THG マネジメント
マネジメント 基準チェック /34
THGの CEO はMatt Mouldingで、 Jan2019年に任命され、 の在任期間は 7.42年です。 の年間総報酬は£ 34.00Kで、 70.6%給与と29.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の27.69%を直接所有しており、その価値は£ 141.82M 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と3.8年です。
主要情報
Matt Moulding
最高経営責任者
UK£34.0k
報酬総額
| CEO給与比率 | 70.59% |
| CEO在任期間 | 7.4yrs |
| CEOの所有権 | 27.7% |
| 経営陣の平均在職期間 | 5.4yrs |
| 取締役会の平均在任期間 | 3.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • May 31
THG: Execution Risk Around 2026 Guidance Will Restrain Future Returns
Analysts have trimmed their price target on THG by £0.07, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E, while reassessing the risk and reward profile of the shares. Analyst Commentary Recent Street research on THG has included at least one explicit price target cut of 7 GBp from JPMorgan, which aligns with a more cautious tone around the stock.ナラティブの更新 • May 07
THG: Higher Discount Rate And Execution Risks Will Restrain Future Returns
THG's latest narrative update reflects a revised analyst price target of £0.26, with analysts pointing to a slightly higher discount rate and modest adjustments to revenue growth, profit margin and future P/E assumptions as the key drivers behind the change. Analyst Commentary The most recent piece of Street research linked directly to THG is a price target cut to £0.26 at JPMorgan, which aligns with the latest narrative update highlighting a higher discount rate and more conservative assumptions on revenue growth, profit margins and future P/E multiples.ナラティブの更新 • Apr 22
THG: Future Returns Will Depend On Media Expansion Outweighing Execution Risk
Analysts have trimmed their price targets for THG, citing a revised discount rate, modest adjustments to revenue growth and profit margin assumptions, and a higher future P/E of 4.37x, which together support a lower fair value closer to £0.26 per share. Analyst Commentary Recent Street research on insurers with similar business profiles highlights a cautious tone that is useful context for THG holders.
ナラティブの更新 • Apr 07
THG: Retail Media Data Partnerships Will Support Higher Future Earnings Multiple
Analysts have adjusted their price target on THG to £0.55 per share, reflecting updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on insurers and financials highlights how different analysts weigh valuation, growth expectations, and execution risk when setting price targets.ナラティブの更新 • Mar 23
THG: Future Returns Will Depend On Balancing Media Expansion With Margin Discipline
Analysts have adjusted their view on THG with the price target moving modestly higher, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E multiples, while still anchoring valuation at a fair value of £0.26 per share. Analyst Commentary Recent commentary around THG reflects a mixed backdrop for the shares, with some market participants reassessing valuation frameworks, execution risks and the balance between growth ambitions and profitability.ナラティブの更新 • Mar 08
THG: Retail Media Data Partnerships Will Support Future Margin Upside
Analysts have inched their price target on THG higher by £1 to £208, reflecting updated assumptions around discount rates, profit margins and future P/E multiples. Analyst Commentary Recent research updates on THG point to a modest uplift in valuation assumptions, with the price target moving to $208 from $207.ナラティブの更新 • Feb 21
THG: Retail Media Partnerships And Mature Turnaround Are Set To Support Upside
Narrative update Analysts have raised their price target on THG to £200, highlighting a more balanced risk and reward profile as the turnaround story matures and earlier gains are reflected in the valuation. Analyst Commentary Recent research on THG points to a more measured stance from the Street, with the focus shifting from early turnaround potential to how much of that story is already reflected in the share price.ナラティブの更新 • Feb 07
THG: Future Returns Will Hinge On Execution As Upside Appears Limited
Analysts have nudged their THG price target slightly higher to about $0.26, citing a more balanced risk and reward profile as the turnaround story matures and valuation becomes more challenging at current levels. Analyst Commentary Bearish analysts acknowledge that THG’s turnaround story is further along, but they also argue that the easier gains may already be priced in.分析記事 • Jan 30
