she was Group Chief Financial Officer of Italian luxury company Prada SpA from February 2016 to September 2022, having been appointed to the Board of Prada in December 2013 and joining the company in 2000. She started her career as an auditor at Coopers & Lybrand.お知らせ • Jul 14+ 1 more updateBurberry Group plc to Report First Half, 2024 Results on Nov 16, 2023Burberry Group plc announced that they will report first half, 2024 results on Nov 16, 2023Upcoming Dividend • Jun 22Upcoming dividend of UK£0.45 per share at 2.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).お知らせ • May 19Burberry Group plc, Annual General Meeting, Jul 12, 2023Burberry Group plc, Annual General Meeting, Jul 12, 2023.Reported Earnings • May 19Full year 2023 earnings released: EPS: UK£1.27 (vs UK£0.98 in FY 2022)Full year 2023 results: EPS: UK£1.27 (up from UK£0.98 in FY 2022). Revenue: UK£3.09b (up 9.5% from FY 2022). Net income: UK£490.0m (up 24% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 1 April 2023, Payable on 4 August 2023Burberry Group plc announced a final dividend in respect of the 52 weeks to 1 April 2023 of 44.5 pence (2022: 35.4 pence) per share, amounting to £167 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 4 August 2023 to the shareholders on the register at the close of business on 30 June 2023. The ex-dividend date is 29 June 2023 and the final day for dividend reinvestment plan (DRIP) elections is 14 July 2023.お知らせ • May 10Burberry Group plc Appoints Kate Ferry as Chief Financial OfficerBurberry Group plc confirm that following the announcement on 15 March 2023 of the appointment of Kate Ferry as Chief Financial Officer, company have agreed that she will start at Burberry on 17 July 2023.お知らせ • Jan 20Burberry Group plc Revises Revenue Guidance for the Year 2022Burberry Group plc revised revenue guidance for the year 2022. The company expects there to be a revenue tailwind of around GBP 160 million compared with GBP 170 million previously.お知らせ • Jan 19Burberry Announces Management AppointmentsBurberry has appointed Giorgio Belloli and Delphine Sonder to the newly-created roles of Chief Digital, Customer and Innovation Officer and Chief Merchandising Officer respectively. The appointments are with immediate effect. Giorgio will be responsible for leading the global e-commerce, digital product, and analytics teams, and a newly-formed innovation function. Delphine will lead merchandising and global planning across ready-to-wear and accessories, and product strategy. Giorgio, most recently, served as Chief Commercial and Sustainability Officer at Farfetch. Delphine joins from Saint Laurent, where she was General Merchandising Director.お知らせ • Jan 18Burberry Group plc to Report Fiscal Year 2023 Results on May 18, 2023Burberry Group plc announced that they will report fiscal year 2023 results on May 18, 2023Upcoming Dividend • Dec 08Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 27 January 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.3%).Recent Insider Transactions • Dec 02CFO, COO & Director recently sold €398k worth of stockOn the 30th of November, Julie Brown sold around 16k shares on-market at roughly €24.88 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.49 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.49 (up from UK£0.36 in 1H 2022). Revenue: UK£1.35b (up 11% from 1H 2022). Net income: UK£193.0m (up 33% from 1H 2022). Profit margin: 14% (up from 12% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Alan James Stewart was the last director to join the board, commencing their role in 2022.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €22.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Luxury industry in Germany. Total returns to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.Upcoming Dividend • Jun 23Upcoming dividend of UK£0.35 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.8%).Buying Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €23.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 7.4% per annum over the same time period.Reported Earnings • May 20Full year 2022 earnings released: EPS: UK£0.98 (vs UK£0.93 in FY 2021)Full year 2022 results: EPS: UK£0.98 (up from UK£0.93 in FY 2021). Revenue: UK£2.83b (up 21% from FY 2021). Net income: UK£396.0m (up 5.4% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.7%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 15Chairman recently bought €96k worth of stockOn the 14th of March, Gerard Murphy bought around 5k shares on-market at roughly €19.18 per share. This was the largest purchase by an insider in the last 3 months. This was Gerard's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €19.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Luxury industry in Europe. Total loss to shareholders of 8.