View ValuationMonro 将来の成長Future 基準チェック /36Monroは、64.4%と1.6%でそれぞれ年率64.4%で利益と収益が成長すると予測される一方、EPSはgrowで64.6%年率。主要情報64.4%収益成長率64.63%EPS成長率Specialty Retail 収益成長26.6%収益成長率1.6%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日20 Apr 2026今後の成長に関する最新情報お知らせ • Oct 30Monro, Inc. Reaffirms Earnings Guidance for the Full Year of Fiscal 2026Monro, Inc. reaffirmed earnings guidance for the full year of fiscal 2026. For the year, the company continue to expect to deliver year-over-year comparable store sales growth in fiscal 2026, primarily driven by improvement plan as well as any tariff-related price adjustments to customers.お知らせ • Oct 06Monro, Inc. Reports Majority of Tire Choice Locations in Florida Are Now OpenMonro, Inc. announced that six of its Tire Choice Auto Service Center locations in Florida are closed in the wake of Hurricane Ian. The remaining 102 stores are fully operational and available to help residents that have been impacted by the hurricane. Tire Choice is one of the largest names in Monro’s family of brands. The six locations closed at this time include: Four stores - two in Cape Coral and one each in Port Charlotte and Venice – that are temporarily closed due to power outages. They will re-open as soon as power is restored, and the buildings are declared safe. Officials anticipate the stores will resume business by Friday. Two locations – one on Cleveland Avenue in Fort Myers and one on Central Avenue in Naples - sustained significant damage from the storm’s high winds and flooding. They will be closed until further notice. Monro also reports that all 160 Tire Choice Auto Service Centers and Mr. Tire Auto Service Centers in Georgia, North and South Carolina, and Virginia are open and operational after Post-Tropical Storm Ian continued its slow path north over the weekend. Those states experienced high winds and flooding.お知らせ • Jan 28+ 1 more updateMonro, Inc. Not to Provide Fiscal 2021 GuidanceMonro, Inc. announced that, due to the ongoing uncertainty caused by COVID-19, it remains difficult to accurately predict the full impact of the pandemic on overall demand and Monro’s operations for the remainder of the year. Therefore, the Company is not providing fiscal 2021 guidance.すべての更新を表示Recent updatesお知らせ • Jan 14Monro, Inc. to Report Q3, 2026 Results on Jan 28, 2026Monro, Inc. announced that they will report Q3, 2026 results on Jan 28, 2026お知らせ • Dec 05Monro, Inc. Appoints Peter Fitzsimmons as Board of Directors and Executive Committee, December 3, 2025Monro, Inc. announced that it has entered into a formal employment agreement directly with Peter Fitzsimmons to continue as the Company’s full-time President and Chief Executive Officer, effective immediately. Fitzsimmons will also join the Company’s Board of Directors and Executive Committee, effective immediately. Fitzsimmons previously served as the President and Chief Executive Officer of the Company pursuant to an engagement letter between the Company and AP Services, LLC, an affiliate of AlixPartners, LLP. In connection with this announcement, Fitzsimmons has resigned from AlixPartners, LLP and its affiliate AP Services, LLC, effective December 2, 2025.お知らせ • Nov 19Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2025Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 16, 2025 to shareholders at the close of business on December 2, 2025.お知らせ • Oct 30Monro, Inc. Reaffirms Earnings Guidance for the Full Year of Fiscal 2026Monro, Inc. reaffirmed earnings guidance for the full year of fiscal 2026. For the year, the company continue to expect to deliver year-over-year comparable store sales growth in fiscal 2026, primarily driven by improvement plan as well as any tariff-related price adjustments to customers.お知らせ • Oct 15Monro, Inc. to Report Q2, 2026 Results on Oct 29, 2025Monro, Inc. announced that they will report Q2, 2026 results Pre-Market on Oct 29, 2025お知らせ • Aug 14Monro, Inc. Declares Quarterly Cash Dividend, Payable on September 9, 2025Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on September 9, 2025 to shareholders at the close of business on August 26, 2025.お知らせ • Jul 16Monro, Inc. to Report Q1, 2026 Results on Jul 30, 2025Monro, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025お知らせ • Jul 06Monro, Inc., Annual General Meeting, Aug 12, 2025Monro, Inc., Annual General Meeting, Aug 12, 2025.お知らせ • Jun 10Monro, Inc. Announces Appointment of Kathryn Chang as Senior Vice President of Merchandising, Effective June 9, 2025Monro, Inc. announced that it has appointed Kathryn Chang as Senior Vice President of Merchandising, effective June 9, 2025. Chang will lead the Company’s Merchandising Team and oversee the development and execution of the overall merchandising strategy as well as long-term assortment planning, pricing, and promotional strategies to drive revenue and profitability. Chang will report to Peter Fitzsimmons, President and Chief Executive Officer. Chang has significant experience in both merchandising and the automotive aftermarket industry. From 2020 to 2024, she worked at American Tire Distributors (ATD), serving as Senior Vice President of Merchandising and Strategy, and, before that, as Senior Vice President of Enterprise Strategy. Prior to ATD, Chang worked at LPL Financial and Lowe’s Companies Inc., serving in vice president and director roles.お知らせ • May 28Monro, Inc. Approves Cash Dividend for the First Quarter of Fiscal Year 2026, Payable on June 17, 2025Monro, Inc. announced that its Board of Directors has approved a cash dividend for the first quarter of fiscal year 2026 of $0.28 per share. The cash dividend is payable on June 17, 2025 on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Stock are entitled. The dividend is payable to shareholders of record on June 3, 2025.お知らせ • May 14Monro, Inc. to Report Q4, 2025 Results on May 28, 2025Monro, Inc. announced that they will report Q4, 2025 results on May 28, 2025お知らせ • Apr 03Monro, Inc. Announces Resignation of Michael T. Broderick from Board of Directors, Effective March 31, 2025Monro, Inc. announced the resignation of Michael T. Broderick from Board of Directors, Effective March 31, 2025.お知らせ • Mar 31+ 1 more updateMonro, Inc. Appoints Peter Fitzsimmons as PresidentMonro, Inc. announced the appointment of Peter Fitzsimmons, Partner and Managing Director of AlixPartners, as President, effective immediately. Michael Broderick has departed the Company as President and CEO following the Board’s determination that a change in leadership is necessary. Fitzsimmons’ mandate is to work with the management team and Board to develop and execute a performance improvement plan to enhance operations, drive profitability, and increase operating income and total shareholder returns. During his career, Fitzsimmons has served in senior executive roles at clients undertaking significant efforts to improve operations and financial performance. Some of his notable executive experience includes serving as CEO of a large automotive collision repair business, where he drove an over 25% sales improvement in 2022, and as CFO of an auto parts distributor. Fitzsimmons has been appointed as President and CEO in connection with, and as part of a strategic consulting engagement with AlixPartners, LLP and its affiliate AP Services, LLC. Peter Fitzsimmons is a Partner and Managing Director of AlixPartners, a global consulting firm that specializes in helping businesses address challenges, where he has served in client-focused leadership roles advising companies across a wide range of industries including automotive and industrial, retail, telecom, software, consumer products and financial services. He rejoined AlixPartners in 2020 after spending seven years with Tower Three Partners, an operationally-oriented private equity firm. Fitzsimmons first joined AlixPartners in 1995, and during his career with the firm has served as an advisor, CEO and CFO to clients undertaking significant transformations. He holds a BA from Harvard College and an MBA from the Tuck School of Business at Dartmouth College.お知らせ • Feb 14Monro, Inc. Declares Quarterly Cash Dividend, Payable on March 11, 2025Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on March 11, 2025 to shareholders at the close of business on February 25, 2025.お知らせ • Feb 11Monro, Inc. Announces Promotion of Nick Hawryschuk to Senior Vice President - OperationsMonro, Inc. announced that Nick Hawryschuk, age 42, has been promoted to Senior Vice President – Operations from his role as Vice President - Finance and Operations. His promotion is effective immediately. Hawryschuk will lead all aspects of the Company’s retail and commercial operations in his new role. He will be responsible for developing and executing Monro’s strategy and implementation plan to further strategic goals. Hawryschuk will report to Mike Broderick, President and Chief Executive Officer. Hawryschuk joined Monro as Vice President - Finance in 2020 and was promoted to Vice President - Finance and Operations Support in 2022. His role was expanded when he was appointed Vice President - Finance and Operations in 2024, overseeing the Finance and Loss Prevention organizations and leading the Company’s Operations Support Team. He also extended his scope to lead and grow Monro’s Fleet and Strategic Accounts business and the Company’s Global Call Center. Prior to Monro, Hawryschuk held progressive roles of responsibility at Xylem Inc., a global water technology manufacturer, from Controller of Global Finance Shared Services to Senior Director of Global Business Service Finance. While there, he spearheaded a global finance transformation. Before Xylem, he held various executive leadership roles in Finance and Operations at Carestream Health, Inc., gaining valuable experience assessing business needs and implementing strategies and processes to lead high-performing teams.