Burberry Group(BRBYL)株式概要バーバリー・グループはその子会社とともに、バーバリー・ブランドの高級品の製造、小売、卸売を行っている。 詳細BRBYL ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績1/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より40.8%で取引されている 収益は年間34.49%増加すると予測されています 今年は黒字化を達成 リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るBRBYL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,135 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG496,135 investors already sharing narrativesYour Fair ValueUK£Current PriceUK£10.7823.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-74m3b2016201920222025202620282031Revenue UK£3.1bEarnings UK£27.1mAdvancedSet Fair ValueView all narrativesBurberry Group plc 競合他社Mulberry GroupSymbol: AIM:MULMarket cap: UK£96.1mPersimmonSymbol: LSE:PSNMarket cap: UK£3.4bBerkeley Group HoldingsSymbol: LSE:BKGMarket cap: UK£3.1bBarratt RedrowSymbol: LSE:BTRWMarket cap: UK£4.0b価格と性能株価の高値、安値、推移の概要Burberry Group過去の株価現在の株価UK£10.7852週高値UK£13.9152週安値UK£9.89ベータ0.681ヶ月の変化-4.96%3ヶ月変化-7.71%1年変化-18.97%3年間の変化-50.70%5年間の変化-48.36%IPOからの変化-28.81%最新ニュースお知らせ • Jul 17Burberry Group plc to Report First Half, 2027 Results on Nov 12, 2026Burberry Group plc announced that they will report first half, 2027 results on Nov 12, 2026Recent Insider Transactions • Jul 01CEO & Executive Director recently bought UK£620k worth of stockOn the 25th of June, Joshua Schulman bought around 57k shares on-market at roughly UK£10.89 per share. This transaction increased Joshua's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Joshua's only on-market trade for the last 12 months.Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£0.059 (vs UK£0.21 loss in FY 2025)Full year 2026 results: EPS: UK£0.059 (up from UK£0.21 loss in FY 2025). Revenue: UK£2.42b (down 1.7% from FY 2025). Net income: UK£21.0m (up UK£96.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • May 27Burberry Group plc to Report Q1, 2027 Results on Jul 17, 2026Burberry Group plc announced that they will report Q1, 2027 results on Jul 17, 2026お知らせ • May 15Burberry Group plc Announces Board ChangesBurberry on 14 May 2026 announced that Gerry Murphy, who joined the Board in May 2018, has decided to retire as Chair with effect from the date of our interim results in November 2026. Gerry, who isnearing the end of his nine-year tenure, will be succeeded by William Jackson who has been selected following a comprehensive search process led by Orna NiChionna, Senior Independent Director. William will join Burberry as a Non-Executive Director on 1 July 2026 and will stand for election at the Annual General Meeting to be held on 15 July 2026. William will succeed Gerry as Chair on his retirement, following a formal handover. William Jackson is the Founder and former Chief Executive Officer and Chair of Bridgepoint Group Plc, which listed on the London Stock Exchange in 2021. Under his leadership Bridgepoint became a substantial global investment organisation with interests in many consumer-facing businesses, including brands such as Pret a manager and MotoGP. William chaired both of these brands throughout their transformative growth years while building the wider Bridgepoint portfolio. In addition to his leadership of Bridgepoint which ended in 2024, William has served as a Non-Executive Director of FTSE 100 companies British Land Plc from 2011 to 2020, including three years as Senior Independent Director, and Berkeley Group Holdings Plc from 2021 to 2025. William is currently a Non-Executive Director of institutional investment manager, IFM Investors; and he is nearing the end of his term as Chair of global educator, Wellington College Education. He is Chair of the Lawn Tennis Association.お知らせ • May 14Burberry Group plc, Annual General Meeting, Jul 15, 2026Burberry Group plc, Annual General Meeting, Jul 15, 2026.最新情報をもっと見るRecent updatesお知らせ • Jul 17Burberry Group plc to Report First Half, 2027 Results on Nov 12, 2026Burberry Group plc announced that they will report first half, 2027 results on Nov 12, 2026Recent Insider Transactions • Jul 01CEO & Executive Director recently bought UK£620k worth of stockOn the 25th of June, Joshua Schulman bought around 57k shares on-market at roughly UK£10.89 per share. This transaction increased Joshua's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Joshua's only on-market trade for the last 12 months.Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£0.059 (vs UK£0.21 loss in FY 2025)Full year 2026 results: EPS: UK£0.059 (up from UK£0.21 loss in FY 2025). Revenue: UK£2.42b (down 1.7% from FY 2025). Net income: UK£21.0m (up UK£96.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.お知らせ • May 27Burberry Group plc to Report Q1, 2027 Results on Jul 17, 2026Burberry Group plc announced that they will report Q1, 2027 results on Jul 17, 2026お知らせ • May 15Burberry Group plc Announces Board ChangesBurberry on 14 May 2026 announced that Gerry Murphy, who joined the Board in May 2018, has decided to retire as Chair with effect from the date of our interim results in November 2026. Gerry, who isnearing the end of his nine-year tenure, will be succeeded by William Jackson who has been selected following a comprehensive search process led by Orna NiChionna, Senior Independent Director. William will join Burberry as a Non-Executive Director on 1 July 2026 and will stand for election at the Annual General Meeting to be held on 15 July 2026. William will succeed Gerry as Chair on his retirement, following a formal handover. William Jackson is the Founder and former Chief Executive Officer and Chair of Bridgepoint Group Plc, which listed on the London Stock Exchange in 2021. Under his leadership Bridgepoint became a substantial global investment organisation with interests in many consumer-facing businesses, including brands such as Pret a manager and MotoGP. William chaired both of these brands throughout their transformative growth years while building the wider Bridgepoint portfolio. In addition to his leadership of Bridgepoint which ended in 2024, William has served as a Non-Executive Director of FTSE 100 companies British Land Plc from 2011 to 2020, including three years as Senior Independent Director, and Berkeley Group Holdings Plc from 2021 to 2025. William is currently a Non-Executive Director of institutional investment manager, IFM Investors; and he is nearing the end of his term as Chair of global educator, Wellington College Education. He is Chair of the Lawn Tennis Association.お知らせ • May 14Burberry Group plc, Annual General Meeting, Jul 15, 2026Burberry Group plc, Annual General Meeting, Jul 15, 2026.