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.87 per share.Upcoming Dividend • Dec 09Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 28 January 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.4%). Higher than average of industry peers (0.9%).Reported Earnings • Nov 13First half 2022 earnings released: EPS UK£0.36 (vs UK£0.12 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£1.21b (up 38% from 1H 2021). Net income: UK£144.9m (up 194% from 1H 2021). Profit margin: 12% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Recent Insider Transactions • Aug 20CFO, COO & Director recently sold €526k worth of stockOn the 18th of August, Julie Brown sold around 23k shares on-market at roughly €22.85 per share. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 24Upcoming dividend of UK£0.42 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 06 August 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.9%).Reported Earnings • Jun 05Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 16New 90-day high: €21.00The company is up 15% from its price of €18.22 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €18.14 per share.Is New 90 Day High Low • Dec 15New 90-day high: €20.16The company is up 17% from its price of €17.21 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €18.19 per share.Recent Insider Transactions • Nov 20Independent Non-Executive Director recently bought €411k worth of stockOn the 16th of November, Fabiola Arredondo bought around 23k shares on-market at roughly €18.25 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €444k more in shares than they have sold in the last 12 months.Reported Earnings • Nov 14First half 2021 earnings released: EPS UK£0.12The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: UK£877.7m (down 32% from 1H 2020). Net income: UK£49.3m (down 67% from 1H 2020). Profit margin: 5.6% (down from 12% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 11New 90-day high: €18.00The company is up 14% from its price of €15.80 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.04 per share.業績と収益の成長予測DB:BB2 - アナリストの将来予測と過去の財務データ ( )GBP 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3/31/20292,840283278N/A43/31/20282,725217366605173/31/20272,565148308547203/31/20262,43034273486209/27/20252,407-27437539N/A6/27/20252,434-51358484N/A3/29/20252,461-75278429N/A12/29/20242,560-18200379N/A9/28/20242,65838122328N/A6/28/20242,813154210417N/A3/30/20242,968270298506N/A12/30/20233,057363396608N/A9/30/20233,145455494709N/A6/30/20233,120473533730N/A4/1/20233,094490571750N/A1/1/20233,026467542719N/A10/1/20222,958444512687N/A7/1/20222,892420525693N/A4/2/20222,826396538699N/A1/2/20222,753434592719N/A9/25/20212,679472645739N/A6/25/20212,512424561665N/A3/27/20212,344376477592N/A12/27/20202,287198353481N/A9/26/20202,23021229370N/A6/26/20202,43171268413N/A3/28/20202,633122307456N/A12/28/20192,707240329467N/A9/28/20192,781358350478N/A6/28/20192,751349N/A445N/A3/30/20192,720339N/A411N/A12/30/20182,705336N/A482N/A9/29/20182,689333N/A552N/A6/29/20182,711313N/A615N/A3/31/20182,733294N/A678N/A12/31/20172,802301N/A672N/A9/30/20172,871308N/A666N/A6/30/20172,818297N/A613N/A3/31/20172,766287N/A561N/A12/31/20162,667274N/A489N/A9/30/20162,569262N/A417N/A6/30/20162,542286N/A414N/A3/31/20162,515310N/A411N/A12/31/20152,521330N/A445N/A9/30/20152,528351N/A479N/A6/30/20152,525344N/A467N/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: BB2は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: BB2今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: BB2今後 3 年以内に収益を上げることが予想されます。収益対市場: BB2の収益 ( 4.7% ) German市場 ( 6.5% ) よりも低い成長が予測されています。高い収益成長: BB2の収益 ( 4.7% ) 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: BB2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 ( 19.6 %)。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2026/05/11 23:20終値2026/05/11 00:00収益2025/09/27年間収益2025/03/29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Burberry Group plc 20 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。37 アナリスト機関Carole MadjoBarclaysVictoria Lee SternBarclaysHarrison Woodin-LygoBerenberg34 その他のアナリストを表示
お知らせ • Nov 13Burberry Group plc Provides Earnings Guidance for the Second Half of Fiscal Year 2026Burberry Group plc provided earnings guidance for the second half of fiscal year 2026. For the second half, Due to the seasonal nature of the business, Group revenue is usually expected to be higher in the second half of the year than in the first half.
お知らせ • May 16+ 1 more updateBurberry Group plc Provides Earnings Guidance for the First Half Fiscal Year 2026Burberry Group plc provided earnings guidance for the first half fiscal year 2026. For the period, the company Wholesale revenue is expected to decline by a mid-teens percentage in first half fiscal year 2026.
お知らせ • Nov 17+ 1 more updateBurberry Group plc Provides Revenue Guidance for the Fiscal Year 2024Burberry Group plc provided revenue guidance for the fiscal year 2024. The company is confident in strategy and remain committed to achieving medium and long-term targets. The slowdown in luxury demand globally is having an impact on current trading. If the weaker demand continues, the company is unlikely to achieve previously stated revenue guidance for fiscal year 2024. High single-digit revenue CAGR from fiscal year 2020 base equating to a low double-digit growth in fiscal year 2024 year on year.
