This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsFarfetch(FTCH N)株式概要Operates a platform for the luxury fashion industry in the United States, the United Kingdom, and internationally. 詳細FTCH N ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績0/6財務の健全性1/6配当金0/6報酬収益は年間17.62%増加すると予測されています リスク分析株式の流動性は非常に低い 意味のある時価総額がありません ( MX$8M )現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見るFTCH N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$12.2778.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b5b2016201920222025202620282031Revenue US$5.3bEarnings US$230.0mAdvancedSet Fair ValueView all narrativesFarfetch Limited 競合他社African and Overseas EnterprisesSymbol: JSE:AOOMarket cap: R169.1mMallouppas & PapacostasSymbol: CSE:MPTMarket cap: €10.4mSEKIDOSymbol: TSE:9878Market cap: JP¥1.4bF J Benjamin HoldingsSymbol: Catalist:F10Market cap: S$8.3m価格と性能株価の高値、安値、推移の概要Farfetch過去の株価現在の株価US$12.2752週高値US$107.9952週安値US$12.00ベータ2.611ヶ月の変化0%3ヶ月変化0%1年変化-85.73%3年間の変化n/a5年間の変化n/aIPOからの変化-98.68%最新ニュースお知らせ • Feb 08Farfetch Files Form 15Farfetch Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A ordinary shares under the Securities Exchange Act of 1934, as amended. The nominal value of the company's Class A ordinary shares was $0.04 per share.お知らせ • Jan 13Farfetch Limited Announces Executive ChangesFarfetch Limited announced the following resignations from the board of the Company: Michael Evans with effect from 30 November 2023; and Dana Evan, Stephanie Horton, Diane Irvine, Victor Luis, David Rosenblatt and Gillian Tans with effect from 18 December 2023.お知らせ • Dec 14Law Offices of Howard G. Smith Announces Securities Fraud Lawsuit Against Farfetch LimitedLaw Offices of Howard G. Smith announced that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Farfetch Limited. Class Period: March 9, 2023 -- August 17, 2023 Lead Plaintiff Deadline: December 19, 2023 Investors suffering losses on their Farfetch investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal rights in this class action at 888-638-4847 or by email to howardsmith@howardsmithlaw.com. The complaint filed alleges that, throughout the Class Period, Defendants failed to disclose to investors that: (1) Farfetch was experiencing a significant slowdown in growth in the U.S. and China; (2) Farfetch also faced onboarding challenges impacting the launch of its Reebok partnership; (3) Farfetch downplayed challenges it faced with respect to, and/or overstated its ability to manage, its supply chain and inventory; (4) all the foregoing was having a significant negative impact on Farfetch's revenue and GMV growth; (5) accordingly, Farfetch was unlikely to meet market expectations for its Second Quarter 2023 financial results or its own Fiscal Year 2023 revenue guidance; and (6) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.お知らせ • Dec 07Farfetch Limited Announces Resignation of Michael Evans from the Board of DirectorsOn November 30, 2023, J. Michael Evans tendered his resignation from the Board of Directors (the “Board”) of Farfetch Limited (the “Company”), with immediate effect. Mr. Evans’s resignation from the Board was in furtherance of the arm’s length commercial relationship between Alibaba Group Holding Limited, where Mr. Evans serves as President and a member of its board of directors, and the Company. Mr. Evans’s resignation was not the result of any disagreement with the Company or with its operations, policies or practices. He leaves with sincere thanks for all he has contributed to the Board and the Company, along with best wishes for the future.お知らせ • Nov 07Farfetch Limited to Report Q3, 2023 Results on Nov 29, 2023Farfetch Limited announced that they will report Q3, 2023 results Pre-Market on Nov 29, 2023Board Change • Oct 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.最新情報をもっと見るRecent updatesお知らせ • Feb 08Farfetch Files Form 15Farfetch Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A ordinary shares under the Securities Exchange Act of 1934, as amended. The nominal value of the company's Class A ordinary shares was $0.04 per share.お知らせ • Jan 13Farfetch Limited Announces Executive ChangesFarfetch Limited announced the following resignations from the board of the Company: Michael Evans with effect from 30 November 2023; and Dana Evan, Stephanie Horton, Diane Irvine, Victor Luis, David Rosenblatt and Gillian Tans with effect from 18 December 2023.お知らせ • Dec 14Law Offices of Howard G. Smith Announces Securities Fraud Lawsuit Against Farfetch LimitedLaw Offices of Howard G. Smith announced that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Farfetch Limited. Class Period: March 9, 2023 -- August 17, 2023 Lead Plaintiff Deadline: December 19, 2023 Investors suffering losses on their Farfetch investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal rights in this class action at 888-638-4847 or by email to howardsmith@howardsmithlaw.com. The complaint filed alleges that, throughout the Class Period, Defendants failed to disclose to investors that: (1) Farfetch was experiencing a significant slowdown in growth in the U.S. and China; (2) Farfetch also faced onboarding challenges impacting the launch of its Reebok partnership; (3) Farfetch downplayed challenges it faced with respect to, and/or overstated its ability to manage, its supply chain and inventory; (4) all the foregoing was having a significant negative impact on Farfetch's revenue and GMV growth; (5) accordingly, Farfetch was unlikely to meet market expectations for its Second Quarter 2023 financial results or its own Fiscal Year 2023 revenue guidance; and (6) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.