View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsKitwave Group 過去の業績過去 基準チェック /26Kitwave Groupは、平均年間24.5%の収益成長を遂げていますが、 Consumer Retailing業界の収益は、年間 成長しています。収益は、平均年間8.3% 15.3%収益成長率で 成長しています。 Kitwave Groupの自己資本利益率は12.6%であり、純利益率は2.1%です。主要情報24.46%収益成長率21.58%EPS成長率Consumer Retailing 業界の成長18.83%収益成長率15.29%株主資本利益率12.60%ネット・マージン2.07%前回の決算情報31 Oct 2025最近の業績更新Reported Earnings • Jul 03First half 2025 earnings released: EPS: UK£0.051 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.051 (down from UK£0.073 in 1H 2024). Revenue: UK£376.2m (up 27% from 1H 2024). Net income: UK£4.18m (down 18% from 1H 2024). Profit margin: 1.1% (down from 1.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.お知らせ • Jun 10Kitwave Group plc to Report First Half, 2025 Results on Jul 01, 2025Kitwave Group plc announced that they will report first half, 2025 results on Jul 01, 2025Reported Earnings • Mar 05Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: UK£0.23 (down from UK£0.27 in FY 2023). Revenue: UK£663.7m (up 10% from FY 2023). Net income: UK£16.7m (down 12% from FY 2023). Profit margin: 2.5% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 12Kitwave Group plc to Report Fiscal Year 2024 Results on Mar 04, 2025Kitwave Group plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 04, 2025Reported Earnings • Jul 05First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.091 in 1H 2023)First half 2024 results: EPS: UK£0.073 (down from UK£0.091 in 1H 2023). Revenue: UK£297.0m (up 8.0% from 1H 2023). Net income: UK£5.08m (down 20% from 1H 2023). Profit margin: 1.7% (down from 2.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in the United Kingdom.お知らせ • Jun 13Kitwave Group plc to Report First Half, 2024 Results on Jul 02, 2024Kitwave Group plc announced that they will report first half, 2024 results on Jul 02, 2024すべての更新を表示Recent updatesお知らせ • Mar 13London Stock Exchange Cancels Trading in Kitwave Shares on AIM Effective from 13 March 2026Further to the announcement made by Kitwave Group plc ("Kitwave") and Kite UK Bidco Limited ("BidCo") on 12 March 2026 that the Scheme had become Effective in accordance with its terms, Kitwave announced that, following an application by Kitwave to the London Stock Exchange, the London Stock Exchange has cancelled trading in Kitwave Shares on AIM with effect from 7.00 a.m. 13 March 2026.お知らせ • Mar 12OEP Capital Advisors L.P. completed the acquisition of Kitwave Group plc (AIM:KITW) from the group of shareholders.OEP Capital Advisors L.P. reached an agreement to acquire Kitwave Group plc (AIM:KITW) from the group of shareholders for approximately £250 million on January 22, 2026. A cash consideration valued at £2.95 per share will be paid by OEP Capital Advisors, L.P. The cash consideration payable by BidCo under the terms of the Acquisition will be funded from equity to be invested by the OEP Funds pursuant to the terms of the Equity Commitment Letter. The Scheme remains conditional on, and will become Effective upon, the delivery of a copy of the Scheme Court Order to the Registrar of Companies, which is expected to occur on March 12, 2026. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is January 22, 2026 to March 31, 2026. As per the announcement dated February 26, 2026, The transaction is approved by shareholders of Kitwave Group plc. As of March 10, 2026, Kitwave Group plc and OEP Capital Advisors L.P. are pleased to announce that, at the Sanction Hearing held, the High Court of Justice in England and Wales has sanctioned the Scheme. The Board of Kitwave further announces that 165,777 new ordinary shares of £0.01 each in Kitwave ("New LTIP Shares") have been allotted and issued to satisfy the exercise of share options and vesting of share awards held by persons (including certain directors) under the Kitwave Share Plan and that 142,222 new ordinary shares have been allotted and issued to satisfy the exercise of the Kitwave Warrants over 142,222 Kitwaves Shares by Canaccord Genuity Limited ("New Canaccord Shares"). Accordingly, an application was made by Kitwave for the 307,999 New Ordinary Shares to be admitted to trading on AIM, and admission to trading on AIM is expected to take place on March 11, 2026 and upon Admission Kitwave will have in issue 84.045 million ordinary shares. The transaction is expected to close on March 12, 2026. Andrew Welby, Simon Chaudhuri and Max Hunt of Moelis & Company UK LLP acted as financial advisor for OEP Capital Advisors, L.P. Harry Rees, Bobbie Hilliam and Elizabeth Halley-Stott of Canaccord Genuity Limited acted as financial advisor for Kitwave Group plc. Norton Rose Fulbright LLP acted as legal advisor for OEP Capital Advisors, L.P. Harry Thimon and John Papadakis of Ashurst LLP acted as legal advisor for Kitwave Group plc. OEP Capital Advisors L.P. completed the acquisition of Kitwave Group plc (AIM:KITW) from the group of shareholders on March 12, 2026. As the Scheme has now become Effective, Marnie Millard and Teresa Octavio have tendered their resignations and stepped down as non-executive directors on the Kitwave Board. David Brind has also stepped down as a director of Kitwave and Mark Earl has been appointed as a director of Kitwave. Dealings in Kitwave Shares on AIM will be suspended with effect from 7.30 a.m. on March 12, 2026.ナラティブの更新 • Mar 08KITW: Agreed Cash Takeover And Delisting Will Likely Lock In Fair ValueAnalysts have raised their price target for Kitwave Group slightly to £3.26 to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc for approximately £250m, with Kitwave shareholders offered £2.95 in cash per share, and the deal funded by equity from OEP Funds under an equity commitment letter (Key Developments).ナラティブの更新 • Feb 21KITW: Planned Cash Takeover Will Unlock Undervalued Cash Exit Before DelistingAnalysts have made a small upward adjustment to their Kitwave Group price target to £4.20, reflecting fine tuning of assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view broadly unchanged. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc for approximately £250 million in cash, valuing the shares at £2.95 per share, with funding to come from equity committed by OEP funds (Key Developments).ナラティブの更新 • Feb 07KITW: Planned Cash Takeover Will Unlock Value Before AIM DelistingAnalysts have trimmed their price target on Kitwave Group from £4.75 to £4.20, citing updated assumptions for revenue growth, profit margins, and future P/E, which feed into a slightly higher discount rate. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc for approximately £250 million, offering £2.95 in cash per share to existing shareholders (Key Developments).ナラティブの更新 • Jan 23KITW: Forthcoming Takeover And Delisting Will Unlock Shareholder ValueAnalysts have reduced their price target for Kitwave Group from £3.63 to about £3.26, reflecting updated assumptions around revenue growth, profit margins and forward P/E expectations. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc in an all cash deal valued at £251m, with shareholders set to receive £2.95 per share, subject to board, shareholder and court approvals.お知らせ • Jan 23Kitwave to Apply for the Cancellation of Trading of the Shares on AIMThe boards of directors of Kitwave Group plc and Kite UK Bidco Limited (BidCo) announced that they have reached agreement on the terms of a recommended all cash acquisition of the entire issued and to be issued ordinary share capital of Kitwave (the "Acquisition"). The Acquisition is to be effected by means of a scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, application will be made by Kitwave for the cancellation of trading of the Kitwave Shares on AIM to take effect on or shortly after the Effective Date. The last day of dealings in, and registration of transfers of, Kitwave Shares on AIM is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. on that date. On the Effective Date, share certificates in respect of Kitwave Shares will cease to be valid and entitlements to Kitwave Shares held within the CREST system will be cancelled. Kitwave Shareholders shall be required to return share certificates to Kitwave or destroy them following the Effective Date. It is also proposed that, following the Effective Date and after its shares are de-listed, Kitwave shall be re-registered as a private limited company.New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 5.4% 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: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change).Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 36%After last week's 36% share price gain to UK£2.93, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.97 per share.お知らせ • Jan 22OEP Capital Advisors L.P. reached an agreement to acquire Kitwave Group plc (AIM:KITW) from the group of shareholders for £251 million.OEP Capital Advisors L.P. reached an agreement to acquire Kitwave Group plc (AIM:KITW) from the group of shareholders for £251 million on January 22, 2026. A cash consideration valued at £2.95 per share will be paid by OEP Capital Advisors, L.P. The cash consideration payable by BidCo under the terms of the Acquisition will be funded from equity to be invested by the OEP Funds pursuant to the terms of the Equity Commitment Letter. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is January 22, 2026 to March 31, 2026. Andrew Welby, Simon Chaudhuri and Max Hunt of Moelis & Company UK LLP acted as financial advisor for OEP Capital Advisors, L.P. Harry Rees, Bobbie Hilliam and Elizabeth Halley-Stott of Canaccord Genuity Limited acted as financial advisor for Kitwave Group plc. Norton Rose Fulbright LLP acted as legal advisor for OEP Capital Advisors, L.P. Ashurst LLP acted as legal advisor for Kitwave Group plc.お知らせ • Jan 16Kitwave Group plc Announces Termination of Gerard Thomas Murray as Director, Effective January 13, 2026Kitwave Group Plc terminated the appointment of Mr. Gerard Thomas Murray as director effective January 13, 2026.お知らせ • Jan 14Kitwave Group plc Announces Directorate and Committee Changes, with effect from January 14, 2026Kitwave Group PLC announced that Gerard Murray, Non-Executive Director, will be stepping down from the Board with immediate effect. Following the departure of Mr. Murray, Dr Marnie Millard (Chair of the Company) will act as interim chair of the Audit Committee and Teresa Octavio (Independent Non-Executive Director) will act as interim chair of the Remuneration Committee. The Company will commence a search for a new Non-Executive Director and update shareholders as appropriate.お知らせ • Nov 06+ 1 more updateKitwave Group plc Provides Earnings Guidance for the Period Ended 31 October 2025Kitwave Group plc provided earnings guidance for the period ended 31 October 2025. For the period, the Board expects profit to be in line with market expectations.Major Estimate Revision • Jul 08Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from UK£836.1m to UK£818.1m. EPS estimate also fell from UK£0.278 per share to UK£0.20 per share. Net income forecast to grow 19% next year vs 9.7% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target down from UK£4.68 to UK£3.63. Share price rose 2.8% to UK£2.53 over the past week.New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.0% 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: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).Recent Insider Transactions • Jul 06Independent Non-Executive Director recently bought UK£72k worth of stockOn the 3rd of July, Gerard Murray bought around 30k shares on-market at roughly UK£2.39 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£362k more in shares than they have sold in the last 12 months.分析記事 • Jul 04Earnings Working Against Kitwave Group plc's (LON:KITW) Share Price Following 27% DiveKitwave Group plc ( LON:KITW ) shares have had a horrible month, losing 27% after a relatively good period beforehand...Reported Earnings • Jul 03First half 2025 earnings released: EPS: UK£0.051 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.051 (down from UK£0.073 in 1H 2024). Revenue: UK£376.2m (up 27% from 1H 2024). Net income: UK£4.18m (down 18% from 1H 2024). Profit margin: 1.1% (down from 1.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.Declared Dividend • Jul 03First half dividend increased to UK£0.04Dividend of UK£0.04 is 3.9% higher than last year. Ex-date: 10th July 2025 Payment date: 31st July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 26% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 02Is It Time To Consider Buying Kitwave Group plc (LON:KITW)?While Kitwave Group plc ( LON:KITW ) might not have the largest market cap around , it received a lot of attention from...お知らせ • Jul 02Kitwave Group plc Declares Interim Dividend for the Six Months to 30 April 2025, Payable on 31 July 2025The Board of Kitwave Group plc has declared an increased interim dividend of 4.00 pence per share (first half 2024: 3.85 pence per share) for the six months to 30 April 2025. This dividend will be paid on 31 July 2025 to shareholders on the register at the close of business on 11 July 2025 and the ex-dividend date will be 10 July 2025.Price Target Changed • Jul 01Price target decreased by 16% to UK£3.99Down from UK£4.73, the current price target is an average from 4 analysts. New target price is 62% above last closing price of UK£2.46. Stock is down 17% over the past year. The company is forecast to post earnings per share of UK£0.28 for next year compared to UK£0.24 last year.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to UK£2.46, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 76% over the past three years.新しいナラティブ • Jun 22Automation And Digital Ordering Will Improve Future Efficiency Investments in automation, digital platforms, and business integration are enhancing efficiency, lowering costs, and supporting sustained operating margin expansion.お知らせ • Jun 10Kitwave Group plc to Report First Half, 2025 Results on Jul 01, 2025Kitwave Group plc announced that they will report first half, 2025 results on Jul 01, 2025分析記事 • May 04There's Reason For Concern Over Kitwave Group plc's (LON:KITW) Massive 26% Price JumpKitwave Group plc ( LON:KITW ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...New Risk • Mar 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (19% increase in shares outstanding).Recent Insider Transactions • Mar 09CEO & Director recently bought UK£52k worth of stockOn the 5th of March, Benjamin Maxted bought around 20k shares on-market at roughly UK£2.58 per share. This transaction amounted to less than 1% 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 Benjamin's only on-market trade for the last 12 months.お知らせ • Mar 06Kitwave Group plc, Annual General Meeting, Mar 28, 2025Kitwave Group plc, Annual General Meeting, Mar 28, 2025. Location: the offices of muckle llp, time central, 32 gallowgate, ne1 4bf, newcastle upon tyne United KingdomReported Earnings • Mar 05Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: UK£0.23 (down from UK£0.27 in FY 2023). Revenue: UK£663.7m (up 10% from FY 2023). Net income: UK£16.7m (down 12% from FY 2023). Profit margin: 2.5% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 04Kitwave Group plc Recommends Final Dividend for the Financial Year Ended 31 October 2024Kitwave Group plc has declared that it is recommending a final dividend of 7.45 pence per ordinary share, subject to approval at the Annual General Meeting("AGM")to be held on 28 March 2025, which will, if approved, result in a total dividend for the financial year ended 31 October 2024 of 11.30 pence per ordinary share(Fiscal year 2023: 11.20 pence per ordinary share).