お知らせ • Jan 20Burberry Group plc Revises Revenue Guidance for the Year 2022Burberry Group plc revised revenue guidance for the year 2022. The company expects there to be a revenue tailwind of around GBP 160 million compared with GBP 170 million previously.
お知らせ • Mar 17Burberry Launches Collection Inspired by Queen Elizabeth IIBurberry has unveiled a new capsule collection, created in collaboration with the Royal Collection Trust, a charity and department of the Royal Household, to mark the centenary of Queen Elizabeth II’s birth. The collection has been designed to coincide with the upcoming ‘Queen Elizabeth II: Her Life in Style’ exhibition at Buckingham Palace, the largest-ever exhibit celebrating Queen Elizabeth II’s fashion archive, which will include three Burberry designs: a hooded riding cape from around 2010; an original invoice for a Burberry coat ordered in 1966, and a Burberry Check silk scarf from 2013. The collaboration honours Burberry’s connection with the Royal Family, as Queen Elizabeth often chose the heritage brand for her outdoor pursuits during her reign, and the British brand was awarded a Royal Warrant in 1955.Taking inspiration from Queen Elizabeth’s deep-rooted connection to the outdoors and her countryside wardrobe, the capsule introduces a new holly green Burberry house check inspired by a tartan worn by the Queen, the Old Stewart Tartan. The new check features on the silk lining of a car coat, which has been crafted in Castleford, Yorkshire, from lightweight cotton gabardine in holly green, on a Scottish-woven cashmere scarf, and on the border of a silk twill scarf printed with a hand-painted depiction of Balmoral Castle, the Highland home of the Royal Family. In addition, Burberry has also designed a gold-plated brooch in the shape of a corgi, the late Queen’s favourite dog, which is wearing an enamelled check coat adorned with the Burberry Knight motif on a freshwater pearl. The collaboration will launch on March 12 at Burberry.com and selected stores worldwide. It will also be sold through Royal Collection Trust Shops in Edinburgh, London and Windsor.
お知らせ • Jan 21Burberry Group plc to Report Fiscal Year 2026 Results on May 14, 2026Burberry Group plc announced that they will report fiscal year 2026 results on May 14, 2026
お知らせ • Nov 13Burberry Group plc Provides Earnings Guidance for the Second Half of Fiscal Year 2026Burberry Group plc provided earnings guidance for the second half of fiscal year 2026. For the second half, Due to the seasonal nature of the business, Group revenue is usually expected to be higher in the second half of the year than in the first half.
お知らせ • Sep 22+ 1 more updateBurberry Group plc(LSE:BRBY) dropped from FTSE 250 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 250 Index
Board Change • Aug 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Stella King was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 18Burberry Group plc to Report First Half, 2026 Results on Nov 13, 2025Burberry Group plc announced that they will report first half, 2026 results on Nov 13, 2025
お知らせ • May 16+ 1 more updateBurberry Group plc Provides Earnings Guidance for the First Half Fiscal Year 2026Burberry Group plc provided earnings guidance for the first half fiscal year 2026. For the period, the company Wholesale revenue is expected to decline by a mid-teens percentage in first half fiscal year 2026.
お知らせ • May 15Burberry Group plc, Annual General Meeting, Jul 16, 2025Burberry Group plc, Annual General Meeting, Jul 16, 2025.
お知らせ • May 02Burberry Group plc Announces Retirement of Sam Fischer as Independent Non-Executive DirectorBurberry Group plc announced that Sam Fischer, independent Non-Executive Director, has informed the Company of his intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2025 to focus on his business commitments in Australia where he is based. Sam joined the Board on November 1, 2019, and serves on the Remuneration and Nomination Committees and will continue to do so until his retirement.
お知らせ • Jan 24Burberry Group plc to Report Fiscal Year 2025 Results on May 14, 2025Burberry Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 14, 2025
Board Change • Dec 30High number of new directorsCEO & Executive Director Josh Schulman was the last director to join the board, commencing their role in 2024.
