This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsX5 Retail Group（FIVE）株式概要X5 Retail Group N.V.はロシアで食品小売業を営んでいる。 詳細FIVE ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より89.7%で取引されている 過去1年間で収益は70.5%増加しました リスク分析株式の流動性は非常に低い すべてのリスクチェックを見るFIVE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$22.0026.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07t2016201920222025202620282031Revenue ₽6.5tEarnings ₽174.7bAdvancedSet Fair ValueView all narrativesX5 Retail Group N.V. 競合他社Marks and Spencer GroupSymbol: LSE:MKSMarket cap: UK£7.0bJ SainsburySymbol: LSE:SBRYMarket cap: UK£6.9bTescoSymbol: LSE:TSCOMarket cap: UK£29.4bCake Box HoldingsSymbol: AIM:CBOXMarket cap: UK£85.8m価格と性能株価の高値、安値、推移の概要X5 Retail Group過去の株価現在の株価US$22.0052週高値US$26.0052週安値US$9.61ベータ3.451ヶ月の変化0%3ヶ月変化-7.37%1年変化104.65%3年間の変化-30.60%5年間の変化-34.64%IPOからの変化32.69%最新ニュースお知らせ • Sep 03X5 Retail Group Announces Intention to Delist its GDRs from the London Stock ExchangeX5 Retail Group N.V. announced its intention to request: (i) cancellation of the listing (‘Listing’) of the Company's global depositary receipts (‘GDRs’) (ISIN US98387E2054 and ISIN US98387E1064) on the Official List of listed securities (the ‘Official List’) maintained by the UK Financial Conduct Authority (‘FCA’); and (ii) cancellation of the admission to trading (‘Admission’) of the GDRs on the main market for listed securities of the London Stock Exchange (the ‘LSE’) (together, the ‘Delisting’). The Company simultaneously anticipates a cancellation of the listing of its GDRs on the Moscow Exchange. This decision has been taken by the Management Board of the Company as part of ongoing measures following its receipt of the notice of resignation from The Bank of New York Mellon (‘BNY’) as depositary for the Company's GDR programme, as announced by the Company on 13 June 2024. Service of the notice of resignation will, among other things, entitle BNY to serve a notice to terminate the GDR programme if a successor depositary has not been appointed by 18 September 2024. Since receiving the notice of resignation, the Company has made extensive efforts to identify and appoint a successor depositary. Based on its discussions with potential successor depositaries, the Company believes that it will be easier to appoint a successor depositary if the Listing and Admission are cancelled. The Company also believes that it is preferable to retain the GDR programme, albeit with unlisted GDRs, rather than have the programme terminated. In addition, following the suspension of the Admission by the LSE on 3 March 2022, there has been no active public market in the GDRs for approximately 30 months. The Management Board of the Company has therefore concluded that Delisting will have little significant impact on the ability of GDR holders to trade their GDRs.お知らせ • Apr 24Moscow Court Postpones Ruling on X5 Retail Group N.V.'S SubsidiaryX5 Retail Group N.V. announced that the Arbitration Court of the Moscow Region (the "Court") has adjourned its hearing regarding a claim brought by the Ministry of Industry and Trade of the Russian Federation to suspend the Company's corporate rights in its Russian subsidiary, X5 Corporate Centre LLC.お知らせ • Mar 26X5 Retail Group N.V., Annual General Meeting, May 08, 2024X5 Retail Group N.V., Annual General Meeting, May 08, 2024, at 11:00 Central European Standard Time. Location: Zuidplein 196, 1077 XV Amsterdam Netherlands Agenda: To consider Report of the Management Board for the financial year 2023; 2023 Remuneration Report; Proposal to adopt the 2023 Financial Statements with explanation of the status of the independent auditor's report; Proposal to amend the remuneration policy for the Supervisory Board.お知らせ • Nov 03X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory.X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023. The Pyaterochka retail chain has acquired long leases of 71 stores, measuring a total of 49,122 square metres of selling space. All 71 stores are expected to open by the end of Q1 2024 after refurbishment in line with Pyaterochka’s new store concept. X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023.お知らせ • Aug 02X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia.X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia on August 1, 2023. The deal encompasses 118 stores with a total selling space of 92,000 square metres, including leased facilities. In addition, X5 will take ownership of two distribution centres in the Kaliningrad Region with a total space of 14,200 square metres. The current management team of Victoria Baltia will continue to manage the company. The deal has been approved by the Federal Antimonopoly Service (FAS) of the Russian Federation.お知らせ • Jun 01X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023, at 11:00 Central European Standard Time. Location: Zuidplein 196 1077 XV Amsterdam Amsterdam Netherlands Agenda: To consider report of the Management Board for the financial year 2022; to consider 2022 Remuneration Report; to consider proposal to adopt the 2022 Financial Statements with explanation of the status of the independent auditor's report; to consider remuneration policy for the Supervisory Board; to consider Re-appointment of Igor Shekhterman, Frank Lhoest and Quinten Peer as members of the Management Board; and to consider re-appointment of Peter Demchenkov as member of the Supervisory Board.最新情報をもっと見るRecent updatesお知らせ • Sep 03X5 Retail Group Announces Intention to Delist its GDRs from the London Stock ExchangeX5 Retail Group N.V. announced its intention to request: (i) cancellation of the listing (‘Listing’) of the Company's global depositary receipts (‘GDRs’) (ISIN US98387E2054 and ISIN US98387E1064) on the Official List of listed securities (the ‘Official List’) maintained by the UK Financial Conduct Authority (‘FCA’); and (ii) cancellation of the admission to trading (‘Admission’) of the GDRs on the main market for listed securities of the London Stock Exchange (the ‘LSE’) (together, the ‘Delisting’). The Company simultaneously anticipates a cancellation of the listing of its GDRs on the Moscow Exchange. This decision has been taken by the Management Board of the Company as part of ongoing measures following its receipt of the notice of resignation from The Bank of New York Mellon (‘BNY’) as depositary for the Company's GDR programme, as announced by the Company on 13 June 2024. Service of the notice of resignation will, among other things, entitle BNY to serve a notice to terminate the GDR programme if a successor depositary has not been appointed by 18 September 2024. Since receiving the notice of resignation, the Company has made extensive efforts to identify and appoint a successor depositary. Based on its discussions with potential successor depositaries, the Company believes that it will be easier to appoint a successor depositary if the Listing and Admission are cancelled. The Company also believes that it is preferable to retain the GDR programme, albeit with unlisted GDRs, rather than have the programme terminated. In addition, following the suspension of the Admission by the LSE on 3 March 2022, there has been no active public market in the GDRs for approximately 30 months. The Management Board of the Company has therefore concluded that Delisting will have little significant impact on the ability of GDR holders to trade their GDRs.