お知らせ • Mar 17Burberry Launches Collection Inspired by Queen Elizabeth IIBurberry has unveiled a new capsule collection, created in collaboration with the Royal Collection Trust, a charity and department of the Royal Household, to mark the centenary of Queen Elizabeth II’s birth. The collection has been designed to coincide with the upcoming ‘Queen Elizabeth II: Her Life in Style’ exhibition at Buckingham Palace, the largest-ever exhibit celebrating Queen Elizabeth II’s fashion archive, which will include three Burberry designs: a hooded riding cape from around 2010; an original invoice for a Burberry coat ordered in 1966, and a Burberry Check silk scarf from 2013. The collaboration honours Burberry’s connection with the Royal Family, as Queen Elizabeth often chose the heritage brand for her outdoor pursuits during her reign, and the British brand was awarded a Royal Warrant in 1955.Taking inspiration from Queen Elizabeth’s deep-rooted connection to the outdoors and her countryside wardrobe, the capsule introduces a new holly green Burberry house check inspired by a tartan worn by the Queen, the Old Stewart Tartan. The new check features on the silk lining of a car coat, which has been crafted in Castleford, Yorkshire, from lightweight cotton gabardine in holly green, on a Scottish-woven cashmere scarf, and on the border of a silk twill scarf printed with a hand-painted depiction of Balmoral Castle, the Highland home of the Royal Family. In addition, Burberry has also designed a gold-plated brooch in the shape of a corgi, the late Queen’s favourite dog, which is wearing an enamelled check coat adorned with the Burberry Knight motif on a freshwater pearl. The collaboration will launch on March 12 at Burberry.com and selected stores worldwide. It will also be sold through Royal Collection Trust Shops in Edinburgh, London and Windsor.お知らせ • Jan 21Burberry Group plc to Report Fiscal Year 2026 Results on May 14, 2026Burberry Group plc announced that they will report fiscal year 2026 results on May 14, 2026お知らせ • Nov 13Burberry Group plc Provides Earnings Guidance for the Second Half of Fiscal Year 2026Burberry Group plc provided earnings guidance for the second half of fiscal year 2026. For the second half, Due to the seasonal nature of the business, Group revenue is usually expected to be higher in the second half of the year than in the first half.お知らせ • Sep 22+ 1 more updateBurberry Group plc(LSE:BRBY) dropped from FTSE 250 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 250 Indexお知らせ • Jul 18Burberry Group plc to Report First Half, 2026 Results on Nov 13, 2025Burberry Group plc announced that they will report first half, 2026 results on Nov 13, 2025お知らせ • May 16+ 1 more updateBurberry Group plc Provides Earnings Guidance for the First Half Fiscal Year 2026Burberry Group plc provided earnings guidance for the first half fiscal year 2026. For the period, the company Wholesale revenue is expected to decline by a mid-teens percentage in first half fiscal year 2026.お知らせ • May 15Burberry Group plc, Annual General Meeting, Jul 16, 2025Burberry Group plc, Annual General Meeting, Jul 16, 2025.お知らせ • May 02Burberry Group plc Announces Retirement of Sam Fischer as Independent Non-Executive DirectorBurberry Group plc announced that Sam Fischer, independent Non-Executive Director, has informed the Company of his intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2025 to focus on his business commitments in Australia where he is based. Sam joined the Board on November 1, 2019, and serves on the Remuneration and Nomination Committees and will continue to do so until his retirement.お知らせ • Jan 24Burberry Group plc to Report Fiscal Year 2025 Results on May 14, 2025Burberry Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 14, 2025お知らせ • Dec 19Burberry Group plc Announces Board and Committee ChangesBurberry Group plc (the "Company") announced the following Board changes: Stella King has been appointed to the Board as an independent Non-Executive Director and member of the Nomination Committee, with effect from 1 April 2025. Stella is currently at Moncler which she joined thirteen years ago in 2011 as President, Asia Pacific. In January 2022 she moved to the role of Chief Chinese Business Officer and will step down from that role on 31 December 2024. She also served as a Non-Executive Director of Moncler subsidiary Stone Island between March 2021 and April 2024. Earlier in her career, Stella served as President, Asia Pacific for Sergio Rossi and also held various managerial positions at Lane Crawford in Mainland China. Fabiola Arredondo and Antoine de Saint-Affrique will retire from the Board as Non-Executive Directors following the AGM to be held in July 2025. Fabiola has served as a member of the Remuneration and Nomination Committees since her appointment on 10 March 2015. She is a former Chair of the Remuneration Committee and has also served as a member of the Audit Committee. Antoine joined the Board on 1 January 2021 and has been a member of the Audit and Nomination Committees since that date. Fabiola and Antoine will continue to serve as committee members until their retirement from the Board.お知らせ • Nov 14Burberry Group plc Announces No Interim Dividend in Respect of the 26 Weeks to 28 September 2024Burberry Group plc announced the directors have elected not to declare an interim dividend in respect of the 26 weeks to 28 September 2024 (last half year: 18.3 pence per share).お知らせ • Nov 06Moncler Reportedly Considers Bid for BurberryShares in Burberry Group plc (LSE:BRBY) jumped as much as 8% after reports that the British designer could be the target of a foreign takeover. Moncler S.p.A. (BIT:MONC), the Italian designer known for its £2,000 puffer jackets, is said to be considering a bid for Burberry, which is struggling to turn its fortunes around after a string of recent profit warnings. Bernard Arnault, the head of the French luxury conglomerate LVMH, which recently took a stake in Moncler, is "keen" to see such a deal happen, trade magazine Miss Tweed reported. Burberry said it did not comment on speculation, while a spokesman for Moncler said the company did not comment on "unsubstantiated rumours".