This company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsSuperdry(SEPG.Y)株式概要スーパードライplcは、主に男性用および女性用の衣料品、靴、アクセサリーのデザイン、製造、マーケティング、販売を英国内外で行っている。 詳細SEPG.Y 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0/6過去の実績0/6財務の健全性2/6配当金0/6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 ( $4M )SEPG.Yは株主資本がマイナスです。 現在は利益が出ておらず、今後3年間で利益が出る見込みはない +1 さらなるリスクすべてのリスクチェックを見るSEPG.Y Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$0.0996.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-150m885m2016201920222025202620282031Revenue UK£564.3mEarnings UK£24.5mAdvancedSet Fair ValueView all narrativesSuperdry plc 競合他社ExpressSymbol: OTCPK:EXPR.QMarket cap: US$749.0Digital Brands GroupSymbol: NasdaqCM:DBGIMarket cap: US$11.3mXcel BrandsSymbol: NasdaqCM:XELBMarket cap: US$12.9mTandy Leather FactorySymbol: NasdaqCM:TLFMarket cap: US$19.2m価格と性能株価の高値、安値、推移の概要Superdry過去の株価現在の株価UK£0.0952週高値UK£0.6152週安値UK£0.059ベータ2.161ヶ月の変化-3.43%3ヶ月変化-23.73%1年変化-90.27%3年間の変化-98.24%5年間の変化-98.32%IPOからの変化-99.54%最新ニュースお知らせ • Jul 15+ 3 more updatesSuperdry plc Announces Termination of Helen Weir as DirectorSuperdry plc announced termination of Helen Weir as a Director. Date of termination: July 15, 2024.お知らせ • May 22Superdry Reportedly Plots Emergency Sale Process If Creditors Block Rescue PlanSuperdry plc (LSE:SDRY) is preparing to run an emergency four-week sale process if creditors block its Founder's plans to inject up to £10 million of his own money into the fashion chain in a bid to stave off insolvency. Sky News has learnt that the accelerated M&A process would be launched if a restructuring plan is not approved by creditors in the coming weeks. Under the proposed survival plan, Julian Dunkerton would stump up either £8 million in an open offer available to other shareholders or £10 million in a placing that would only be accessible to him. The share sale would precede Superdry's delisting from the London Stock Exchange. The restructuring plan would need to be approved by creditors, including landlords, in the coming weeks. According to a document circulated to creditors in recent days and seen by Sky News, rejection of the restructuring plan would be followed by a four-week sale process for Superdry, with the likely outcome of a pre-pack administration deal. Sources said that Mr. Dunkerton's willingness to inject such a substantial chunk of his own fortune into the company reflected his confidence in the company's turnaround prospects. Superdry's shares have slumped to a series of record lows in recent months amid dire trading and a failed sale process. Last month, Sky News revealed that M&G plc (LSE:MNG), the asset manager which owns Superdry's store in central London, was weighing a challenge to its rescue plan. M&G is believed to have been alarmed by the absence of their participation in a mechanism to allow creditors to benefit from any future recovery in the retailer's performance. The restructuring plan will not entail immediate shop closures but will impose sizeable rent cuts on landlords of dozens of Superdry outlets. Sources said the firm is also planning to pull out of a number of overseas markets, including the US. On May 21, 2024 morning, shares in the company were trading at around 6.7 pence, giving the indebted company a market capitalisation of less than £7 million. It recently agreed an increased borrowing capacity with Hilco Capital Limited, one of its existing lenders, while it also owes tens of millions of pounds to Bantry Bay. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Superdry declined to comment.お知らせ • Apr 17Superdry plc Announces Intention to Delist from the London Stock ExchangeSuperdry plc previously announced that it has been exploring various material cost saving options as part of a broader turnaround plan that positions the Company for long-term success. On 16 April 2024, in support of that objective, the Company announced that C-Retail Limited (the “Plan Company”), a wholly-owned subsidiary of the Company which owns the leasehold portfolio of the Superdry group (the “Group”) from which its UK store retail business trades, is launching a restructuring plan pursuant to Part 26A of the Companies Act 2006, which will principally involve a restructuring of its UK property estate and retail cost base (the “Restructuring Plan”). The Restructuring Plan is a key element of the Company’s turnaround plan that is intended to help the Company deliver its new, more financially sustainable, target operating model. In order to support the Company’s transition to this new target operating model over the coming years, Superdry is also announcing an equity raise that will provide necessary liquidity headroom (the “Equity Raise”), as well as its intention to delist from the London Stock Exchange (the “Delisting”), which will allow the Company to benefit from significant cost savings associated with being listed and implement its turnaround plan away from the heightened exposure of public markets. The Equity Raise is fully supported and underwritten by Julian Dunkerton, Superdry’s CEO and Co-Founder. Given the material changes to the Company’s business envisioned under the new target operating model, the Company considers it best to implement these changes away from the heightened exposure of public markets. In addition, the Company believes it can achieve significant annual cost savings from the Delisting that will contribute to delivering its target operating model. As a result, subject to shareholder approval at the General Meeting, the Company intends to make the relevant applications to effect the cancellation of the listing of its shares on the Official List maintained by the Financial Conduct Authority (“FCA”) and their trading on the London Stock Exchange’s Main Market for listed securities. The Company intends to explore the implementation of a matched bargain facility with a third party matched bargain facility provider in the event the Company is delisted. This will facilitate shareholders buying and selling shares on a matched bargain basis following the Delisting. Delisting is expected in July 2024.