お知らせ • Jan 15Monro, Inc. to Report Q3, 2025 Results on Jan 29, 2025Monro, Inc. announced that they will report Q3, 2025 results on Jan 29, 2025お知らせ • Nov 22Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 17, 2024Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 17, 2024 to shareholders at the close of business on December 3, 2024.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$0.18 (vs US$0.40 in 2Q 2024)Second quarter 2025 results: EPS: US$0.18 (down from US$0.40 in 2Q 2024). Revenue: US$301.4m (down 6.4% from 2Q 2024). Net income: US$5.31m (down 58% from 2Q 2024). Profit margin: 1.8% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.お知らせ • Oct 16Monro, Inc. to Report Q2, 2025 Results on Oct 30, 2024Monro, Inc. announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 30, 2024Declared Dividend • Aug 19First quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 27th August 2024 Payment date: 10th September 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio). However, it is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 14% to bring the payout ratio under control. EPS is expected to grow by 8.0% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Aug 14Monro, Inc. Declares Quarterly Cash Dividend, Payable September 10, 2024Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on September 10, 2024, to shareholders at the close of business on August 27, 2024.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: US$0.19 (vs US$0.28 in 1Q 2024)First quarter 2025 results: EPS: US$0.19 (down from US$0.28 in 1Q 2024). Revenue: US$293.2m (down 10% from 1Q 2024). Net income: US$5.86m (down 33% from 1Q 2024). Profit margin: 2.0% (down from 2.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (95% payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €22.40, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.65 per share.お知らせ • Jul 17Monro, Inc. to Report Q1, 2025 Results on Jul 31, 2024Monro, Inc. announced that they will report Q1, 2025 results on Jul 31, 2024お知らせ • Jul 04Monro, Inc., Annual General Meeting, Aug 13, 2024Monro, Inc., Annual General Meeting, Aug 13, 2024.Declared Dividend • May 27Fourth quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 4th June 2024 Payment date: 18th June 2024 Dividend yield will be 5.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 5.6% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.Reported Earnings • May 26Full year 2024 earnings released: EPS: US$1.18 (vs US$1.20 in FY 2023)Full year 2024 results: EPS: US$1.18 (down from US$1.20 in FY 2023). Revenue: US$1.28b (down 3.7% from FY 2023). Net income: US$37.6m (down 2.5% from FY 2023). Profit margin: 2.9% (in line with FY 2023). Revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €20.80, the stock trades at a trailing P/E ratio of 21.1x. Average forward P/E is 3x in the Specialty Retail industry in Germany. Total loss to shareholders of 56% over the past three years.お知らせ • May 24Monro, Inc. Approves Cash Dividend for the First Quarter of Fiscal Year 2025, Payable on June 18, 2024Monro, Inc. announced that its Board of Directors has approved a cash dividend for the first quarter of fiscal year 2025 of $0.28 per share. The cash dividend is payable on June 18, 2024 on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Stock are entitled. The dividend is payable to shareholders of record on June 4, 2024.お知らせ • May 11Monro, Inc. to Report Q4, 2024 Results on May 23, 2024Monro, Inc. announced that they will report Q4, 2024 results on May 23, 2024New Risk • Apr 17New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 15% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (105% payout ratio).お知らせ • Mar 01Monro, Inc. Announces Leaving of Matt Henson as Chief Human Resources Officer, Effective as of March 30, 2024Monro, Inc. announced leaving of Matt Henson as Chief Human Resources Officer, Effective as of March 30, 2024.Upcoming Dividend • Feb 29Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 22 March 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (3.2%).お知らせ • Feb 15Monro, Inc. Appoints Thomas B. Okray to Board of DirectorsMonro, Inc. announced that Thomas B. Okray has been appointed to the company’s Board of Directors, effective immediately. Mr. Okray will serve on the Executive Committee. Mr. Okray is a seasoned executive with significant financial and operational expertise in the auto industry and broader industrials segment, including a 26-year tenure at General Motors and subsequent senior finance roles at Amazon.com, Inc., Advance Auto Parts, Inc. and W.W. Grainger, Inc. He most recently served as Chief Financial Officer of Eaton Corporation, a global intelligent power management company. With Mr. Okray’s appointment, Monro's Board is now composed of nine directors, eight of whom are independent. Tom Okray is an accomplished finance and operations executive who most recently served as EVP and Chief Financial Officer of Eaton Corporation, a global intelligent power management company, from January 2021 to February 2024. Prior to joining Eaton, he served as SVP and Chief Financial Officer of W.W. Grainger, Inc., a role he assumed in April 2018, and earlier served as EVP and Chief Financial Officer of Advance Auto Parts, Inc. beginning in October 2016. Prior to Advance Auto Parts, Mr. Okray was Vice President of Finance for Amazon.com [1], Inc.’s Global Customer Fulfillment organization. From 1989 to 2015, Mr. Okray held a variety of senior finance roles at General Motors and at the time of his departure served as Chief Financial Officer, Global Product Development Operations, Purchasing and Supply Chain, with a team of 45,000 employees across nine major development centers. During his tenure at General Motors, he worked 15 years internationally with senior leadership roles in Europe and Asia. Mr. Okray also serves as a member of Flowserve Corporation’s Board of Directors, chairing the Audit Committee. He received an MBA from the University of Chicago, a Bachelor of Science in Chemical Engineering from Michigan State University and participated in a Transformational Leadership Program at the Stanford Graduate School of Business.Declared Dividend • Feb 12Third quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 7th March 2024 Payment date: 22nd March 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (105% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 17% to bring the payout ratio under control. EPS is expected to grow by 31% over the next year, which is sufficient to bring the dividend into a sustainable range.Recent Insider Transactions • Feb 09President recently bought €150k worth of stockOn the 2nd of February, Michael Broderick bought around 5k shares on-market at roughly €29.93 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €470k worth in shares.お知らせ • Feb 08Monro, Inc. Declares Quarterly Cash Dividend, Payable on March 22, 2024Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on March 22, 2024 to shareholders at the close of business on March 8, 2024.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Hope Woodhouse was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 25Third quarter 2024 earnings released: EPS: US$0.38 (vs US$0.41 in 3Q 2023)Third quarter 2024 results: EPS: US$0.38 (down from US$0.41 in 3Q 2023). Revenue: US$317.7m (down 5.2% from 3Q 2023). Net income: US$12.2m (down 5.7% from 3Q 2023). Profit margin: 3.8% (down from 3.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Jan 11Monro, Inc. to Report Q3, 2024 Results on Jan 24, 2024Monro, Inc. announced that they will report Q3, 2024 results on Jan 24, 2024Buying Opportunity • Dec 28Now 21% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €34.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 2.5% in a year. Earnings is forecast to grow by 52% in the next year.お知らせ • Nov 29Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 19, 2023Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 19, 2023 to shareholders at the close of business on December 8, 2023.Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: US$0.40 (vs US$0.40 in 2Q 2023)Second quarter 2024 results: EPS: US$0.40 (down from US$0.40 in 2Q 2023). Revenue: US$322.1m (down 2.3% from 2Q 2023). Net income: US$12.9m (flat on 2Q 2023). Profit margin: 4.0% (up from 3.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail 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 fallen by 12% per year, which means it is significantly lagging earnings.New Risk • Oct 25New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 14% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (102% payout ratio). Profit margins are more than 30% lower than last year (2.7% net profit margin).