Briscoe Group (BGP) 주식 개요브리스코 그룹은 뉴질랜드에서 가정용품 및 스포츠 제품을 소매하는 회사입니다. 자세히 보기BGP 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장2/6과거 실적1/6재무 건전성5/6배당4/6강점공정 가치 추정치보다 낮은 41.1% 에서 거래수익은 매년 8.76% 증가할 것으로 예상됩니다.위험 분석주식은 유동성이 매우 낮습니다불안정한 배당 실적모든 위험 점검 보기BGP 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 ValueAU$Current PriceAU$3.6634.1% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0909m2016201920222025202620282031Revenue NZ$909.1mEarnings NZ$67.4mAdvancedSet Fair ValueView all narrativesBriscoe Group Limited 경쟁사Nick ScaliSymbol: ASX:NCKMarket cap: AU$1.1bTemple & Webster GroupSymbol: ASX:TPWMarket cap: AU$591.1mKoalaSymbol: ASX:KOAMarket cap: AU$269.5mAdairsSymbol: ASX:ADHMarket cap: AU$224.2m가격 이력 및 성과Briscoe Group 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가NZ$3.6652주 최고가NZ$5.6252주 최저가NZ$3.64베타0.161개월 변동-8.04%3개월 변동-10.73%1년 변동-14.08%3년 변동-16.44%5년 변동n/aIPO 이후 변동-2.53%최근 뉴스 및 업데이트공시 • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.더 많은 업데이트 보기Recent updates공시 • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.Board Change • Sep 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Aug 04Briscoe Group Limited to Report First Half, 2026 Results on Sep 10, 2025Briscoe Group Limited announced that they will report first half, 2026 results on Sep 10, 2025Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 09Briscoe Group Limited, Annual General Meeting, May 15, 2025Briscoe Group Limited, Annual General Meeting, May 15, 2025. Location: offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New ZealandDeclared Dividend • Mar 14Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time.공시 • Mar 13Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended January 26, 2025, Payable on March 27, 2025Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.11764706 per security for the six months ended January 26, 2025. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NZ$0.27 (vs NZ$0.38 in FY 2024)Full year 2025 results: EPS: NZ$0.27 (down from NZ$0.38 in FY 2024). Revenue: NZ$791.5m (flat on FY 2024). Net income: NZ$60.6m (down 28% from FY 2024). Profit margin: 7.7% (down from 11% in FY 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia.공시 • Mar 12Briscoe Group Australasia Limited Announces Supplementary Distribution, Payable on March 27, 2025Briscoe Group Australasia Limited announced supplementary distribution amount of $0.01764706 per security. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.공시 • Mar 10Briscoe Group Limited, Annual General Meeting, Mar 24, 2025Briscoe Group Limited, Annual General Meeting, Mar 24, 2025.공시 • Feb 04Briscoe Group Limited to Report Fiscal Year 2025 Results on Mar 12, 2025Briscoe Group Limited announced that they will report fiscal year 2025 results on Mar 12, 2025공시 • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.Board Change • Jan 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 12Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt Nzx Dividend for the Six Months Ended July 30, 2024, Payable on October 09, 2024Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2024. Record date is September 25, 2024. Ex-date is September 24, 2024. Payment date is October 09, 2024.공시 • Aug 02Briscoe Group Limited to Report First Half, 2025 Results on Sep 11, 2024Briscoe Group Limited announced that they will report first half, 2025 results on Sep 11, 2024Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 09Briscoe Group Limited, Annual General Meeting, May 16, 2024Briscoe Group Limited, Annual General Meeting, May 16, 2024, at 10:00 NZST - New Zealand Standard. Location: at the offices of Simpson Grierson, Level 28, Shortland and Fort, 88 Shortland Street, Auckland New Zealand Agenda: To consider Address; to consider managing director's address; to consider To receive and consider the company's financial statements for the year ended 28 January 2024 together with the director's reports; to consider Re-election of Director Dame Rosanne Meo; to consider Re-election of Director Hugh James Mark Callaghan; to consider director's remuneration; and to consider other matters.Declared Dividend • Mar 16Final dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NZ$0.38 (vs NZ$0.40 in FY 2023)Full year 2024 results: EPS: NZ$0.38 (down from NZ$0.40 in FY 2023). Revenue: NZ$792.0m (flat on FY 2023). Net income: NZ$84.2m (down 4.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Feb 02Briscoe Group Limited to Report Fiscal Year 2024 Results on Mar 13, 2024Briscoe Group Limited announced that they will report fiscal year 2024 results on Mar 13, 2024Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 14Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended July 30, 2023, Payable on October 11, 2023Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2023. Record date is September 20, 2023. Ex-date is September 19, 2023. Payment date is October 11, 2023.Reported Earnings • Sep 14First half 2024 earnings released: EPS: NZ$0.19 (vs NZ$0.20 in 1H 2023)First half 2024 results: EPS: NZ$0.19 (down from NZ$0.20 in 1H 2023). Revenue: NZ$369.2m (flat on 1H 2023). Net income: NZ$42.8m (down 6.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.