お知らせ • Mar 18Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)お知らせ • Feb 20Superdry's Founder Reportedly in Talks with Julian Dunkerton About an Offer to Take the Fashion Retailer PrivateA prominent US investor is among the parties being courted by Superdry plc (LSE:SDRY)’s Founder as he assembles an offer to take the struggling fashion chain private. Sky News has learnt that Davidson Kempner, which has backed a number of UK retailers, is in discussions with Julian Dunkerton about backing an offer for Superdry. The talks are at a preliminary stage and there is no guarantee that Davidson Kempner will ultimately sign an agreement with Mr. Dunkerton. Their discussions add the US investor, which has backed Jojo Maman Bebe and Oak Furnitureland, and previously held a slug of debt in New Look, to a list of firms examining Mr. Dunkerton's proposals. Others include Retail Realisation (Retail Realisation LLP), a firm backed by the founder of turnaround investor Rcapital. Earlier this month, it emerged that Mr. Dunkerton wanted to buy the majority stake in Superdry that he does not already own, even as the company draws up plans to close stores and cut jobs. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. On 19 February 2024, shares in the retailer closed at 33.65 pence, giving it a market capitalisation of less than £35 million. The company also has more than £100 million of borrowings, after securing funding from Bantry Bay Capital and Hilco. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Late last year, its shares sank to a record low after it blamed abnormally mild autumn weather for weak sales. After a trading update last month, the shares crashed to a record low. "The consumer retail market remains challenging and unpredictable, and sales performance has not been helped by the extreme weather events of the summer being followed by one of the warmest autumn seasons on record, which persisted through the peak Christmas trading period," Superdry said in that statement. Davidson Kempner, Superdry and Mr. Dunkerton declined to comment.お知らせ • Feb 02Superdry Gets Takeover Approach from CEOShares in struggling U.K. fashion brand Superdry plc (LSE:SDRY) doubled in early trading following rumors that founder Julian Dunkerton plans to take the fashion label private and with potential investors circling. A new investor, Norwegian alternative investment fund First Seagull, has built a stake in Superdry of over 5.3%, leading to takeover discussions around the ailing business intensifying. It is thought that the investor views the fashion retailer to be ripe for a bid following various profit warnings over the last year, which has seen the share price fall by nearly 90% over the past 12 months. The acquisitive U.S. fashion group Authentic Brands Group and Sycamore Partners are also thought to have the apparel company on their radar. Superdry is believed to have cancelled a meeting with investors this week, further fueling speculation of a possible bid or move to take the business private. The business has been working with advisors at consultancy PwC to explore options such as a company voluntary arrangement (CVA), broadly the U.K. equivalent of Chapter 11, or other forms of restructuring, under a move that could lead to extensive job cuts and the shuttering of stores. However, Superdry has struggled in recent years, and has gone through a turbulent time after Dunkerton was first ousted and then forced his way back to the helm of the business in 2019 following a boardroom coup. Central to Superdry's problems has been retaining its quirky cool as it expanded rapidly and became ubiquitous. Last month Superdry Dunkerton conceded that the retailer was facing a “difficult period” as it posted widening losses and revealed CFO Shaun Wills would leave at the end of March after three years in post, with the retailer citing a challenging retail market, unseasonably warm weather and the under-performance of its wholesale segment. Superdry said that it had seen some “more encouraging trends” during the recent cold snap in Europe, with sales falling at a slower rate of 13.7% in the 12 weeks to Jan. 20 after the retailer recently flagged that the weak sales will result in “lower than expected” full-year profits, despite taking several initiatives across 2023 to strengthen its balance sheet. “Whilst, to some extent, this was expected due to the decision to exit our U.S. operations and the sale of the brand rights in non-core territories, the segment continues to prove challenging,” Dunkerton said.最新情報をもっと見るRecent updatesお知らせ • Jul 15+ 3 more updatesSuperdry plc Announces Termination of Helen Weir as DirectorSuperdry plc announced termination of Helen Weir as a Director. Date of termination: July 15, 2024.お知らせ • May 22Superdry Reportedly Plots Emergency Sale Process If Creditors Block Rescue PlanSuperdry plc (LSE:SDRY) is preparing to run an emergency four-week sale process if creditors block its Founder's plans to inject up to £10 million of his own money into the fashion chain in a bid to stave off insolvency. Sky News has learnt that the accelerated M&A process would be launched if a restructuring plan is not approved by creditors in the coming weeks. Under the proposed survival plan, Julian Dunkerton would stump up either £8 million in an open offer available to other shareholders or £10 million in a placing that would only be accessible to him. The share sale would precede Superdry's delisting from the London Stock Exchange. The restructuring plan would need to be approved by creditors, including landlords, in the coming weeks. According to a document circulated to creditors