お知らせ • Oct 12Monro, Inc. to Report Q2, 2024 Results on Oct 25, 2023Monro, Inc. announced that they will report Q2, 2024 results on Oct 25, 2023Buying Opportunity • Sep 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €36.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 3.3% in a year. Earnings is forecast to grow by 39% in the next year.Recent Insider Transactions • Aug 03President recently bought €320k worth of stockOn the 2nd of August, Michael Broderick bought around 10k shares on-market at roughly €32.03 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: US$0.28 (vs US$0.37 in 1Q 2023)First quarter 2024 results: EPS: US$0.28 (down from US$0.37 in 1Q 2023). Revenue: US$327.0m (down 6.5% from 1Q 2023). Net income: US$8.83m (down 28% from 1Q 2023). Profit margin: 2.7% (down from 3.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jul 13Monro, Inc. to Report Q1, 2024 Results on Jul 26, 2023Monro, Inc. announced that they will report Q1, 2024 results on Jul 26, 2023お知らせ • May 19+ 2 more updatesMonro, Inc., Annual General Meeting, Aug 15, 2023Monro, Inc., Annual General Meeting, Aug 15, 2023. Agenda: To consider Agreement to Eliminate Class C Preferred Stock.Reported Earnings • May 19Full year 2023 earnings released: EPS: US$1.20 (vs US$1.82 in FY 2022)Full year 2023 results: EPS: US$1.20 (down from US$1.82 in FY 2022). Revenue: US$1.33b (down 2.5% from FY 2022). Net income: US$39.0m (down 36% from FY 2022). Profit margin: 2.9% (down from 4.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 05Monro, Inc. to Report Q4, 2023 Results on May 18, 2023Monro, Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on May 18, 2023Upcoming Dividend • Feb 28Upcoming dividend of US$0.28 per share at 2.2% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 22 March 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).お知らせ • Feb 10+ 1 more updateMonro, Inc. Declares Quarterly Cash Dividend, Payable on March 22, 2023Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the company’s outstanding shares of common stock, including the shares of common stock to which the holders of the company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on March 22, 2023 to shareholders at the close of business on March 8, 2023.Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: US$0.41 (vs US$0.48 in 3Q 2022)Third quarter 2023 results: EPS: US$0.41 (down from US$0.48 in 3Q 2022). Revenue: US$335.2m (down 1.9% from 3Q 2022). Net income: US$13.0m (down 19% from 3Q 2022). Profit margin: 3.9% (down from 4.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jan 26Monro, Inc. (NasdaqGS:MNRO) entered into a definitive asset purchase agreement to acquire Four Stores in Iowa and One Store in Illinois.Monro, Inc. (NasdaqGS:MNRO) entered into a definitive asset purchase agreement to acquire Four Stores in Iowa and One Store in Illinois on January 25, 2023. The transaction is expected to close in the fourth quarter of fiscal 2023.お知らせ • Jan 12Monro, Inc. to Report Q3, 2023 Results on Jan 25, 2023Monro, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 25, 2023お知らせ • Nov 23Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 20, 2022Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 20, 2022 to shareholders at the close of business on December 6, 2022.お知らせ • Oct 13Monro, Inc. to Report Q2, 2023 Results on Oct 26, 2022Monro, Inc. announced that they will report Q2, 2023 results on Oct 26, 2022お知らせ • Oct 06Monro, Inc. Reports Majority of Tire Choice Locations in Florida Are Now OpenMonro, Inc. announced that six of its Tire Choice Auto Service Center locations in Florida are closed in the wake of Hurricane Ian. The remaining 102 stores are fully operational and available to help residents that have been impacted by the hurricane. Tire Choice is one of the largest names in Monro’s family of brands. The six locations closed at this time include: Four stores - two in Cape Coral and one each in Port Charlotte and Venice – that are temporarily closed due to power outages. They will re-open as soon as power is restored, and the buildings are declared safe. Officials anticipate the stores will resume business by Friday. Two locations – one on Cleveland Avenue in Fort Myers and one on Central Avenue in Naples - sustained significant damage from the storm’s high winds and flooding. They will be closed until further notice. Monro also reports that all 160 Tire Choice Auto Service Centers and Mr. Tire Auto Service Centers in Georgia, North and South Carolina, and Virginia are open and operational after Post-Tropical Storm Ian continued its slow path north over the weekend. Those states experienced high winds and flooding.お知らせ • Aug 20Monro, Inc. Declares Quarterly Cash Dividend, Payable on September 6, 2022Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on September 6, 2022 to shareholders at the close of business on August 23, 2022.お知らせ • Aug 04Robert J. Rajkowski Leave Monro, Inc. as Chief Operating OfficerMonro, Inc. leadership organization and reporting structure prompted by the completion of the Company’s sale of its wholesale and tire distribution assets to American Tire Distributors, Inc. in June 2022, the Company announced the elimination of the role of Chief Operating Officer. As a result of this position elimination, Robert J. Rajkowski will leave the Company as of July 31, 2022. Following his departure, Mr. Rajkowski will receive certain payments to which he is entitled pursuant to the Letter Agreement he entered into with the Company, dated September 30, 2019.Reported Earnings • Jul 28First quarter 2023 earnings released: EPS: US$0.37 (vs US$0.47 in 1Q 2022)First quarter 2023 results: EPS: US$0.37 (down from US$0.47 in 1Q 2022). Revenue: US$349.5m (up 2.3% from 1Q 2022). Net income: US$12.5m (down 20% from 1Q 2022). Profit margin: 3.6% (down from 4.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 1.5%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 16% per year.お知らせ • Jul 16Ides Capital Management LP Files an Exempt Solicitation Statement to Shareholders of Monro IncOn July 15, 2022, Ides Capital Management LP has filed an exempt solicitation statement and urged the shareholders of Monro Inc to vote against the Company nominated candidates to the board, at the 2022 annual meeting of shareholders.お知らせ • Jul 14Monro, Inc. to Report Q1, 2023 Results on Jul 27, 2022Monro, Inc. announced that they will report Q1, 2023 results on Jul 27, 2022お知らせ • Jul 08Monro, Inc., Annual General Meeting, Aug 16, 2022Monro, Inc., Annual General Meeting, Aug 16, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider Electing five directors to Class 1 of the Board of Directors to serve a two-year term and until their successors are duly elected and qualified at the 2024 annual meeting of shareholders; to approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers; to ratify the re-appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of the Company for the fiscal year ending March 25 2023; and to consider any other business as may properly be brought before the meeting or any adjournment or postponement thereof.Buying Opportunity • Jun 18Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be €48.86, 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 declined by 19%. Revenue is forecast to grow by 4.4% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.お知らせ • Jun 18American Tire Distributors, Inc. acquired Assets under Tires Now Operations and Certain Assets under Internal Tire Distribution of Monro, Inc.American Tire Distributors, Inc. entered into an agreement to acquire Assets under Tires Now Operations and Certain Assets under Internal Tire Distribution from Monro, Inc. (NasdaqGS:MNRO) and Monro Service Corporation for approximately $110 million on May 19, 2022. Under the terms of the transaction, ATD will pay Monro $105 million in cash for the assets under the Tires Now operations and for certain assets under Monro’s internal tire distribution operations, subject to customary escrow arrangements. The agreement provides that $65 million will be paid at closing and the remaining $40 million will be paid quarterly based on Monro’s tire purchases from or through ATD in connection with a distribution agreement also being entered into by ATD and Monro. The transaction is expected to close by the end of the second quarter of calendar 2022, subject to clearance under the Hart-Scott-Rodino (HSR) Antitrust Improvements Act of 1976, as amended, and other customary closing conditions. Christian Chad Warpula P.C. of Troutman Pepper is serving as legal counsel to ATD. Alexander R. McClean of Harter Secrest & Emery LLP is serving as transaction counsel to Monro, with Steven R. Shoemate of Gibson, Dunn & Crutcher LLP serving as HSR counsel. The transaction is expected to close in the first quarter of fiscal 2023. American Tire Distributors, Inc. acquired Assets under Tires Now Operations and Certain Assets under Internal Tire Distribution of Monro, Inc. on June 17, 2022.Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to €44.