お知らせ • Apr 24Moscow Court Postpones Ruling on X5 Retail Group N.V.'S SubsidiaryX5 Retail Group N.V. announced that the Arbitration Court of the Moscow Region (the "Court") has adjourned its hearing regarding a claim brought by the Ministry of Industry and Trade of the Russian Federation to suspend the Company's corporate rights in its Russian subsidiary, X5 Corporate Centre LLC.お知らせ • Mar 26X5 Retail Group N.V., Annual General Meeting, May 08, 2024X5 Retail Group N.V., Annual General Meeting, May 08, 2024, at 11:00 Central European Standard Time. Location: Zuidplein 196, 1077 XV Amsterdam Netherlands Agenda: To consider Report of the Management Board for the financial year 2023; 2023 Remuneration Report; Proposal to adopt the 2023 Financial Statements with explanation of the status of the independent auditor's report; Proposal to amend the remuneration policy for the Supervisory Board.お知らせ • Nov 03X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory.X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023. The Pyaterochka retail chain has acquired long leases of 71 stores, measuring a total of 49,122 square metres of selling space. All 71 stores are expected to open by the end of Q1 2024 after refurbishment in line with Pyaterochka’s new store concept. X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023.お知らせ • Aug 02X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia.X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia on August 1, 2023. The deal encompasses 118 stores with a total selling space of 92,000 square metres, including leased facilities. In addition, X5 will take ownership of two distribution centres in the Kaliningrad Region with a total space of 14,200 square metres. The current management team of Victoria Baltia will continue to manage the company. The deal has been approved by the Federal Antimonopoly Service (FAS) of the Russian Federation.お知らせ • Jun 01X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023, at 11:00 Central European Standard Time. Location: Zuidplein 196 1077 XV Amsterdam Amsterdam Netherlands Agenda: To consider report of the Management Board for the financial year 2022; to consider 2022 Remuneration Report; to consider proposal to adopt the 2022 Financial Statements with explanation of the status of the independent auditor's report; to consider remuneration policy for the Supervisory Board; to consider Re-appointment of Igor Shekhterman, Frank Lhoest and Quinten Peer as members of the Management Board; and to consider re-appointment of Peter Demchenkov as member of the Supervisory Board.Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$9.50, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 63% over the past three years.Reported Earnings • Apr 08Full year 2022 earnings released: EPS: ₽166 (vs ₽157 in FY 2021)Full year 2022 results: EPS: ₽166 (up from ₽157 in FY 2021). Revenue: ₽2.61t (up 18% from FY 2021). Net income: ₽45.2b (up 5.8% from FY 2021). Profit margin: 1.7% (down from 1.9% in FY 2021). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 3.5% vs FY 2021 Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$9.41, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 11x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 62% over the past three years.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 37%After last week's 37% share price decline to US$5.97, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 11x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 81% over the past three years.お知らせ • Dec 01X5 Retail Group N.V. Announces Board ChangesX5 Retail Group N.V. announced that Shareholders and holders of global depository receipts adopted all proposals on the agenda, including in particular: Appointment of Dmitry Alekseev, Vassilis Stavrou and Leonid Afendikov as members of the Supervisory Board.お知らせ • Nov 04X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of 70% stake in Krasny Yar Group and Slata, Ooo.X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 70% stake in Krasny Yar Group and Slata, Ooo on August 2, 2022. The companies will continue operating under their own brands and retain their business models. Requests for clearance for the deal have been sent to the Federal Anti-monopoly Service and regulators. On October 13, 2022, The Federal Antimonopoly Service has approved a petition of X5 Retail Group. X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of 70% stake in Krasny Yar Group and Slata, Ooo on November 3, 2022.お知らせ • Aug 31X5 Retail Group N.V. Appoints Andrey Kalmykov as General Director of PerekrestokX5 Retail Group N.V. announced the appointment of Andrey Kalmykov as General Director of Perekrestok. Andrey Kalmykov brings over 25 years of experience in managing large companies. Prior to joining X5, he was CEO of Pobeda Airlines, which he steered to become the most popular and efficient air carrier in Russia. Before that, he held the position of Deputy CEO at Aeroflot, worked at Russia's Ministry of Transport and headed Sunrise Tour, a major travel company.お知らせ • Aug 30X5 Retail Group N.V. Upgrades Paket by X5 Subscription ServiceX5 Retail Group N.V. announced the upgrade of its Paket by X5 subscription service across all regions where it operates. After successfully completing the pilot stage of the service, the Company decided to expand its geography and enhance the attractiveness of the subscription offering. Customers can now sign up for the new Paket by X5 subscription plan, which unites the benefits available at X5's Pyaterochka and Perekrestok stores into a single subscription. By signing up for the plan, customers will be able to pay for their purchases with bonus points instead of real money while collecting ten times as many bonus points as under X5's standard loyalty programmes. Paket by X5 will be a valuable addition to X5's loyalty programme relaunched in July, and is geared toward cost-conscious customers who seek to earn bonus points by making purchases across X5 Group's retail chains and businesses. For a monthly fee of RUB 120, Paket by X5 offers 5% cashback on purchases in the form of bonus points to be credited to the customer's existing loyalty card. Customers can also receive 5% cashback on purchases above RUB 600 at X5's Mnogo Lososya ready-meal delivery service in the form of bonus points, a 10% discount at X5's online hypermarket Vprok.ru, as well as six free-of-charge express deliveries monthly and cashback on coffee, bakery, ready meals and more. Paket by X5 subscribers will be able to manage their subscription and track their monthly spending using a personal account. The service is working actively to expand its list of partners. At present, subscribers can receive a 30% discount at the Foxford online school, a 20% discount on lab tests at INVITRO clinics and a 25% discount at the online bookstore LitRes, plus one book free of charge. To mark the upgrade of the service, Paket by X5 is offering customers a promo code for a one-month subscription in the amount of RUB 1 to invite customers to take advantage of all the benefits the new service has to offer. Based on the results of the pilot from September 2021 to March 2022, the project delivered an increase in revenue across X5's retail chains as well as an influx of new customers across nearly every age group, with several hundred thousand people subscribing toPaket by X5 during this period. To subscribe, customers need to sign up or sign in on the Paket by X5websitewith their ?5 ID and register for the plan to start receiving benefits through their Pyaterochka and Perekrestok loyalty cards. The plan requires no additional cards, QR codes or coupons - the service is connected to X5's loyalty programme and has access to the customer's previously accrued bonus points. In addition, subscribers can share all the benefits of the subscription service with family members at no extra cost by showing their loyalty card connected to the Paket by X5 service (or the bar code of the card in-app) during checkout.