お知らせ • Feb 12Kitwave Group plc to Report Fiscal Year 2024 Results on Mar 04, 2025Kitwave Group plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 04, 2025New Risk • Oct 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (15% increase in shares outstanding).Major Estimate Revision • Oct 02Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£675.3m to UK£683.5m. EPS estimate fell from UK£0.263 to UK£0.236 per share. Net income forecast to grow 16% next year vs 20% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target up from UK£4.55 to UK£4.71. Share price rose 4.9% to UK£3.52 over the past week.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£3.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 121% over the past three years.Reported Earnings • Jul 05First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.091 in 1H 2023)First half 2024 results: EPS: UK£0.073 (down from UK£0.091 in 1H 2023). Revenue: UK£297.0m (up 8.0% from 1H 2023). Net income: UK£5.08m (down 20% from 1H 2023). Profit margin: 1.7% (down from 2.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in the United Kingdom.Declared Dividend • Jul 05First half dividend increased to UK£0.038Dividend of UK£0.038 is 2.7% higher than last year. Ex-date: 11th July 2024 Payment date: 2nd August 2024 Dividend yield will be 3.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jul 03At UK£2.96, Is It Time To Put Kitwave Group plc (LON:KITW) On Your Watch List?While Kitwave Group plc ( LON:KITW ) might not have the largest market cap around , it saw significant share price...お知らせ • Jun 13Kitwave Group plc to Report First Half, 2024 Results on Jul 02, 2024Kitwave Group plc announced that they will report first half, 2024 results on Jul 02, 2024Price Target Changed • May 03Price target increased by 8.3% to UK£4.55Up from UK£4.20, the current price target is an average from 3 analysts. New target price is 18% above last closing price of UK£3.85. Stock is up 43% over the past year. The company is forecast to post earnings per share of UK£0.26 for next year compared to UK£0.27 last year.Recent Insider Transactions • Apr 19Insider recently sold UK£635k worth of stockOn the 17th of April, John Hope sold around 175k shares on-market at roughly UK£3.63 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£4.0m more than they bought in the last 12 months.Price Target Changed • Apr 05Price target increased by 7.3% to UK£4.40Up from UK£4.10, the current price target is an average from 2 analysts. New target price is 21% above last closing price of UK£3.63. Stock is up 33% over the past year. The company posted earnings per share of UK£0.27 last year.お知らせ • Mar 30Kitwave Group plc (AIM:KITW) acquired Total Foodservice Solutions Limited for £21 million.Kitwave Group plc (AIM:KITW) acquired Total Foodservice Solutions Limited for £21 million on March 28, 2024. The transaction has been funded from the Group's current banking facilities. For period ended April 30, 2023, turnover of €25.4 million and net assets of €8.5million. Cash acquired €4 million. Bobbie Hilliam and Alex Orr of Canaccord Genuity Limited acted as financial advisor to Kitwave.Kitwave Group plc (AIM:KITW) completed the acquisition of Total Foodservice Solutions Limited on March 28, 2024.Upcoming Dividend • Mar 28Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 04 April 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (3.7%).分析記事 • Mar 26Kitwave Group's (LON:KITW) Shareholders Will Receive A Bigger Dividend Than Last YearKitwave Group plc ( LON:KITW ) will increase its dividend on the 26th of April to £0.0745, which is 10% higher than...分析記事 • Mar 05Kitwave Group (LON:KITW) Is Increasing Its Dividend To £0.0745Kitwave Group plc ( LON:KITW ) has announced that it will be increasing its periodic dividend on the 26th of April to...Declared Dividend • Mar 01Final dividend increased to UK£0.074Dividend of UK£0.074 is 10% higher than last year. Ex-date: 4th April 2024 Payment date: 26th April 2024 Dividend yield will be 3.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 54% to shift the payout ratio to a potentially unsustainable range, which is less than the 60% EPS decline seen over the last 5 years.お知らせ • Feb 29Kitwave Group plc Recommends Final Dividend for the Year 2023The Board of Kitwave Group plc recommended a final dividend of 7.45 pence per ordinary share (fiscal year 2022: 6.75 pence) for the year 2023, subject to approval at the AGM, which, if approved, will result in an increase in the total dividend for the year of 21.1% to 11.20 pence per ordinary share (fiscal year 2022: 9.25 pence).お知らせ • Feb 28Kitwave Group plc, Annual General Meeting, Mar 22, 2024Kitwave Group plc, Annual General Meeting, Mar 22, 2024, at 10:30 Coordinated Universal Time. Location: Muckle LLP, Time Central,32 Gallowgate, Newcastle upon Tyne, NE1 4BF New Castle upon Tyne United Kingdom Agenda: To recommend a final dividend of 7.45 pence per ordinary share.Reported Earnings • Feb 28Full year 2023 earnings released: EPS: UK£0.27 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.27 (up from UK£0.20 in FY 2022). Revenue: UK£602.2m (up 20% from FY 2022). Net income: UK£19.0m (up 32% from FY 2022). Profit margin: 3.1% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom.お知らせ • Feb 12Kitwave Group plc to Report Fiscal Year 2023 Results on Feb 27, 2024Kitwave Group plc announced that they will report fiscal year 2023 results on Feb 27, 2024New Risk • Jan 21New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended April 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Latest financial reports are more than 6 months old (reported April 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Nov 07+ 1 more updateKitwave Group plc Announces Management ChangesKitwave Group plc announced that Paul Young, Chief Executive Officer, will be retiring at the end of the Company's Annual General Meeting ("AGM") to be held in March 2024. Ben Maxted, the Group's Chief Operating Officer, will become Chief Executive Officer following Paul's retirement. A handover period between Paul and Ben will commence immediately to ensure a seamless transition of Chief Executive Officer responsibilities prior to the next AGM.分析記事 • Jul 07Kitwave Group (LON:KITW) Is Paying Out A Larger Dividend Than Last YearKitwave Group plc ( LON:KITW ) will increase its dividend on the 4th of August to £0.0375, which is 50% higher than...Price Target Changed • Jul 06Price target increased by 11% to UK£4.10Up from UK£3.70, the current price target is an average from 2 analysts. New target price is 34% above last closing price of UK£3.05. Stock is up 85% over the past year. The company posted earnings per share of UK£0.20 last year.Recent Insider Transactions • Jul 06CFO & Director recently sold UK£1.6m worth of stockOn the 4th of July, David Brind sold around 500k shares on-market at roughly UK£3.25 per share. This transaction amounted to 54% 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 David's only on-market trade for the last 12 months.お知らせ • Jul 06Kitwave Group plc Declares Interim Dividend for the Six Months to 30 April 2023, Payable on 4 August 2023Kitwave Group plc declared an interim dividend of 3.75 pence per share(H1 2022: 2.50 pence per share)for the six months to 30 April 2023. It will be paid on 4 August 2023 to shareholders on the register at the close of business on 14 July 2023 and the ex-dividend date will be 13 July 2023.New Risk • Jul 05New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 04First half 2023 earnings released: EPS: UK£0.091 (vs UK£0.063 in 1H 2022)First half 2023 results: EPS: UK£0.091 (up from UK£0.063 in 1H 2022). Revenue: UK£275.0m (up 23% from 1H 2022). Net income: UK£6.36m (up 44% from 1H 2022). Profit margin: 2.3% (up from 2.