お知らせ • Dec 19Burberry Group plc Announces Board and Committee ChangesBurberry Group plc (the "Company") announced the following Board changes: Stella King has been appointed to the Board as an independent Non-Executive Director and member of the Nomination Committee, with effect from 1 April 2025. Stella is currently at Moncler which she joined thirteen years ago in 2011 as President, Asia Pacific. In January 2022 she moved to the role of Chief Chinese Business Officer and will step down from that role on 31 December 2024. She also served as a Non-Executive Director of Moncler subsidiary Stone Island between March 2021 and April 2024. Earlier in her career, Stella served as President, Asia Pacific for Sergio Rossi and also held various managerial positions at Lane Crawford in Mainland China. Fabiola Arredondo and Antoine de Saint-Affrique will retire from the Board as Non-Executive Directors following the AGM to be held in July 2025. Fabiola has served as a member of the Remuneration and Nomination Committees since her appointment on 10 March 2015. She is a former Chair of the Remuneration Committee and has also served as a member of the Audit Committee. Antoine joined the Board on 1 January 2021 and has been a member of the Audit and Nomination Committees since that date. Fabiola and Antoine will continue to serve as committee members until their retirement from the Board.
Reported Earnings • Nov 15First half 2025 earnings released: UK£0.21 loss per share (vs UK£0.42 profit in 1H 2024)First half 2025 results: UK£0.21 loss per share (down from UK£0.42 profit in 1H 2024). Revenue: UK£1.09b (down 22% from 1H 2024). Net loss: UK£74.0m (down 147% from profit in 1H 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has fallen by 24% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • Nov 14Burberry Group plc Announces No Interim Dividend in Respect of the 26 Weeks to 28 September 2024Burberry Group plc announced the directors have elected not to declare an interim dividend in respect of the 26 weeks to 28 September 2024 (last half year: 18.3 pence per share).
お知らせ • Nov 06Moncler Reportedly Considers Bid for BurberryShares in Burberry Group plc (LSE:BRBY) jumped as much as 8% after reports that the British designer could be the target of a foreign takeover. Moncler S.p.A. (BIT:MONC), the Italian designer known for its £2,000 puffer jackets, is said to be considering a bid for Burberry, which is struggling to turn its fortunes around after a string of recent profit warnings. Bernard Arnault, the head of the French luxury conglomerate LVMH, which recently took a stake in Moncler, is "keen" to see such a deal happen, trade magazine Miss Tweed reported. Burberry said it did not comment on speculation, while a spokesman for Moncler said the company did not comment on "unsubstantiated rumours".
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €9.49, the stock trades at a forward P/E ratio of 83x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.57 per share.
New Risk • Oct 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% 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 0.03% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.5% average weekly change). Profit margins are more than 30% lower than last year (9.1% net profit margin).
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €8.65, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 54% over the past three years.
お知らせ • Sep 23Burberry Group plc(LSE:BRBY) dropped from FTSE 100 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 100 Index
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Josh Schulman was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 22Burberry Group plc to Report Q2, 2025 Results on Nov 14, 2024Burberry Group plc announced that they will report Q2, 2025 results on Nov 14, 2024
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €8.57, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.43 per share.
お知らせ • Jul 15+ 1 more updateBurberry Group plc Announces Director ChangesBurberry Group plc announced the appointment of Joshua Schulman as Executive Director. Joshua replaces Jonathan Akeroyd who is stepping down and leaving the Company with immediate effect by mutual agreement with the Board. An American national, Joshua, 52, joins Burberry with a track record of driving transformative growth and value creation as CEO of global luxury, fashion, and retail businesses. Joshua was previously CEO of American fashion brands Michael Kors (2021-2022) and Coach where he also served as Brand President (2017-2020). Prior to this, at Neiman Marcus Group, he was President of Bergdorf Goodman for five years. From 2007 to 2012, Joshua was CEO of Jimmy Choo in London. Earlier, Joshua was Executive Vice President/Worldwide Merchandising and Sales at Yves Saint Laurent and Worldwide Director/Women's Ready To Wear at Gucci. Joshua will join Burberry on 17 July 2024 and be based at the Company's headquarters in London. He will lead the Executive Committee and report to Burberry Chair Gerry Murphy and the Board of Directors.
Buy Or Sell Opportunity • Jul 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €10.52. The fair value is estimated to be €13.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
Buy Or Sell Opportunity • Jul 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to €10.19. The fair value is estimated to be €12.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €10.40, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Luxury industry in Europe. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €12.78 per share.
Declared Dividend • May 17Final dividend of UK£0.43 announcedShareholders will receive a dividend of UK£0.43. Ex-date: 27th June 2024 Payment date: 2nd August 2024 Dividend yield will be 4.8%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17Burberry Group plc, Annual General Meeting, Jul 16, 2024Burberry Group plc, Annual General Meeting, Jul 16, 2024.