공시 • Aug 10Briscoe Group Limited to Report First Half, 2024 Results on Sep 13, 2023Briscoe Group Limited announced that they will report first half, 2024 results on Sep 13, 2023Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NZ$0.40 (vs NZ$0.40 in FY 2022)Full year 2023 results: EPS: NZ$0.40 (up from NZ$0.40 in FY 2022). Revenue: NZ$785.9m (up 5.6% from FY 2022). Net income: NZ$88.4m (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 28% over the past three years.Reported Earnings • Sep 15First half 2023 earnings released: EPS: NZ$0.20 (vs NZ$0.21 in 1H 2022)First half 2023 results: EPS: NZ$0.20 (down from NZ$0.21 in 1H 2022). Revenue: NZ$367.9m (up 2.7% from 1H 2022). Net income: NZ$45.6m (down 3.9% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.주주 수익률BGPAU Specialty RetailAU 시장7D0.5%-2.3%0.08%1Y-14.1%-28.1%3.1%전체 주주 수익률 보기수익률 대 산업: BGP은 지난 1년 동안 -28.1%의 수익을 기록한 Australian Specialty Retail 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: BGP은 지난 1년 동안 3.1%를 기록한 Australian 시장보다 저조한 성과를 냈습니다.주가 변동성Is BGP's price volatile compared to industry and market?BGP volatilityBGP Average Weekly Movementn/aSpecialty Retail Industry Average Movement6.9%Market Average Movement10.5%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%안정적인 주가: BGP의 주가는 지난 3개월 동안 Australian 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine BGP의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트17812,100Rod Dukewww.briscoegroup.co.nz브리스코 그룹은 뉴질랜드에서 가정용품 및 스포츠용품을 소매하는 회사입니다. 이 회사는 가정용품과 스포츠용품의 두 가지 부문으로 운영됩니다. Briscoes Homeware 및 Rebel Sport 브랜드로 매장을 운영하고 있으며, 온라인으로 제품을 판매하고 있습니다.더 보기Briscoe Group Limited 기초 지표 요약Briscoe Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?BGP 기초 통계시가총액AU$804.62m순이익 (TTM)AU$48.61m매출 (TTM)AU$655.68m16.6x주가수익비율(P/E)1.2x주가매출비율(P/S)BGP는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표BGP 손익계산서 (TTM)매출NZ$798.83m매출원가NZ$485.48m총이익NZ$313.36m기타 비용NZ$254.14m순이익NZ$59.22m최근 보고된 실적Jan 25, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.27총이익률39.23%순이익률7.41%부채/자본 비율0%BGP의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당4.5%현재 배당 수익률75%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 18:24종가2026/05/18 00:00수익2026/01/25연간 수익2026/01/25데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Briscoe Group Limited는 3명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Paul KorauaForsyth Barr Group Ltd.Guy Edward HooperJarden LimitedWarren DoakMacquarie Research
공시 • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.
Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.
공시 • Apr 02Briscoe Group Limited, Annual General Meeting, May 07, 2026Briscoe Group Limited, Annual General Meeting, May 07, 2026. Location: at the offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 15Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2026 Payment date: 31st March 2026 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 11Full year 2026 earnings released: EPS: NZ$0.27 (vs NZ$0.27 in FY 2025)Full year 2026 results: EPS: NZ$0.27 (down from NZ$0.27 in FY 2025). Revenue: NZ$798.8m (flat on FY 2025). Net income: NZ$59.2m (down 2.3% from FY 2025). Profit margin: 7.4% (down from 7.7% in FY 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Mar 02Briscoe Group Limited, Annual General Meeting, Mar 20, 2026Briscoe Group Limited, Annual General Meeting, Mar 20, 2026.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to AU$4.49, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total returns to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$4.41 per share.
Board Change • Nov 19High number of new directorsIndependent Non-Executive Director Mark Cairns was the last director to join the board, commencing their role in 2025.
Board Change • Sep 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Aug 04Briscoe Group Limited to Report First Half, 2026 Results on Sep 10, 2025Briscoe Group Limited announced that they will report first half, 2026 results on Sep 10, 2025
Board Change • Jun 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 09Briscoe Group Limited, Annual General Meeting, May 15, 2025Briscoe Group Limited, Annual General Meeting, May 15, 2025. Location: offices of simpson grierson, level 28, shortland and fort, 88 shortland street, auckland New Zealand
Declared Dividend • Mar 14Final dividend of NZ$0.12 announcedShareholders will receive a dividend of NZ$0.12. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 5.8%, which is higher than the industry average of 5.4%. Sustainability & Growth The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time.
공시 • Mar 13Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended January 26, 2025, Payable on March 27, 2025Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.11764706 per security for the six months ended January 26, 2025. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: NZ$0.27 (vs NZ$0.38 in FY 2024)Full year 2025 results: EPS: NZ$0.27 (down from NZ$0.38 in FY 2024). Revenue: NZ$791.5m (flat on FY 2024). Net income: NZ$60.6m (down 28% from FY 2024). Profit margin: 7.7% (down from 11% in FY 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Specialty Retail industry in Australia.