お知らせ • Dec 07Farfetch Limited Announces Resignation of Michael Evans from the Board of DirectorsOn November 30, 2023, J. Michael Evans tendered his resignation from the Board of Directors (the “Board”) of Farfetch Limited (the “Company”), with immediate effect. Mr. Evans’s resignation from the Board was in furtherance of the arm’s length commercial relationship between Alibaba Group Holding Limited, where Mr. Evans serves as President and a member of its board of directors, and the Company. Mr. Evans’s resignation was not the result of any disagreement with the Company or with its operations, policies or practices. He leaves with sincere thanks for all he has contributed to the Board and the Company, along with best wishes for the future.お知らせ • Nov 07Farfetch Limited to Report Q3, 2023 Results on Nov 29, 2023Farfetch Limited announced that they will report Q3, 2023 results Pre-Market on Nov 29, 2023Board Change • Oct 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 22Pomerantz Law Firm Announces the Filing of a Class Action Against Farfetch Limited and Certain OfficersPomerantz LLP announces that a class action lawsuit has been filed against Farfetch Limited and certain officers. The class action, filed in the United States District Court for the District of Maryland, Southern Division, and docketed under 23-cv-02857, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Farfetch securities between March 9, 2023 and August 17, 2023, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (“Exchange Act”) and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials. In May 2023, Farfetch announced the commercial launch of its European partnership with footwear and clothing brand Reebok International Limited (“Reebok”). Reebok’s owner, Authentic Brands Group, partnered with Farfetch in 2022 to operate its business in Europe, re-platform its European e-commerce sites, and drive the evolution of the brand by expanding its luxury collaboration offerings globally. The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Farfetch was experiencing a significant slowdown in growth in the U.S. and China; (ii) Farfetch also faced onboarding challenges impacting the launch of its Reebok partnership; (iii) Farfetch downplayed challenges it faced with respect to, and/or overstated its ability to manage, its supply chain and inventory; (iv) all the foregoing was having a significant negative impact on Farfetch’s revenue and GMV growth; (v) accordingly, Farfetch was unlikely to meet market expectations for its second quarter 2023 financial results or its own Fiscal Year 2023 revenue guidance; and (vi) as a result, the Company’s public statements were materially false and misleading at all relevant times.お知らせ • Oct 18Farfetch Limited, Annual General Meeting, Nov 20, 2023Farfetch Limited, Annual General Meeting, Nov 20, 2023, at 10:00 Eastern Standard Time. Location: 190 Elgin Avenue, George Town Grand Cayman Cayman IslandsReported Earnings • Aug 18Second quarter 2023 earnings released: US$0.68 loss per share (vs US$0.18 profit in 2Q 2022)Second quarter 2023 results: US$0.68 loss per share (down from US$0.18 profit in 2Q 2022). Revenue: US$572.1m (down 1.3% from 2Q 2022). Net loss: US$271.9m (down 486% from profit in 2Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in South America.お知らせ • Aug 18Farfetch Limited Provides Earnings Guidance for the Full Year 2023Farfetch Limited provided earnings guidance for the full year 2023. For the year, the company expects revenue of approximately $2.5 billion, up from $2.3 billion in 2022.お知らせ • Aug 03Farfetch Limited to Report Q2, 2023 Results on Aug 17, 2023Farfetch Limited announced that they will report Q2, 2023 results After-Market on Aug 17, 2023お知らせ • Aug 02Farfetch Limited Announces Chief Financial Officer ChangesFarfetch Limited announced that Tim Stone has joined the Company and will become Chief Financial Officer effective September 1, 2023. Mr. Stone succeeds Elliot Jordan whose departure was announced in February 2023. After a handover period, including the reporting of FARFETCH’s second quarter 2023 results scheduled for August 17, 2023, Mr. Jordan will leave the Company on August 31, 2023. Mr. Stone brings vast experience from marketplace and technology platform businesses to his role at FARFETCH. He spent more than 20 years in senior finance roles at Amazon.com, including as Chief Financial Officer for the AWS, Devices and Digital Content businesses. In addition, he was CFO for Ford Motor Company.Reported Earnings • May 19First quarter 2023 earnings released: US$0.43 loss per share (vs US$1.93 profit in 1Q 2022)First quarter 2023 results: US$0.43 loss per share (down from US$1.93 profit in 1Q 2022). Revenue: US$556.4m (up 8.1% from 1Q 2022). Net loss: US$171.9m (down 123% from profit in 1Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in South America.Board Change • Apr 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$0.93 (vs US$4.02 in FY 2021)Full year 2022 results: EPS: US$0.93 (down from US$4.02 in FY 2021). Revenue: US$2.32b (up 2.7% from FY 2021). Net income: US$359.3m (down 76% from FY 2021). Profit margin: 16% (down from 65% in FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Online Retail industry.お知らせ • Feb 10Farfetch Limited to Report Q4, 2022 Results on Feb 23, 2023Farfetch Limited announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$144, the stock trades at a trailing P/E ratio of 4.5x. Average forward P/E is 23x in the Online Retail industry globally. Total loss to shareholders of 64% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$171 per share.お知らせ • Jan 19Farfetch Announces Changes to Leadership TeamFARFETCH announced changes to its leadership team. Elizabeth von der Goltz has joined the FARFETCH Executive team, taking on the roles of Chief Fashion and Merchandising Officer and CEO of Browns. Sindhura Sarikonda will also join the company this month as President, Americas. Stephanie Simon is also joining the business to head up Community and Web3 efforts for the FARFETCH Group as Vice President Community and Web3. Elizabeth brings an invaluable background and experience in luxury, having led the buying and merchandising functions for Bergdorf Goodman, Yoox Net-a-Porter Group and, more recently, Matches Fashion. Sindhura is a seasoned executive and entrepreneur with a wealth of experience in the technology and e-commerce sectors, having served as a General Manager for Walmart U.S. E-commerce, Head of Beauty for Jet.com, and most recently, Global Head of In-Store at Klarna. Stephanie has had an incredible career building brands and communities at the intersection of innovation and culture. Most recently, she was on the founding team at Clubhouse and led growth as Head of Community. Stephanie joined FARFETCH this month. Separately, Chief Brand Officer, Holli Rogers, and Chief Growth Officer, Martin Avetisyan, will be leaving the company to pursue other opportunities.