in recent days and seen by Sky News, rejection of the restructuring plan would be followed by a four-week sale process for Superdry, with the likely outcome of a pre-pack administration deal. Sources said that Mr. Dunkerton's willingness to inject such a substantial chunk of his own fortune into the company reflected his confidence in the company's turnaround prospects. Superdry's shares have slumped to a series of record lows in recent months amid dire trading and a failed sale process. Last month, Sky News revealed that M&G plc (LSE:MNG), the asset manager which owns Superdry's store in central London, was weighing a challenge to its rescue plan. M&G is believed to have been alarmed by the absence of their participation in a mechanism to allow creditors to benefit from any future recovery in the retailer's performance. The restructuring plan will not entail immediate shop closures but will impose sizeable rent cuts on landlords of dozens of Superdry outlets. Sources said the firm is also planning to pull out of a number of overseas markets, including the US. On May 21, 2024 morning, shares in the company were trading at around 6.7 pence, giving the indebted company a market capitalisation of less than £7 million. It recently agreed an increased borrowing capacity with Hilco Capital Limited, one of its existing lenders, while it also owes tens of millions of pounds to Bantry Bay. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Superdry declined to comment.お知らせ • Apr 17Superdry plc Announces Intention to Delist from the London Stock ExchangeSuperdry plc previously announced that it has been exploring various material cost saving options as part of a broader turnaround plan that positions the Company for long-term success. On 16 April 2024, in support of that objective, the Company announced that C-Retail Limited (the “Plan Company”), a wholly-owned subsidiary of the Company which owns the leasehold portfolio of the Superdry group (the “Group”) from which its UK store retail business trades, is launching a restructuring plan pursuant to Part 26A of the Companies Act 2006, which will principally involve a restructuring of its UK property estate and retail cost base (the “Restructuring Plan”). The Restructuring Plan is a key element of the Company’s turnaround plan that is intended to help the Company deliver its new, more financially sustainable, target operating model. In order to support the Company’s transition to this new target operating model over the coming years, Superdry is also announcing an equity raise that will provide necessary liquidity headroom (the “Equity Raise”), as well as its intention to delist from the London Stock Exchange (the “Delisting”), which will allow the Company to benefit from significant cost savings associated with being listed and implement its turnaround plan away from the heightened exposure of public markets. The Equity Raise is fully supported and underwritten by Julian Dunkerton, Superdry’s CEO and Co-Founder. Given the material changes to the Company’s business envisioned under the new target operating model, the Company considers it best to implement these changes away from the heightened exposure of public markets. In addition, the Company believes it can achieve significant annual cost savings from the Delisting that will contribute to delivering its target operating model. As a result, subject to shareholder approval at the General Meeting, the Company intends to make the relevant applications to effect the cancellation of the listing of its shares on the Official List maintained by the Financial Conduct Authority (“FCA”) and their trading on the London Stock Exchange’s Main Market for listed securities. The Company intends to explore the implementation of a matched bargain facility with a third party matched bargain facility provider in the event the Company is delisted. This will facilitate shareholders buying and selling shares on a matched bargain basis following the Delisting. Delisting is expected in July 2024.お知らせ • Mar 18Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)お知らせ • Feb 20Superdry's Founder Reportedly in Talks with Julian Dunkerton About an Offer to Take the Fashion Retailer PrivateA prominent US investor is among the parties being courted by Superdry plc (LSE:SDRY)’s Founder as he assembles an offer to take the struggling fashion chain private. Sky News has learnt that Davidson Kempner, which has backed a number of UK retailers, is in discussions with Julian Dunkerton about backing an offer for Superdry. The talks are at a preliminary stage and there is no guarantee that Davidson Kempner will ultimately sign an agreement with Mr. Dunkerton. Their discussions add the US investor, which has backed Jojo Maman Bebe and Oak Furnitureland, and previously held a slug of debt in New Look, to a list of firms examining Mr. Dunkerton's proposals. Others include Retail Realisation (Retail Realisation LLP), a firm backed by the founder of turnaround investor Rcapital. Earlier this month, it emerged that Mr. Dunkerton wanted to buy the majority stake in Superdry that he does not already own, even as the company draws up plans to close stores and cut jobs. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. On 19 February 2024, shares in the retailer closed at 33.65 pence, giving it a market capitalisation of less than £35 million. The company also has more than £100 million of borrowings, after securing funding from Bantry Bay Capital and Hilco. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Late last year, its shares sank to a record low after it blamed abnormally mild autumn weather for weak sales. After a trading update last month, the shares crashed to a record low. "The consumer retail market remains challenging and unpredictable, and sales performance has not been helped by the extreme weather events of the summer being followed by one of the warmest autumn seasons on record, which persisted through the peak Christmas trading period," Superdry said in that statement. Davidson Kempner, Superdry and Mr. Dunkerton declined to comment.