お知らせ • Sep 23Burberry Group plc(LSE:BRBY) dropped from FTSE 100 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 100 Indexお知らせ • Jul 22Burberry Group plc to Report Q2, 2025 Results on Nov 14, 2024Burberry Group plc announced that they will report Q2, 2025 results on Nov 14, 2024お知らせ • Jul 15+ 1 more updateBurberry Group plc Announces Director ChangesBurberry Group plc announced the appointment of Joshua Schulman as Executive Director. Joshua replaces Jonathan Akeroyd who is stepping down and leaving the Company with immediate effect by mutual agreement with the Board. An American national, Joshua, 52, joins Burberry with a track record of driving transformative growth and value creation as CEO of global luxury, fashion, and retail businesses. Joshua was previously CEO of American fashion brands Michael Kors (2021-2022) and Coach where he also served as Brand President (2017-2020). Prior to this, at Neiman Marcus Group, he was President of Bergdorf Goodman for five years. From 2007 to 2012, Joshua was CEO of Jimmy Choo in London. Earlier, Joshua was Executive Vice President/Worldwide Merchandising and Sales at Yves Saint Laurent and Worldwide Director/Women's Ready To Wear at Gucci. Joshua will join Burberry on 17 July 2024 and be based at the Company's headquarters in London. He will lead the Executive Committee and report to Burberry Chair Gerry Murphy and the Board of Directors.Declared Dividend • May 17Final dividend reduced to UK£0.43Dividend of UK£0.43 is 4.0% lower than last year. Ex-date: 27th June 2024 Payment date: 2nd August 2024 Dividend yield will be 5.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17Burberry Group plc, Annual General Meeting, Jul 16, 2024Burberry Group plc, Annual General Meeting, Jul 16, 2024.Reported Earnings • May 17Full year 2024 earnings released: EPS: UK£0.74 (vs UK£1.27 in FY 2023)Full year 2024 results: EPS: UK£0.74 (down from UK£1.27 in FY 2023). Revenue: UK£2.97b (down 4.1% from FY 2023). Net income: UK£270.0m (down 45% from FY 2023). Profit margin: 9.1% (down from 16% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • May 16Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 30 March 2024, Payable on 2 August 2024Burberry Group plc announced a final dividend in respect of the 52 weeks to 30 March 2024 of 42.7 pence per share (last year: 44.5 pence per share), amounting to £151 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 2 August 2024 to the shareholders on the register at the close of business on 28 June 2024. The ex-dividend date is 27 June 2024 and the final day for dividend reinvestment plan (DRIP) elections is 12 July 2024.New Risk • May 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 09Kate Ferry, Chief Financial Officer to Take Short Leave of Absence from Burberry Group plcBurberry Group plc announces that Kate Ferry, Chief Financial Officer, will be taking a short leave of absence after undergoing unscheduled surgery. It is anticipated that Kate will resume her normal duties in June 2024.お知らせ • Apr 12Burberry Group plc Announces Retirement of Debra L Lee as Independent Non-Executive DirectorBurberry Group plc announces that Debra L Lee, Independent Non-Executive Director, has informed the Company of her intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2024 to concentrate on her personal media interests in the US where she is based. Ms Lee joined the Board on 1 October 2019 and serves on the Audit and Nomination Committees.Buy Or Sell Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to UK£12.87. The fair value is estimated to be UK£16.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 0.8% per annum over the same time period.Buy Or Sell Opportunity • Feb 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to UK£12.62. The fair value is estimated to be UK£15.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 0.9% per annum over the same time period.お知らせ • Jan 13Burberry Group plc to Report Fiscal Year 2024 Results on May 15, 2024Burberry Group plc announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Dec 07Upcoming dividend of UK£0.18 per share at 4.0% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 26 January 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (4.2%).Reported Earnings • Nov 18First half 2024 earnings released: EPS: UK£0.42 (vs UK£0.49 in 1H 2023)First half 2024 results: EPS: UK£0.42 (down from UK£0.49 in 1H 2023). Revenue: UK£1.40b (up 3.8% from 1H 2023). Net income: UK£158.0m (down 18% from 1H 2023). Profit margin: 11% (down from 14% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 17+ 1 more updateBurberry Group plc Provides Revenue Guidance for the Fiscal Year 2024Burberry Group plc provided revenue guidance for the fiscal year 2024. The company is confident in strategy and remain committed to achieving medium and long-term targets. The slowdown in luxury demand globally is having an impact on current trading. If the weaker demand continues, the company is unlikely to achieve previously stated revenue guidance for fiscal year 2024. High single-digit revenue CAGR from fiscal year 2020 base equating to a low double-digit growth in fiscal year 2024 year on year.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive Director & CFO Kate Ferry was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 22Burberry Group plc Appoints Alessandra Cozzani to Board as Non-Executive Director and Member of Audit and Nomination Committees, with Effect from 1 September 2023Burberry Group plc announced that Alessandra Cozzani has been appointed to the Board as a Non-Executive Director and member of the Audit and Nomination committees, with effect from 1 September 2023. Alessandra is currently an Executive Director of Italian grocer Esselunga SpA. Prior to joining Esselunga, she was Group Chief Financial Officer of Italian luxury company Prada SpA from February 2016 to September 2022, having been appointed to the Board of Prada in December 2013 and joining the company in 2000. She started her career as an auditor at Coopers & Lybrand.お知らせ • Jul 14+ 1 more updateBurberry Group plc to Report First Half, 2024 Results on Nov 16, 2023Burberry Group plc announced that they will report first half, 2024 results on Nov 16, 2023Upcoming Dividend • Jun 22Upcoming dividend of UK£0.45 per share at 2.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.9%).お知らせ • May 19Burberry Group plc, Annual General Meeting, Jul 12, 2023Burberry Group plc, Annual General Meeting, Jul 12, 2023.Reported Earnings • May 19Full year 2023 earnings released: EPS: UK£1.27 (vs UK£0.98 in FY 2022)Full year 2023 results: EPS: UK£1.27 (up from UK£0.98 in FY 2022). Revenue: UK£3.09b (up 9.5% from FY 2022). Net income: UK£490.0m (up 24% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 1 April 2023, Payable on 4 August 2023Burberry Group plc announced a final dividend in respect of the 52 weeks to 1 April 2023 of 44.5 pence (2022: 35.4 pence) per share, amounting to £167 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 4 August 2023 to the shareholders on the register at the close of business on 30 June 2023. The ex-dividend date is 29 June 2023 and the final day for dividend reinvestment plan (DRIP) elections is 14 July 2023.