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.39 per share.Upcoming Dividend • May 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 03 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.0%).Reported Earnings • May 21Full year 2022 earnings released: EPS: US$1.81 (vs US$1.02 in FY 2021)Full year 2022 results: EPS: US$1.81 (up from US$1.02 in FY 2021). Revenue: US$1.36b (up 21% from FY 2021). Net income: US$61.6m (up 82% from FY 2021). Profit margin: 4.5% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.1%, compared to a 9.8% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 21% per year.お知らせ • May 20+ 2 more updatesMonro, Inc. (NasdaqGS:MNRO) announces an Equity Buyback for $150 million worth of its shares.Monro, Inc. (NasdaqGS:MNRO) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares. The program has no expiration date.お知らせ • May 06Monro, Inc. to Report Q4, 2022 Results on May 19, 2022Monro, Inc. announced that they will report Q4, 2022 results on May 19, 2022Upcoming Dividend • Mar 01Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 08 March 2022. Payment date: 23 March 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (2.4%).お知らせ • Feb 12Monro, Inc. Declares Quarterly Cash Dividend, Payable on March 23, 2022Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.26 per share on the Company's outstanding shares of common stock, including the shares of common stock to which the holders of the Company's Class C Convertible Preferred Stock are entitled. The dividend is payable on March 23, 2022 to shareholders of record at the close of business on March 9, 2022.Recent Insider Transactions • Feb 04President recently bought €109k worth of stockOn the 28th of January, Michael Broderick bought around 3k shares on-market at roughly €43.77 per share. In the last 3 months, they made an even bigger purchase worth €269k. Michael has been a buyer over the last 12 months, purchasing a net total of €1.1m worth in shares.Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$0.48 (up from US$0.20 in 3Q 2021). Revenue: US$341.8m (up 20% from 3Q 2021). Net income: US$16.3m (up 148% from 3Q 2021). Profit margin: 4.8% (up from 2.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.1%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Nov 29President recently bought €269k worth of stockOn the 24th of November, Michael Broderick bought around 5k shares on-market at roughly €53.79 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €1.0m worth in shares.Recent Insider Transactions • Nov 29President recently bought €269k worth of stockOn the 24th of November, Michael Broderick bought around 5k shares on-market at roughly €53.79 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €1.0m worth in shares.Recent Insider Transactions • Nov 05Independent Director recently sold €148k worth of stockOn the 1st of November, John Auerbach sold around 3k shares on-market at roughly €53.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS US$0.62 (vs US$0.38 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$347.7m (up 21% from 2Q 2021). Net income: US$21.0m (up 65% from 2Q 2021). Profit margin: 6.0% (up from 4.4% in 2Q 2021). The increase in margin was driven by higher 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 9% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Aug 05President recently bought €250k worth of stockOn the 30th of July, Michael Broderick bought around 5k shares on-market at roughly €50.06 per share. In the last 3 months, they made an even bigger purchase worth €511k. Michael has been a buyer over the last 12 months, purchasing a net total of €761k worth in shares.Reported Earnings • Jul 29First quarter 2022 earnings released: EPS US$0.46 (vs US$0.086 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$341.8m (up 38% from 1Q 2021). Net income: US$15.7m (up 445% from 1Q 2021). Profit margin: 4.6% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jun 03President & CEO recently bought €511k worth of stockOn the 28th of May, Michael Broderick bought around 10k shares on-market at roughly €51.06 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Upcoming Dividend • May 28Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 04 June 2021. Payment date: 21 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.2%).Reported Earnings • May 21Full year 2021 earnings released: EPS US$1.01 (vs US$1.73 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$1.13b (down 10% from FY 2020). Net income: US$34.3m (down 40% from FY 2020). Profit margin: 3.0% (down from 4.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • May 21+ 1 more updateMonro, Inc. Declares Cash Dividend for the First Quarter of Fiscal Year 2022, Payable on June 21, 2021Monro announced that its Board of Directors has approved a $0.02 per share increase in the Company’s cash dividend for the first quarter of fiscal year 2022 to $0.24 per share, representing an increase of 9% as compared to the $0.22 per share cash dividend paid in the first quarter of fiscal 2021. The Company has increased its cash dividend 15 times during the 16 years since a cash dividend was first issued. The cash dividend is payable to shareholders of record on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on June 21, 2021 to shareholders of record at the close of business on June 7, 2021.お知らせ • Mar 16+ 1 more updateMonro, Inc. Announces Chief Executive Officer Changes, Effective April 5, 2021Monro, Inc. announced the appointment of Michael Broderick as chief executive officer. Broderick will assume his role effective April 5, 2021, at which time he will also join the board of directors. Broderick brings over 25 years of experience executing profitable growth and business transformation strategies in the aftermarket parts and tire service industry. He most recently served as executive vice president of Merchandising and Store Operations Support at Advance Auto Parts where he played a critical role in driving same-store sales growth and operational improvements. Robert Mellor, who has served as interim chief executive officer since August 2020, will continue in his role as the company’s chairman of the board.お知らせ • Mar 12Monro, Inc. (NasdaqGS:MNRO) signed a definitive agreement to acquire Mountain View Tire & Service, Inc.Monro, Inc. (NasdaqGS:MNRO) signed a definitive agreement to acquire Mountain View Tire & Service, Inc. on March 10, 2021. The acquisition includes 30 Mountain View Tire & Auto Service retail stores located in the Los Angeles area. Monro will continue to operate all of these locations. Mountain View Tire & Service had approximately $45 million in annualized revenues. The transaction is expected to close in the first quarter of fiscal 2022.お知らせ • Jan 28+ 1 more updateMonro, Inc. Not to Provide Fiscal 2021 GuidanceMonro, Inc. announced that, due to the ongoing uncertainty caused by COVID-19, it remains difficult to accurately predict the full impact of the pandemic on overall demand and Monro’s operations for the remainder of the year. Therefore, the Company is not providing fiscal 2021 guidance.業績と収益の成長予測DB:MR2 - アナリストの将来予測と過去の財務データ ( )USD 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3/31/20291,251397410413/31/20281,20731699923/31/20271,18721699353/31/20261,1681162104512/27/20251,178-145077N/A9/27/20251,191-204874N/A6/28/20251,203-2079104N/A3/29/20251,195-7106132N/A12/28/20241,210187098N/A9/28/20241,2222692115N/A6/29/20241,243335279N/A3/30/20241,27736100125N/A12/23/20231,27833145174N/A9/23/20231,29534158193N/A6/24/20231,30335171210N/A3/25/20231,32539176215N/A12/24/20221,34347179218N/A9/24/20221,34950154192N/A6/25/20221,36758157188N/A3/26/20221,35961146174N/A12/25/20211,33764123153N/A9/25/20211,28055123162N/A6/26/20211,22047133175N/A3/27/20211,12634133185N/A12/26/20201,10618102155N/A9/26/20201,15130111167N/A6/27/20201,1873877134N/A3/28/20201,2575865121N/A12/28/20191,2587894150N/A9/28/20191,23880N/A157N/A6/29/20191,22181N/A162N/A3/30/20191,20079N/A153N/A12/29/20181,19980N/A153N/A9/29/20181,17471N/A122N/A6/30/20181,14567N/A130N/A3/31/20181,12864N/A121N/A12/23/20171,09456N/A125N/A9/23/20171,09762N/A137N/A6/24/20171,06562N/A150N/A3/25/20171,02261N/A130N/A12/24/201699965N/A147N/A9/24/201694963N/A149N/A6/25/201694264N/A117N/A3/26/201694466N/A127N/A12/26/201593465N/A119N/A9/26/201593166N/A117N/A6/27/201591463N/A124N/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: MR2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: MR2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: MR2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: MR2の収益 ( 1.6% ) 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: MR2の収益 ( 1.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MR2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 20:47終値2026/05/08 00:00収益2025/12/27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Monro, Inc. 5 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。16 アナリスト機関Jonathan LamersBMO Capital Markets Equity ResearchGregory MelichEvercore ISIMatthew FasslerGoldman Sachs13 その他のアナリストを表示
お知らせ • Oct 30Monro, Inc. Reaffirms Earnings Guidance for the Full Year of Fiscal 2026Monro, Inc. reaffirmed earnings guidance for the full year of fiscal 2026. For the year, the company continue to expect to deliver year-over-year comparable store sales growth in fiscal 2026, primarily driven by improvement plan as well as any tariff-related price adjustments to customers.