お知らせ • Feb 02Superdry Gets Takeover Approach from CEOShares in struggling U.K. fashion brand Superdry plc (LSE:SDRY) doubled in early trading following rumors that founder Julian Dunkerton plans to take the fashion label private and with potential investors circling. A new investor, Norwegian alternative investment fund First Seagull, has built a stake in Superdry of over 5.3%, leading to takeover discussions around the ailing business intensifying. It is thought that the investor views the fashion retailer to be ripe for a bid following various profit warnings over the last year, which has seen the share price fall by nearly 90% over the past 12 months. The acquisitive U.S. fashion group Authentic Brands Group and Sycamore Partners are also thought to have the apparel company on their radar. Superdry is believed to have cancelled a meeting with investors this week, further fueling speculation of a possible bid or move to take the business private. The business has been working with advisors at consultancy PwC to explore options such as a company voluntary arrangement (CVA), broadly the U.K. equivalent of Chapter 11, or other forms of restructuring, under a move that could lead to extensive job cuts and the shuttering of stores. However, Superdry has struggled in recent years, and has gone through a turbulent time after Dunkerton was first ousted and then forced his way back to the helm of the business in 2019 following a boardroom coup. Central to Superdry's problems has been retaining its quirky cool as it expanded rapidly and became ubiquitous. Last month Superdry Dunkerton conceded that the retailer was facing a “difficult period” as it posted widening losses and revealed CFO Shaun Wills would leave at the end of March after three years in post, with the retailer citing a challenging retail market, unseasonably warm weather and the under-performance of its wholesale segment. Superdry said that it had seen some “more encouraging trends” during the recent cold snap in Europe, with sales falling at a slower rate of 13.7% in the 12 weeks to Jan. 20 after the retailer recently flagged that the weak sales will result in “lower than expected” full-year profits, despite taking several initiatives across 2023 to strengthen its balance sheet. “Whilst, to some extent, this was expected due to the decision to exit our U.S. operations and the sale of the brand rights in non-core territories, the segment continues to prove challenging,” Dunkerton said.お知らせ • Jan 27+ 1 more updateSuperdry plc Announces CFO ChangesSuperdry announced that Shaun Wills will step down as Chief Financial Officer (CFO) on 31st March 2024. Giles David has been appointed Interim CFO, and will join the business on 29th January 2024. Shaun and Giles will work together on an orderly transition over the next two months, and it is anticipated that Giles will be appointed to the Board on the 1st April 2024. Giles has a strong track record in consumer-facing businesses where he has operated successfully in turnaround environments, with previous roles at companies including McColls, Casual Dining Group and Wiggle.お知らせ • Jan 20Superdry plc to Report Q2, 2024 Results on Jan 26, 2024Superdry plc announced that they will report Q2, 2024 results on Jan 26, 2024お知らせ • Sep 21Superdry plc, Annual General Meeting, Oct 16, 2023Superdry plc, Annual General Meeting, Oct 16, 2023, at 08:00 Coordinated Universal Time. Location: The Runnings, Cheltenham Gloucestershire United Kingdom Agenda: To consider Report and Accounts; Remuneration Report; To re-elect Julian Dunkerton as a Director of the Company; To elect Lysa Hardy as a Director of the Company; To re-elect Georgina Harvey as a Director of the Company; To re-elect Alastair Miller as a Director of the Company; To re-elect Helen Weir as a Director of the Company; To re-elect Peter Sjölander as a Director of the Company; To re-elect Shaun Wills as a Director of the Company ; and to discuss other matters.お知らせ • Aug 09Superdry plc announced that it has received £25 million in fundingSuperdry plc announced a private placement to issue 10.5% non convertible debt for the gross proceeds of £25 million on August 7, 2023. The transaction included participation from new lender Hilco Capital Limited.お知らせ • May 05Superdry plc has completed a Follow-on Equity Offering in the amount of £11.9791 million.Superdry plc has completed a Follow-on Equity Offering in the amount of £11.9791 million. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 15,700,000 Price\Range: £0.763お知らせ • May 04Superdry plc announced that it expects to receive £12 million in fundingSuperdry plc announced a private placement of 16,000 shares at an issue price of £750 per share for the gross proceeds of £12,000,000 on May 3, 2023.株主還元SEPG.YUS Specialty RetailUS 市場7D0%1.2%1.5%1Y-90.3%2.1%28.6%株主還元を見る業界別リターン: SEPG.Y過去 1 年間で2.1 % の収益を上げたUS Specialty Retail業界を下回りました。リターン対市場: SEPG.Yは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。価格変動Is SEPG.Y's price volatile compared to industry and market?SEPG.Y volatilitySEPG.Y Average Weekly Movementn/aSpecialty Retail Industry Average Movement7.4%Market Average Movement7.2%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.0%安定した株価: SEPG.Yの株価は、 US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SEPG.Y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19853,350Julian Dunkertoncorporate.superdry.comスーパードライplcは、主に男性用および女性用の衣料品、靴、アクセサリーをスーパードライブランドとして、英国および海外でデザイン、生産、販売、マーケティングを行っている。小売部門と卸売部門を通じて事業を展開している。スーパードライは、店舗、売店、様々なインターネットサイト、独立系マルチブランド、ディストリビューター、フランチャイズ店、ライセンス店を通じて営業している。213の直営店、410のフランチャイズ店およびライセンス店、18の海外ウェブサイトを運営している。同社は以前SuperGroup Plcとして知られ、2018年1月にSuperdry plcに社名を変更した。Superdry plcは1985年に設立され、英国のチェルトナムに本社を置いている。もっと見るSuperdry plc 基礎のまとめSuperdry の収益と売上を時価総額と比較するとどうか。SEPG.Y 基礎統計学時価総額US$4.24m収益(TTM)-US$172.70m売上高(TTM)US$720.24m0.0xP/Sレシオ0.0xPER(株価収益率SEPG.Y 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SEPG.Y 損益計算書(TTM)収益UK£555.10m売上原価UK£257.50m売上総利益UK£297.60mその他の費用UK£430.70m収益-UK£133.10m直近の収益報告Oct 28, 2023次回決算日該当なし一株当たり利益(EPS)-1.34グロス・マージン53.61%純利益率-23.98%有利子負債/自己資本比率-371.7%SEPG.Y 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2024/07/15 18:00終値2024/07/09 00:00収益2023/10/28年間収益2023/04/29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Superdry 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。14 アナリスト機関Michael BenedictBerenbergSimon BowlerBNP ParibasYi XieBofA Global Research11 その他のアナリストを表示