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom.お知らせ • Jun 13Kitwave Group plc to Report First Half, 2023 Results on Jul 04, 2023Kitwave Group plc announced that they will report first half, 2023 results on Jul 04, 2023Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£3.08, the stock trades at a trailing P/E ratio of 15x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 100% over the past year.分析記事 • Apr 05Kitwave Group (LON:KITW) Is Increasing Its Dividend To £0.0675Kitwave Group plc ( LON:KITW ) will increase its dividend from last year's comparable payment on the 28th of April to...Upcoming Dividend • Mar 30Upcoming dividend of UK£0.068 per share at 3.4% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.7%).分析記事 • Mar 12Shareholders Will Be Pleased With The Quality of Kitwave Group's (LON:KITW) EarningsWhen companies post strong earnings, the stock generally performs well, just like Kitwave Group plc's ( LON:KITW...Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.80, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 100% over the past year.Recent Insider Transactions • Mar 07Insider recently sold UK£754k worth of stockOn the 1st of March, Michael Young sold around 324k shares on-market at roughly UK£2.33 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£711k more than they bought in the last 12 months.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.20 (vs UK£0.024 in FY 2021)Full year 2022 results: EPS: UK£0.20 (up from UK£0.024 in FY 2021). Revenue: UK£503.1m (up 32% from FY 2021). Net income: UK£14.3m (up UK£13.2m from FY 2021). Profit margin: 2.9% (up from 0.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in the United Kingdom.お知らせ • Feb 13Kitwave Group plc to Report Fiscal Year 2022 Results on Feb 28, 2023Kitwave Group plc announced that they will report fiscal year 2022 results on Feb 28, 2023Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.27, the stock trades at a trailing P/E ratio of 17.7x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 78% over the past year.お知らせ • Jan 30Kitwave Group plc Appoints Maria Teresa Octavio Ariznabarreta to the Board as Non-Executive Director, Effective February 1, 2023Kitwave Group plc announced the appointment of Teresa Octavio to the Board as Non-Executive Director, with effect from 1 February 2023. Teresa has a wealth of advisory and board experience and, throughout her career, has been responsible for improving and developing companies' growth strategy, culture, performance management, governance and organisational effectiveness. Teresa has held a number of executive roles at global businesses, including at Kantar Consulting and consumer-facing multinationals Diageo plc and Procter & Gamble. She has also acted as a board advisor at omnichannel company DAME and as an independent advisor for a number of board and C-suite individuals. Teresa holds a Sloan Masters MSc in Leadership & Strategy from London Business School, Digital Business Transformation certification from Imperial College, and The Financial Times Non-Executive Director Diploma accreditation. Miss. Maria Teresa Octavio Ariznabarreta (aged 54), also known as Maria Teresa Octavio or Teresa Octavio, has no current directorships or former directorships within the past 5 years.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. COO, Group Operations Director, Head of Frozen & Chilled Division and Director Ben Maxted was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 18The Returns On Capital At Kitwave Group (LON:KITW) Don't Inspire ConfidenceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Reported Earnings • Jul 06First half 2022 earnings releasedFirst half 2022 results: EPS: UK£0.063. Revenue: UK£223.3m (flat on 1H 2021). Net income: UK£4.43m (up UK£4.43m from 1H 2021). Profit margin: 2.0% (up from null in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 3.7% growth forecast for the industry in the United Kingdom.Price Target Changed • Jul 05Price target increased to UK£3.45Up from UK£2.40, the current price target is provided by 1 analyst. New target price is 120% above last closing price of UK£1.57. Stock is down 9.0% over the past year. The company posted earnings per share of UK£0.024 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. COO, Group Operations Director, Head of Frozen & Chilled Division and Director Ben Maxted was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 31Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 29 April 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of British dividend payers (4.7%). Higher than average of industry peers (5.4%).Reported Earnings • Mar 01Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: UK£380.7m (down 3.5% from FY 2020). Net income: UK£1.10m (up UK£1.05m from FY 2020). Profit margin: 0.3% (up from 0% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 21%, compared to a 7.4% growth forecast for the retail industry in the United Kingdom.お知らせ • May 25Kitwave Group plc has completed an IPO in the amount of £81.630006 million.Kitwave Group plc has completed an IPO in the amount of £81.630006 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 54,420,004 Price\Range: £1.5 Transaction Features: Direct Listing収支内訳Kitwave Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史AIM:KITW 収益、費用、利益 ( )GBP Millions日付収益収益G+A経費研究開発費31 Oct 2580317152031 Jul 2577316146030 Apr 2574316140031 Jan 2570316130031 Oct 2466417120031 Jul 2464417114030 Apr 2462418108031 Jan 2461318106031 Oct 2360219103031 Jul 235781899030 Apr 235551694031 Jan 235291589031 Oct 225031483031 Jul 224801279030 Apr 22457975031 Jan 22419571031 Oct 21381167031 Oct 20395065030 Apr 19367252030 Apr 18341245030 Apr 17296-141030 Apr 166244720質の高い収益: KITWは 高品質の収益 を持っています。利益率の向上: KITWの現在の純利益率 (2.1%)は、昨年(2.5%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: KITW過去 5 年間で収益を上げており、収益は年間24.5%増加しています。成長の加速: KITWは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: KITWは過去 1 年間で収益成長率がマイナス ( -0.6% ) となったため、 Consumer Retailing業界平均 ( -12.6% ) と比較することが困難です。株主資本利益率高いROE: KITWの 自己資本利益率 ( 12.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YConsumer-retailing 、過去の業績が好調な企業。View Financial Health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2026/03/11 07:50終値2026/03/11 00:00収益2025/10/31年間収益2025/10/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kitwave Group plc 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Mark PhotiadesCanaccord GenuityNigel ParsonCavendishGert ZonneveldInvestec Bank plc (UK)1 その他のアナリストを表示
Reported Earnings • Jul 03First half 2025 earnings released: EPS: UK£0.051 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.051 (down from UK£0.073 in 1H 2024). Revenue: UK£376.2m (up 27% from 1H 2024). Net income: UK£4.18m (down 18% from 1H 2024). Profit margin: 1.1% (down from 1.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Jun 10Kitwave Group plc to Report First Half, 2025 Results on Jul 01, 2025Kitwave Group plc announced that they will report first half, 2025 results on Jul 01, 2025
Reported Earnings • Mar 05Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: UK£0.23 (down from UK£0.27 in FY 2023). Revenue: UK£663.7m (up 10% from FY 2023). Net income: UK£16.7m (down 12% from FY 2023). Profit margin: 2.5% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 12Kitwave Group plc to Report Fiscal Year 2024 Results on Mar 04, 2025Kitwave Group plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 04, 2025
Reported Earnings • Jul 05First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.091 in 1H 2023)First half 2024 results: EPS: UK£0.073 (down from UK£0.091 in 1H 2023). Revenue: UK£297.0m (up 8.0% from 1H 2023). Net income: UK£5.08m (down 20% from 1H 2023). Profit margin: 1.7% (down from 2.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in the United Kingdom.
