The Foschini Group Limited

JSE:TFG 株式レポート

時価総額:R17.8b

Foschini Group マネジメント

マネジメント 基準チェック /34

Foschini Groupの CEO はAnthony Thunströmで、 Sep2018年に任命され、 の在任期間は 7.92年です。 の年間総報酬はZAR 35.62Mで、 47.4%給与と52.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.024%を直接所有しており、その価値はZAR 4.35M 。経営陣と取締役会の平均在任期間はそれぞれ7.3年と10.9年です。

主要情報

Anthony Thunström

最高経営責任者

R35.6m

報酬総額

CEO給与比率47.40%
CEO在任期間7.9yrs
CEOの所有権0.02%
経営陣の平均在職期間7.3yrs
取締役会の平均在任期間10.9yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 28

TFG: Dividend And Lower P/E Will Support Future Upside Potential

The Foschini Group price target has been revised from ZAR97.16 to ZAR81.00, reflecting analysts' updated assumptions for discount rates, revenue growth, profit margins and a lower future P/E multiple. What's in the News for Foschini Group Foschini Group declared a final ordinary gross cash dividend of ZAR1.40 per share, equal to ZAR1.12 per share net of 20% dividend withholding tax, for the period ended 31 March 2026, sourced from income reserves.
ナラティブ更新 Jul 13

TFG: Earnings Guidance And Margin Pressure Will Drive A Weaker Outlook

Analysts have reduced their fair value estimate for Foschini Group from ZAR92.50 to ZAR54.00, citing updated assumptions that include a lower projected P/E multiple, softer revenue growth expectations, and a more modest profit margin outlook. What's in the News Foschini Group issued earnings guidance for the financial year ended 31 March 2026, indicating that earnings per share are expected in a range of 343.2 cents to 441.3 cents, which would represent a decline of 65% to 55% compared with the prior period (source: company guidance).
ナラティブ更新 Jun 29

TFG: Dividend Guidance And Compressed P/E Will Support Future Upside Potential

Analysts have reduced their ZAR fair value estimate for Foschini Group from about ZAR168 to about ZAR97, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the lower price target. What's in the News Foschini Group issued earnings guidance for the year ended 31 March 2026, indicating that earnings per share are expected to be in the range of 343.2 cents to 441.3 cents, with management signalling a decline of 65% to 55% compared with the prior period.
ナラティブ更新 Jun 15

TFG: Dividend And Earnings Reset Will Still Support Future Upside Potential

Analysts have trimmed their ZAR price target for Foschini Group by ZAR4.00 to ZAR77.46. This reflects updated views on slightly softer revenue growth, a marginally lower profit margin profile and a reduced forward P/E assumption.
分析記事 Jun 12

There May Be Some Bright Spots In Foschini Group's (JSE:TFG) Earnings

The Foschini Group Limited's ( JSE:TFG ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
ナラティブ更新 Jun 01

TFG: Lower Earnings Guidance Will Still Support Future Upside Potential

Analysts have reset their ZAR price target for Foschini Group from ZAR94.55 to ZAR81.46, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Foschini Group issued earnings guidance for the financial year ending 31 March 2026, expecting earnings per share in a range of 343.2 cents to 441.3 cents.
ナラティブ更新 May 15

TFG: Softer Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.
ナラティブ更新 Apr 27

TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential

Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.
ナラティブ更新 Apr 11

TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential

Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).
ナラティブ更新 Mar 28

TFG: Impairment-Driven EPS Reset Will Still Support Future Upside

Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
ナラティブ更新 Mar 13

TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside

Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).
ナラティブ更新 Feb 26

TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside

The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).
ナラティブ更新 Feb 10

TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside

Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.
ナラティブ更新 Jan 26

TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound

Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.
ナラティブ更新 Jan 12

TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery

Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブ更新 Dec 17

TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade

Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.
ナラティブ更新 Dec 03

TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk

Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.
ナラティブ更新 Nov 19

TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures

Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.
ナラティブ更新 Nov 04

TFG: Earnings Per Share Are Expected To Rebound In The Coming Year

Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.
ナラティブ更新 Oct 21

Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease

Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
User avatar
新しいナラティブ Dec 30

White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge

Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.
分析記事 Apr 13

The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up

The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...
分析記事 Mar 29

Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?

While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...