お知らせ • May 10Burberry Group plc Appoints Kate Ferry as Chief Financial OfficerBurberry Group plc confirm that following the announcement on 15 March 2023 of the appointment of Kate Ferry as Chief Financial Officer, company have agreed that she will start at Burberry on 17 July 2023.お知らせ • Jan 20Burberry Group plc Revises Revenue Guidance for the Year 2022Burberry Group plc revised revenue guidance for the year 2022. The company expects there to be a revenue tailwind of around GBP 160 million compared with GBP 170 million previously.お知らせ • Jan 19Burberry Announces Management AppointmentsBurberry has appointed Giorgio Belloli and Delphine Sonder to the newly-created roles of Chief Digital, Customer and Innovation Officer and Chief Merchandising Officer respectively. The appointments are with immediate effect. Giorgio will be responsible for leading the global e-commerce, digital product, and analytics teams, and a newly-formed innovation function. Delphine will lead merchandising and global planning across ready-to-wear and accessories, and product strategy. Giorgio, most recently, served as Chief Commercial and Sustainability Officer at Farfetch. Delphine joins from Saint Laurent, where she was General Merchandising Director.お知らせ • Jan 18Burberry Group plc to Report Fiscal Year 2023 Results on May 18, 2023Burberry Group plc announced that they will report fiscal year 2023 results on May 18, 2023Upcoming Dividend • Dec 08Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 27 January 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (2.6%).Recent Insider Transactions • Dec 02CFO, COO & Director recently sold UK£344k worth of stockOn the 30th of November, Julie Brown sold around 16k shares on-market at roughly UK£21.50 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.49 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.49 (up from UK£0.36 in 1H 2022). Revenue: UK£1.35b (up 11% from 1H 2022). Net income: UK£193.0m (up 33% from 1H 2022). Profit margin: 14% (up from 12% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Alan James Stewart was the last director to join the board, commencing their role in 2022.Upcoming Dividend • Jun 23Upcoming dividend of UK£0.35 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.2%). Higher than average of industry peers (1.8%).Reported Earnings • May 20Full year 2022 earnings released: EPS: UK£0.98 (vs UK£0.93 in FY 2021)Full year 2022 results: EPS: UK£0.98 (up from UK£0.93 in FY 2021). Revenue: UK£2.83b (up 21% from FY 2021). Net income: UK£396.0m (up 5.4% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.7%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 15Chairman recently bought UK£81k worth of stockOn the 14th of March, Gerard Murphy bought around 5k shares on-market at roughly UK£16.13 per share. This was the largest purchase by an insider in the last 3 months. This was Gerard's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£16.43, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Luxury industry in Europe. Total loss to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£18.41 per share.Upcoming Dividend • Dec 09Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 28 January 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (0.9%).Reported Earnings • Nov 13First half 2022 earnings released: EPS UK£0.36 (vs UK£0.12 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£1.21b (up 38% from 1H 2021). Net income: UK£144.9m (up 194% from 1H 2021). Profit margin: 12% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Recent Insider Transactions • Aug 20CFO, COO & Director recently sold UK£447k worth of stockOn the 18th of August, Julie Brown sold around 23k shares on-market at roughly UK£19.45 per share. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 24Upcoming dividend of UK£0.42 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 06 August 2021. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (0.9%).Reported Earnings • Jun 06Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 14Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 25New 90-day high: UK£18.81The company is up 9.0% from its price of UK£17.20 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£15.50 per share.Is New 90 Day High Low • Dec 01New 90-day high: UK£17.90The company is up 24% from its price of UK£14.48 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£8.55 per share.株主還元BRBYLGB LuxuryGB 市場7D1.0%1.3%0.6%1Y-19.0%-2.5%16.7%株主還元を見る業界別リターン: BRBYL過去 1 年間で-2.5 % の収益を上げたUK Luxury業界を下回りました。リターン対市場: BRBYLは、過去 1 年間で16.7 % のリターンを上げたUK市場を下回りました。価格変動Is BRBYL's price volatile compared to industry and market?BRBYL volatilityBRBYL Average Weekly Movement5.3%Luxury Industry Average Movement4.4%Market Average Movement5.1%10% most volatile stocks in GB Market10.5%10% least volatile stocks in GB Market2.7%安定した株価: BRBYL 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BRBYLの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト18567,299Josh Schulmanwww.burberryplc.comバーバリー・グループはその子会社とともに、バーバリーブランドの高級品の製造、小売、卸売を行っている。同社は、小売/卸売とライセンシングの2つのセグメントで事業を展開している。同社は、レディスウェア、メンズウェア、子供服、アイウェア、シューズ、ビューティ、アクセサリー、バッグなどの皮革製品を提供している。また、バーバリーの商標を使用した製品の製造・販売を第三者にライセンス供与している。バーバリーは、バーバリーの直営店、売店、アウトレット、デジタル・コマース、バーバリーのフランチャイジー、百貨店、マルチブランド専門店、そしてBurberry.comのウェブサイトを通じて商品を販売している。アジア太平洋、ヨーロッパ、中東、インド、アフリカ、アメリカ大陸で事業を展開している。同社は1856年に設立され、英国ロンドンに本社を置いている。もっと見るBurberry Group plc 基礎のまとめBurberry Group の収益と売上を時価総額と比較するとどうか。BRBYL 基礎統計学時価総額UK£3.89b収益(TTM)UK£21.00m売上高(TTM)UK£2.42b185.3xPER(株価収益率1.6xP/SレシオBRBYL は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計BRBYL 損益計算書(TTM)収益UK£2.42b売上原価UK£777.00m売上総利益UK£1.64bその他の費用UK£1.62b収益UK£21.00m直近の収益報告Mar 28, 2026次回決算日Nov 12, 2026一株当たり利益(EPS)0.059グロス・マージン67.89%純利益率0.87%有利子負債/自己資本比率60.0%BRBYL の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/21 19:26終値2026/07/21 00:00収益2026/03/28年間収益2026/03/28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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Burberry Group plc 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36 アナリスト機関Victoria Lee SternBarclaysCarole MadjoBarclaysHarrison Woodin-LygoBerenberg33 その他のアナリストを表示
お知らせ • Jul 17Burberry Group plc to Report First Half, 2027 Results on Nov 12, 2026Burberry Group plc announced that they will report first half, 2027 results on Nov 12, 2026
Recent Insider Transactions • Jul 01CEO & Executive Director recently bought UK£620k worth of stockOn the 25th of June, Joshua Schulman bought around 57k shares on-market at roughly UK£10.89 per share. This transaction increased Joshua's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Joshua's only on-market trade for the last 12 months.
Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£0.059 (vs UK£0.21 loss in FY 2025)Full year 2026 results: EPS: UK£0.059 (up from UK£0.21 loss in FY 2025). Revenue: UK£2.42b (down 1.7% from FY 2025). Net income: UK£21.0m (up UK£96.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • May 27Burberry Group plc to Report Q1, 2027 Results on Jul 17, 2026Burberry Group plc announced that they will report Q1, 2027 results on Jul 17, 2026
お知らせ • May 15Burberry Group plc Announces Board ChangesBurberry on 14 May 2026 announced that Gerry Murphy, who joined the Board in May 2018, has decided to retire as Chair with effect from the date of our interim results in November 2026. Gerry, who isnearing the end of his nine-year tenure, will be succeeded by William Jackson who has been selected following a comprehensive search process led by Orna NiChionna, Senior Independent Director. William will join Burberry as a Non-Executive Director on 1 July 2026 and will stand for election at the Annual General Meeting to be held on 15 July 2026. William will succeed Gerry as Chair on his retirement, following a formal handover. William Jackson is the Founder and former Chief Executive Officer and Chair of Bridgepoint Group Plc, which listed on the London Stock Exchange in 2021. Under his leadership Bridgepoint became a substantial global investment organisation with interests in many consumer-facing businesses, including brands such as Pret a manager and MotoGP. William chaired both of these brands throughout their transformative growth years while building the wider Bridgepoint portfolio. In addition to his leadership of Bridgepoint which ended in 2024, William has served as a Non-Executive Director of FTSE 100 companies British Land Plc from 2011 to 2020, including three years as Senior Independent Director, and Berkeley Group Holdings Plc from 2021 to 2025. William is currently a Non-Executive Director of institutional investment manager, IFM Investors; and he is nearing the end of his term as Chair of global educator, Wellington College Education. He is Chair of the Lawn Tennis Association.
お知らせ • May 14Burberry Group plc, Annual General Meeting, Jul 15, 2026Burberry Group plc, Annual General Meeting, Jul 15, 2026.
お知らせ • Jul 17Burberry Group plc to Report First Half, 2027 Results on Nov 12, 2026Burberry Group plc announced that they will report first half, 2027 results on Nov 12, 2026
Recent Insider Transactions • Jul 01CEO & Executive Director recently bought UK£620k worth of stockOn the 25th of June, Joshua Schulman bought around 57k shares on-market at roughly UK£10.89 per share. This transaction increased Joshua's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Joshua's only on-market trade for the last 12 months.
Reported Earnings • May 29Full year 2026 earnings released: EPS: UK£0.059 (vs UK£0.21 loss in FY 2025)Full year 2026 results: EPS: UK£0.059 (up from UK£0.21 loss in FY 2025). Revenue: UK£2.42b (down 1.7% from FY 2025). Net income: UK£21.0m (up UK£96.0m from FY 2025). Profit margin: 0.9% (up from net loss in FY 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
お知らせ • May 27Burberry Group plc to Report Q1, 2027 Results on Jul 17, 2026Burberry Group plc announced that they will report Q1, 2027 results on Jul 17, 2026
お知らせ • May 15Burberry Group plc Announces Board ChangesBurberry on 14 May 2026 announced that Gerry Murphy, who joined the Board in May 2018, has decided to retire as Chair with effect from the date of our interim results in November 2026. Gerry, who isnearing the end of his nine-year tenure, will be succeeded by William Jackson who has been selected following a comprehensive search process led by Orna NiChionna, Senior Independent Director. William will join Burberry as a Non-Executive Director on 1 July 2026 and will stand for election at the Annual General Meeting to be held on 15 July 2026. William will succeed Gerry as Chair on his retirement, following a formal handover. William Jackson is the Founder and former Chief Executive Officer and Chair of Bridgepoint Group Plc, which listed on the London Stock Exchange in 2021. Under his leadership Bridgepoint became a substantial global investment organisation with interests in many consumer-facing businesses, including brands such as Pret a manager and MotoGP. William chaired both of these brands throughout their transformative growth years while building the wider Bridgepoint portfolio. In addition to his leadership of Bridgepoint which ended in 2024, William has served as a Non-Executive Director of FTSE 100 companies British Land Plc from 2011 to 2020, including three years as Senior Independent Director, and Berkeley Group Holdings Plc from 2021 to 2025. William is currently a Non-Executive Director of institutional investment manager, IFM Investors; and he is nearing the end of his term as Chair of global educator, Wellington College Education. He is Chair of the Lawn Tennis Association.
お知らせ • May 14Burberry Group plc, Annual General Meeting, Jul 15, 2026Burberry Group plc, Annual General Meeting, Jul 15, 2026.