お知らせ • Jul 15+ 3 more updatesSuperdry plc Announces Termination of Helen Weir as DirectorSuperdry plc announced termination of Helen Weir as a Director. Date of termination: July 15, 2024.
お知らせ • May 22Superdry Reportedly Plots Emergency Sale Process If Creditors Block Rescue PlanSuperdry plc (LSE:SDRY) is preparing to run an emergency four-week sale process if creditors block its Founder's plans to inject up to £10 million of his own money into the fashion chain in a bid to stave off insolvency. Sky News has learnt that the accelerated M&A process would be launched if a restructuring plan is not approved by creditors in the coming weeks. Under the proposed survival plan, Julian Dunkerton would stump up either £8 million in an open offer available to other shareholders or £10 million in a placing that would only be accessible to him. The share sale would precede Superdry's delisting from the London Stock Exchange. The restructuring plan would need to be approved by creditors, including landlords, in the coming weeks. According to a document circulated to creditors in recent days and seen by Sky News, rejection of the restructuring plan would be followed by a four-week sale process for Superdry, with the likely outcome of a pre-pack administration deal. Sources said that Mr. Dunkerton's willingness to inject such a substantial chunk of his own fortune into the company reflected his confidence in the company's turnaround prospects. Superdry's shares have slumped to a series of record lows in recent months amid dire trading and a failed sale process. Last month, Sky News revealed that M&G plc (LSE:MNG), the asset manager which owns Superdry's store in central London, was weighing a challenge to its rescue plan. M&G is believed to have been alarmed by the absence of their participation in a mechanism to allow creditors to benefit from any future recovery in the retailer's performance. The restructuring plan will not entail immediate shop closures but will impose sizeable rent cuts on landlords of dozens of Superdry outlets. Sources said the firm is also planning to pull out of a number of overseas markets, including the US. On May 21, 2024 morning, shares in the company were trading at around 6.7 pence, giving the indebted company a market capitalisation of less than £7 million. It recently agreed an increased borrowing capacity with Hilco Capital Limited, one of its existing lenders, while it also owes tens of millions of pounds to Bantry Bay. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Superdry declined to comment.
お知らせ • Apr 17Superdry plc Announces Intention to Delist from the London Stock ExchangeSuperdry plc previously announced that it has been exploring various material cost saving options as part of a broader turnaround plan that positions the Company for long-term success. On 16 April 2024, in support of that objective, the Company announced that C-Retail Limited (the “Plan Company”), a wholly-owned subsidiary of the Company which owns the leasehold portfolio of the Superdry group (the “Group”) from which its UK store retail business trades, is launching a restructuring plan pursuant to Part 26A of the Companies Act 2006, which will principally involve a restructuring of its UK property estate and retail cost base (the “Restructuring Plan”). The Restructuring Plan is a key element of the Company’s turnaround plan that is intended to help the Company deliver its new, more financially sustainable, target operating model. In order to support the Company’s transition to this new target operating model over the coming years, Superdry is also announcing an equity raise that will provide necessary liquidity headroom (the “Equity Raise”), as well as its intention to delist from the London Stock Exchange (the “Delisting”), which will allow the Company to benefit from significant cost savings associated with being listed and implement its turnaround plan away from the heightened exposure of public markets. The Equity Raise is fully supported and underwritten by Julian Dunkerton, Superdry’s CEO and Co-Founder. Given the material changes to the Company’s business envisioned under the new target operating model, the Company considers it best to implement these changes away from the heightened exposure of public markets. In addition, the Company believes it can achieve significant annual cost savings from the Delisting that will contribute to delivering its target operating model. As a result, subject to shareholder approval at the General Meeting, the Company intends to make the relevant applications to effect the cancellation of the listing of its shares on the Official List maintained by the Financial Conduct Authority (“FCA”) and their trading on the London Stock Exchange’s Main Market for listed securities. The Company intends to explore the implementation of a matched bargain facility with a third party matched bargain facility provider in the event the Company is delisted. This will facilitate shareholders buying and selling shares on a matched bargain basis following the Delisting. Delisting is expected in July 2024.