お知らせ • Oct 06Monro, Inc. Reports Majority of Tire Choice Locations in Florida Are Now OpenMonro, Inc. announced that six of its Tire Choice Auto Service Center locations in Florida are closed in the wake of Hurricane Ian. The remaining 102 stores are fully operational and available to help residents that have been impacted by the hurricane. Tire Choice is one of the largest names in Monro’s family of brands. The six locations closed at this time include: Four stores - two in Cape Coral and one each in Port Charlotte and Venice – that are temporarily closed due to power outages. They will re-open as soon as power is restored, and the buildings are declared safe. Officials anticipate the stores will resume business by Friday. Two locations – one on Cleveland Avenue in Fort Myers and one on Central Avenue in Naples - sustained significant damage from the storm’s high winds and flooding. They will be closed until further notice. Monro also reports that all 160 Tire Choice Auto Service Centers and Mr. Tire Auto Service Centers in Georgia, North and South Carolina, and Virginia are open and operational after Post-Tropical Storm Ian continued its slow path north over the weekend. Those states experienced high winds and flooding.
お知らせ • Jan 28+ 1 more updateMonro, Inc. Not to Provide Fiscal 2021 GuidanceMonro, Inc. announced that, due to the ongoing uncertainty caused by COVID-19, it remains difficult to accurately predict the full impact of the pandemic on overall demand and Monro’s operations for the remainder of the year. Therefore, the Company is not providing fiscal 2021 guidance.
お知らせ • Jan 14Monro, Inc. to Report Q3, 2026 Results on Jan 28, 2026Monro, Inc. announced that they will report Q3, 2026 results on Jan 28, 2026
お知らせ • Dec 05Monro, Inc. Appoints Peter Fitzsimmons as Board of Directors and Executive Committee, December 3, 2025Monro, Inc. announced that it has entered into a formal employment agreement directly with Peter Fitzsimmons to continue as the Company’s full-time President and Chief Executive Officer, effective immediately. Fitzsimmons will also join the Company’s Board of Directors and Executive Committee, effective immediately. Fitzsimmons previously served as the President and Chief Executive Officer of the Company pursuant to an engagement letter between the Company and AP Services, LLC, an affiliate of AlixPartners, LLP. In connection with this announcement, Fitzsimmons has resigned from AlixPartners, LLP and its affiliate AP Services, LLC, effective December 2, 2025.
お知らせ • Nov 19Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 16, 2025Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 16, 2025 to shareholders at the close of business on December 2, 2025.
お知らせ • Oct 30Monro, Inc. Reaffirms Earnings Guidance for the Full Year of Fiscal 2026Monro, Inc. reaffirmed earnings guidance for the full year of fiscal 2026. For the year, the company continue to expect to deliver year-over-year comparable store sales growth in fiscal 2026, primarily driven by improvement plan as well as any tariff-related price adjustments to customers.
お知らせ • Oct 15Monro, Inc. to Report Q2, 2026 Results on Oct 29, 2025Monro, Inc. announced that they will report Q2, 2026 results Pre-Market on Oct 29, 2025
お知らせ • Aug 14Monro, Inc. Declares Quarterly Cash Dividend, Payable on September 9, 2025Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on September 9, 2025 to shareholders at the close of business on August 26, 2025.
お知らせ • Jul 16Monro, Inc. to Report Q1, 2026 Results on Jul 30, 2025Monro, Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
お知らせ • Jul 06Monro, Inc., Annual General Meeting, Aug 12, 2025Monro, Inc., Annual General Meeting, Aug 12, 2025.
お知らせ • Jun 10Monro, Inc. Announces Appointment of Kathryn Chang as Senior Vice President of Merchandising, Effective June 9, 2025Monro, Inc. announced that it has appointed Kathryn Chang as Senior Vice President of Merchandising, effective June 9, 2025. Chang will lead the Company’s Merchandising Team and oversee the development and execution of the overall merchandising strategy as well as long-term assortment planning, pricing, and promotional strategies to drive revenue and profitability. Chang will report to Peter Fitzsimmons, President and Chief Executive Officer. Chang has significant experience in both merchandising and the automotive aftermarket industry. From 2020 to 2024, she worked at American Tire Distributors (ATD), serving as Senior Vice President of Merchandising and Strategy, and, before that, as Senior Vice President of Enterprise Strategy. Prior to ATD, Chang worked at LPL Financial and Lowe’s Companies Inc., serving in vice president and director roles.
お知らせ • May 28Monro, Inc. Approves Cash Dividend for the First Quarter of Fiscal Year 2026, Payable on June 17, 2025Monro, Inc. announced that its Board of Directors has approved a cash dividend for the first quarter of fiscal year 2026 of $0.28 per share. The cash dividend is payable on June 17, 2025 on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Stock are entitled. The dividend is payable to shareholders of record on June 3, 2025.
お知らせ • May 14Monro, Inc. to Report Q4, 2025 Results on May 28, 2025Monro, Inc. announced that they will report Q4, 2025 results on May 28, 2025
お知らせ • Apr 03Monro, Inc. Announces Resignation of Michael T. Broderick from Board of Directors, Effective March 31, 2025Monro, Inc. announced the resignation of Michael T. Broderick from Board of Directors, Effective March 31, 2025.
お知らせ • Mar 31+ 1 more updateMonro, Inc. Appoints Peter Fitzsimmons as PresidentMonro, Inc. announced the appointment of Peter Fitzsimmons, Partner and Managing Director of AlixPartners, as President, effective immediately. Michael Broderick has departed the Company as President and CEO following the Board’s determination that a change in leadership is necessary. Fitzsimmons’ mandate is to work with the management team and Board to develop and execute a performance improvement plan to enhance operations, drive profitability, and increase operating income and total shareholder returns. During his career, Fitzsimmons has served in senior executive roles at clients undertaking significant efforts to improve operations and financial performance. Some of his notable executive experience includes serving as CEO of a large automotive collision repair business, where he drove an over 25% sales improvement in 2022, and as CFO of an auto parts distributor. Fitzsimmons has been appointed as President and CEO in connection with, and as part of a strategic consulting engagement with AlixPartners, LLP and its affiliate AP Services, LLC. Peter Fitzsimmons is a Partner and Managing Director of AlixPartners, a global consulting firm that specializes in helping businesses address challenges, where he has served in client-focused leadership roles advising companies across a wide range of industries including automotive and industrial, retail, telecom, software, consumer products and financial services. He rejoined AlixPartners in 2020 after spending seven years with Tower Three Partners, an operationally-oriented private equity firm. Fitzsimmons first joined AlixPartners in 1995, and during his career with the firm has served as an advisor, CEO and CFO to clients undertaking significant transformations. He holds a BA from Harvard College and an MBA from the Tuck School of Business at Dartmouth College.
お知らせ • Feb 14Monro, Inc. Declares Quarterly Cash Dividend, Payable on March 11, 2025Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on March 11, 2025 to shareholders at the close of business on February 25, 2025.