お知らせ • Mar 17Burberry Launches Collection Inspired by Queen Elizabeth IIBurberry has unveiled a new capsule collection, created in collaboration with the Royal Collection Trust, a charity and department of the Royal Household, to mark the centenary of Queen Elizabeth II’s birth. The collection has been designed to coincide with the upcoming ‘Queen Elizabeth II: Her Life in Style’ exhibition at Buckingham Palace, the largest-ever exhibit celebrating Queen Elizabeth II’s fashion archive, which will include three Burberry designs: a hooded riding cape from around 2010; an original invoice for a Burberry coat ordered in 1966, and a Burberry Check silk scarf from 2013. The collaboration honours Burberry’s connection with the Royal Family, as Queen Elizabeth often chose the heritage brand for her outdoor pursuits during her reign, and the British brand was awarded a Royal Warrant in 1955.Taking inspiration from Queen Elizabeth’s deep-rooted connection to the outdoors and her countryside wardrobe, the capsule introduces a new holly green Burberry house check inspired by a tartan worn by the Queen, the Old Stewart Tartan. The new check features on the silk lining of a car coat, which has been crafted in Castleford, Yorkshire, from lightweight cotton gabardine in holly green, on a Scottish-woven cashmere scarf, and on the border of a silk twill scarf printed with a hand-painted depiction of Balmoral Castle, the Highland home of the Royal Family. In addition, Burberry has also designed a gold-plated brooch in the shape of a corgi, the late Queen’s favourite dog, which is wearing an enamelled check coat adorned with the Burberry Knight motif on a freshwater pearl. The collaboration will launch on March 12 at Burberry.com and selected stores worldwide. It will also be sold through Royal Collection Trust Shops in Edinburgh, London and Windsor.
お知らせ • Jan 21Burberry Group plc to Report Fiscal Year 2026 Results on May 14, 2026Burberry Group plc announced that they will report fiscal year 2026 results on May 14, 2026
お知らせ • Nov 13Burberry Group plc Provides Earnings Guidance for the Second Half of Fiscal Year 2026Burberry Group plc provided earnings guidance for the second half of fiscal year 2026. For the second half, Due to the seasonal nature of the business, Group revenue is usually expected to be higher in the second half of the year than in the first half.
お知らせ • Sep 22+ 1 more updateBurberry Group plc(LSE:BRBY) dropped from FTSE 250 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 250 Index
お知らせ • Jul 18Burberry Group plc to Report First Half, 2026 Results on Nov 13, 2025Burberry Group plc announced that they will report first half, 2026 results on Nov 13, 2025
お知らせ • May 16+ 1 more updateBurberry Group plc Provides Earnings Guidance for the First Half Fiscal Year 2026Burberry Group plc provided earnings guidance for the first half fiscal year 2026. For the period, the company Wholesale revenue is expected to decline by a mid-teens percentage in first half fiscal year 2026.
お知らせ • May 15Burberry Group plc, Annual General Meeting, Jul 16, 2025Burberry Group plc, Annual General Meeting, Jul 16, 2025.
お知らせ • May 02Burberry Group plc Announces Retirement of Sam Fischer as Independent Non-Executive DirectorBurberry Group plc announced that Sam Fischer, independent Non-Executive Director, has informed the Company of his intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2025 to focus on his business commitments in Australia where he is based. Sam joined the Board on November 1, 2019, and serves on the Remuneration and Nomination Committees and will continue to do so until his retirement.
お知らせ • Jan 24Burberry Group plc to Report Fiscal Year 2025 Results on May 14, 2025Burberry Group plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on May 14, 2025
お知らせ • Dec 19Burberry Group plc Announces Board and Committee ChangesBurberry Group plc (the "Company") announced the following Board changes: Stella King has been appointed to the Board as an independent Non-Executive Director and member of the Nomination Committee, with effect from 1 April 2025. Stella is currently at Moncler which she joined thirteen years ago in 2011 as President, Asia Pacific. In January 2022 she moved to the role of Chief Chinese Business Officer and will step down from that role on 31 December 2024. She also served as a Non-Executive Director of Moncler subsidiary Stone Island between March 2021 and April 2024. Earlier in her career, Stella served as President, Asia Pacific for Sergio Rossi and also held various managerial positions at Lane Crawford in Mainland China. Fabiola Arredondo and Antoine de Saint-Affrique will retire from the Board as Non-Executive Directors following the AGM to be held in July 2025. Fabiola has served as a member of the Remuneration and Nomination Committees since her appointment on 10 March 2015. She is a former Chair of the Remuneration Committee and has also served as a member of the Audit Committee. Antoine joined the Board on 1 January 2021 and has been a member of the Audit and Nomination Committees since that date. Fabiola and Antoine will continue to serve as committee members until their retirement from the Board.
お知らせ • Nov 14Burberry Group plc Announces No Interim Dividend in Respect of the 26 Weeks to 28 September 2024Burberry Group plc announced the directors have elected not to declare an interim dividend in respect of the 26 weeks to 28 September 2024 (last half year: 18.3 pence per share).
お知らせ • Nov 06Moncler Reportedly Considers Bid for BurberryShares in Burberry Group plc (LSE:BRBY) jumped as much as 8% after reports that the British designer could be the target of a foreign takeover. Moncler S.p.A. (BIT:MONC), the Italian designer known for its £2,000 puffer jackets, is said to be considering a bid for Burberry, which is struggling to turn its fortunes around after a string of recent profit warnings. Bernard Arnault, the head of the French luxury conglomerate LVMH, which recently took a stake in Moncler, is "keen" to see such a deal happen, trade magazine Miss Tweed reported. Burberry said it did not comment on speculation, while a spokesman for Moncler said the company did not comment on "unsubstantiated rumours".