お知らせ • Jun 13Kitwave Group plc to Report First Half, 2024 Results on Jul 02, 2024Kitwave Group plc announced that they will report first half, 2024 results on Jul 02, 2024
お知らせ • Mar 13London Stock Exchange Cancels Trading in Kitwave Shares on AIM Effective from 13 March 2026Further to the announcement made by Kitwave Group plc ("Kitwave") and Kite UK Bidco Limited ("BidCo") on 12 March 2026 that the Scheme had become Effective in accordance with its terms, Kitwave announced that, following an application by Kitwave to the London Stock Exchange, the London Stock Exchange has cancelled trading in Kitwave Shares on AIM with effect from 7.00 a.m. 13 March 2026.
お知らせ • Mar 12OEP Capital Advisors L.P. completed the acquisition of Kitwave Group plc (AIM:KITW) from the group of shareholders.OEP Capital Advisors L.P. reached an agreement to acquire Kitwave Group plc (AIM:KITW) from the group of shareholders for approximately £250 million on January 22, 2026. A cash consideration valued at £2.95 per share will be paid by OEP Capital Advisors, L.P. The cash consideration payable by BidCo under the terms of the Acquisition will be funded from equity to be invested by the OEP Funds pursuant to the terms of the Equity Commitment Letter. The Scheme remains conditional on, and will become Effective upon, the delivery of a copy of the Scheme Court Order to the Registrar of Companies, which is expected to occur on March 12, 2026. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is January 22, 2026 to March 31, 2026. As per the announcement dated February 26, 2026, The transaction is approved by shareholders of Kitwave Group plc. As of March 10, 2026, Kitwave Group plc and OEP Capital Advisors L.P. are pleased to announce that, at the Sanction Hearing held, the High Court of Justice in England and Wales has sanctioned the Scheme. The Board of Kitwave further announces that 165,777 new ordinary shares of £0.01 each in Kitwave ("New LTIP Shares") have been allotted and issued to satisfy the exercise of share options and vesting of share awards held by persons (including certain directors) under the Kitwave Share Plan and that 142,222 new ordinary shares have been allotted and issued to satisfy the exercise of the Kitwave Warrants over 142,222 Kitwaves Shares by Canaccord Genuity Limited ("New Canaccord Shares"). Accordingly, an application was made by Kitwave for the 307,999 New Ordinary Shares to be admitted to trading on AIM, and admission to trading on AIM is expected to take place on March 11, 2026 and upon Admission Kitwave will have in issue 84.045 million ordinary shares. The transaction is expected to close on March 12, 2026. Andrew Welby, Simon Chaudhuri and Max Hunt of Moelis & Company UK LLP acted as financial advisor for OEP Capital Advisors, L.P. Harry Rees, Bobbie Hilliam and Elizabeth Halley-Stott of Canaccord Genuity Limited acted as financial advisor for Kitwave Group plc. Norton Rose Fulbright LLP acted as legal advisor for OEP Capital Advisors, L.P. Harry Thimon and John Papadakis of Ashurst LLP acted as legal advisor for Kitwave Group plc. OEP Capital Advisors L.P. completed the acquisition of Kitwave Group plc (AIM:KITW) from the group of shareholders on March 12, 2026. As the Scheme has now become Effective, Marnie Millard and Teresa Octavio have tendered their resignations and stepped down as non-executive directors on the Kitwave Board. David Brind has also stepped down as a director of Kitwave and Mark Earl has been appointed as a director of Kitwave. Dealings in Kitwave Shares on AIM will be suspended with effect from 7.30 a.m. on March 12, 2026.
ナラティブの更新 • Mar 08KITW: Agreed Cash Takeover And Delisting Will Likely Lock In Fair ValueAnalysts have raised their price target for Kitwave Group slightly to £3.26 to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc for approximately £250m, with Kitwave shareholders offered £2.95 in cash per share, and the deal funded by equity from OEP Funds under an equity commitment letter (Key Developments).
ナラティブの更新 • Feb 21KITW: Planned Cash Takeover Will Unlock Undervalued Cash Exit Before DelistingAnalysts have made a small upward adjustment to their Kitwave Group price target to £4.20, reflecting fine tuning of assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view broadly unchanged. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc for approximately £250 million in cash, valuing the shares at £2.95 per share, with funding to come from equity committed by OEP funds (Key Developments).
ナラティブの更新 • Feb 07KITW: Planned Cash Takeover Will Unlock Value Before AIM DelistingAnalysts have trimmed their price target on Kitwave Group from £4.75 to £4.20, citing updated assumptions for revenue growth, profit margins, and future P/E, which feed into a slightly higher discount rate. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc for approximately £250 million, offering £2.95 in cash per share to existing shareholders (Key Developments).
ナラティブの更新 • Jan 23KITW: Forthcoming Takeover And Delisting Will Unlock Shareholder ValueAnalysts have reduced their price target for Kitwave Group from £3.63 to about £3.26, reflecting updated assumptions around revenue growth, profit margins and forward P/E expectations. What's in the News OEP Capital Advisors L.P. agreed to acquire Kitwave Group plc in an all cash deal valued at £251m, with shareholders set to receive £2.95 per share, subject to board, shareholder and court approvals.