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$117, the stock trades at a trailing P/E ratio of 3.7x. Average forward P/E is 22x in the Online Retail industry globally. Total loss to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$174 per share.Buying Opportunity • Dec 01Now 40% undervalued after recent price dropOver the last 90 days, the stock is down 55%. The fair value is estimated to be Mex$179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is forecast to decline by 25% per annum over the same time period.Reported Earnings • Nov 18Third quarter 2022 earnings released: US$0.71 loss per share (vs US$2.09 profit in 3Q 2021)Third quarter 2022 results: US$0.71 loss per share (down from US$2.09 profit in 3Q 2021). Revenue: US$593.4m (up 1.9% from 3Q 2021). Net loss: US$274.2m (down 136% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Online Retail industry in South America.お知らせ • Nov 18Farfetch Limited Reports Impairment Charges for the Third Quarter Ended September 30, 2022Farfetch Limited reported impairment charges for the third quarter ended September 30, 2022. For the quarter, the company reported impairment losses on tangible and intangible assets of $38,287,000.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 25% share price gain to Mex$200, the stock trades at a trailing P/E ratio of 2.3x. Average forward P/E is 19x in the Online Retail industry globally. Total loss to shareholders of 75% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$271 per share.お知らせ • Nov 02Farfetch Limited to Report Q3, 2022 Results on Nov 17, 2022Farfetch Limited announced that they will report Q3, 2022 results After-Market on Nov 17, 2022お知らせ • Oct 22Farfetch Limited, Annual General Meeting, Nov 21, 2022Farfetch Limited, Annual General Meeting, Nov 21, 2022, at 10:00 US Eastern Standard Time. Location: 190 Elgin Avenue, George Town, Grand Cayman KY1-9001, Cayman Islands Georgetown United StatesValuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$172, the stock trades at a trailing P/E ratio of 2x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$303 per share.お知らせ • Sep 19Farfetch Limited(NYSE:FTCH) dropped from FTSE All-World Index (USD)Farfetch Limited(NYSE:FTCH) dropped from FTSE All-World Index (USD)Reported Earnings • Aug 26Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$579.3m (up 11% from 2Q 2021). Net income: US$70.5m (down 19% from 2Q 2021). Profit margin: 12% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the Online Retail industry in Mexico.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to Mex$190, the stock trades at a trailing P/E ratio of 2.1x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 78% over the past year.お知らせ • Aug 25Farfetch Limited (NYSE:FTCH) and Mohamed Alabbar agreed to acquire a 50.7% stake in YOOX Net-A-Porter Group S.p.A. from Richemont Italia Holding S.p.A. for approximately $710 million.Farfetch Limited (NYSE:FTCH) and Mohamed Alabbar entered into a Share Purchase Agreement to acquire a 50.7% stake in YOOX Net-A-Porter Group S.p.A. from Richemont Italia Holding S.p.A. for approximately $710 million on August 24, 2022. Under the terms, Farfetch will acquire 47.5% stake and Alabbar will acquire 3.2% stake. Upon completion of the sale of 47.5% of YOOX Net-A-Porter’s share capital to Farfetch, Richemont will receive 53 million to 58.5 million FARFETCH Class A ordinary shares. Richemont will also receive $250 million expected to be settled in FARFETCH Class A ordinary shares, using the then current 60-day VWAP. Alabbar will acquire a 3.2% interest in YOOX Net-A-Porter in exchange for its shares in the joint venture with YOOX Net-A-Porter in the Gulf Cooperation Council region. As a result of this share swap, YOOX Net-A-Porter will own 100% of its business in the region. The transaction is subject to a number of regulatory conditions, including the receipt of certain antitrust approvals. The transaction is expected to complete before the end of calendar year 2023. Latham & Watkins & Slaughter and May acted as legal advisor to Richemont Italia and Farfetch respectively.Board Change • Aug 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 05Farfetch Limited to Report Q2, 2022 Results on Aug 25, 2022Farfetch Limited announced that they will report Q2, 2022 results After-Market on Aug 25, 2022Board Change • Jun 23High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 28First quarter 2022 earnings released: EPS: US$1.93 (vs US$1.44 in 1Q 2021)First quarter 2022 results: EPS: US$1.93 (up from US$1.44 in 1Q 2021). Revenue: US$514.8m (up 6.1% from 1Q 2021). Net income: US$734.3m (up 44% from 1Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 30% growth forecast for the industry in Mexico.お知らせ • May 27Farfetch Limited (NYSE:FTCH) acquired Wannaby Inc. for $29.4 million.Farfetch Limited (NYSE:FTCH) acquired Wannaby Inc. for $29.4 million on April 5, 2022. Total consideration of $29.4 million comprised $24.5 million in cash, subject to closing accounting adjustments, and $4.9 million in shares, based on the Farfetch share price as at the acquisition date. The share consideration is subject to service conditions for certain management team members and employees of Wannaby Inc. remaining with the Company after the acquisition. Farfetch Limited (NYSE:FTCH) completed the acquisition of Wannaby Inc. on April 5, 2022.