お知らせ • Feb 11Monro, Inc. Announces Promotion of Nick Hawryschuk to Senior Vice President - OperationsMonro, Inc. announced that Nick Hawryschuk, age 42, has been promoted to Senior Vice President – Operations from his role as Vice President - Finance and Operations. His promotion is effective immediately. Hawryschuk will lead all aspects of the Company’s retail and commercial operations in his new role. He will be responsible for developing and executing Monro’s strategy and implementation plan to further strategic goals. Hawryschuk will report to Mike Broderick, President and Chief Executive Officer. Hawryschuk joined Monro as Vice President - Finance in 2020 and was promoted to Vice President - Finance and Operations Support in 2022. His role was expanded when he was appointed Vice President - Finance and Operations in 2024, overseeing the Finance and Loss Prevention organizations and leading the Company’s Operations Support Team. He also extended his scope to lead and grow Monro’s Fleet and Strategic Accounts business and the Company’s Global Call Center. Prior to Monro, Hawryschuk held progressive roles of responsibility at Xylem Inc., a global water technology manufacturer, from Controller of Global Finance Shared Services to Senior Director of Global Business Service Finance. While there, he spearheaded a global finance transformation. Before Xylem, he held various executive leadership roles in Finance and Operations at Carestream Health, Inc., gaining valuable experience assessing business needs and implementing strategies and processes to lead high-performing teams.
お知らせ • Jan 15Monro, Inc. to Report Q3, 2025 Results on Jan 29, 2025Monro, Inc. announced that they will report Q3, 2025 results on Jan 29, 2025
お知らせ • Nov 22Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 17, 2024Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 17, 2024 to shareholders at the close of business on December 3, 2024.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: US$0.18 (vs US$0.40 in 2Q 2024)Second quarter 2025 results: EPS: US$0.18 (down from US$0.40 in 2Q 2024). Revenue: US$301.4m (down 6.4% from 2Q 2024). Net income: US$5.31m (down 58% from 2Q 2024). Profit margin: 1.8% (down from 3.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 22% per year.
お知らせ • Oct 16Monro, Inc. to Report Q2, 2025 Results on Oct 30, 2024Monro, Inc. announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 30, 2024
Declared Dividend • Aug 19First quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 27th August 2024 Payment date: 10th September 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio). However, it is covered by cash flows (64% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 14% to bring the payout ratio under control. EPS is expected to grow by 8.0% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Aug 14Monro, Inc. Declares Quarterly Cash Dividend, Payable September 10, 2024Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on September 10, 2024, to shareholders at the close of business on August 27, 2024.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: US$0.19 (vs US$0.28 in 1Q 2024)First quarter 2025 results: EPS: US$0.19 (down from US$0.28 in 1Q 2024). Revenue: US$293.2m (down 10% from 1Q 2024). Net income: US$5.86m (down 33% from 1Q 2024). Profit margin: 2.0% (down from 2.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 17% per year.
New Risk • Jul 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.2% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (95% payout ratio). Share price has been volatile over the past 3 months (6.8% average weekly change).
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €22.40, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 7x in the Specialty Retail industry in Germany. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.65 per share.
お知らせ • Jul 17Monro, Inc. to Report Q1, 2025 Results on Jul 31, 2024Monro, Inc. announced that they will report Q1, 2025 results on Jul 31, 2024
お知らせ • Jul 04Monro, Inc., Annual General Meeting, Aug 13, 2024Monro, Inc., Annual General Meeting, Aug 13, 2024.
Declared Dividend • May 27Fourth quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 4th June 2024 Payment date: 18th June 2024 Dividend yield will be 5.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 5.6% to bring the payout ratio under control. However, EPS has declined by 12% over the last 5 years so the company would need to reverse this trend.
Reported Earnings • May 26Full year 2024 earnings released: EPS: US$1.18 (vs US$1.20 in FY 2023)Full year 2024 results: EPS: US$1.18 (down from US$1.20 in FY 2023). Revenue: US$1.28b (down 3.7% from FY 2023). Net income: US$37.6m (down 2.5% from FY 2023). Profit margin: 2.9% (in line with FY 2023). Revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €20.80, the stock trades at a trailing P/E ratio of 21.1x. Average forward P/E is 3x in the Specialty Retail industry in Germany. Total loss to shareholders of 56% over the past three years.
お知らせ • May 24Monro, Inc. Approves Cash Dividend for the First Quarter of Fiscal Year 2025, Payable on June 18, 2024Monro, Inc. announced that its Board of Directors has approved a cash dividend for the first quarter of fiscal year 2025 of $0.28 per share. The cash dividend is payable on June 18, 2024 on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Stock are entitled. The dividend is payable to shareholders of record on June 4, 2024.
お知らせ • May 11Monro, Inc. to Report Q4, 2024 Results on May 23, 2024Monro, Inc. announced that they will report Q4, 2024 results on May 23, 2024
New Risk • Apr 17New major risk - Revenue and earnings growthEarnings have declined by 15% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 15% per year over the past 5 years. Minor Risk Dividend is not well covered by earnings (105% payout ratio).
お知らせ • Mar 01Monro, Inc. Announces Leaving of Matt Henson as Chief Human Resources Officer, Effective as of March 30, 2024Monro, Inc. announced leaving of Matt Henson as Chief Human Resources Officer, Effective as of March 30, 2024.
Upcoming Dividend • Feb 29Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 22 March 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.2%). In line with average of industry peers (3.2%).
お知らせ • Feb 15Monro, Inc. Appoints Thomas B. Okray to Board of DirectorsMonro, Inc. announced that Thomas B. Okray has been appointed to the company’s Board of Directors, effective immediately. Mr. Okray will serve on the Executive Committee. Mr. Okray is a seasoned executive with significant financial and operational expertise in the auto industry and broader industrials segment, including a 26-year tenure at General Motors and subsequent senior finance roles at Amazon.com, Inc., Advance Auto Parts, Inc. and W.W. Grainger, Inc. He most recently served as Chief Financial Officer of Eaton Corporation, a global intelligent power management company. With Mr. Okray’s appointment, Monro's Board is now composed of nine directors, eight of whom are independent. Tom Okray is an accomplished finance and operations executive who most recently served as EVP and Chief Financial Officer of Eaton Corporation, a global intelligent power management company, from January 2021 to February 2024. Prior to joining Eaton, he served as SVP and Chief Financial Officer of W.W. Grainger, Inc., a role he assumed in April 2018, and earlier served as EVP and Chief Financial Officer of Advance Auto Parts, Inc. beginning in October 2016. Prior to Advance Auto Parts, Mr. Okray was Vice President of Finance for Amazon.com [1], Inc.’s Global Customer Fulfillment organization. From 1989 to 2015, Mr. Okray held a variety of senior finance roles at General Motors and at the time of his departure served as Chief Financial Officer, Global Product Development Operations, Purchasing and Supply Chain, with a team of 45,000 employees across nine major development centers. During his tenure at General Motors, he worked 15 years internationally with senior leadership roles in Europe and Asia. Mr. Okray also serves as a member of Flowserve Corporation’s Board of Directors, chairing the Audit Committee. He received an MBA from the University of Chicago, a Bachelor of Science in Chemical Engineering from Michigan State University and participated in a Transformational Leadership Program at the Stanford Graduate School of Business.
Declared Dividend • Feb 12Third quarter dividend of US$0.28 announcedShareholders will receive a dividend of US$0.28. Ex-date: 7th March 2024 Payment date: 22nd March 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (105% earnings payout ratio). However, it is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 9.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 17% to bring the payout ratio under control. EPS is expected to grow by 31% over the next year, which is sufficient to bring the dividend into a sustainable range.
Recent Insider Transactions • Feb 09President recently bought €150k worth of stockOn the 2nd of February, Michael Broderick bought around 5k shares on-market at roughly €29.93 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €470k worth in shares.
お知らせ • Feb 08Monro, Inc. Declares Quarterly Cash Dividend, Payable on March 22, 2024Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on March 22, 2024 to shareholders at the close of business on March 8, 2024.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Hope Woodhouse was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 25Third quarter 2024 earnings released: EPS: US$0.38 (vs US$0.41 in 3Q 2023)Third quarter 2024 results: EPS: US$0.38 (down from US$0.41 in 3Q 2023). Revenue: US$317.7m (down 5.2% from 3Q 2023). Net income: US$12.2m (down 5.7% from 3Q 2023). Profit margin: 3.8% (down from 3.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Jan 11Monro, Inc. to Report Q3, 2024 Results on Jan 24, 2024Monro, Inc. announced that they will report Q3, 2024 results on Jan 24, 2024
Buying Opportunity • Dec 28Now 21% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €34.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 7.0%. Revenue is forecast to grow by 2.5% in a year. Earnings is forecast to grow by 52% in the next year.