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ₽98.55 (vs ₽54.95 in 2Q 2021)Second quarter 2022 results: EPS: ₽98.55 (up from ₽54.95 in 2Q 2021). Revenue: ₽648.0b (up 19% from 2Q 2021). Net income: ₽26.8b (up 79% from 2Q 2021). Profit margin: 4.1% (up from 2.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.1%, compared to a 5.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.お知らせ • Aug 03X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 70% stake in Krasny Yar Group and Slata, Ooo.X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 70% stake in Krasny Yar Group and Slata, Ooo on August 2, 2022. The companies will continue operating under their own brands and retain their business models. Requests for clearance for the deal have been sent to the Federal Anti-monopoly Service and regulators.お知らせ • Aug 02X5 Retail Group N.V. to Report Q2, 2022 Results on Aug 02, 2022X5 Retail Group N.V. announced that they will report Q2, 2022 results on Aug 02, 2022Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 198% share price gain to US$5.95, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 79% over the past three years.Price Target Changed • Jul 15Price target decreased to US$32.83Down from US$39.88, the current price target is an average from 3 analysts. New target price is 6,079% above last closing price of US$0.53. Stock is down 98% over the past year.お知らせ • Jun 17+ 1 more updateX5 Retail Group N.V. (LSE:FIVE) agreed to acquire 15 PRISMA Supermarket Stores and a kitchen facility in St Petersburg from S-Group.X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 15 PRISMA Supermarket Stores and a kitchen facility in St Petersburg from S-Group on June 16, 2022. The Russian Federal Antimonopoly Service provided the relevant approval on 15 June 2022. The stores will resume operations by mid-July, following the completion of required legal procedures and basic rebranding, as well as the filling of store shelves with X5’s stock. Almost all stores will be integrated into X5’s Perekrestok supermarket chain. The key conditions of the deal included X5’s commitment to retain PRISMA operational staff and fulfil the company’s obligations to its key partners, including its lessors.お知らせ • May 27X5 Retail Group N.V. Announces Alexander Tynkovan Resigned as Member of Supervisory BoardX5 Retail Group N.V. announced that Alexander Tynkovan has resigned as Member of the X5 Supervisory Board with effect from 25 May 2022.お知らせ • May 20X5 Retail Group N.V., Annual General Meeting, Jun 30, 2022X5 Retail Group N.V., Annual General Meeting, Jun 30, 2022, at 11:00 Central European Standard Time. Location: Zuidplein 196 Amsterdam Netherlands Agenda: To consider report of the Management Board for the financial year 2021; to consider 2021 Remuneration Report; to consider proposal to adopt the 2021 Financial Statements, with explanation that there is no auditor's statement due to unforeseen circumstances; to consider appointment of Ekaterina Lobacheva as member of the Management Board; to consider appointment of Olga Vysotskaja, Fedor Ovchinnikov and Vadim Zingman as members of the Supervisory Board; and to transact other matters.Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ₽9.20 (down from ₽28.13 in 1Q 2021). Revenue: ₽604.2b (up 19% from 1Q 2021). Net income: ₽2.50b (down 67% from 1Q 2021). Profit margin: 0.4% (down from 1.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 14%, compared to a 4.8% growth forecast for the industry in the United Kingdom.お知らせ • Apr 28X5 Retail Group N.V. Reports Impairment Loss on Financial Assets for the First Quarter Ended March 31, 2022X5 Retail Group N.V. reported impairment loss on financial assets for the first quarter ended March 31, 2022. For the quarter, the company reported net impairment losses on financial assets of RUB 435 million against RUB 121 million reported for the same period a year ago.お知らせ • Apr 17X5 Retail Group N.V. to Report Q1, 2022 Results on Apr 27, 2022X5 Retail Group N.V. announced that they will report Q1, 2022 results on Apr 27, 2022Major Estimate Revision • Mar 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₽3.72t to ₽3.58t. EPS estimate also fell from ₽240 per share to ₽203 per share. Net income forecast to grow 69% next year vs 25% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target up from US$39.79 to US$42.14. Share price was steady at US$0.53 over the past week.お知らせ • Mar 06X5 Retail Group N.V. Announces Resignation of Richard Brasher as Member of the X5 Supervisory BoardX5 Retail Group N.V. announced that Richard Brasher has resigned as Member of the X5 Supervisory Board with effect from 4 March 2022.Major Estimate Revision • Mar 04Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₽3.59t to ₽3.48t. EPS estimate also fell from ₽256 per share to ₽230 per share. Net income forecast to grow 66% next year vs 25% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target broadly unchanged at US$40.48. Share price fell 96% to US$0.53 over the past week.お知らせ • Mar 03X5 Retail Group N.V. Announces Board ResignationsX5 Retail Group N.V. announced that Mr. Fridman and Mr. DuCharme have resigned as Members of the X5 Supervisory Board with effect from 1 March 2022.Buying Opportunity • Feb 24Now 53% undervalued after recent price dropOver the last 90 days, the stock is down 61%. The fair value is estimated to be ₽22.47, 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% per annum over the last 3 years. Earnings per share has grown by 4.4% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$20.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 3.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.09 per share.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$20.57, 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 loss to shareholders of 5.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.87 per share.Upcoming Dividend • Dec 09Upcoming dividend of US$0.99 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 30 December 2021. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 10%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.6%).Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS ₽45.02The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₽543.6b (up 12% from 3Q 2020). Net income: ₽12.2b (up 56% from 3Q 2020). Profit margin: 2.2% (up from 1.