What THG Plc's (LON:THG) P/S Is Not Telling You
With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Multiline Retail industry in the United Kingdom...ナラティブの更新 • Jan 24
THG: Balanced Risk Profile And Higher Fair Value Will Underpin Bullish Case
Analysts have lifted their fair value estimate for THG from about $0.50 to roughly $0.55 per share, reflecting a view that the stock's risk or reward profile is now more balanced as earlier gains from its turnaround story have largely been realized. Analyst Commentary Bullish Takeaways Bullish analysts see the current fair value move toward about $0.55 per share as consistent with a turnaround story that has largely played out, which can reduce uncertainty around execution.ナラティブの更新 • Jan 09
THG: Updated Fair Value And 2025 Guidance Will Shape Balanced Outlook
Analysts have raised their fair value estimate for THG from £0.44 to £0.50, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E. They state that, at current levels, these revisions leave risk and reward more evenly balanced.ナラティブの更新 • Dec 13
THG: Future Returns Will Depend On Sustained Margin Execution
Analysts have raised their price target on THG from approximately $0.24 to $0.26 per share, citing a lower perceived risk profile and improving top line growth prospects despite slightly softer margin expectations. Analyst Commentary Recent Street research on THG highlights a more balanced, but still cautious, backdrop as the share price recovery narrows the upside from here.分析記事 • Dec 04
Does THG (LON:THG) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...ナラティブの更新 • Nov 29
THG: Continued Turnaround Progress Will Influence Sentiment Amid Balanced Outlook
Analysts have raised their price target for THG to 43 GBp from 24 GBp, citing emerging signs of improved performance. This supports a shift to a more neutral outlook.ナラティブの更新 • Nov 15
THG: Recent Performance Improvements Will Shape Market Sentiment Amid Ongoing Challenges
Analysts have raised their price target for THG Plc to 43 GBp from 24 GBp. They cite indications of improved performance amid recent share price corrections. Analyst Commentary Recent research activity reflects shifting sentiment from analysts regarding THG Plc's valuation and outlook.ナラティブの更新 • Nov 01
THG: Share Correction And Index Addition Will Drive Performance Recovery
Analysts increased their price target for THG Plc from 24 GBp to 43 GBp. They cited signs of improved company performance and recent share correction as key drivers for the upward revision. Analyst Commentary Recent analyst actions signal a notable shift in sentiment regarding THG Plc, with attention on both the company's ongoing efforts and underlying risks affecting its valuation.分析記事 • Oct 25
Are Investors Undervaluing THG Plc (LON:THG) By 36%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, THG fair value estimate is UK£0.75 THG is estimated to be 36...ナラティブの更新 • Oct 17
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Analysts have raised their price target for THG. The updated fair value is now £0.44, up from £0.43, citing stronger projected revenue growth and signs of improved operational performance.ナラティブの更新 • Oct 03
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
The analyst price target for THG has been increased to 43 GBp from 24 GBp. This change reflects analysts' recognition of improved performance and a more favorable discounted growth outlook. Analyst Commentary Following the recent upward revision in THG's price target, analysts have provided their perspectives on the company's outlook and share performance.分析記事 • Sep 28
THG Plc's (LON:THG) 30% Share Price Surge Not Quite Adding Up
THG Plc ( LON:THG ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...ナラティブの更新 • Sep 18
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Consensus analyst price targets for THG have been revised downward from £0.412 to £0.402, primarily reflecting ongoing operational challenges, weaker margins, execution risks, and softer revenue forecasts. Analyst Commentary Bearish analysts are lowering price targets due to ongoing operational challenges within THG Plc, reflecting continued pressure on its core business performance.