お知らせ • Nov 29Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 19, 2023Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 19, 2023 to shareholders at the close of business on December 8, 2023.
Reported Earnings • Oct 26Second quarter 2024 earnings released: EPS: US$0.40 (vs US$0.40 in 2Q 2023)Second quarter 2024 results: EPS: US$0.40 (down from US$0.40 in 2Q 2023). Revenue: US$322.1m (down 2.3% from 2Q 2023). Net income: US$12.9m (flat on 2Q 2023). Profit margin: 4.0% (up from 3.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail 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 fallen by 12% per year, which means it is significantly lagging earnings.
New Risk • Oct 25New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 14% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (102% payout ratio). Profit margins are more than 30% lower than last year (2.7% net profit margin).
お知らせ • Oct 12Monro, Inc. to Report Q2, 2024 Results on Oct 25, 2023Monro, Inc. announced that they will report Q2, 2024 results on Oct 25, 2023
Buying Opportunity • Sep 12Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €36.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 12%. Revenue is forecast to grow by 3.3% in a year. Earnings is forecast to grow by 39% in the next year.
Recent Insider Transactions • Aug 03President recently bought €320k worth of stockOn the 2nd of August, Michael Broderick bought around 10k shares on-market at roughly €32.03 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: US$0.28 (vs US$0.37 in 1Q 2023)First quarter 2024 results: EPS: US$0.28 (down from US$0.37 in 1Q 2023). Revenue: US$327.0m (down 6.5% from 1Q 2023). Net income: US$8.83m (down 28% from 1Q 2023). Profit margin: 2.7% (down from 3.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jul 13Monro, Inc. to Report Q1, 2024 Results on Jul 26, 2023Monro, Inc. announced that they will report Q1, 2024 results on Jul 26, 2023
お知らせ • May 19+ 2 more updatesMonro, Inc., Annual General Meeting, Aug 15, 2023Monro, Inc., Annual General Meeting, Aug 15, 2023. Agenda: To consider Agreement to Eliminate Class C Preferred Stock.
Reported Earnings • May 19Full year 2023 earnings released: EPS: US$1.20 (vs US$1.82 in FY 2022)Full year 2023 results: EPS: US$1.20 (down from US$1.82 in FY 2022). Revenue: US$1.33b (down 2.5% from FY 2022). Net income: US$39.0m (down 36% from FY 2022). Profit margin: 2.9% (down from 4.5% in FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 05Monro, Inc. to Report Q4, 2023 Results on May 18, 2023Monro, Inc. announced that they will report Q4, 2023 results at 9:30 AM, US Eastern Standard Time on May 18, 2023
Upcoming Dividend • Feb 28Upcoming dividend of US$0.28 per share at 2.2% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 22 March 2023. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).
お知らせ • Feb 10+ 1 more updateMonro, Inc. Declares Quarterly Cash Dividend, Payable on March 22, 2023Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the company’s outstanding shares of common stock, including the shares of common stock to which the holders of the company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on March 22, 2023 to shareholders at the close of business on March 8, 2023.
Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: US$0.41 (vs US$0.48 in 3Q 2022)Third quarter 2023 results: EPS: US$0.41 (down from US$0.48 in 3Q 2022). Revenue: US$335.2m (down 1.9% from 3Q 2022). Net income: US$13.0m (down 19% from 3Q 2022). Profit margin: 3.9% (down from 4.7% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jan 26Monro, Inc. (NasdaqGS:MNRO) entered into a definitive asset purchase agreement to acquire Four Stores in Iowa and One Store in Illinois.Monro, Inc. (NasdaqGS:MNRO) entered into a definitive asset purchase agreement to acquire Four Stores in Iowa and One Store in Illinois on January 25, 2023. The transaction is expected to close in the fourth quarter of fiscal 2023.
お知らせ • Jan 12Monro, Inc. to Report Q3, 2023 Results on Jan 25, 2023Monro, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 25, 2023
お知らせ • Nov 23Monro, Inc. Declares Quarterly Cash Dividend, Payable on December 20, 2022Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on December 20, 2022 to shareholders at the close of business on December 6, 2022.
お知らせ • Oct 13Monro, Inc. to Report Q2, 2023 Results on Oct 26, 2022Monro, Inc. announced that they will report Q2, 2023 results on Oct 26, 2022
お知らせ • Oct 06Monro, Inc. Reports Majority of Tire Choice Locations in Florida Are Now OpenMonro, Inc. announced that six of its Tire Choice Auto Service Center locations in Florida are closed in the wake of Hurricane Ian. The remaining 102 stores are fully operational and available to help residents that have been impacted by the hurricane. Tire Choice is one of the largest names in Monro’s family of brands. The six locations closed at this time include: Four stores - two in Cape Coral and one each in Port Charlotte and Venice – that are temporarily closed due to power outages. They will re-open as soon as power is restored, and the buildings are declared safe. Officials anticipate the stores will resume business by Friday. Two locations – one on Cleveland Avenue in Fort Myers and one on Central Avenue in Naples - sustained significant damage from the storm’s high winds and flooding. They will be closed until further notice. Monro also reports that all 160 Tire Choice Auto Service Centers and Mr. Tire Auto Service Centers in Georgia, North and South Carolina, and Virginia are open and operational after Post-Tropical Storm Ian continued its slow path north over the weekend. Those states experienced high winds and flooding.
お知らせ • Aug 20Monro, Inc. Declares Quarterly Cash Dividend, Payable on September 6, 2022Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.28 per share on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on September 6, 2022 to shareholders at the close of business on August 23, 2022.
お知らせ • Aug 04Robert J. Rajkowski Leave Monro, Inc. as Chief Operating OfficerMonro, Inc. leadership organization and reporting structure prompted by the completion of the Company’s sale of its wholesale and tire distribution assets to American Tire Distributors, Inc. in June 2022, the Company announced the elimination of the role of Chief Operating Officer. As a result of this position elimination, Robert J. Rajkowski will leave the Company as of July 31, 2022. Following his departure, Mr. Rajkowski will receive certain payments to which he is entitled pursuant to the Letter Agreement he entered into with the Company, dated September 30, 2019.
Reported Earnings • Jul 28First quarter 2023 earnings released: EPS: US$0.37 (vs US$0.47 in 1Q 2022)First quarter 2023 results: EPS: US$0.37 (down from US$0.47 in 1Q 2022). Revenue: US$349.5m (up 2.3% from 1Q 2022). Net income: US$12.5m (down 20% from 1Q 2022). Profit margin: 3.6% (down from 4.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 1.5%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 16% per year.
お知らせ • Jul 16Ides Capital Management LP Files an Exempt Solicitation Statement to Shareholders of Monro IncOn July 15, 2022, Ides Capital Management LP has filed an exempt solicitation statement and urged the shareholders of Monro Inc to vote against the Company nominated candidates to the board, at the 2022 annual meeting of shareholders.
お知らせ • Jul 14Monro, Inc. to Report Q1, 2023 Results on Jul 27, 2022Monro, Inc. announced that they will report Q1, 2023 results on Jul 27, 2022
お知らせ • Jul 08Monro, Inc., Annual General Meeting, Aug 16, 2022Monro, Inc., Annual General Meeting, Aug 16, 2022, at 10:00 US Eastern Standard Time. Agenda: To consider Electing five directors to Class 1 of the Board of Directors to serve a two-year term and until their successors are duly elected and qualified at the 2024 annual meeting of shareholders; to approve, on a non-binding, advisory basis, the compensation paid to the Company's named executive officers; to ratify the re-appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of the Company for the fiscal year ending March 25 2023; and to consider any other business as may properly be brought before the meeting or any adjournment or postponement thereof.
Buying Opportunity • Jun 18Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be €48.86, 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 declined by 19%. Revenue is forecast to grow by 4.4% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.