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 25X5 Group Restructures Digital BusinessesX5 Group announced the restructuring its digital businesses (Vprok.ru Perekrestok online hypermarket, express e-grocery services and Okolo platform) into a separate business unit within X5. The decision has been approved by X5's Supervisory Board. Developing digital businesses is one of X5's priorities under its 2021-2023 strategy. To achieve this, the Company is considering several options that include attracting public market investors, establishing a strategic partnership and growing the businesses organically. X5 plans to complete an in-depth review of strategic options for creating a digital business company during the year. More details about the timeline and the steps X5 will take to develop the new business unit will be communicated in due course.Executive Departure • May 19Independent Member of Supervisory Board has left the companyOn the 12th of May, Karl-Heinz Holland's tenure as Independent Member of Supervisory Board ended after 2.7 years in the role. We don't have any record of a personal shareholding under Karl-Heinz's name. A total of 2 executives have left over the last 12 months.Executive Departure • May 19Chief Financial Officer has left the companyOn the 17th of May, Svetlana Demyashkevich's tenure as Chief Financial Officer ended after 3.9 years in the role. We don't have any record of a personal shareholding under Svetlana's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Apr 28First quarter 2021 earnings released: EPS ₽28.13 (vs ₽14.73 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽507.2b (up 8.1% from 1Q 2020). Net income: ₽7.64b (up 91% from 1Q 2020). Profit margin: 1.5% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽104 (vs ₽71.83 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽1.98t (up 14% from FY 2019). Net income: ₽28.3b (up 45% from FY 2019). Profit margin: 1.4% (up from 1.1% in FY 2019). The increase in margin was driven by higher revenue. Like-for-like sales growth: 5.5% vs FY 2019 Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Mar 21X5 Retail Group N.V. Proposes Dividend for the Year 2020, Payable on 25 June 2021X5 Retail Group N.V. announced that based on the Company's 2020 financial results, the Supervisory Board has proposed to pay dividends in the amount of RUB 30 billion /RUB 110.49 per GDR (gross amount subject to taxes and fees). Together with the interim dividend paid in December 2020, a total dividend for the year will amount to RUB 50 billion, or RUB 184.13 per GDR, which represents 176.4% of net profit under IFRS 16. The proposed dividend will be considered by the AGM on 12 May 2021. The record date for the dividend payment has been set as 28 May 2021, the ex-dividend date as 27 May 2021. The dividends will be payable within 45 days from the AGM date, or by 25 June 2021.Executive Departure • Mar 21Independent Member of Supervisory Board has left the companyOn the 18th of March, Karl-Heinz Holland's tenure as Independent Member of Supervisory Board ended after 2.6 years in the role. We don't have any record of a personal shareholding under Karl-Heinz's name. A total of 2 executives have left over the last 12 months.お知らせ • Mar 21X5 Retail Group N.V. Announces Supervisory Board ChangesX5 Retail Group N.V. announced that The Supervisory Board proposes to the Company's upcoming Annual General Meeting of Shareholders the nomination of Richard Brasher to succeed Karl-Heinz Holland, as well as the nomination of Alexander Tynkovan, who previously served as a member of the X5 Retail Group Supervisory Board in 2008-2015. Furthermore, the Supervisory Board has appointed Peter Demchenkov as the new Chairman of the Board. Peter succeeds Stephan DuCharme, who is eligible to remain on the Board and, together with Mikhail Fridman, has been nominated for re-appointment in line with the Board's re-appointment schedule. These decisions were taken by the Board at its meeting on 18 March 2021.お知らせ • Mar 20X5 Retail Group N.V., Annual General Meeting, May 12, 2021X5 Retail Group N.V., Annual General Meeting, May 12, 2021, at 11:00 Central European Standard Time. Location: Zuidplein 196, 1077 XV Amsterdam The Netherlands Netherlands Agenda: To consider report of the Management Board for the financial year 2020; to consider 2020 Remuneration Report; proposal to adopt the 2020 Financial Statements and dividend recommendation; to consider remuneration policy for the Management Board; to consider re-appointment of Igor Shektherman as member of the Management Board and CEO; to consider re-appointment of Stephan DuCharme and Mikhail Fridman, and appointment of Richard Brasher and Alexander Tynkovan, as members of the Supervisory Board.お知らせ • Mar 12X5 Retail Group N.V. to Report Q1, 2021 Results on Apr 27, 2021X5 Retail Group N.V. announced that they will report Q1, 2021 results on Apr 27, 2021Is New 90 Day High Low • Feb 22New 90-day low: US$34.08The company is down 1.0% from its price of US$34.34 on 24 November 2020. The British market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$139 per share.お知らせ • Jan 28X5 Retail Group N.V. to Report Fiscal Year 2020 Results on Mar 19, 2021X5 Retail Group N.V. announced that they will report fiscal year 2020 results on Mar 19, 2021Is New 90 Day High Low • Nov 24New 90-day low: US$34.20The company is down 10.0% from its price of US$37.80 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$79.74 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₽25.7b, down 3.3% from the prior year. Total revenue was ₽1.92t over the last 12 months, up 14% from the prior year.Is New 90 Day High Low • Oct 16New 90-day high: US$39.22The company is up 12% from its price of US$34.94 on 17 July 2020. The British market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$84.81 per share.お知らせ • Oct 13Public Joint Stock Company Sovcombank agreed to acquire 50% stake in Tsifrovyye Tekhnologii Budushchego OOO from X5 Retail Group N.V. (LSE:FIVE).Public Joint Stock Company Sovcombank agreed to acquire 50% stake in Tsifrovyye Tekhnologii Budushchego OOO from X5 Retail Group N.V. (LSE:FIVE) on October 12, 2020. Under the terms, Sovcombank will give X5 Retail Group ownership of 1,112 Halva parcel lockers for 50% stake in Tsifrovyye Tekhnologii Budushchego OOO. The lockers will undergo rebranding and will operate under the 5Post brand. The deal is subject to antitrust approval by the Federal Antimonopoly Service.お知らせ • Jul 18+ 1 more updateX5 Retail Group N.V. to Report Q3, 2020 Results on Oct 26, 2020X5 Retail Group N.V. announced that they will report Q3, 2020 results on Oct 26, 2020株主還元FIVEGB Consumer RetailingGB 市場7D0%4.0%2.5%1Y104.7%11.3%19.4%株主還元を見る業界別リターン: FIVE過去 1 年間で11.3 % の収益を上げたUK Consumer Retailing業界を上回りました。リターン対市場: FIVE過去 1 年間で19.4 % の収益を上げたUK市場を上回りました。価格変動Is FIVE's price volatile compared to industry and market?FIVE volatilityFIVE Average Weekly Movementn/aConsumer Retailing Industry Average Movement3.5%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: FIVE 、 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: 過去 1 年間のFIVEのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1975378,000Igor Shekhtermanwww.x5.ruX5 Retail Group N.V. はロシアで食品小売業を営む。ピャテロチカ（Pyaterochka）、ペレクレストク（Perekrestok）、その他のセグメントで事業を展開している。同社は、美食に関するニュースや記事、説明書、マスタークラス、製品百科事典、レシピを提供するFood.ru、スーパーマーケットチェーンのPerekrestok、日常的な買い物のための店舗を運営するPyaterochka、予算内の買い物客のためのハードディスカウント店のチェーンChizhik、食料品店とディスカウント店のチェーンKrasny Yar、食料品小売チェーンのSlataを提供している。また、食料品や日用品の買い出しに便利なオンライン・ハイパーマーケット「Vprok」、最寄りの「Perekrestok」からの注文を1時間以内に配達するサービス「Perekrestok」、暗いキッチンやレストランから調理済みの食品を配達するサービス「Mnogo lososya」、X5グループの小売チェーンやサービス用の単一口座「X5 ID」も提供している；X5銀行：X5の顧客向けに銀行商品を提供、X5クラブ：X5グループの小売チェーンとサービスによる最新のロイヤリティ・プログラム、X5パケット：割引、キャッシュバック、ギフトを提供する定期購入サービス、5ポスト：オンラインショップからの注文をラストワンマイルで配達するサービス。X5 Retail Group N.V.は1975年に設立され、オランダのアムステルダムに本社を置いている。もっと見るX5 Retail Group N.V. 基礎のまとめX5 Retail Group の収益と売上を時価総額と比較するとどうか。FIVE 基礎統計学時価総額US$5.97b収益（TTM）US$1.01b売上高(TTM)US$37.74b5.9xPER（株価収益率0.2xP/SレシオFIVE 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FIVE 損益計算書（TTM）収益₽3.34t売上原価₽2.52t売上総利益₽813.37bその他の費用₽724.06b収益₽89.31b直近の収益報告Mar 31, 2024次回決算日該当なし一株当たり利益（EPS）328.89グロス・マージン24.38%純利益率2.68%有利子負債／自己資本比率100.7%FIVE 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2024/07/17 06:52終値2024/04/19 00:00収益2024/03/31年間収益2023/12/31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X5 Retail Group N.V. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Jaime Vázquez de LapuertaBanco SantanderBoris VilidnitskyBarclaysBatuhan KarabekirBerenberg13 その他のアナリストを表示