お知らせ • Sep 23Burberry Group plc(LSE:BRBY) dropped from FTSE 100 IndexBurberry Group plc(LSE:BRBY) dropped from FTSE 100 Index
お知らせ • Jul 22Burberry Group plc to Report Q2, 2025 Results on Nov 14, 2024Burberry Group plc announced that they will report Q2, 2025 results on Nov 14, 2024
お知らせ • Jul 15+ 1 more updateBurberry Group plc Announces Director ChangesBurberry Group plc announced the appointment of Joshua Schulman as Executive Director. Joshua replaces Jonathan Akeroyd who is stepping down and leaving the Company with immediate effect by mutual agreement with the Board. An American national, Joshua, 52, joins Burberry with a track record of driving transformative growth and value creation as CEO of global luxury, fashion, and retail businesses. Joshua was previously CEO of American fashion brands Michael Kors (2021-2022) and Coach where he also served as Brand President (2017-2020). Prior to this, at Neiman Marcus Group, he was President of Bergdorf Goodman for five years. From 2007 to 2012, Joshua was CEO of Jimmy Choo in London. Earlier, Joshua was Executive Vice President/Worldwide Merchandising and Sales at Yves Saint Laurent and Worldwide Director/Women's Ready To Wear at Gucci. Joshua will join Burberry on 17 July 2024 and be based at the Company's headquarters in London. He will lead the Executive Committee and report to Burberry Chair Gerry Murphy and the Board of Directors.
Declared Dividend • May 17Final dividend reduced to UK£0.43Dividend of UK£0.43 is 4.0% lower than last year. Ex-date: 27th June 2024 Payment date: 2nd August 2024 Dividend yield will be 5.5%, which is higher than the industry average of 4.7%. Sustainability & Growth Dividend is covered by both earnings (82% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 7.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17Burberry Group plc, Annual General Meeting, Jul 16, 2024Burberry Group plc, Annual General Meeting, Jul 16, 2024.
Reported Earnings • May 17Full year 2024 earnings released: EPS: UK£0.74 (vs UK£1.27 in FY 2023)Full year 2024 results: EPS: UK£0.74 (down from UK£1.27 in FY 2023). Revenue: UK£2.97b (down 4.1% from FY 2023). Net income: UK£270.0m (down 45% from FY 2023). Profit margin: 9.1% (down from 16% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Luxury industry in Europe. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • May 16Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 30 March 2024, Payable on 2 August 2024Burberry Group plc announced a final dividend in respect of the 52 weeks to 30 March 2024 of 42.7 pence per share (last year: 44.5 pence per share), amounting to £151 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 2 August 2024 to the shareholders on the register at the close of business on 28 June 2024. The ex-dividend date is 27 June 2024 and the final day for dividend reinvestment plan (DRIP) elections is 12 July 2024.
New Risk • May 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 09Kate Ferry, Chief Financial Officer to Take Short Leave of Absence from Burberry Group plcBurberry Group plc announces that Kate Ferry, Chief Financial Officer, will be taking a short leave of absence after undergoing unscheduled surgery. It is anticipated that Kate will resume her normal duties in June 2024.
お知らせ • Apr 12Burberry Group plc Announces Retirement of Debra L Lee as Independent Non-Executive DirectorBurberry Group plc announces that Debra L Lee, Independent Non-Executive Director, has informed the Company of her intention to retire from the Board with effect from the conclusion of the Company's Annual General Meeting in July 2024 to concentrate on her personal media interests in the US where she is based. Ms Lee joined the Board on 1 October 2019 and serves on the Audit and Nomination Committees.
Buy Or Sell Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to UK£12.87. The fair value is estimated to be UK£16.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 0.8% per annum over the same time period.
Buy Or Sell Opportunity • Feb 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to UK£12.62. The fair value is estimated to be UK£15.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 0.9% per annum over the same time period.
お知らせ • Jan 13Burberry Group plc to Report Fiscal Year 2024 Results on May 15, 2024Burberry Group plc announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Dec 07Upcoming dividend of UK£0.18 per share at 4.0% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 26 January 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (6.0%). In line with average of industry peers (4.2%).
Reported Earnings • Nov 18First half 2024 earnings released: EPS: UK£0.42 (vs UK£0.49 in 1H 2023)First half 2024 results: EPS: UK£0.42 (down from UK£0.49 in 1H 2023). Revenue: UK£1.40b (up 3.8% from 1H 2023). Net income: UK£158.0m (down 18% from 1H 2023). Profit margin: 11% (down from 14% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 17+ 1 more updateBurberry Group plc Provides Revenue Guidance for the Fiscal Year 2024Burberry Group plc provided revenue guidance for the fiscal year 2024. The company is confident in strategy and remain committed to achieving medium and long-term targets. The slowdown in luxury demand globally is having an impact on current trading. If the weaker demand continues, the company is unlikely to achieve previously stated revenue guidance for fiscal year 2024. High single-digit revenue CAGR from fiscal year 2020 base equating to a low double-digit growth in fiscal year 2024 year on year.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive Director & CFO Kate Ferry was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 22Burberry Group plc Appoints Alessandra Cozzani to Board as Non-Executive Director and Member of Audit and Nomination Committees, with Effect from 1 September 2023Burberry Group plc announced that Alessandra Cozzani has been appointed to the Board as a Non-Executive Director and member of the Audit and Nomination committees, with effect from 1 September 2023. Alessandra is currently an Executive Director of Italian grocer Esselunga SpA. Prior to joining Esselunga, she was Group Chief Financial Officer of Italian luxury company Prada SpA from February 2016 to September 2022, having been appointed to the Board of Prada in December 2013 and joining the company in 2000. She started her career as an auditor at Coopers & Lybrand.
お知らせ • Jul 14+ 1 more updateBurberry Group plc to Report First Half, 2024 Results on Nov 16, 2023Burberry Group plc announced that they will report first half, 2024 results on Nov 16, 2023
Upcoming Dividend • Jun 22Upcoming dividend of UK£0.45 per share at 2.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (2.9%).
お知らせ • May 19Burberry Group plc, Annual General Meeting, Jul 12, 2023Burberry Group plc, Annual General Meeting, Jul 12, 2023.