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to Mex$163, the stock trades at a trailing P/E ratio of 2.2x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 81% over the past year.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$235, the stock trades at a trailing P/E ratio of 3x. Average forward P/E is 19x in the Online Retail industry globally.お知らせ • Apr 21Farfetch Limited (NYSE:FTCH) acquired Browns Beauty & Tanning.Farfetch Limited (NYSE:FTCH) acquired Browns Beauty & Tanning on April 20, 2022. Farfetch Limited (NYSE:FTCH) completed the acquisition of Browns Beauty & Tanning on April 20, 2022.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$355, the stock trades at a trailing P/E ratio of 4.3x. Average forward P/E is 18x in the Online Retail industry globally.Reported Earnings • Feb 26Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: US$2.26b (up 35% from FY 2020). Net income: US$1.47b (up US$4.82b from FY 2020). Profit margin: 65% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 27%, compared to a 66% growth forecast for the retail industry in Mexico.Board Change • Feb 23High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 08Farfetch Limited to Report Q4, 2021 Results on Feb 24, 2022Farfetch Limited announced that they will report Q4, 2021 results After-Market on Feb 24, 2022お知らせ • Jan 29Farfetch Limited (NYSE : FTCH) agreed to acquire Violet Grey Inc.Farfetch Limited (NYSE : FTCH) agreed to acquire Violet Grey Inc on January 28, 2022. Upon completion, Violet Grey founder, Cassandra Grey, will become a global advisor for Beauty on the FARFETCH Marketplace and Co-founder of NGG Beauty where she will work to incubate and accelerate new brands. Completion is subject to customary closing conditions, including the consent of Violet Grey’s existing shareholder base.Breakeven Date Change • Dec 31No longer forecast to breakevenThe 21 analysts covering Farfetch no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$1.26b in 2021. New consensus forecast suggests the company will make a loss of US$397.4m in 2023.Reported Earnings • Nov 20Third quarter 2021 earnings releasedThird quarter 2021 results: Revenue: US$582.6m (up 33% from 3Q 2020). Net income: US$767.2m (up US$1.31b from 3Q 2020).Breakeven Date Change • Nov 05Forecast to breakeven in 2021The 19 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$360.5m in 2021. Earnings growth of 8.1% is required to achieve expected profit on schedule.Board Change • Nov 05High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Breakeven Date Change • Sep 24Forecast to breakeven in 2021The 18 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$361.5m in 2021. Earnings growth of 8.2% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 21Forecast to breakeven in 2021The 17 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$366.0m in 2021. Earnings growth of 13% is required to achieve expected profit on schedule.Reported Earnings • Aug 20Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$523.3m (up 44% from 2Q 2020). Net income: US$86.6m (up US$526.3m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses.Board Change • Aug 11High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Breakeven Date Change • May 17Forecast to breakeven in 2025The 16 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$126.1m in 2025. Average annual earnings growth of 24% is required to achieve expected profit on schedule.Breakeven Date Change • May 15Forecast to breakeven in 2025The 17 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$203.5m in 2025. Average annual earnings growth of 27% is required to achieve expected profit on schedule.Reported Earnings • May 15First quarter 2021 earnings releasedFirst quarter 2021 results: Revenue: US$485.1m (up 46% from 1Q 2020). Net income: US$511.2m (up US$593.3m from 1Q 2020).お知らせ • May 14Farfetch Limited Provides Earnings Guidance for the Second Quarter and Full Year 2021Farfetch Limited provided earnings guidance for the second quarter and full year 2021. For second quarter 2021, the company expects Digital Platform GMV of $910 million to $945 million, representing growth of 40% to 45% year-over-year. Brand Platform GMV of $50 million to $60 million. For full year 2021, the company expects Digital Platform GMV of $3.725 billion to $3.865 billion, representing growth of 35% to 40% year-over-year.株主還元FTCH NMX Specialty RetailMX 市場7D0%0.8%2.5%1Y-85.7%13.6%20.3%株主還元を見る業界別リターン: FTCH N過去 1 年間で13.6 % の収益を上げたMX Specialty Retail業界を下回りました。リターン対市場: FTCH Nは、過去 1 年間で20.3 % のリターンを上げたMX市場を下回りました。価格変動Is FTCH N's price volatile compared to industry and market?FTCH N volatilityFTCH N Average Weekly Movementn/aSpecialty Retail Industry Average Movement6.1%Market Average Movement4.1%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.8%安定した株価: FTCH Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のFTCH N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20076,728Jos Neveswww.farfetchinvestors.comもっと見るFarfetch Limited 基礎のまとめFarfetch の収益と売上を時価総額と比較するとどうか。FTCH N 基礎統計学時価総額Mex$130.87m収益(TTM)-Mex$14.94b売上高(TTM)Mex$39.49b0.0xP/Sレシオ0.0xPER(株価収益率FTCH N 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FTCH N 損益計算書(TTM)収益US$2.35b売上原価US$1.34b売上総利益US$1.01bその他の費用US$1.90b収益-US$889.31m直近の収益報告Jun 30, 2023次回決算日該当なし一株当たり利益(EPS)-2.25グロス・マージン42.90%純利益率-37.83%有利子負債/自己資本比率151.3%FTCH N 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2024/03/13 18:05終値2023/12/15 00:00収益2023/06/30年間収益2022/12/31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Farfetch Limited 3 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。17 アナリスト機関Rocco StraussArete Research Services LLPLuca SolcaBernsteinAntoine BelgeBNP Paribas14 その他のアナリストを表示
お知らせ • Feb 08Farfetch Files Form 15Farfetch Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A ordinary shares under the Securities Exchange Act of 1934, as amended. The nominal value of the company's Class A ordinary shares was $0.04 per share.