お知らせ • Sep 03X5 Retail Group Announces Intention to Delist its GDRs from the London Stock ExchangeX5 Retail Group N.V. announced its intention to request: (i) cancellation of the listing (‘Listing’) of the Company's global depositary receipts (‘GDRs’) (ISIN US98387E2054 and ISIN US98387E1064) on the Official List of listed securities (the ‘Official List’) maintained by the UK Financial Conduct Authority (‘FCA’); and (ii) cancellation of the admission to trading (‘Admission’) of the GDRs on the main market for listed securities of the London Stock Exchange (the ‘LSE’) (together, the ‘Delisting’). The Company simultaneously anticipates a cancellation of the listing of its GDRs on the Moscow Exchange. This decision has been taken by the Management Board of the Company as part of ongoing measures following its receipt of the notice of resignation from The Bank of New York Mellon (‘BNY’) as depositary for the Company's GDR programme, as announced by the Company on 13 June 2024. Service of the notice of resignation will, among other things, entitle BNY to serve a notice to terminate the GDR programme if a successor depositary has not been appointed by 18 September 2024. Since receiving the notice of resignation, the Company has made extensive efforts to identify and appoint a successor depositary. Based on its discussions with potential successor depositaries, the Company believes that it will be easier to appoint a successor depositary if the Listing and Admission are cancelled. The Company also believes that it is preferable to retain the GDR programme, albeit with unlisted GDRs, rather than have the programme terminated. In addition, following the suspension of the Admission by the LSE on 3 March 2022, there has been no active public market in the GDRs for approximately 30 months. The Management Board of the Company has therefore concluded that Delisting will have little significant impact on the ability of GDR holders to trade their GDRs.
お知らせ • Apr 24Moscow Court Postpones Ruling on X5 Retail Group N.V.'S SubsidiaryX5 Retail Group N.V. announced that the Arbitration Court of the Moscow Region (the "Court") has adjourned its hearing regarding a claim brought by the Ministry of Industry and Trade of the Russian Federation to suspend the Company's corporate rights in its Russian subsidiary, X5 Corporate Centre LLC.
お知らせ • Mar 26X5 Retail Group N.V., Annual General Meeting, May 08, 2024X5 Retail Group N.V., Annual General Meeting, May 08, 2024, at 11:00 Central European Standard Time. Location: Zuidplein 196, 1077 XV Amsterdam Netherlands Agenda: To consider Report of the Management Board for the financial year 2023; 2023 Remuneration Report; Proposal to adopt the 2023 Financial Statements with explanation of the status of the independent auditor's report; Proposal to amend the remuneration policy for the Supervisory Board.
お知らせ • Nov 03X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory.X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023. The Pyaterochka retail chain has acquired long leases of 71 stores, measuring a total of 49,122 square metres of selling space. All 71 stores are expected to open by the end of Q1 2024 after refurbishment in line with Pyaterochka’s new store concept. X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023.
お知らせ • Aug 02X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia.X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia on August 1, 2023. The deal encompasses 118 stores with a total selling space of 92,000 square metres, including leased facilities. In addition, X5 will take ownership of two distribution centres in the Kaliningrad Region with a total space of 14,200 square metres. The current management team of Victoria Baltia will continue to manage the company. The deal has been approved by the Federal Antimonopoly Service (FAS) of the Russian Federation.
お知らせ • Jun 01X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023, at 11:00 Central European Standard Time. Location: Zuidplein 196 1077 XV Amsterdam Amsterdam Netherlands Agenda: To consider report of the Management Board for the financial year 2022; to consider 2022 Remuneration Report; to consider proposal to adopt the 2022 Financial Statements with explanation of the status of the independent auditor's report; to consider remuneration policy for the Supervisory Board; to consider Re-appointment of Igor Shekhterman, Frank Lhoest and Quinten Peer as members of the Management Board; and to consider re-appointment of Peter Demchenkov as member of the Supervisory Board.
お知らせ • Sep 03X5 Retail Group Announces Intention to Delist its GDRs from the London Stock ExchangeX5 Retail Group N.V. announced its intention to request: (i) cancellation of the listing (‘Listing’) of the Company's global depositary receipts (‘GDRs’) (ISIN US98387E2054 and ISIN US98387E1064) on the Official List of listed securities (the ‘Official List’) maintained by the UK Financial Conduct Authority (‘FCA’); and (ii) cancellation of the admission to trading (‘Admission’) of the GDRs on the main market for listed securities of the London Stock Exchange (the ‘LSE’) (together, the ‘Delisting’). The Company simultaneously anticipates a cancellation of the listing of its GDRs on the Moscow Exchange. This decision has been taken by the Management Board of the Company as part of ongoing measures following its receipt of the notice of resignation from The Bank of New York Mellon (‘BNY’) as depositary for the Company's GDR programme, as announced by the Company on 13 June 2024. Service of the notice of resignation will, among other things, entitle BNY to serve a notice to terminate the GDR programme if a successor depositary has not been appointed by 18 September 2024. Since receiving the notice of resignation, the Company has made extensive efforts to identify and appoint a successor depositary. Based on its discussions with potential successor depositaries, the Company believes that it will be easier to appoint a successor depositary if the Listing and Admission are cancelled. The Company also believes that it is preferable to retain the GDR programme, albeit with unlisted GDRs, rather than have the programme terminated. In addition, following the suspension of the Admission by the LSE on 3 March 2022, there has been no active public market in the GDRs for approximately 30 months. The Management Board of the Company has therefore concluded that Delisting will have little significant impact on the ability of GDR holders to trade their GDRs.