お知らせ • Jan 23Kitwave to Apply for the Cancellation of Trading of the Shares on AIMThe boards of directors of Kitwave Group plc and Kite UK Bidco Limited (BidCo) announced that they have reached agreement on the terms of a recommended all cash acquisition of the entire issued and to be issued ordinary share capital of Kitwave (the "Acquisition"). The Acquisition is to be effected by means of a scheme of arrangement under Part 26 of the Companies Act. Prior to the Scheme becoming Effective, application will be made by Kitwave for the cancellation of trading of the Kitwave Shares on AIM to take effect on or shortly after the Effective Date. The last day of dealings in, and registration of transfers of, Kitwave Shares on AIM is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. on that date. On the Effective Date, share certificates in respect of Kitwave Shares will cease to be valid and entitlements to Kitwave Shares held within the CREST system will be cancelled. Kitwave Shareholders shall be required to return share certificates to Kitwave or destroy them following the Effective Date. It is also proposed that, following the Effective Date and after its shares are de-listed, Kitwave shall be re-registered as a private limited company.
New Risk • Jan 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 5.4% 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: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change).
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 36%After last week's 36% share price gain to UK£2.93, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.97 per share.
お知らせ • Jan 22OEP Capital Advisors L.P. reached an agreement to acquire Kitwave Group plc (AIM:KITW) from the group of shareholders for £251 million.OEP Capital Advisors L.P. reached an agreement to acquire Kitwave Group plc (AIM:KITW) from the group of shareholders for £251 million on January 22, 2026. A cash consideration valued at £2.95 per share will be paid by OEP Capital Advisors, L.P. The cash consideration payable by BidCo under the terms of the Acquisition will be funded from equity to be invested by the OEP Funds pursuant to the terms of the Equity Commitment Letter. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. The expected completion of the transaction is January 22, 2026 to March 31, 2026. Andrew Welby, Simon Chaudhuri and Max Hunt of Moelis & Company UK LLP acted as financial advisor for OEP Capital Advisors, L.P. Harry Rees, Bobbie Hilliam and Elizabeth Halley-Stott of Canaccord Genuity Limited acted as financial advisor for Kitwave Group plc. Norton Rose Fulbright LLP acted as legal advisor for OEP Capital Advisors, L.P. Ashurst LLP acted as legal advisor for Kitwave Group plc.
お知らせ • Jan 16Kitwave Group plc Announces Termination of Gerard Thomas Murray as Director, Effective January 13, 2026Kitwave Group Plc terminated the appointment of Mr. Gerard Thomas Murray as director effective January 13, 2026.
お知らせ • Jan 14Kitwave Group plc Announces Directorate and Committee Changes, with effect from January 14, 2026Kitwave Group PLC announced that Gerard Murray, Non-Executive Director, will be stepping down from the Board with immediate effect. Following the departure of Mr. Murray, Dr Marnie Millard (Chair of the Company) will act as interim chair of the Audit Committee and Teresa Octavio (Independent Non-Executive Director) will act as interim chair of the Remuneration Committee. The Company will commence a search for a new Non-Executive Director and update shareholders as appropriate.
お知らせ • Nov 06+ 1 more updateKitwave Group plc Provides Earnings Guidance for the Period Ended 31 October 2025Kitwave Group plc provided earnings guidance for the period ended 31 October 2025. For the period, the Board expects profit to be in line with market expectations.
Major Estimate Revision • Jul 08Consensus EPS estimates fall by 28%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from UK£836.1m to UK£818.1m. EPS estimate also fell from UK£0.278 per share to UK£0.20 per share. Net income forecast to grow 19% next year vs 9.7% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target down from UK£4.68 to UK£3.63. Share price rose 2.8% to UK£2.53 over the past week.
New Risk • Jul 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.0% 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: Minor Risks High level of debt (54% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).
Recent Insider Transactions • Jul 06Independent Non-Executive Director recently bought UK£72k worth of stockOn the 3rd of July, Gerard Murray bought around 30k shares on-market at roughly UK£2.39 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£362k more in shares than they have sold in the last 12 months.
分析記事 • Jul 04Earnings Working Against Kitwave Group plc's (LON:KITW) Share Price Following 27% DiveKitwave Group plc ( LON:KITW ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
Reported Earnings • Jul 03First half 2025 earnings released: EPS: UK£0.051 (vs UK£0.073 in 1H 2024)First half 2025 results: EPS: UK£0.051 (down from UK£0.073 in 1H 2024). Revenue: UK£376.2m (up 27% from 1H 2024). Net income: UK£4.18m (down 18% from 1H 2024). Profit margin: 1.1% (down from 1.7% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 12% per year.
Declared Dividend • Jul 03First half dividend increased to UK£0.04Dividend of UK£0.04 is 3.9% higher than last year. Ex-date: 10th July 2025 Payment date: 31st July 2025 Dividend yield will be 4.9%, which is higher than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 26% per year over the past 4 years. However, payments have been volatile during that time. EPS is expected to grow by 52% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 02Is It Time To Consider Buying Kitwave Group plc (LON:KITW)?While Kitwave Group plc ( LON:KITW ) might not have the largest market cap around , it received a lot of attention from...
お知らせ • Jul 02Kitwave Group plc Declares Interim Dividend for the Six Months to 30 April 2025, Payable on 31 July 2025The Board of Kitwave Group plc has declared an increased interim dividend of 4.00 pence per share (first half 2024: 3.85 pence per share) for the six months to 30 April 2025. This dividend will be paid on 31 July 2025 to shareholders on the register at the close of business on 11 July 2025 and the ex-dividend date will be 10 July 2025.
Price Target Changed • Jul 01Price target decreased by 16% to UK£3.99Down from UK£4.73, the current price target is an average from 4 analysts. New target price is 62% above last closing price of UK£2.46. Stock is down 17% over the past year. The company is forecast to post earnings per share of UK£0.28 for next year compared to UK£0.24 last year.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to UK£2.46, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 76% over the past three years.
新しいナラティブ • Jun 22Automation And Digital Ordering Will Improve Future Efficiency Investments in automation, digital platforms, and business integration are enhancing efficiency, lowering costs, and supporting sustained operating margin expansion.
お知らせ • Jun 10Kitwave Group plc to Report First Half, 2025 Results on Jul 01, 2025Kitwave Group plc announced that they will report first half, 2025 results on Jul 01, 2025
分析記事 • May 04There's Reason For Concern Over Kitwave Group plc's (LON:KITW) Massive 26% Price JumpKitwave Group plc ( LON:KITW ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
New Risk • Mar 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (19% increase in shares outstanding).
Recent Insider Transactions • Mar 09CEO & Director recently bought UK£52k worth of stockOn the 5th of March, Benjamin Maxted bought around 20k shares on-market at roughly UK£2.58 per share. This transaction amounted to less than 1% 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 Benjamin's only on-market trade for the last 12 months.