CEO報酬分析

Foschini Group の収益と比較して、Anthony Thunström の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026R36mR17m

R1b

Dec 31 2025n/an/a

R2b

Sep 30 2025n/an/a

R3b

Jun 30 2025n/an/a

R3b

Mar 31 2025R41mR16m

R3b

Dec 31 2024n/an/a

R3b

Sep 30 2024n/an/a

R3b

Jun 30 2024n/an/a

R3b

Mar 31 2024R24mR15m

R3b

Dec 31 2023n/an/a

R3b

Sep 30 2023n/an/a

R3b

Jun 30 2023n/an/a

R3b

Mar 31 2023R32mR14m

R3b

Dec 31 2022n/an/a

R3b

Sep 30 2022n/an/a

R3b

Jun 30 2022n/an/a

R3b

Mar 31 2022R21mR8m

R3b

Dec 31 2021n/an/a

R831m

Sep 30 2021n/an/a

-R1b

Jun 30 2021n/an/a

-R2b

Mar 31 2021R57mR8m

-R2b

Dec 31 2020n/an/a

-R117m

Sep 30 2020n/an/a

R2b

Jun 30 2020n/an/a

R2b

Mar 31 2020R19mR8m

R2b

報酬と市場: Anthonyの 総報酬 ($USD 2.16M ) は、 ZA市場 ($USD 1.32M ) の同規模の企業の平均を上回っています。

報酬と収益: Anthonyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Anthony Thunström (54 yo)

7.9yrs
在職期間
R35,619,000
報酬

Mr. Anthony E. Thunström, BCom (Hons Acc), CA(SA), has been Executive Financial Director at The Foschini Group Limited from December 01, 2023 and serves as Chief Executive Officer at The Foschini Group Lim...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Anthony Thunström
CEO, Member of Operating Board & Executive Director7.9yrsR35.62m0.024%
ZAR 4.3m
Ralph Buddle
CFO, Executive Director & Member of Operating Board2.3yrsR8.49mデータなし
G. Naidoo
Group Chief Retail Officer & Member of Operating Board19.8yrsデータなしデータなし
Stuart Baird
Group Chief Retail Officer & Member of Operating Boardno dataデータなしデータなし
Senta Morley
Chief People & Culture Officer and Member of Operating Board9.6yrsデータなしデータなし
Jacques Kock
Chief Operating Officer of TFG Africa & Member of Operating Board5.6yrsデータなしデータなし
N. Nkomo
Chief Information & Logistics Officer and Member of Operating Boardless than a yearデータなしデータなし
Selwyn Eagle
Managing Director of TFG Merchandise Procurementno dataデータなしデータなし
Brent Curry
Chief Information Officer of TFG Infotec6.6yrsデータなしデータなし
R. Kusel
Head of Internal Auditno dataデータなしデータなし
Darwin Van Rooyen
Company Secretary10.3yrsデータなし0.0015%
ZAR 269.4k
Justin Hampshire
Chief Executive Officer of TFG Londonno dataデータなしデータなし
7.3yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: TFGの経営陣は経験豊富で経験豊富です(平均在職期間は7.3年)。


取締役

名称ポジション在職期間報酬所有権
Anthony Thunström
CEO, Member of Operating Board & Executive Director11.1yrsR35.62m0.024%
ZAR 4.3m
Ralph Buddle
CFO, Executive Director & Member of Operating Board2.3yrsR8.49mデータなし
Michael Lewis
Non-Executive Chairman37.6yrsR1.78m0.91%
ZAR 161.5m
Graham Davin
Lead Independent Non-Executive Director10.8yrsR1.35mデータなし
Edwin Oblowitz
Non-Executive Director15.8yrsR1.06m0.00095%
ZAR 169.5k
Nkululeko Sowazi
Independent Non-Executive Director2.6yrsR842.00kデータなし
Ronald Stein
Non-Executive Director27.6yrsR836.00k0.084%
ZAR 14.9m
Jan Potgieter
Independent Non-Executive Director3.1yrsR1.31mデータなし
Gcina Zondi
Independent Non-Executive Director1.2yrsR824.00kデータなし
Boitumelo . L. Makgabo-Fiskerstrand
Non-Executive Director13.8yrsR988.00kデータなし
David Friedland
Non-Executive Director12.8yrsR852.00k0.012%
ZAR 2.1m
Colin Coleman
Independent Non-Executive Director6.6yrsR913.00kデータなし
10.9yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: TFGの 取締役会 は経験豊富で 経験豊富 です ( 10.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/01 16:19
終値2026/07/31 00:00
収益2026/03/31
年間収益2026/03/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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

The Foschini Group Limited 8 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
Darren CohnAbsa Bank Limited
Victor DimaArqaam Capital Research Offshore S.A.L.
Atiyyah VawdaAvior Capital Markets