공시 • Mar 12Briscoe Group Australasia Limited Announces Supplementary Distribution, Payable on March 27, 2025Briscoe Group Australasia Limited announced supplementary distribution amount of $0.01764706 per security. Ex-date is March 19, 2025. Payment date is March 27, 2025. Record date is March 20, 2025.
공시 • Mar 10Briscoe Group Limited, Annual General Meeting, Mar 24, 2025Briscoe Group Limited, Annual General Meeting, Mar 24, 2025.
공시 • Feb 04Briscoe Group Limited to Report Fiscal Year 2025 Results on Mar 12, 2025Briscoe Group Limited announced that they will report fiscal year 2025 results on Mar 12, 2025
공시 • Jan 10Briscoe Group Limited Revises Group Earnings Guidance for the Fiscal Year Ending 26 January 2025Briscoe Group Limited revised group earnings guidance for the fiscal year ending 26 January 2025. Given the subdued trading performance for the first 2 months of this crucial final quarter and the company's expectation that this will continue through January, the company now believe the Group's full year net profit after tax (NPAT) will not meet the previous range given by the Group but will be greater than $66 million. This NPAT excludes the previously announced one-off, non-cash tax adjustment of $7.4 million booked as a result of changes to tax depreciation on commercial buildings enacted by the Government earlier this year.
Board Change • Jan 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 12Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt Nzx Dividend for the Six Months Ended July 30, 2024, Payable on October 09, 2024Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2024. Record date is September 25, 2024. Ex-date is September 24, 2024. Payment date is October 09, 2024.
공시 • Aug 02Briscoe Group Limited to Report First Half, 2025 Results on Sep 11, 2024Briscoe Group Limited announced that they will report first half, 2025 results on Sep 11, 2024
Board Change • Apr 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 09Briscoe Group Limited, Annual General Meeting, May 16, 2024Briscoe Group Limited, Annual General Meeting, May 16, 2024, at 10:00 NZST - New Zealand Standard. Location: at the offices of Simpson Grierson, Level 28, Shortland and Fort, 88 Shortland Street, Auckland New Zealand Agenda: To consider Address; to consider managing director's address; to consider To receive and consider the company's financial statements for the year ended 28 January 2024 together with the director's reports; to consider Re-election of Director Dame Rosanne Meo; to consider Re-election of Director Hugh James Mark Callaghan; to consider director's remuneration; and to consider other matters.
Declared Dividend • Mar 16Final dividend of NZ$0.19 announcedShareholders will receive a dividend of NZ$0.19. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 7.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 1.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 13Full year 2024 earnings released: EPS: NZ$0.38 (vs NZ$0.40 in FY 2023)Full year 2024 results: EPS: NZ$0.38 (down from NZ$0.40 in FY 2023). Revenue: NZ$792.0m (flat on FY 2023). Net income: NZ$84.2m (down 4.8% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 2% per year.
Board Change • Mar 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Feb 02Briscoe Group Limited to Report Fiscal Year 2024 Results on Mar 13, 2024Briscoe Group Limited announced that they will report fiscal year 2024 results on Mar 13, 2024
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Mark Callaghan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 14Briscoe Group Australasia Limited Announces Ordinary Fully Paid Foreign Exempt NZX Dividend for the Six Months Ended July 30, 2023, Payable on October 11, 2023Briscoe Group Australasia Limited announced ordinary fully paid foreign exempt NZX dividend of NZD 0.14705882 per security for the six months ended July 30, 2023. Record date is September 20, 2023. Ex-date is September 19, 2023. Payment date is October 11, 2023.
Reported Earnings • Sep 14First half 2024 earnings released: EPS: NZ$0.19 (vs NZ$0.20 in 1H 2023)First half 2024 results: EPS: NZ$0.19 (down from NZ$0.20 in 1H 2023). Revenue: NZ$369.2m (flat on 1H 2023). Net income: NZ$42.8m (down 6.3% from 1H 2023). Profit margin: 12% (in line with 1H 2023). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 6% per year.
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 3.6% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
공시 • Aug 10Briscoe Group Limited to Report First Half, 2024 Results on Sep 13, 2023Briscoe Group Limited announced that they will report first half, 2024 results on Sep 13, 2023
Reported Earnings • Mar 17Full year 2023 earnings released: EPS: NZ$0.40 (vs NZ$0.40 in FY 2022)Full year 2023 results: EPS: NZ$0.40 (up from NZ$0.40 in FY 2022). Revenue: NZ$785.9m (up 5.6% from FY 2022). Net income: NZ$88.4m (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Feb 03+ 1 more updateBriscoe Group Limited Provides Earnings Guidance for the Full Year Ended 29 January 2023Briscoe Group Limited provided earnings guidance for the full year ended 29 January 2023. Expected record full-year net profit after tax (NPAT) not less than $88 million.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Sep 15First half 2023 earnings released: EPS: NZ$0.20 (vs NZ$0.21 in 1H 2022)First half 2023 results: EPS: NZ$0.20 (down from NZ$0.21 in 1H 2022). Revenue: NZ$367.9m (up 2.7% from 1H 2022). Net income: NZ$45.6m (down 3.9% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 14% per year.