お知らせ • Mar 06Kitwave Group plc, Annual General Meeting, Mar 28, 2025Kitwave Group plc, Annual General Meeting, Mar 28, 2025. Location: the offices of muckle llp, time central, 32 gallowgate, ne1 4bf, newcastle upon tyne United Kingdom
Reported Earnings • Mar 05Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: UK£0.23 (down from UK£0.27 in FY 2023). Revenue: UK£663.7m (up 10% from FY 2023). Net income: UK£16.7m (down 12% from FY 2023). Profit margin: 2.5% (down from 3.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 3.0%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 04Kitwave Group plc Recommends Final Dividend for the Financial Year Ended 31 October 2024Kitwave Group plc has declared that it is recommending a final dividend of 7.45 pence per ordinary share, subject to approval at the Annual General Meeting("AGM")to be held on 28 March 2025, which will, if approved, result in a total dividend for the financial year ended 31 October 2024 of 11.30 pence per ordinary share(Fiscal year 2023: 11.20 pence per ordinary share).
お知らせ • Feb 12Kitwave Group plc to Report Fiscal Year 2024 Results on Mar 04, 2025Kitwave Group plc announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Mar 04, 2025
New Risk • Oct 06New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (57% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (15% increase in shares outstanding).
Major Estimate Revision • Oct 02Consensus EPS estimates fall by 10%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from UK£675.3m to UK£683.5m. EPS estimate fell from UK£0.263 to UK£0.236 per share. Net income forecast to grow 16% next year vs 20% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target up from UK£4.55 to UK£4.71. Share price rose 4.9% to UK£3.52 over the past week.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£3.40, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 121% over the past three years.
Reported Earnings • Jul 05First half 2024 earnings released: EPS: UK£0.073 (vs UK£0.091 in 1H 2023)First half 2024 results: EPS: UK£0.073 (down from UK£0.091 in 1H 2023). Revenue: UK£297.0m (up 8.0% from 1H 2023). Net income: UK£5.08m (down 20% from 1H 2023). Profit margin: 1.7% (down from 2.3% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Consumer Retailing industry in the United Kingdom.
Declared Dividend • Jul 05First half dividend increased to UK£0.038Dividend of UK£0.038 is 2.7% higher than last year. Ex-date: 11th July 2024 Payment date: 2nd August 2024 Dividend yield will be 3.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jul 03At UK£2.96, Is It Time To Put Kitwave Group plc (LON:KITW) On Your Watch List?While Kitwave Group plc ( LON:KITW ) might not have the largest market cap around , it saw significant share price...
お知らせ • Jun 13Kitwave Group plc to Report First Half, 2024 Results on Jul 02, 2024Kitwave Group plc announced that they will report first half, 2024 results on Jul 02, 2024
Price Target Changed • May 03Price target increased by 8.3% to UK£4.55Up from UK£4.20, the current price target is an average from 3 analysts. New target price is 18% above last closing price of UK£3.85. Stock is up 43% over the past year. The company is forecast to post earnings per share of UK£0.26 for next year compared to UK£0.27 last year.
Recent Insider Transactions • Apr 19Insider recently sold UK£635k worth of stockOn the 17th of April, John Hope sold around 175k shares on-market at roughly UK£3.63 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£4.0m more than they bought in the last 12 months.
Price Target Changed • Apr 05Price target increased by 7.3% to UK£4.40Up from UK£4.10, the current price target is an average from 2 analysts. New target price is 21% above last closing price of UK£3.63. Stock is up 33% over the past year. The company posted earnings per share of UK£0.27 last year.
お知らせ • Mar 30Kitwave Group plc (AIM:KITW) acquired Total Foodservice Solutions Limited for £21 million.Kitwave Group plc (AIM:KITW) acquired Total Foodservice Solutions Limited for £21 million on March 28, 2024. The transaction has been funded from the Group's current banking facilities. For period ended April 30, 2023, turnover of €25.4 million and net assets of €8.5million. Cash acquired €4 million. Bobbie Hilliam and Alex Orr of Canaccord Genuity Limited acted as financial advisor to Kitwave.Kitwave Group plc (AIM:KITW) completed the acquisition of Total Foodservice Solutions Limited on March 28, 2024.
Upcoming Dividend • Mar 28Upcoming dividend of UK£0.074 per shareEligible shareholders must have bought the stock before 04 April 2024. Payment date: 26 April 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (3.7%).
分析記事 • Mar 26Kitwave Group's (LON:KITW) Shareholders Will Receive A Bigger Dividend Than Last YearKitwave Group plc ( LON:KITW ) will increase its dividend on the 26th of April to £0.0745, which is 10% higher than...
分析記事 • Mar 05Kitwave Group (LON:KITW) Is Increasing Its Dividend To £0.0745Kitwave Group plc ( LON:KITW ) has announced that it will be increasing its periodic dividend on the 26th of April to...
Declared Dividend • Mar 01Final dividend increased to UK£0.074Dividend of UK£0.074 is 10% higher than last year. Ex-date: 4th April 2024 Payment date: 26th April 2024 Dividend yield will be 3.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 36% per year over the past 3 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 54% to shift the payout ratio to a potentially unsustainable range, which is less than the 60% EPS decline seen over the last 5 years.
お知らせ • Feb 29Kitwave Group plc Recommends Final Dividend for the Year 2023The Board of Kitwave Group plc recommended a final dividend of 7.45 pence per ordinary share (fiscal year 2022: 6.75 pence) for the year 2023, subject to approval at the AGM, which, if approved, will result in an increase in the total dividend for the year of 21.1% to 11.20 pence per ordinary share (fiscal year 2022: 9.25 pence).
お知らせ • Feb 28Kitwave Group plc, Annual General Meeting, Mar 22, 2024Kitwave Group plc, Annual General Meeting, Mar 22, 2024, at 10:30 Coordinated Universal Time. Location: Muckle LLP, Time Central,32 Gallowgate, Newcastle upon Tyne, NE1 4BF New Castle upon Tyne United Kingdom Agenda: To recommend a final dividend of 7.45 pence per ordinary share.
Reported Earnings • Feb 28Full year 2023 earnings released: EPS: UK£0.27 (vs UK£0.20 in FY 2022)Full year 2023 results: EPS: UK£0.27 (up from UK£0.20 in FY 2022). Revenue: UK£602.2m (up 20% from FY 2022). Net income: UK£19.0m (up 32% from FY 2022). Profit margin: 3.1% (up from 2.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in the United Kingdom.
お知らせ • Feb 12Kitwave Group plc to Report Fiscal Year 2023 Results on Feb 27, 2024Kitwave Group plc announced that they will report fiscal year 2023 results on Feb 27, 2024
New Risk • Jan 21New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended April 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Latest financial reports are more than 6 months old (reported April 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Nov 07+ 1 more updateKitwave Group plc Announces Management ChangesKitwave Group plc announced that Paul Young, Chief Executive Officer, will be retiring at the end of the Company's Annual General Meeting ("AGM") to be held in March 2024. Ben Maxted, the Group's Chief Operating Officer, will become Chief Executive Officer following Paul's retirement. A handover period between Paul and Ben will commence immediately to ensure a seamless transition of Chief Executive Officer responsibilities prior to the next AGM.