お知らせ • Apr 24Moscow Court Postpones Ruling on X5 Retail Group N.V.'S SubsidiaryX5 Retail Group N.V. announced that the Arbitration Court of the Moscow Region (the "Court") has adjourned its hearing regarding a claim brought by the Ministry of Industry and Trade of the Russian Federation to suspend the Company's corporate rights in its Russian subsidiary, X5 Corporate Centre LLC.
お知らせ • Mar 26X5 Retail Group N.V., Annual General Meeting, May 08, 2024X5 Retail Group N.V., Annual General Meeting, May 08, 2024, at 11:00 Central European Standard Time. Location: Zuidplein 196, 1077 XV Amsterdam Netherlands Agenda: To consider Report of the Management Board for the financial year 2023; 2023 Remuneration Report; Proposal to adopt the 2023 Financial Statements with explanation of the status of the independent auditor's report; Proposal to amend the remuneration policy for the Supervisory Board.
お知らせ • Nov 03X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory.X5 Retail Group N.V. (LSE:FIVE) acquired stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023. The Pyaterochka retail chain has acquired long leases of 71 stores, measuring a total of 49,122 square metres of selling space. All 71 stores are expected to open by the end of Q1 2024 after refurbishment in line with Pyaterochka’s new store concept. X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of stores operated by the Amba retail chain in the Khabarovsk Territory on November 2, 2023.
お知らせ • Aug 02X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia.X5 Retail Group N.V. (LSE:FIVE) secured an agreement to acquire Victoria Baltia on August 1, 2023. The deal encompasses 118 stores with a total selling space of 92,000 square metres, including leased facilities. In addition, X5 will take ownership of two distribution centres in the Kaliningrad Region with a total space of 14,200 square metres. The current management team of Victoria Baltia will continue to manage the company. The deal has been approved by the Federal Antimonopoly Service (FAS) of the Russian Federation.
お知らせ • Jun 01X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023X5 Retail Group N.V., Annual General Meeting, Jun 30, 2023, at 11:00 Central European Standard Time. Location: Zuidplein 196 1077 XV Amsterdam Amsterdam Netherlands Agenda: To consider report of the Management Board for the financial year 2022; to consider 2022 Remuneration Report; to consider proposal to adopt the 2022 Financial Statements with explanation of the status of the independent auditor's report; to consider remuneration policy for the Supervisory Board; to consider Re-appointment of Igor Shekhterman, Frank Lhoest and Quinten Peer as members of the Management Board; and to consider re-appointment of Peter Demchenkov as member of the Supervisory Board.
Valuation Update With 7 Day Price Move • Apr 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$9.50, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 63% over the past three years.
Reported Earnings • Apr 08Full year 2022 earnings released: EPS: ₽166 (vs ₽157 in FY 2021)Full year 2022 results: EPS: ₽166 (up from ₽157 in FY 2021). Revenue: ₽2.61t (up 18% from FY 2021). Net income: ₽45.2b (up 5.8% from FY 2021). Profit margin: 1.7% (down from 1.9% in FY 2021). The decrease in margin was driven by higher expenses. Like-for-like sales growth: 3.5% vs FY 2021 Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$9.41, the stock trades at a trailing P/E ratio of 4x. Average trailing P/E is 11x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 62% over the past three years.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 37%After last week's 37% share price decline to US$5.97, the stock trades at a trailing P/E ratio of 2.2x. Average trailing P/E is 11x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 81% over the past three years.
お知らせ • Dec 01X5 Retail Group N.V. Announces Board ChangesX5 Retail Group N.V. announced that Shareholders and holders of global depository receipts adopted all proposals on the agenda, including in particular: Appointment of Dmitry Alekseev, Vassilis Stavrou and Leonid Afendikov as members of the Supervisory Board.
お知らせ • Nov 04X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of 70% stake in Krasny Yar Group and Slata, Ooo.X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 70% stake in Krasny Yar Group and Slata, Ooo on August 2, 2022. The companies will continue operating under their own brands and retain their business models. Requests for clearance for the deal have been sent to the Federal Anti-monopoly Service and regulators. On October 13, 2022, The Federal Antimonopoly Service has approved a petition of X5 Retail Group. X5 Retail Group N.V. (LSE:FIVE) completed the acquisition of 70% stake in Krasny Yar Group and Slata, Ooo on November 3, 2022.
お知らせ • Aug 31X5 Retail Group N.V. Appoints Andrey Kalmykov as General Director of PerekrestokX5 Retail Group N.V. announced the appointment of Andrey Kalmykov as General Director of Perekrestok. Andrey Kalmykov brings over 25 years of experience in managing large companies. Prior to joining X5, he was CEO of Pobeda Airlines, which he steered to become the most popular and efficient air carrier in Russia. Before that, he held the position of Deputy CEO at Aeroflot, worked at Russia's Ministry of Transport and headed Sunrise Tour, a major travel company.
お知らせ • Aug 30X5 Retail Group N.V. Upgrades Paket by X5 Subscription ServiceX5 Retail Group N.V. announced the upgrade of its Paket by X5 subscription service across all regions where it operates. After successfully completing the pilot stage of the service, the Company decided to expand its geography and enhance the attractiveness of the subscription offering. Customers can now sign up for the new Paket by X5 subscription plan, which unites the benefits available at X5's Pyaterochka and Perekrestok stores into a single subscription. By signing up for the plan, customers will be able to pay for their purchases with bonus points instead of real money while collecting ten times as many bonus points as under X5's standard loyalty programmes. Paket by X5 will be a valuable addition to X5's loyalty programme relaunched in July, and is geared toward cost-conscious customers who seek to earn bonus points by making purchases across X5 Group's retail chains and businesses. For a monthly fee of RUB 120, Paket by X5 offers 5% cashback on purchases in the form of bonus points to be credited to the customer's existing loyalty card. Customers can also receive 5% cashback on purchases above RUB 600 at X5's Mnogo Lososya ready-meal delivery service in the form of bonus points, a 10% discount at X5's online hypermarket Vprok.ru, as well as six free-of-charge express deliveries monthly and cashback on coffee, bakery, ready meals and more. Paket by X5 subscribers will be able to manage their subscription and track their monthly spending using a personal account. The service is working actively to expand its list of partners. At present, subscribers can receive a 30% discount at the Foxford online school, a 20% discount on lab tests at INVITRO clinics and a 25% discount at the online bookstore LitRes, plus one book free of charge. To mark the upgrade of the service, Paket by X5 is offering customers a promo code for a one-month subscription in the amount of RUB 1 to invite customers to take advantage of all the benefits the new service has to offer. Based on the results of the pilot from September 2021 to March 2022, the project delivered an increase in revenue across X5's retail chains as well as an influx of new customers across nearly every age group, with several hundred thousand people subscribing toPaket by X5 during this period. To subscribe, customers need to sign up or sign in on the Paket by X5websitewith their ?5 ID and register for the plan to start receiving benefits through their Pyaterochka and Perekrestok loyalty cards. The plan requires no additional cards, QR codes or coupons - the service is connected to X5's loyalty programme and has access to the customer's previously accrued bonus points. In addition, subscribers can share all the benefits of the subscription service with family members at no extra cost by showing their loyalty card connected to the Paket by X5 service (or the bar code of the card in-app) during checkout.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ₽98.55 (vs ₽54.95 in 2Q 2021)Second quarter 2022 results: EPS: ₽98.55 (up from ₽54.95 in 2Q 2021). Revenue: ₽648.0b (up 19% from 2Q 2021). Net income: ₽26.8b (up 79% from 2Q 2021). Profit margin: 4.1% (up from 2.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.1%, compared to a 5.4% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 42% per year, which means it is significantly lagging earnings.