新しいナラティブ • May 04
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
THG's FTSE 250 Index move and demerger are set to boost liquidity and focus, enhancing revenue growth and EBITDA margins.分析記事 • Dec 17
THG Plc (LON:THG) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Those holding THG Plc ( LON:THG ) shares would be relieved that the share price has rebounded 28% in the last thirty...分析記事 • Oct 14
The Market Doesn't Like What It Sees From THG Plc's (LON:THG) Revenues Yet As Shares Tumble 25%
The THG Plc ( LON:THG ) share price has fared very poorly over the last month, falling by a substantial 25%. Instead of...分析記事 • Aug 30
Investors Don't See Light At End Of THG Plc's (LON:THG) Tunnel
When you see that almost half of the companies in the Multiline Retail industry in the United Kingdom have...分析記事 • Jun 02
THG Plc's (LON:THG) Intrinsic Value Is Potentially 46% Above Its Share Price
Key Insights The projected fair value for THG is UK£1.01 based on 2 Stage Free Cash Flow to Equity Current share price...分析記事 • May 11
THG Plc's (LON:THG) Price Is Right But Growth Is Lacking
When you see that almost half of the companies in the Multiline Retail industry in the United Kingdom have...分析記事 • Apr 11
Is THG (LON:THG) Using Debt In A Risky Way?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Dec 31 2025 | UK£34k | UK£24k | -UK£64m |
| Sep 30 2025 | n/a | n/a | -UK£124m |
| Jun 30 2025 | n/a | n/a | -UK£184m |
| Mar 31 2025 | n/a | n/a | -UK£182m |
| Dec 31 2024 | UK£33k | UK£23k | -UK£181m |
| Jun 30 2024 | n/a | n/a | -UK£38m |
| Mar 31 2024 | n/a | n/a | -UK£73m |
| Dec 31 2023 | UK£29k | UK£23k | -UK£108m |
| Sep 30 2023 | n/a | n/a | -UK£408m |
| Jun 30 2023 | n/a | n/a | -UK£567m |
| Mar 31 2023 | n/a | n/a | -UK£553m |
| Dec 31 2022 | UK£33k | UK£21k | -UK£540m |
| Sep 30 2022 | n/a | n/a | -UK£351m |
| Jun 30 2022 | n/a | n/a | -UK£162m |
| Mar 31 2022 | n/a | n/a | -UK£150m |
| Dec 31 2021 | UK£453k | UK£20k | -UK£138m |
| Sep 30 2021 | n/a | n/a | -UK£352m |
| Jun 30 2021 | n/a | n/a | -UK£567m |
| Mar 31 2021 | n/a | n/a | -UK£550m |
| Dec 31 2020 | UK£870m | UK£463k | -UK£533m |
| Dec 31 2019 | UK£6m | UK£269k | -UK£44m |
報酬と市場: Mattの 総報酬 ($USD 45.46K ) は、 UK市場 ($USD 1.63M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Mattの報酬は増加しましたが、会社は利益を上げていません。
CEO
Matt Moulding (54 yo)
7.4yrs
在職期間
UK£34,000
報酬
Mr. Matthew John Moulding, also known as Matt, serves as Chief Executive Officer of THG Plc since 2008 and also serves as its Director since June 24, 2008. He had been Executive Chairman of THG Plc (former...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 7.4yrs | UK£34.00k | 27.69% £ 141.8m | |
| CFO & Director | 3.4yrs | UK£506.00k | 0.022% £ 111.9k | |
| Chief Technology Officer | no data | データなし | データなし | |
| General Counsel & Company Secretary | 15.4yrs | UK£12.77m | データなし | |
| Deputy Group CFO | no data | データなし | データなし | |
| Group Communications & Portfolio CEO | no data | UK£3.40m | データなし | |
| Chief Operating Officer of THG Ingenuity | no data | データなし | データなし | |
| Managing Director of Studios | no data | データなし | データなし | |
| Group Director of Sustainability | 1.5yrs | データなし | データなし | |
| Group Commercial Director | no data | UK£20.13m | データなし |
5.4yrs
平均在職期間
47yo
平均年齢
経験豊富な経営陣: THGの経営陣は経験豊富で経験豊富です（平均在職期間は5.4年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 18yrs | UK£34.00k | 27.69% £ 141.8m | |
| CFO & Director | 3.4yrs | UK£506.00k | 0.022% £ 111.9k | |
| Non-Executive Director | 10.1yrs | UK£38.00k | データなし | |
| Independent Non-Executive Chair | 4.3yrs | UK£441.00k | 0.16% £ 795.6k | |
| Senior Independent Director | 3.2yrs | UK£138.00k | 0.010% £ 53.6k | |
| Independent Non-Executive Director | 3.8yrs | UK£103.00k | 0.0032% £ 16.6k | |
| Independent Non-Executive Director | 3.8yrs | UK£108.00k | 0.0033% £ 16.7k | |
| Non-Executive Director | 3yrs | UK£103.00k | 0.0082% £ 41.8k | |
| Independent Non-Executive Director | 1.4yrs | UK£78.00k | データなし |
3.8yrs
平均在職期間
64yo
平均年齢
経験豊富なボード: THGの 取締役会 は 経験豊富 であると考えられます ( 3.8年の平均在任期間)。
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 | 2026/06/10 16:08 |
| 終値 | 2026/06/10 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
THG Plc 4 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。12
| アナリスト | 機関 |
|---|---|
| Aneesha Sherman | Bernstein |
| Alexander Richard Okines | BNP Paribas |
| Adam Gildea | BofA Global Research |