お知らせ • Jan 13Farfetch Limited Announces Executive ChangesFarfetch Limited announced the following resignations from the board of the Company: Michael Evans with effect from 30 November 2023; and Dana Evan, Stephanie Horton, Diane Irvine, Victor Luis, David Rosenblatt and Gillian Tans with effect from 18 December 2023.
お知らせ • Dec 14Law Offices of Howard G. Smith Announces Securities Fraud Lawsuit Against Farfetch LimitedLaw Offices of Howard G. Smith announced that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Farfetch Limited. Class Period: March 9, 2023 -- August 17, 2023 Lead Plaintiff Deadline: December 19, 2023 Investors suffering losses on their Farfetch investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal rights in this class action at 888-638-4847 or by email to howardsmith@howardsmithlaw.com. The complaint filed alleges that, throughout the Class Period, Defendants failed to disclose to investors that: (1) Farfetch was experiencing a significant slowdown in growth in the U.S. and China; (2) Farfetch also faced onboarding challenges impacting the launch of its Reebok partnership; (3) Farfetch downplayed challenges it faced with respect to, and/or overstated its ability to manage, its supply chain and inventory; (4) all the foregoing was having a significant negative impact on Farfetch's revenue and GMV growth; (5) accordingly, Farfetch was unlikely to meet market expectations for its Second Quarter 2023 financial results or its own Fiscal Year 2023 revenue guidance; and (6) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
お知らせ • Dec 07Farfetch Limited Announces Resignation of Michael Evans from the Board of DirectorsOn November 30, 2023, J. Michael Evans tendered his resignation from the Board of Directors (the “Board”) of Farfetch Limited (the “Company”), with immediate effect. Mr. Evans’s resignation from the Board was in furtherance of the arm’s length commercial relationship between Alibaba Group Holding Limited, where Mr. Evans serves as President and a member of its board of directors, and the Company. Mr. Evans’s resignation was not the result of any disagreement with the Company or with its operations, policies or practices. He leaves with sincere thanks for all he has contributed to the Board and the Company, along with best wishes for the future.
お知らせ • Nov 07Farfetch Limited to Report Q3, 2023 Results on Nov 29, 2023Farfetch Limited announced that they will report Q3, 2023 results Pre-Market on Nov 29, 2023
Board Change • Oct 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 08Farfetch Files Form 15Farfetch Limited has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A ordinary shares under the Securities Exchange Act of 1934, as amended. The nominal value of the company's Class A ordinary shares was $0.04 per share.
お知らせ • Jan 13Farfetch Limited Announces Executive ChangesFarfetch Limited announced the following resignations from the board of the Company: Michael Evans with effect from 30 November 2023; and Dana Evan, Stephanie Horton, Diane Irvine, Victor Luis, David Rosenblatt and Gillian Tans with effect from 18 December 2023.
お知らせ • Dec 14Law Offices of Howard G. Smith Announces Securities Fraud Lawsuit Against Farfetch LimitedLaw Offices of Howard G. Smith announced that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Farfetch Limited. Class Period: March 9, 2023 -- August 17, 2023 Lead Plaintiff Deadline: December 19, 2023 Investors suffering losses on their Farfetch investments are encouraged to contact the Law Offices of Howard G. Smith to discuss their legal rights in this class action at 888-638-4847 or by email to howardsmith@howardsmithlaw.com. The complaint filed alleges that, throughout the Class Period, Defendants failed to disclose to investors that: (1) Farfetch was experiencing a significant slowdown in growth in the U.S. and China; (2) Farfetch also faced onboarding challenges impacting the launch of its Reebok partnership; (3) Farfetch downplayed challenges it faced with respect to, and/or overstated its ability to manage, its supply chain and inventory; (4) all the foregoing was having a significant negative impact on Farfetch's revenue and GMV growth; (5) accordingly, Farfetch was unlikely to meet market expectations for its Second Quarter 2023 financial results or its own Fiscal Year 2023 revenue guidance; and (6) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
お知らせ • Dec 07Farfetch Limited Announces Resignation of Michael Evans from the Board of DirectorsOn November 30, 2023, J. Michael Evans tendered his resignation from the Board of Directors (the “Board”) of Farfetch Limited (the “Company”), with immediate effect. Mr. Evans’s resignation from the Board was in furtherance of the arm’s length commercial relationship between Alibaba Group Holding Limited, where Mr. Evans serves as President and a member of its board of directors, and the Company. Mr. Evans’s resignation was not the result of any disagreement with the Company or with its operations, policies or practices. He leaves with sincere thanks for all he has contributed to the Board and the Company, along with best wishes for the future.