お知らせ • Aug 03X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 70% stake in Krasny Yar Group and Slata, Ooo.X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 70% stake in Krasny Yar Group and Slata, Ooo on August 2, 2022. The companies will continue operating under their own brands and retain their business models. Requests for clearance for the deal have been sent to the Federal Anti-monopoly Service and regulators.
お知らせ • Aug 02X5 Retail Group N.V. to Report Q2, 2022 Results on Aug 02, 2022X5 Retail Group N.V. announced that they will report Q2, 2022 results on Aug 02, 2022
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 198% share price gain to US$5.95, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 79% over the past three years.
Price Target Changed • Jul 15Price target decreased to US$32.83Down from US$39.88, the current price target is an average from 3 analysts. New target price is 6,079% above last closing price of US$0.53. Stock is down 98% over the past year.
お知らせ • Jun 17+ 1 more updateX5 Retail Group N.V. (LSE:FIVE) agreed to acquire 15 PRISMA Supermarket Stores and a kitchen facility in St Petersburg from S-Group.X5 Retail Group N.V. (LSE:FIVE) agreed to acquire 15 PRISMA Supermarket Stores and a kitchen facility in St Petersburg from S-Group on June 16, 2022. The Russian Federal Antimonopoly Service provided the relevant approval on 15 June 2022. The stores will resume operations by mid-July, following the completion of required legal procedures and basic rebranding, as well as the filling of store shelves with X5’s stock. Almost all stores will be integrated into X5’s Perekrestok supermarket chain. The key conditions of the deal included X5’s commitment to retain PRISMA operational staff and fulfil the company’s obligations to its key partners, including its lessors.
お知らせ • May 27X5 Retail Group N.V. Announces Alexander Tynkovan Resigned as Member of Supervisory BoardX5 Retail Group N.V. announced that Alexander Tynkovan has resigned as Member of the X5 Supervisory Board with effect from 25 May 2022.
お知らせ • May 20X5 Retail Group N.V., Annual General Meeting, Jun 30, 2022X5 Retail Group N.V., Annual General Meeting, Jun 30, 2022, at 11:00 Central European Standard Time. Location: Zuidplein 196 Amsterdam Netherlands Agenda: To consider report of the Management Board for the financial year 2021; to consider 2021 Remuneration Report; to consider proposal to adopt the 2021 Financial Statements, with explanation that there is no auditor's statement due to unforeseen circumstances; to consider appointment of Ekaterina Lobacheva as member of the Management Board; to consider appointment of Olga Vysotskaja, Fedor Ovchinnikov and Vadim Zingman as members of the Supervisory Board; and to transact other matters.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues miss analyst expectationsFirst quarter 2022 results: EPS: ₽9.20 (down from ₽28.13 in 1Q 2021). Revenue: ₽604.2b (up 19% from 1Q 2021). Net income: ₽2.50b (down 67% from 1Q 2021). Profit margin: 0.4% (down from 1.5% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 14%, compared to a 4.8% growth forecast for the industry in the United Kingdom.
お知らせ • Apr 28X5 Retail Group N.V. Reports Impairment Loss on Financial Assets for the First Quarter Ended March 31, 2022X5 Retail Group N.V. reported impairment loss on financial assets for the first quarter ended March 31, 2022. For the quarter, the company reported net impairment losses on financial assets of RUB 435 million against RUB 121 million reported for the same period a year ago.
お知らせ • Apr 17X5 Retail Group N.V. to Report Q1, 2022 Results on Apr 27, 2022X5 Retail Group N.V. announced that they will report Q1, 2022 results on Apr 27, 2022
Major Estimate Revision • Mar 11Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₽3.72t to ₽3.58t. EPS estimate also fell from ₽240 per share to ₽203 per share. Net income forecast to grow 69% next year vs 25% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target up from US$39.79 to US$42.14. Share price was steady at US$0.53 over the past week.
お知らせ • Mar 06X5 Retail Group N.V. Announces Resignation of Richard Brasher as Member of the X5 Supervisory BoardX5 Retail Group N.V. announced that Richard Brasher has resigned as Member of the X5 Supervisory Board with effect from 4 March 2022.
Major Estimate Revision • Mar 04Consensus EPS estimates fall by 10%The consensus outlook for earnings per share (EPS) in 2021 has deteriorated. 2021 revenue forecast decreased from ₽3.59t to ₽3.48t. EPS estimate also fell from ₽256 per share to ₽230 per share. Net income forecast to grow 66% next year vs 25% growth forecast for Consumer Retailing industry in the United Kingdom. Consensus price target broadly unchanged at US$40.48. Share price fell 96% to US$0.53 over the past week.
お知らせ • Mar 03X5 Retail Group N.V. Announces Board ResignationsX5 Retail Group N.V. announced that Mr. Fridman and Mr. DuCharme have resigned as Members of the X5 Supervisory Board with effect from 1 March 2022.
Buying Opportunity • Feb 24Now 53% undervalued after recent price dropOver the last 90 days, the stock is down 61%. The fair value is estimated to be ₽22.47, 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% per annum over the last 3 years. Earnings per share has grown by 4.4% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$20.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Consumer Retailing industry in the United Kingdom. Total loss to shareholders of 3.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.09 per share.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$20.57, 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 loss to shareholders of 5.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$33.87 per share.