お知らせ • Jun 18American Tire Distributors, Inc. acquired Assets under Tires Now Operations and Certain Assets under Internal Tire Distribution of Monro, Inc.American Tire Distributors, Inc. entered into an agreement to acquire Assets under Tires Now Operations and Certain Assets under Internal Tire Distribution from Monro, Inc. (NasdaqGS:MNRO) and Monro Service Corporation for approximately $110 million on May 19, 2022. Under the terms of the transaction, ATD will pay Monro $105 million in cash for the assets under the Tires Now operations and for certain assets under Monro’s internal tire distribution operations, subject to customary escrow arrangements. The agreement provides that $65 million will be paid at closing and the remaining $40 million will be paid quarterly based on Monro’s tire purchases from or through ATD in connection with a distribution agreement also being entered into by ATD and Monro. The transaction is expected to close by the end of the second quarter of calendar 2022, subject to clearance under the Hart-Scott-Rodino (HSR) Antitrust Improvements Act of 1976, as amended, and other customary closing conditions. Christian Chad Warpula P.C. of Troutman Pepper is serving as legal counsel to ATD. Alexander R. McClean of Harter Secrest & Emery LLP is serving as transaction counsel to Monro, with Steven R. Shoemate of Gibson, Dunn & Crutcher LLP serving as HSR counsel. The transaction is expected to close in the first quarter of fiscal 2023. American Tire Distributors, Inc. acquired Assets under Tires Now Operations and Certain Assets under Internal Tire Distribution of Monro, Inc. on June 17, 2022.
Valuation Update With 7 Day Price Move • May 30Investor sentiment improved over the past weekAfter last week's 20% share price gain to €44.00, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 35% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.39 per share.
Upcoming Dividend • May 27Upcoming dividend of US$0.28 per shareEligible shareholders must have bought the stock before 03 June 2022. Payment date: 20 June 2022. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.0%).
Reported Earnings • May 21Full year 2022 earnings released: EPS: US$1.81 (vs US$1.02 in FY 2021)Full year 2022 results: EPS: US$1.81 (up from US$1.02 in FY 2021). Revenue: US$1.36b (up 21% from FY 2021). Net income: US$61.6m (up 82% from FY 2021). Profit margin: 4.5% (up from 3.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.1%, compared to a 9.8% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 21% per year.
お知らせ • May 20+ 2 more updatesMonro, Inc. (NasdaqGS:MNRO) announces an Equity Buyback for $150 million worth of its shares.Monro, Inc. (NasdaqGS:MNRO) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its shares. The program has no expiration date.
お知らせ • May 06Monro, Inc. to Report Q4, 2022 Results on May 19, 2022Monro, Inc. announced that they will report Q4, 2022 results on May 19, 2022
Upcoming Dividend • Mar 01Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 08 March 2022. Payment date: 23 March 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.4%). In line with average of industry peers (2.4%).
お知らせ • Feb 12Monro, Inc. Declares Quarterly Cash Dividend, Payable on March 23, 2022Monro, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.26 per share on the Company's outstanding shares of common stock, including the shares of common stock to which the holders of the Company's Class C Convertible Preferred Stock are entitled. The dividend is payable on March 23, 2022 to shareholders of record at the close of business on March 9, 2022.
Recent Insider Transactions • Feb 04President recently bought €109k worth of stockOn the 28th of January, Michael Broderick bought around 3k shares on-market at roughly €43.77 per share. In the last 3 months, they made an even bigger purchase worth €269k. Michael has been a buyer over the last 12 months, purchasing a net total of €1.1m worth in shares.
Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: US$0.48 (up from US$0.20 in 3Q 2021). Revenue: US$341.8m (up 20% from 3Q 2021). Net income: US$16.3m (up 148% from 3Q 2021). Profit margin: 4.8% (up from 2.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.1%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Nov 29President recently bought €269k worth of stockOn the 24th of November, Michael Broderick bought around 5k shares on-market at roughly €53.79 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €1.0m worth in shares.
Recent Insider Transactions • Nov 29President recently bought €269k worth of stockOn the 24th of November, Michael Broderick bought around 5k shares on-market at roughly €53.79 per share. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of €1.0m worth in shares.
Recent Insider Transactions • Nov 05Independent Director recently sold €148k worth of stockOn the 1st of November, John Auerbach sold around 3k shares on-market at roughly €53.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS US$0.62 (vs US$0.38 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$347.7m (up 21% from 2Q 2021). Net income: US$21.0m (up 65% from 2Q 2021). Profit margin: 6.0% (up from 4.4% in 2Q 2021). The increase in margin was driven by higher 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 9% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Aug 05President recently bought €250k worth of stockOn the 30th of July, Michael Broderick bought around 5k shares on-market at roughly €50.06 per share. In the last 3 months, they made an even bigger purchase worth €511k. Michael has been a buyer over the last 12 months, purchasing a net total of €761k worth in shares.
Reported Earnings • Jul 29First quarter 2022 earnings released: EPS US$0.46 (vs US$0.086 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$341.8m (up 38% from 1Q 2021). Net income: US$15.7m (up 445% from 1Q 2021). Profit margin: 4.6% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jun 03President & CEO recently bought €511k worth of stockOn the 28th of May, Michael Broderick bought around 10k shares on-market at roughly €51.06 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Upcoming Dividend • May 28Upcoming dividend of US$0.24 per shareEligible shareholders must have bought the stock before 04 June 2021. Payment date: 21 June 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.2%).
Reported Earnings • May 21Full year 2021 earnings released: EPS US$1.01 (vs US$1.73 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: US$1.13b (down 10% from FY 2020). Net income: US$34.3m (down 40% from FY 2020). Profit margin: 3.0% (down from 4.6% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • May 21+ 1 more updateMonro, Inc. Declares Cash Dividend for the First Quarter of Fiscal Year 2022, Payable on June 21, 2021Monro announced that its Board of Directors has approved a $0.02 per share increase in the Company’s cash dividend for the first quarter of fiscal year 2022 to $0.24 per share, representing an increase of 9% as compared to the $0.22 per share cash dividend paid in the first quarter of fiscal 2021. The Company has increased its cash dividend 15 times during the 16 years since a cash dividend was first issued. The cash dividend is payable to shareholders of record on the Company’s outstanding shares of common stock, including the shares of common stock to which the holders of the Company’s Class C Convertible Preferred Stock are entitled. The dividend is payable on June 21, 2021 to shareholders of record at the close of business on June 7, 2021.
お知らせ • Mar 16+ 1 more updateMonro, Inc. Announces Chief Executive Officer Changes, Effective April 5, 2021Monro, Inc. announced the appointment of Michael Broderick as chief executive officer. Broderick will assume his role effective April 5, 2021, at which time he will also join the board of directors. Broderick brings over 25 years of experience executing profitable growth and business transformation strategies in the aftermarket parts and tire service industry. He most recently served as executive vice president of Merchandising and Store Operations Support at Advance Auto Parts where he played a critical role in driving same-store sales growth and operational improvements. Robert Mellor, who has served as interim chief executive officer since August 2020, will continue in his role as the company’s chairman of the board.
お知らせ • Mar 12Monro, Inc. (NasdaqGS:MNRO) signed a definitive agreement to acquire Mountain View Tire & Service, Inc.Monro, Inc. (NasdaqGS:MNRO) signed a definitive agreement to acquire Mountain View Tire & Service, Inc. on March 10, 2021. The acquisition includes 30 Mountain View Tire & Auto Service retail stores located in the Los Angeles area. Monro will continue to operate all of these locations. Mountain View Tire & Service had approximately $45 million in annualized revenues. The transaction is expected to close in the first quarter of fiscal 2022.
お知らせ • Jan 28+ 1 more updateMonro, Inc. Not to Provide Fiscal 2021 GuidanceMonro, Inc. announced that, due to the ongoing uncertainty caused by COVID-19, it remains difficult to accurately predict the full impact of the pandemic on overall demand and Monro’s operations for the remainder of the year. Therefore, the Company is not providing fiscal 2021 guidance.