お知らせ • Nov 07Farfetch Limited to Report Q3, 2023 Results on Nov 29, 2023Farfetch Limited announced that they will report Q3, 2023 results Pre-Market on Nov 29, 2023
Board Change • Oct 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 22Pomerantz Law Firm Announces the Filing of a Class Action Against Farfetch Limited and Certain OfficersPomerantz LLP announces that a class action lawsuit has been filed against Farfetch Limited and certain officers. The class action, filed in the United States District Court for the District of Maryland, Southern Division, and docketed under 23-cv-02857, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Farfetch securities between March 9, 2023 and August 17, 2023, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (“Exchange Act”) and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials. In May 2023, Farfetch announced the commercial launch of its European partnership with footwear and clothing brand Reebok International Limited (“Reebok”). Reebok’s owner, Authentic Brands Group, partnered with Farfetch in 2022 to operate its business in Europe, re-platform its European e-commerce sites, and drive the evolution of the brand by expanding its luxury collaboration offerings globally. The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Farfetch was experiencing a significant slowdown in growth in the U.S. and China; (ii) Farfetch also faced onboarding challenges impacting the launch of its Reebok partnership; (iii) Farfetch downplayed challenges it faced with respect to, and/or overstated its ability to manage, its supply chain and inventory; (iv) all the foregoing was having a significant negative impact on Farfetch’s revenue and GMV growth; (v) accordingly, Farfetch was unlikely to meet market expectations for its second quarter 2023 financial results or its own Fiscal Year 2023 revenue guidance; and (vi) as a result, the Company’s public statements were materially false and misleading at all relevant times.
お知らせ • Oct 18Farfetch Limited, Annual General Meeting, Nov 20, 2023Farfetch Limited, Annual General Meeting, Nov 20, 2023, at 10:00 Eastern Standard Time. Location: 190 Elgin Avenue, George Town Grand Cayman Cayman Islands
Reported Earnings • Aug 18Second quarter 2023 earnings released: US$0.68 loss per share (vs US$0.18 profit in 2Q 2022)Second quarter 2023 results: US$0.68 loss per share (down from US$0.18 profit in 2Q 2022). Revenue: US$572.1m (down 1.3% from 2Q 2022). Net loss: US$271.9m (down 486% from profit in 2Q 2022). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Specialty Retail industry in South America.
お知らせ • Aug 18Farfetch Limited Provides Earnings Guidance for the Full Year 2023Farfetch Limited provided earnings guidance for the full year 2023. For the year, the company expects revenue of approximately $2.5 billion, up from $2.3 billion in 2022.
お知らせ • Aug 03Farfetch Limited to Report Q2, 2023 Results on Aug 17, 2023Farfetch Limited announced that they will report Q2, 2023 results After-Market on Aug 17, 2023
お知らせ • Aug 02Farfetch Limited Announces Chief Financial Officer ChangesFarfetch Limited announced that Tim Stone has joined the Company and will become Chief Financial Officer effective September 1, 2023. Mr. Stone succeeds Elliot Jordan whose departure was announced in February 2023. After a handover period, including the reporting of FARFETCH’s second quarter 2023 results scheduled for August 17, 2023, Mr. Jordan will leave the Company on August 31, 2023. Mr. Stone brings vast experience from marketplace and technology platform businesses to his role at FARFETCH. He spent more than 20 years in senior finance roles at Amazon.com, including as Chief Financial Officer for the AWS, Devices and Digital Content businesses. In addition, he was CFO for Ford Motor Company.
Reported Earnings • May 19First quarter 2023 earnings released: US$0.43 loss per share (vs US$1.93 profit in 1Q 2022)First quarter 2023 results: US$0.43 loss per share (down from US$1.93 profit in 1Q 2022). Revenue: US$556.4m (up 8.1% from 1Q 2022). Net loss: US$171.9m (down 123% from profit in 1Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Specialty Retail industry in South America.
Board Change • Apr 21High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$0.93 (vs US$4.02 in FY 2021)Full year 2022 results: EPS: US$0.93 (down from US$4.02 in FY 2021). Revenue: US$2.32b (up 2.7% from FY 2021). Net income: US$359.3m (down 76% from FY 2021). Profit margin: 16% (down from 65% in FY 2021). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Online Retail industry.
お知らせ • Feb 10Farfetch Limited to Report Q4, 2022 Results on Feb 23, 2023Farfetch Limited announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 23, 2023
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$144, the stock trades at a trailing P/E ratio of 4.5x. Average forward P/E is 23x in the Online Retail industry globally. Total loss to shareholders of 64% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$171 per share.