お知らせ • Mar 18Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)
お知らせ • Feb 20Superdry's Founder Reportedly in Talks with Julian Dunkerton About an Offer to Take the Fashion Retailer PrivateA prominent US investor is among the parties being courted by Superdry plc (LSE:SDRY)’s Founder as he assembles an offer to take the struggling fashion chain private. Sky News has learnt that Davidson Kempner, which has backed a number of UK retailers, is in discussions with Julian Dunkerton about backing an offer for Superdry. The talks are at a preliminary stage and there is no guarantee that Davidson Kempner will ultimately sign an agreement with Mr. Dunkerton. Their discussions add the US investor, which has backed Jojo Maman Bebe and Oak Furnitureland, and previously held a slug of debt in New Look, to a list of firms examining Mr. Dunkerton's proposals. Others include Retail Realisation (Retail Realisation LLP), a firm backed by the founder of turnaround investor Rcapital. Earlier this month, it emerged that Mr. Dunkerton wanted to buy the majority stake in Superdry that he does not already own, even as the company draws up plans to close stores and cut jobs. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. On 19 February 2024, shares in the retailer closed at 33.65 pence, giving it a market capitalisation of less than £35 million. The company also has more than £100 million of borrowings, after securing funding from Bantry Bay Capital and Hilco. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Late last year, its shares sank to a record low after it blamed abnormally mild autumn weather for weak sales. After a trading update last month, the shares crashed to a record low. "The consumer retail market remains challenging and unpredictable, and sales performance has not been helped by the extreme weather events of the summer being followed by one of the warmest autumn seasons on record, which persisted through the peak Christmas trading period," Superdry said in that statement. Davidson Kempner, Superdry and Mr. Dunkerton declined to comment.
お知らせ • Feb 02Superdry Gets Takeover Approach from CEOShares in struggling U.K. fashion brand Superdry plc (LSE:SDRY) doubled in early trading following rumors that founder Julian Dunkerton plans to take the fashion label private and with potential investors circling. A new investor, Norwegian alternative investment fund First Seagull, has built a stake in Superdry of over 5.3%, leading to takeover discussions around the ailing business intensifying. It is thought that the investor views the fashion retailer to be ripe for a bid following various profit warnings over the last year, which has seen the share price fall by nearly 90% over the past 12 months. The acquisitive U.S. fashion group Authentic Brands Group and Sycamore Partners are also thought to have the apparel company on their radar. Superdry is believed to have cancelled a meeting with investors this week, further fueling speculation of a possible bid or move to take the business private. The business has been working with advisors at consultancy PwC to explore options such as a company voluntary arrangement (CVA), broadly the U.K. equivalent of Chapter 11, or other forms of restructuring, under a move that could lead to extensive job cuts and the shuttering of stores. However, Superdry has struggled in recent years, and has gone through a turbulent time after Dunkerton was first ousted and then forced his way back to the helm of the business in 2019 following a boardroom coup. Central to Superdry's problems has been retaining its quirky cool as it expanded rapidly and became ubiquitous. Last month Superdry Dunkerton conceded that the retailer was facing a “difficult period” as it posted widening losses and revealed CFO Shaun Wills would leave at the end of March after three years in post, with the retailer citing a challenging retail market, unseasonably warm weather and the under-performance of its wholesale segment. Superdry said that it had seen some “more encouraging trends” during the recent cold snap in Europe, with sales falling at a slower rate of 13.7% in the 12 weeks to Jan. 20 after the retailer recently flagged that the weak sales will result in “lower than expected” full-year profits, despite taking several initiatives across 2023 to strengthen its balance sheet. “Whilst, to some extent, this was expected due to the decision to exit our U.S. operations and the sale of the brand rights in non-core territories, the segment continues to prove challenging,” Dunkerton said.
お知らせ • Jul 15+ 3 more updatesSuperdry plc Announces Termination of Helen Weir as DirectorSuperdry plc announced termination of Helen Weir as a Director. Date of termination: July 15, 2024.