Upcoming Dividend • Dec 09Upcoming dividend of US$0.99 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 30 December 2021. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 10%. Within top quartile of British dividend payers (4.1%). Higher than average of industry peers (4.6%).
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS ₽45.02The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₽543.6b (up 12% from 3Q 2020). Net income: ₽12.2b (up 56% from 3Q 2020). Profit margin: 2.2% (up from 1.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 25X5 Group Restructures Digital BusinessesX5 Group announced the restructuring its digital businesses (Vprok.ru Perekrestok online hypermarket, express e-grocery services and Okolo platform) into a separate business unit within X5. The decision has been approved by X5's Supervisory Board. Developing digital businesses is one of X5's priorities under its 2021-2023 strategy. To achieve this, the Company is considering several options that include attracting public market investors, establishing a strategic partnership and growing the businesses organically. X5 plans to complete an in-depth review of strategic options for creating a digital business company during the year. More details about the timeline and the steps X5 will take to develop the new business unit will be communicated in due course.
Executive Departure • May 19Independent Member of Supervisory Board has left the companyOn the 12th of May, Karl-Heinz Holland's tenure as Independent Member of Supervisory Board ended after 2.7 years in the role. We don't have any record of a personal shareholding under Karl-Heinz's name. A total of 2 executives have left over the last 12 months.
Executive Departure • May 19Chief Financial Officer has left the companyOn the 17th of May, Svetlana Demyashkevich's tenure as Chief Financial Officer ended after 3.9 years in the role. We don't have any record of a personal shareholding under Svetlana's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Apr 28First quarter 2021 earnings released: EPS ₽28.13 (vs ₽14.73 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₽507.2b (up 8.1% from 1Q 2020). Net income: ₽7.64b (up 91% from 1Q 2020). Profit margin: 1.5% (up from 0.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 21Full year 2020 earnings released: EPS ₽104 (vs ₽71.83 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₽1.98t (up 14% from FY 2019). Net income: ₽28.3b (up 45% from FY 2019). Profit margin: 1.4% (up from 1.1% in FY 2019). The increase in margin was driven by higher revenue. Like-for-like sales growth: 5.5% vs FY 2019 Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Mar 21X5 Retail Group N.V. Proposes Dividend for the Year 2020, Payable on 25 June 2021X5 Retail Group N.V. announced that based on the Company's 2020 financial results, the Supervisory Board has proposed to pay dividends in the amount of RUB 30 billion /RUB 110.49 per GDR (gross amount subject to taxes and fees). Together with the interim dividend paid in December 2020, a total dividend for the year will amount to RUB 50 billion, or RUB 184.13 per GDR, which represents 176.4% of net profit under IFRS 16. The proposed dividend will be considered by the AGM on 12 May 2021. The record date for the dividend payment has been set as 28 May 2021, the ex-dividend date as 27 May 2021. The dividends will be payable within 45 days from the AGM date, or by 25 June 2021.
Executive Departure • Mar 21Independent Member of Supervisory Board has left the companyOn the 18th of March, Karl-Heinz Holland's tenure as Independent Member of Supervisory Board ended after 2.6 years in the role. We don't have any record of a personal shareholding under Karl-Heinz's name. A total of 2 executives have left over the last 12 months.
お知らせ • Mar 21X5 Retail Group N.V. Announces Supervisory Board ChangesX5 Retail Group N.V. announced that The Supervisory Board proposes to the Company's upcoming Annual General Meeting of Shareholders the nomination of Richard Brasher to succeed Karl-Heinz Holland, as well as the nomination of Alexander Tynkovan, who previously served as a member of the X5 Retail Group Supervisory Board in 2008-2015. Furthermore, the Supervisory Board has appointed Peter Demchenkov as the new Chairman of the Board. Peter succeeds Stephan DuCharme, who is eligible to remain on the Board and, together with Mikhail Fridman, has been nominated for re-appointment in line with the Board's re-appointment schedule. These decisions were taken by the Board at its meeting on 18 March 2021.
お知らせ • Mar 20X5 Retail Group N.V., Annual General Meeting, May 12, 2021X5 Retail Group N.V., Annual General Meeting, May 12, 2021, at 11:00 Central European Standard Time. Location: Zuidplein 196, 1077 XV Amsterdam The Netherlands Netherlands Agenda: To consider report of the Management Board for the financial year 2020; to consider 2020 Remuneration Report; proposal to adopt the 2020 Financial Statements and dividend recommendation; to consider remuneration policy for the Management Board; to consider re-appointment of Igor Shektherman as member of the Management Board and CEO; to consider re-appointment of Stephan DuCharme and Mikhail Fridman, and appointment of Richard Brasher and Alexander Tynkovan, as members of the Supervisory Board.
お知らせ • Mar 12X5 Retail Group N.V. to Report Q1, 2021 Results on Apr 27, 2021X5 Retail Group N.V. announced that they will report Q1, 2021 results on Apr 27, 2021
Is New 90 Day High Low • Feb 22New 90-day low: US$34.08The company is down 1.0% from its price of US$34.34 on 24 November 2020. The British market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Retailing industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$139 per share.
お知らせ • Jan 28X5 Retail Group N.V. to Report Fiscal Year 2020 Results on Mar 19, 2021X5 Retail Group N.V. announced that they will report fiscal year 2020 results on Mar 19, 2021
Is New 90 Day High Low • Nov 24New 90-day low: US$34.20The company is down 10.0% from its price of US$37.80 on 25 August 2020. The British market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$79.74 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₽25.7b, down 3.3% from the prior year. Total revenue was ₽1.92t over the last 12 months, up 14% from the prior year.
Is New 90 Day High Low • Oct 16New 90-day high: US$39.22The company is up 12% from its price of US$34.94 on 17 July 2020. The British market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$84.81 per share.
お知らせ • Oct 13Public Joint Stock Company Sovcombank agreed to acquire 50% stake in Tsifrovyye Tekhnologii Budushchego OOO from X5 Retail Group N.V. (LSE:FIVE).Public Joint Stock Company Sovcombank agreed to acquire 50% stake in Tsifrovyye Tekhnologii Budushchego OOO from X5 Retail Group N.V. (LSE:FIVE) on October 12, 2020. Under the terms, Sovcombank will give X5 Retail Group ownership of 1,112 Halva parcel lockers for 50% stake in Tsifrovyye Tekhnologii Budushchego OOO. The lockers will undergo rebranding and will operate under the 5Post brand. The deal is subject to antitrust approval by the Federal Antimonopoly Service.
お知らせ • Jul 18+ 1 more updateX5 Retail Group N.V. to Report Q3, 2020 Results on Oct 26, 2020X5 Retail Group N.V. announced that they will report Q3, 2020 results on Oct 26, 2020