Reported Earnings • May 19Full year 2023 earnings released: EPS: UK£1.27 (vs UK£0.98 in FY 2022)Full year 2023 results: EPS: UK£1.27 (up from UK£0.98 in FY 2022). Revenue: UK£3.09b (up 9.5% from FY 2022). Net income: UK£490.0m (up 24% from FY 2022). Profit margin: 16% (up from 14% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Burberry Group plc Proposes Final Dividend in Respect of the 52 Weeks to 1 April 2023, Payable on 4 August 2023Burberry Group plc announced a final dividend in respect of the 52 weeks to 1 April 2023 of 44.5 pence (2022: 35.4 pence) per share, amounting to £167 million, has been proposed for approval by the shareholders at the Annual General Meeting subsequent to the balance sheet date. The final dividend has not been recognised as a liability at the year end and will be paid on 4 August 2023 to the shareholders on the register at the close of business on 30 June 2023. The ex-dividend date is 29 June 2023 and the final day for dividend reinvestment plan (DRIP) elections is 14 July 2023.
お知らせ • May 10Burberry Group plc Appoints Kate Ferry as Chief Financial OfficerBurberry Group plc confirm that following the announcement on 15 March 2023 of the appointment of Kate Ferry as Chief Financial Officer, company have agreed that she will start at Burberry on 17 July 2023.
お知らせ • Jan 20Burberry Group plc Revises Revenue Guidance for the Year 2022Burberry Group plc revised revenue guidance for the year 2022. The company expects there to be a revenue tailwind of around GBP 160 million compared with GBP 170 million previously.
お知らせ • Jan 19Burberry Announces Management AppointmentsBurberry has appointed Giorgio Belloli and Delphine Sonder to the newly-created roles of Chief Digital, Customer and Innovation Officer and Chief Merchandising Officer respectively. The appointments are with immediate effect. Giorgio will be responsible for leading the global e-commerce, digital product, and analytics teams, and a newly-formed innovation function. Delphine will lead merchandising and global planning across ready-to-wear and accessories, and product strategy. Giorgio, most recently, served as Chief Commercial and Sustainability Officer at Farfetch. Delphine joins from Saint Laurent, where she was General Merchandising Director.
お知らせ • Jan 18Burberry Group plc to Report Fiscal Year 2023 Results on May 18, 2023Burberry Group plc announced that they will report fiscal year 2023 results on May 18, 2023
Upcoming Dividend • Dec 08Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 27 January 2023. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of British dividend payers (5.7%). In line with average of industry peers (2.6%).
Recent Insider Transactions • Dec 02CFO, COO & Director recently sold UK£344k worth of stockOn the 30th of November, Julie Brown sold around 16k shares on-market at roughly UK£21.50 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.
Reported Earnings • Nov 18First half 2023 earnings released: EPS: UK£0.49 (vs UK£0.36 in 1H 2022)First half 2023 results: EPS: UK£0.49 (up from UK£0.36 in 1H 2022). Revenue: UK£1.35b (up 11% from 1H 2022). Net income: UK£193.0m (up 33% from 1H 2022). Profit margin: 14% (up from 12% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Luxury industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new directorsIndependent Non-Executive Director Alan James Stewart was the last director to join the board, commencing their role in 2022.
Upcoming Dividend • Jun 23Upcoming dividend of UK£0.35 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 05 August 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.2%). Higher than average of industry peers (1.8%).
Reported Earnings • May 20Full year 2022 earnings released: EPS: UK£0.98 (vs UK£0.93 in FY 2021)Full year 2022 results: EPS: UK£0.98 (up from UK£0.93 in FY 2021). Revenue: UK£2.83b (up 21% from FY 2021). Net income: UK£396.0m (up 5.4% from FY 2021). Profit margin: 14% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.7%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Jonathan Akeroyd was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 15Chairman recently bought UK£81k worth of stockOn the 14th of March, Gerard Murphy bought around 5k shares on-market at roughly UK£16.13 per share. This was the largest purchase by an insider in the last 3 months. This was Gerard's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to UK£16.43, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Luxury industry in Europe. Total loss to shareholders of 6.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£18.41 per share.
Upcoming Dividend • Dec 09Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 28 January 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (4.1%). Higher than average of industry peers (0.9%).
Reported Earnings • Nov 13First half 2022 earnings released: EPS UK£0.36 (vs UK£0.12 in 1H 2021)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£1.21b (up 38% from 1H 2021). Net income: UK£144.9m (up 194% from 1H 2021). Profit margin: 12% (up from 5.6% in 1H 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Recent Insider Transactions • Aug 20CFO, COO & Director recently sold UK£447k worth of stockOn the 18th of August, Julie Brown sold around 23k shares on-market at roughly UK£19.45 per share. This was the largest sale by an insider in the last 3 months. This was Julie's only on-market trade for the last 12 months.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Director Overboarding • Aug 03Director Dame Carolyn McCall has joined 3rd company boardDame Carolyn McCall has been appointed to the board of Bridgepoint Group plc (LSE:BPT). McCall now sits on a total of 3 company boards. With 3 board positions including the role of CEO at ITV plc (LSE:ITV), the director is at risk of having too many board obligations according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 24Upcoming dividend of UK£0.42 per shareEligible shareholders must have bought the stock before 01 July 2021. Payment date: 06 August 2021. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (0.9%).
Reported Earnings • Jun 06Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 14Full year 2021 earnings released: EPS UK£0.93 (vs UK£0.30 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: UK£2.34b (down 11% from FY 2020). Net income: UK£375.7m (up 209% from FY 2020). Profit margin: 16% (up from 4.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 25New 90-day high: UK£18.81The company is up 9.0% from its price of UK£17.20 on 27 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£15.50 per share.
Is New 90 Day High Low • Dec 01New 90-day high: UK£17.90The company is up 24% from its price of UK£14.48 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Luxury industry, which is also up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£8.55 per share.