お知らせ • May 22Superdry Reportedly Plots Emergency Sale Process If Creditors Block Rescue PlanSuperdry plc (LSE:SDRY) is preparing to run an emergency four-week sale process if creditors block its Founder's plans to inject up to £10 million of his own money into the fashion chain in a bid to stave off insolvency. Sky News has learnt that the accelerated M&A process would be launched if a restructuring plan is not approved by creditors in the coming weeks. Under the proposed survival plan, Julian Dunkerton would stump up either £8 million in an open offer available to other shareholders or £10 million in a placing that would only be accessible to him. The share sale would precede Superdry's delisting from the London Stock Exchange. The restructuring plan would need to be approved by creditors, including landlords, in the coming weeks. According to a document circulated to creditors in recent days and seen by Sky News, rejection of the restructuring plan would be followed by a four-week sale process for Superdry, with the likely outcome of a pre-pack administration deal. Sources said that Mr. Dunkerton's willingness to inject such a substantial chunk of his own fortune into the company reflected his confidence in the company's turnaround prospects. Superdry's shares have slumped to a series of record lows in recent months amid dire trading and a failed sale process. Last month, Sky News revealed that M&G plc (LSE:MNG), the asset manager which owns Superdry's store in central London, was weighing a challenge to its rescue plan. M&G is believed to have been alarmed by the absence of their participation in a mechanism to allow creditors to benefit from any future recovery in the retailer's performance. The restructuring plan will not entail immediate shop closures but will impose sizeable rent cuts on landlords of dozens of Superdry outlets. Sources said the firm is also planning to pull out of a number of overseas markets, including the US. On May 21, 2024 morning, shares in the company were trading at around 6.7 pence, giving the indebted company a market capitalisation of less than £7 million. It recently agreed an increased borrowing capacity with Hilco Capital Limited, one of its existing lenders, while it also owes tens of millions of pounds to Bantry Bay. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Superdry declined to comment.
お知らせ • Apr 17Superdry plc Announces Intention to Delist from the London Stock ExchangeSuperdry plc previously announced that it has been exploring various material cost saving options as part of a broader turnaround plan that positions the Company for long-term success. On 16 April 2024, in support of that objective, the Company announced that C-Retail Limited (the “Plan Company”), a wholly-owned subsidiary of the Company which owns the leasehold portfolio of the Superdry group (the “Group”) from which its UK store retail business trades, is launching a restructuring plan pursuant to Part 26A of the Companies Act 2006, which will principally involve a restructuring of its UK property estate and retail cost base (the “Restructuring Plan”). The Restructuring Plan is a key element of the Company’s turnaround plan that is intended to help the Company deliver its new, more financially sustainable, target operating model. In order to support the Company’s transition to this new target operating model over the coming years, Superdry is also announcing an equity raise that will provide necessary liquidity headroom (the “Equity Raise”), as well as its intention to delist from the London Stock Exchange (the “Delisting”), which will allow the Company to benefit from significant cost savings associated with being listed and implement its turnaround plan away from the heightened exposure of public markets. The Equity Raise is fully supported and underwritten by Julian Dunkerton, Superdry’s CEO and Co-Founder. Given the material changes to the Company’s business envisioned under the new target operating model, the Company considers it best to implement these changes away from the heightened exposure of public markets. In addition, the Company believes it can achieve significant annual cost savings from the Delisting that will contribute to delivering its target operating model. As a result, subject to shareholder approval at the General Meeting, the Company intends to make the relevant applications to effect the cancellation of the listing of its shares on the Official List maintained by the Financial Conduct Authority (“FCA”) and their trading on the London Stock Exchange’s Main Market for listed securities. The Company intends to explore the implementation of a matched bargain facility with a third party matched bargain facility provider in the event the Company is delisted. This will facilitate shareholders buying and selling shares on a matched bargain basis following the Delisting. Delisting is expected in July 2024.
お知らせ • Mar 18Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)
お知らせ • Feb 20Superdry's Founder Reportedly in Talks with Julian Dunkerton About an Offer to Take the Fashion Retailer PrivateA prominent US investor is among the parties being courted by Superdry plc (LSE:SDRY)’s Founder as he assembles an offer to take the struggling fashion chain private. Sky News has learnt that Davidson Kempner, which has backed a number of UK retailers, is in discussions with Julian Dunkerton about backing an offer for Superdry. The talks are at a preliminary stage and there is no guarantee that Davidson Kempner will ultimately sign an agreement with Mr. Dunkerton. Their discussions add the US investor, which has backed Jojo Maman Bebe and Oak Furnitureland, and previously held a slug of debt in New Look, to a list of firms examining Mr. Dunkerton's proposals. Others include Retail Realisation (Retail Realisation LLP), a firm backed by the founder of turnaround investor Rcapital. Earlier this month, it emerged that Mr. Dunkerton wanted to buy the majority stake in Superdry that he does not already own, even as the company draws up plans to close stores and cut jobs. Mr. Dunkerton, who in 2019 returned to the company having previously been ousted, owns just under 30% of the shares. On 19 February 2024, shares in the retailer closed at 33.65 pence, giving it a market capitalisation of less than £35 million. The company also has more than £100 million of borrowings, after securing funding from Bantry Bay Capital and Hilco. In recent months, Superdry has raised cash by offloading its brand in regions including India and Asia-Pacific. Late last year, its shares sank to a record low after it blamed abnormally mild autumn weather for weak sales. After a trading update last month, the shares crashed to a record low. "The consumer retail market remains challenging and unpredictable, and sales performance has not been helped by the extreme weather events of the summer being followed by one of the warmest autumn seasons on record, which persisted through the peak Christmas trading period," Superdry said in that statement. Davidson Kempner, Superdry and Mr. Dunkerton declined to comment.