Reported Earnings • May 16Full year 2024 earnings released: EPS: UK£0.74 (vs UK£1.27 in FY 2023)Full year 2024 results: EPS: UK£0.74 (down from UK£1.27 in FY 2023). Revenue: UK£2.97b (down 4.1% from FY 2023). Net income: UK£270.0m (down 45% from FY 2023). Profit margin: 9.1% (down from 16% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • May 16Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 30 March 2024, Payable on 2 August 2024Burberry Group plc announced a final dividend in respect of the 52 weeks to 30 March 2024 of 42.7 pence per share (last year: 44.5 pence per share), amounting to £151 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 2 August 2024 to the shareholders on the register at the close of business on 28 June 2024. The ex-dividend date is 27 June 2024 and the final day for dividend reinvestment plan (DRIP) elections is 12 July 2024.
New Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% 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 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 09Kate Ferry, Chief Financial Officer to Take Short Leave of Absence from Burberry Group plcBurberry Group plc announces that Kate Ferry, Chief Financial Officer, will be taking a short leave of absence after undergoing unscheduled surgery. It is anticipated that Kate will resume her normal duties in June 2024.
お知らせ • Apr 12Burberry Group plc Announces Retirement of Debra L Lee as Independent Non-Executive DirectorBurberry Group plc announces that Debra L Lee, Independent Non-Executive Director, has informed the Company of her intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2024 to concentrate on her personal media interests in the US where she is based. Ms Lee joined the Board on 1 October 2019 and serves on the Audit and Nomination Committees.
お知らせ • Jan 13Burberry Group plc to Report Fiscal Year 2024 Results on May 15, 2024Burberry Group plc announced that they will report fiscal year 2024 results on May 15, 2024
Buying Opportunity • Dec 21Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €21.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 4.8% per annum over the same time period.
Upcoming Dividend • Dec 07Upcoming dividend of UK£0.18 per share at 4.0% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 26 January 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.2%). Higher than average of industry peers (0.7%).
Buying Opportunity • Nov 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €23.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period.
お知らせ • Nov 17+ 1 more updateBurberry Group plc Provides Revenue Guidance for the Fiscal Year 2024Burberry Group plc provided revenue guidance for the fiscal year 2024. The company is confident in strategy and remain committed to achieving medium and long-term targets. The slowdown in luxury demand globally is having an impact on current trading. If the weaker demand continues, the company is unlikely to achieve previously stated revenue guidance for fiscal year 2024. High single-digit revenue CAGR from fiscal year 2020 base equating to a low double-digit growth in fiscal year 2024 year on year.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive Director & CFO Kate Ferry was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 22Burberry Group plc Appoints Alessandra Cozzani to Board as Non-Executive Director and Member of Audit and Nomination Committees, with Effect from 1 September 2023Burberry Group plc announced that Alessandra Cozzani has been appointed to the Board as a Non-Executive Director and member of the Audit and Nomination committees, with effect from 1 September 2023. Alessandra is currently an Executive Director of Italian grocer Esselunga SpA. Prior to joining Esselunga, she was Group Chief Financial Officer of Italian luxury company Prada SpA from February 2016 to September 2022, having been appointed to the Board of Prada in December 2013 and joining the company in 2000. She started her career as an auditor at Coopers & Lybrand.
お知らせ • Jul 14+ 1 more updateBurberry Group plc to Report First Half, 2024 Results on Nov 16, 2023Burberry Group plc announced that they will report first half, 2024 results on Nov 16, 2023
Upcoming Dividend • Jun 22Upcoming dividend of UK£0.45 per share at 2.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (0.8%).
お知らせ • May 19Burberry Group plc, Annual General Meeting, Jul 12, 2023Burberry Group plc, Annual General Meeting, Jul 12, 2023.
Reported Earnings • May 19Full year 2023 earnings released: EPS: UK£1.27 (vs UK£0.98 in FY 2022)Full year 2023 results: EPS: UK£1.27 (up from UK£0.98 in FY 2022). Revenue: UK£3.09b (up 9.5% from FY 2022). Net income: UK£490.0m (up 24% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 1 April 2023, Payable on 4 August 2023Burberry Group plc announced a final dividend in respect of the 52 weeks to 1 April 2023 of 44.5 pence (2022: 35.4 pence) per share, amounting to £167 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 4 August 2023 to the shareholders on the register at the close of business on 30 June 2023. The ex-dividend date is 29 June 2023 and the final day for dividend reinvestment plan (DRIP) elections is 14 July 2023.