お知らせ • Jan 19Farfetch Announces Changes to Leadership TeamFARFETCH announced changes to its leadership team. Elizabeth von der Goltz has joined the FARFETCH Executive team, taking on the roles of Chief Fashion and Merchandising Officer and CEO of Browns. Sindhura Sarikonda will also join the company this month as President, Americas. Stephanie Simon is also joining the business to head up Community and Web3 efforts for the FARFETCH Group as Vice President Community and Web3. Elizabeth brings an invaluable background and experience in luxury, having led the buying and merchandising functions for Bergdorf Goodman, Yoox Net-a-Porter Group and, more recently, Matches Fashion. Sindhura is a seasoned executive and entrepreneur with a wealth of experience in the technology and e-commerce sectors, having served as a General Manager for Walmart U.S. E-commerce, Head of Beauty for Jet.com, and most recently, Global Head of In-Store at Klarna. Stephanie has had an incredible career building brands and communities at the intersection of innovation and culture. Most recently, she was on the founding team at Clubhouse and led growth as Head of Community. Stephanie joined FARFETCH this month. Separately, Chief Brand Officer, Holli Rogers, and Chief Growth Officer, Martin Avetisyan, will be leaving the company to pursue other opportunities.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$117, the stock trades at a trailing P/E ratio of 3.7x. Average forward P/E is 22x in the Online Retail industry globally. Total loss to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$174 per share.
Buying Opportunity • Dec 01Now 40% undervalued after recent price dropOver the last 90 days, the stock is down 55%. The fair value is estimated to be Mex$179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings is forecast to decline by 25% per annum over the same time period.
Reported Earnings • Nov 18Third quarter 2022 earnings released: US$0.71 loss per share (vs US$2.09 profit in 3Q 2021)Third quarter 2022 results: US$0.71 loss per share (down from US$2.09 profit in 3Q 2021). Revenue: US$593.4m (up 1.9% from 3Q 2021). Net loss: US$274.2m (down 136% from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Online Retail industry in South America.
お知らせ • Nov 18Farfetch Limited Reports Impairment Charges for the Third Quarter Ended September 30, 2022Farfetch Limited reported impairment charges for the third quarter ended September 30, 2022. For the quarter, the company reported impairment losses on tangible and intangible assets of $38,287,000.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 25% share price gain to Mex$200, the stock trades at a trailing P/E ratio of 2.3x. Average forward P/E is 19x in the Online Retail industry globally. Total loss to shareholders of 75% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$271 per share.
お知らせ • Nov 02Farfetch Limited to Report Q3, 2022 Results on Nov 17, 2022Farfetch Limited announced that they will report Q3, 2022 results After-Market on Nov 17, 2022
お知らせ • Oct 22Farfetch Limited, Annual General Meeting, Nov 21, 2022Farfetch Limited, Annual General Meeting, Nov 21, 2022, at 10:00 US Eastern Standard Time. Location: 190 Elgin Avenue, George Town, Grand Cayman KY1-9001, Cayman Islands Georgetown United States
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$172, the stock trades at a trailing P/E ratio of 2x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$303 per share.
お知らせ • Sep 19Farfetch Limited(NYSE:FTCH) dropped from FTSE All-World Index (USD)Farfetch Limited(NYSE:FTCH) dropped from FTSE All-World Index (USD)
Reported Earnings • Aug 26Second quarter 2022 earnings releasedSecond quarter 2022 results: Revenue: US$579.3m (up 11% from 2Q 2021). Net income: US$70.5m (down 19% from 2Q 2021). Profit margin: 12% (down from 17% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the Online Retail industry in Mexico.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to Mex$190, the stock trades at a trailing P/E ratio of 2.1x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 78% over the past year.
お知らせ • Aug 25Farfetch Limited (NYSE:FTCH) and Mohamed Alabbar agreed to acquire a 50.7% stake in YOOX Net-A-Porter Group S.p.A. from Richemont Italia Holding S.p.A. for approximately $710 million.Farfetch Limited (NYSE:FTCH) and Mohamed Alabbar entered into a Share Purchase Agreement to acquire a 50.7% stake in YOOX Net-A-Porter Group S.p.A. from Richemont Italia Holding S.p.A. for approximately $710 million on August 24, 2022. Under the terms, Farfetch will acquire 47.5% stake and Alabbar will acquire 3.2% stake. Upon completion of the sale of 47.5% of YOOX Net-A-Porter’s share capital to Farfetch, Richemont will receive 53 million to 58.5 million FARFETCH Class A ordinary shares. Richemont will also receive $250 million expected to be settled in FARFETCH Class A ordinary shares, using the then current 60-day VWAP. Alabbar will acquire a 3.2% interest in YOOX Net-A-Porter in exchange for its shares in the joint venture with YOOX Net-A-Porter in the Gulf Cooperation Council region. As a result of this share swap, YOOX Net-A-Porter will own 100% of its business in the region. The transaction is subject to a number of regulatory conditions, including the receipt of certain antitrust approvals. The transaction is expected to complete before the end of calendar year 2023. Latham & Watkins & Slaughter and May acted as legal advisor to Richemont Italia and Farfetch respectively.