お知らせ • Feb 02Superdry Gets Takeover Approach from CEOShares in struggling U.K. fashion brand Superdry plc (LSE:SDRY) doubled in early trading following rumors that founder Julian Dunkerton plans to take the fashion label private and with potential investors circling. A new investor, Norwegian alternative investment fund First Seagull, has built a stake in Superdry of over 5.3%, leading to takeover discussions around the ailing business intensifying. It is thought that the investor views the fashion retailer to be ripe for a bid following various profit warnings over the last year, which has seen the share price fall by nearly 90% over the past 12 months. The acquisitive U.S. fashion group Authentic Brands Group and Sycamore Partners are also thought to have the apparel company on their radar. Superdry is believed to have cancelled a meeting with investors this week, further fueling speculation of a possible bid or move to take the business private. The business has been working with advisors at consultancy PwC to explore options such as a company voluntary arrangement (CVA), broadly the U.K. equivalent of Chapter 11, or other forms of restructuring, under a move that could lead to extensive job cuts and the shuttering of stores. However, Superdry has struggled in recent years, and has gone through a turbulent time after Dunkerton was first ousted and then forced his way back to the helm of the business in 2019 following a boardroom coup. Central to Superdry's problems has been retaining its quirky cool as it expanded rapidly and became ubiquitous. Last month Superdry Dunkerton conceded that the retailer was facing a “difficult period” as it posted widening losses and revealed CFO Shaun Wills would leave at the end of March after three years in post, with the retailer citing a challenging retail market, unseasonably warm weather and the under-performance of its wholesale segment. Superdry said that it had seen some “more encouraging trends” during the recent cold snap in Europe, with sales falling at a slower rate of 13.7% in the 12 weeks to Jan. 20 after the retailer recently flagged that the weak sales will result in “lower than expected” full-year profits, despite taking several initiatives across 2023 to strengthen its balance sheet. “Whilst, to some extent, this was expected due to the decision to exit our U.S. operations and the sale of the brand rights in non-core territories, the segment continues to prove challenging,” Dunkerton said.
お知らせ • Jan 27+ 1 more updateSuperdry plc Announces CFO ChangesSuperdry announced that Shaun Wills will step down as Chief Financial Officer (CFO) on 31st March 2024. Giles David has been appointed Interim CFO, and will join the business on 29th January 2024. Shaun and Giles will work together on an orderly transition over the next two months, and it is anticipated that Giles will be appointed to the Board on the 1st April 2024. Giles has a strong track record in consumer-facing businesses where he has operated successfully in turnaround environments, with previous roles at companies including McColls, Casual Dining Group and Wiggle.
お知らせ • Jan 20Superdry plc to Report Q2, 2024 Results on Jan 26, 2024Superdry plc announced that they will report Q2, 2024 results on Jan 26, 2024
お知らせ • Sep 21Superdry plc, Annual General Meeting, Oct 16, 2023Superdry plc, Annual General Meeting, Oct 16, 2023, at 08:00 Coordinated Universal Time. Location: The Runnings, Cheltenham Gloucestershire United Kingdom Agenda: To consider Report and Accounts; Remuneration Report; To re-elect Julian Dunkerton as a Director of the Company; To elect Lysa Hardy as a Director of the Company; To re-elect Georgina Harvey as a Director of the Company; To re-elect Alastair Miller as a Director of the Company; To re-elect Helen Weir as a Director of the Company; To re-elect Peter Sjölander as a Director of the Company; To re-elect Shaun Wills as a Director of the Company ; and to discuss other matters.
お知らせ • Aug 09Superdry plc announced that it has received £25 million in fundingSuperdry plc announced a private placement to issue 10.5% non convertible debt for the gross proceeds of £25 million on August 7, 2023. The transaction included participation from new lender Hilco Capital Limited.
お知らせ • May 05Superdry plc has completed a Follow-on Equity Offering in the amount of £11.9791 million.Superdry plc has completed a Follow-on Equity Offering in the amount of £11.9791 million. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 15,700,000 Price\Range: £0.763
お知らせ • May 04Superdry plc announced that it expects to receive £12 million in fundingSuperdry plc announced a private placement of 16,000 shares at an issue price of £750 per share for the gross proceeds of £12,000,000 on May 3, 2023.