分析記事 • Jul 07Kitwave Group (LON:KITW) Is Paying Out A Larger Dividend Than Last YearKitwave Group plc ( LON:KITW ) will increase its dividend on the 4th of August to £0.0375, which is 50% higher than...
Price Target Changed • Jul 06Price target increased by 11% to UK£4.10Up from UK£3.70, the current price target is an average from 2 analysts. New target price is 34% above last closing price of UK£3.05. Stock is up 85% over the past year. The company posted earnings per share of UK£0.20 last year.
Recent Insider Transactions • Jul 06CFO & Director recently sold UK£1.6m worth of stockOn the 4th of July, David Brind sold around 500k shares on-market at roughly UK£3.25 per share. This transaction amounted to 54% 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 David's only on-market trade for the last 12 months.
お知らせ • Jul 06Kitwave Group plc Declares Interim Dividend for the Six Months to 30 April 2023, Payable on 4 August 2023Kitwave Group plc declared an interim dividend of 3.75 pence per share(H1 2022: 2.50 pence per share)for the six months to 30 April 2023. It will be paid on 4 August 2023 to shareholders on the register at the close of business on 14 July 2023 and the ex-dividend date will be 13 July 2023.
New Risk • Jul 05New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 04First half 2023 earnings released: EPS: UK£0.091 (vs UK£0.063 in 1H 2022)First half 2023 results: EPS: UK£0.091 (up from UK£0.063 in 1H 2022). Revenue: UK£275.0m (up 23% from 1H 2022). Net income: UK£6.36m (up 44% from 1H 2022). Profit margin: 2.3% (up from 2.0% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Consumer Retailing industry in the United Kingdom.
お知らせ • Jun 13Kitwave Group plc to Report First Half, 2023 Results on Jul 04, 2023Kitwave Group plc announced that they will report first half, 2023 results on Jul 04, 2023
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£3.08, the stock trades at a trailing P/E ratio of 15x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 100% over the past year.
分析記事 • Apr 05Kitwave Group (LON:KITW) Is Increasing Its Dividend To £0.0675Kitwave Group plc ( LON:KITW ) will increase its dividend from last year's comparable payment on the 28th of April to...
Upcoming Dividend • Mar 30Upcoming dividend of UK£0.068 per share at 3.4% yieldEligible shareholders must have bought the stock before 06 April 2023. Payment date: 28 April 2023. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.7%).
分析記事 • Mar 12Shareholders Will Be Pleased With The Quality of Kitwave Group's (LON:KITW) EarningsWhen companies post strong earnings, the stock generally performs well, just like Kitwave Group plc's ( LON:KITW...
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.80, the stock trades at a trailing P/E ratio of 13.7x. Average forward P/E is 14x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 100% over the past year.
Recent Insider Transactions • Mar 07Insider recently sold UK£754k worth of stockOn the 1st of March, Michael Young sold around 324k shares on-market at roughly UK£2.33 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£711k more than they bought in the last 12 months.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: UK£0.20 (vs UK£0.024 in FY 2021)Full year 2022 results: EPS: UK£0.20 (up from UK£0.024 in FY 2021). Revenue: UK£503.1m (up 32% from FY 2021). Net income: UK£14.3m (up UK£13.2m from FY 2021). Profit margin: 2.9% (up from 0.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Consumer Retailing industry in the United Kingdom.
お知らせ • Feb 13Kitwave Group plc to Report Fiscal Year 2022 Results on Feb 28, 2023Kitwave Group plc announced that they will report fiscal year 2022 results on Feb 28, 2023
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to UK£2.27, the stock trades at a trailing P/E ratio of 17.7x. Average forward P/E is 13x in the Consumer Retailing industry in the United Kingdom. Total returns to shareholders of 78% over the past year.
お知らせ • Jan 30Kitwave Group plc Appoints Maria Teresa Octavio Ariznabarreta to the Board as Non-Executive Director, Effective February 1, 2023Kitwave Group plc announced the appointment of Teresa Octavio to the Board as Non-Executive Director, with effect from 1 February 2023. Teresa has a wealth of advisory and board experience and, throughout her career, has been responsible for improving and developing companies' growth strategy, culture, performance management, governance and organisational effectiveness. Teresa has held a number of executive roles at global businesses, including at Kantar Consulting and consumer-facing multinationals Diageo plc and Procter & Gamble. She has also acted as a board advisor at omnichannel company DAME and as an independent advisor for a number of board and C-suite individuals. Teresa holds a Sloan Masters MSc in Leadership & Strategy from London Business School, Digital Business Transformation certification from Imperial College, and The Financial Times Non-Executive Director Diploma accreditation. Miss. Maria Teresa Octavio Ariznabarreta (aged 54), also known as Maria Teresa Octavio or Teresa Octavio, has no current directorships or former directorships within the past 5 years.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. COO, Group Operations Director, Head of Frozen & Chilled Division and Director Ben Maxted was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 18The Returns On Capital At Kitwave Group (LON:KITW) Don't Inspire ConfidenceWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Reported Earnings • Jul 06First half 2022 earnings releasedFirst half 2022 results: EPS: UK£0.063. Revenue: UK£223.3m (flat on 1H 2021). Net income: UK£4.43m (up UK£4.43m from 1H 2021). Profit margin: 2.0% (up from null in 1H 2021). Over the next year, revenue is forecast to grow 10%, compared to a 3.7% growth forecast for the industry in the United Kingdom.
Price Target Changed • Jul 05Price target increased to UK£3.45Up from UK£2.40, the current price target is provided by 1 analyst. New target price is 120% above last closing price of UK£1.57. Stock is down 9.0% over the past year. The company posted earnings per share of UK£0.024 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. COO, Group Operations Director, Head of Frozen & Chilled Division and Director Ben Maxted was the last director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 31Upcoming dividend of UK£0.045 per shareEligible shareholders must have bought the stock before 07 April 2022. Payment date: 29 April 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.2%. Within top quartile of British dividend payers (4.7%). Higher than average of industry peers (5.4%).
Reported Earnings • Mar 01Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: UK£380.7m (down 3.5% from FY 2020). Net income: UK£1.10m (up UK£1.05m from FY 2020). Profit margin: 0.3% (up from 0% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 21%, compared to a 7.4% growth forecast for the retail industry in the United Kingdom.
お知らせ • May 25Kitwave Group plc has completed an IPO in the amount of £81.630006 million.Kitwave Group plc has completed an IPO in the amount of £81.630006 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 54,420,004 Price\Range: £1.5 Transaction Features: Direct Listing