Board Change • Aug 17High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 05Farfetch Limited to Report Q2, 2022 Results on Aug 25, 2022Farfetch Limited announced that they will report Q2, 2022 results After-Market on Aug 25, 2022
Board Change • Jun 23High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 28First quarter 2022 earnings released: EPS: US$1.93 (vs US$1.44 in 1Q 2021)First quarter 2022 results: EPS: US$1.93 (up from US$1.44 in 1Q 2021). Revenue: US$514.8m (up 6.1% from 1Q 2021). Net income: US$734.3m (up 44% from 1Q 2021). Over the next year, revenue is forecast to grow 21%, compared to a 30% growth forecast for the industry in Mexico.
お知らせ • May 27Farfetch Limited (NYSE:FTCH) acquired Wannaby Inc. for $29.4 million.Farfetch Limited (NYSE:FTCH) acquired Wannaby Inc. for $29.4 million on April 5, 2022. Total consideration of $29.4 million comprised $24.5 million in cash, subject to closing accounting adjustments, and $4.9 million in shares, based on the Farfetch share price as at the acquisition date. The share consideration is subject to service conditions for certain management team members and employees of Wannaby Inc. remaining with the Company after the acquisition. Farfetch Limited (NYSE:FTCH) completed the acquisition of Wannaby Inc. on April 5, 2022.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to Mex$163, the stock trades at a trailing P/E ratio of 2.2x. Average forward P/E is 18x in the Online Retail industry globally. Total loss to shareholders of 81% over the past year.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to Mex$235, the stock trades at a trailing P/E ratio of 3x. Average forward P/E is 19x in the Online Retail industry globally.
お知らせ • Apr 21Farfetch Limited (NYSE:FTCH) acquired Browns Beauty & Tanning.Farfetch Limited (NYSE:FTCH) acquired Browns Beauty & Tanning on April 20, 2022. Farfetch Limited (NYSE:FTCH) completed the acquisition of Browns Beauty & Tanning on April 20, 2022.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$355, the stock trades at a trailing P/E ratio of 4.3x. Average forward P/E is 18x in the Online Retail industry globally.
Reported Earnings • Feb 26Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: US$2.26b (up 35% from FY 2020). Net income: US$1.47b (up US$4.82b from FY 2020). Profit margin: 65% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 27%, compared to a 66% growth forecast for the retail industry in Mexico.
Board Change • Feb 23High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 08Farfetch Limited to Report Q4, 2021 Results on Feb 24, 2022Farfetch Limited announced that they will report Q4, 2021 results After-Market on Feb 24, 2022
お知らせ • Jan 29Farfetch Limited (NYSE : FTCH) agreed to acquire Violet Grey Inc.Farfetch Limited (NYSE : FTCH) agreed to acquire Violet Grey Inc on January 28, 2022. Upon completion, Violet Grey founder, Cassandra Grey, will become a global advisor for Beauty on the FARFETCH Marketplace and Co-founder of NGG Beauty where she will work to incubate and accelerate new brands. Completion is subject to customary closing conditions, including the consent of Violet Grey’s existing shareholder base.
Breakeven Date Change • Dec 31No longer forecast to breakevenThe 21 analysts covering Farfetch no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$1.26b in 2021. New consensus forecast suggests the company will make a loss of US$397.4m in 2023.
Reported Earnings • Nov 20Third quarter 2021 earnings releasedThird quarter 2021 results: Revenue: US$582.6m (up 33% from 3Q 2020). Net income: US$767.2m (up US$1.31b from 3Q 2020).
Breakeven Date Change • Nov 05Forecast to breakeven in 2021The 19 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$360.5m in 2021. Earnings growth of 8.1% is required to achieve expected profit on schedule.
Board Change • Nov 05High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Breakeven Date Change • Sep 24Forecast to breakeven in 2021The 18 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$361.5m in 2021. Earnings growth of 8.2% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 21Forecast to breakeven in 2021The 17 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$366.0m in 2021. Earnings growth of 13% is required to achieve expected profit on schedule.
Reported Earnings • Aug 20Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$523.3m (up 44% from 2Q 2020). Net income: US$86.6m (up US$526.3m from 2Q 2020). Profit margin: 17% (up from net loss in 2Q 2020). The move to profitability was primarily driven by lower expenses.
Board Change • Aug 11High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non-Executive Director Mike Evans was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Breakeven Date Change • May 17Forecast to breakeven in 2025The 16 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$126.1m in 2025. Average annual earnings growth of 24% is required to achieve expected profit on schedule.
Breakeven Date Change • May 15Forecast to breakeven in 2025The 17 analysts covering Farfetch expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$203.5m in 2025. Average annual earnings growth of 27% is required to achieve expected profit on schedule.
Reported Earnings • May 15First quarter 2021 earnings releasedFirst quarter 2021 results: Revenue: US$485.1m (up 46% from 1Q 2020). Net income: US$511.2m (up US$593.3m from 1Q 2020).
お知らせ • May 14Farfetch Limited Provides Earnings Guidance for the Second Quarter and Full Year 2021Farfetch Limited provided earnings guidance for the second quarter and full year 2021. For second quarter 2021, the company expects Digital Platform GMV of $910 million to $945 million, representing growth of 40% to 45% year-over-year. Brand Platform GMV of $50 million to $60 million. For full year 2021, the company expects Digital Platform GMV of $3.725 billion to $3.865 billion, representing growth of 35% to 40% year-over-year.