お知らせ • May 10Burberry Group plc Appoints Kate Ferry as Chief Financial OfficerBurberry Group plc confirm that following the announcement on 15 March 2023 of the appointment of Kate Ferry as Chief Financial Officer, company have agreed that she will start at Burberry on 17 July 2023.
お知らせ • Jan 20Burberry Group plc Revises Revenue Guidance for the Year 2022Burberry Group plc revised revenue guidance for the year 2022. The company expects there to be a revenue tailwind of around GBP 160 million compared with GBP 170 million previously.
お知らせ • Jan 19Burberry Announces Management AppointmentsBurberry has appointed Giorgio Belloli and Delphine Sonder to the newly-created roles of Chief Digital, Customer and Innovation Officer and Chief Merchandising Officer respectively. The appointments are with immediate effect. Giorgio will be responsible for leading the global e-commerce, digital product, and analytics teams, and a newly-formed innovation function. Delphine will lead merchandising and global planning across ready-to-wear and accessories, and product strategy. Giorgio, most recently, served as Chief Commercial and Sustainability Officer at Farfetch. Delphine joins from Saint Laurent, where she was General Merchandising Director.
お知らせ • Jan 18Burberry Group plc to Report Fiscal Year 2023 Results on May 18, 2023Burberry Group plc announced that they will report fiscal year 2023 results on May 18, 2023
Upcoming Dividend • Dec 08Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 27 January 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (2.3%).
Recent Insider Transactions • Dec 02CFO, COO & Director recently sold €398k worth of stockOn the 30th of November, Julie Brown sold around 16k shares on-market at roughly €24.88 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.
Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.49 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.49 (up from UK£0.36 in 1H 2022). Revenue: UK£1.35b (up 11% from 1H 2022). Net income: UK£193.0m (up 33% from 1H 2022). Profit margin: 14% (up from 12% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Luxury industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Alan James Stewart was the last director to join the board, commencing their role in 2022.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improved over the past weekAfter last week's 17% share price gain to €22.10, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 16x in the Luxury industry in Germany. Total returns to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.37 per share.
Upcoming Dividend • Jun 23Upcoming dividend of UK£0.35 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.8%).
Buying Opportunity • May 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be €23.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings is also forecast to grow by 7.4% per annum over the same time period.
Reported Earnings • May 20Full year 2022 earnings released: EPS: UK£0.98 (vs UK£0.93 in FY 2021)Full year 2022 results: EPS: UK£0.98 (up from UK£0.93 in FY 2021). Revenue: UK£2.83b (up 21% from FY 2021). Net income: UK£396.0m (up 5.4% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.7%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 15Chairman recently bought €96k worth of stockOn the 14th of March, Gerard Murphy bought around 5k shares on-market at roughly €19.18 per share. This was the largest purchase by an insider in the last 3 months. This was Gerard's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €19.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Luxury industry in Europe. Total loss to shareholders of 8.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.87 per share.
Upcoming Dividend • Dec 09Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 28 January 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.4%). Higher than average of industry peers (0.9%).
Reported Earnings • Nov 13First half 2022 earnings released: EPS UK£0.36 (vs UK£0.12 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£1.21b (up 38% from 1H 2021). Net income: UK£144.9m (up 194% from 1H 2021). Profit margin: 12% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Recent Insider Transactions • Aug 20CFO, COO & Director recently sold €526k worth of stockOn the 18th of August, Julie Brown sold around 23k shares on-market at roughly €22.85 per share. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 24Upcoming dividend of UK£0.42 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 06 August 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.9%).
Reported Earnings • Jun 05Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 16New 90-day high: €21.00The company is up 15% from its price of €18.22 on 18 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €18.14 per share.
Is New 90 Day High Low • Dec 15New 90-day high: €20.16The company is up 17% from its price of €17.21 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 €18.19 per share.
Recent Insider Transactions • Nov 20Independent Non-Executive Director recently bought €411k worth of stockOn the 16th of November, Fabiola Arredondo bought around 23k shares on-market at roughly €18.25 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €444k more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 14First half 2021 earnings released: EPS UK£0.12The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: UK£877.7m (down 32% from 1H 2020). Net income: UK£49.3m (down 67% from 1H 2020). Profit margin: 5.6% (down from 12% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 11New 90-day high: €18.00The company is up 14% from its price of €15.80 on 13 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.04 per share.