View ValuationUniversal Store Holdings 향후 성장Future 기준 점검 3/6Universal Store Holdings (는) 각각 연간 9.3% 및 7.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.9% 로 예상됩니다.핵심 정보9.3%이익 성장률8.52%EPS 성장률Specialty Retail 이익 성장10.8%매출 성장률7.8%향후 자기자본이익률29.90%애널리스트 커버리지Good마지막 업데이트14 Jul 2026최근 향후 성장 업데이트공고 • May 25+ 1 more updateUniversal Store Holdings Limited Provides Unaudited Sales Guidance for the Full Year Ending 30 June 2023Universal Store Holdings Limited provided unaudited sales guidance for the full year ending 30 June 2023. For the period, the company’s Group sales are expected to be in the range of $258 million to $261 million (versus $208 million reported in FY22). Universal Store sales are expected to be in the range of $238 million to $240 million (which compares to $208 million in FY22, and $211 million in FY21). Underlying FY23 sales for CTC (full year, including the period pre acquisition) is expected to be in the range of $40 million to $42 million, which compares to $35 million in FY22.모든 업데이트 보기Recent updates공고 • Jul 10Universal Store Holdings Limited to Report Fiscal Year 2026 Results on Aug 20, 2026Universal Store Holdings Limited announced that they will report fiscal year 2026 results Pre-Market on Aug 20, 2026Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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 • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.공고 • Jan 19Universal Store Holdings Limited to Report First Half, 2026 Results on Feb 19, 2026Universal Store Holdings Limited announced that they will report first half, 2026 results on Feb 19, 2026Board 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. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.Declared Dividend • Aug 23Final dividend of AU$0.17 announcedShareholders will receive a dividend of AU$0.17. Ex-date: 3rd September 2025 Payment date: 25th September 2025 Dividend yield will be 4.3%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio). However, it is well covered by cash flows (44% cash payout ratio). The dividend has increased by an average of 40% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control. EPS is expected to grow by 56% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.30 (vs AU$0.45 in FY 2024)Full year 2025 results: EPS: AU$0.30 (down from AU$0.45 in FY 2024). Revenue: AU$333.3m (up 16% from FY 2024). Net income: AU$23.3m (down 32% from FY 2024). Profit margin: 7.0% (down from 12% in FY 2024). Revenue is forecast to grow 8.9% 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 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.공고 • Aug 21Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2025Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2025.Board Change • Aug 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.공고 • Jul 21Universal Store Holdings Limited to Report Fiscal Year 2025 Results on Jul 21, 2025Universal Store Holdings Limited announced that they will report fiscal year 2025 results Pre-Market on Jul 21, 2025Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.공고 • Jan 21Universal Store Holdings Limited to Report First Half, 2025 Results on Feb 20, 2025Universal Store Holdings Limited announced that they will report first half, 2025 results on Feb 20, 2025Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.공고 • Aug 30Universal Store Holdings Limited Announces the Resignation of Renee Jones as Company SecretaryUniversal Store Holdings Limited announced that Renee Jones has resigned as Company Secretary with effect from 30 August 2024. Clare Craven remains as Company Secretary.공고 • Aug 24Universal Store Holdings Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024, Payable on September 26, 2024Universal Store Holdings Limited announced Ordinary Fully Paid dividend of AUD 0.19000000 for the six months ended June 30, 2024. Ex Date of September 4, 2024, Record Date of September 5, 2024 and Payment Date September 26, 2024.Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.45 (vs AU$0.33 in FY 2023)Full year 2024 results: EPS: AU$0.45 (up from AU$0.33 in FY 2023). Revenue: AU$288.5m (up 9.7% from FY 2023). Net income: AU$34.3m (up 46% from FY 2023). Profit margin: 12% (up from 9.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공고 • Aug 19Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2024Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2024.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$5.78, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total loss to shareholders of 8.7% over the past three years.공고 • Jul 08Universal Store Holdings Limited to Report Fiscal Year 2024 Results on Aug 22, 2024Universal Store Holdings Limited announced that they will report fiscal year 2024 results on Aug 22, 2024공고 • Apr 17Universal Store Holdings Limited Announces Chief Financial Office ChangesUniversal Store Holdings Limited announced the appointment of Ethan Orsini as its new Chief Financial Officer (CFO). This appointment follows the resignation of outgoing CFO, Renee Jones who will leave the Group following the release of the full year financial results. Ethan is an experienced retail finance and operations executive who has served Super Retail Group (SRG) for over 15 years. An astute, commercially minded leader, Ethan brings a broad skill set across finance, strategy, business improvement, operations, and general management. His roles at SRG include General Manager Group Omni Fulfilment, interim Managing Director of BCF, and Group Financial Controller. Ethan will commence on 5 August 2024, and will benefit from a reasonable handover period with Renee.Upcoming Dividend • Feb 29Upcoming dividend of AU$0.17 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (4.7%).Declared Dividend • Feb 24First half dividend of AU$0.17 announcedShareholders will receive a dividend of AU$0.17. Ex-date: 7th March 2024 Payment date: 28th March 2024 Dividend yield will be 5.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 30% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.28 (vs AU$0.25 in 1H 2023)First half 2024 results: EPS: AU$0.28 (up from AU$0.25 in 1H 2023). Revenue: AU$158.0m (up 8.5% from 1H 2023). Net income: AU$20.7m (up 17% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 7.9% 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 fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공고 • Jan 22Universal Store Holdings Limited to Report First Half, 2024 Results on Feb 22, 2024Universal Store Holdings Limited announced that they will report first half, 2024 results on Feb 22, 2024Upcoming Dividend • Sep 04Upcoming dividend of AU$0.08 per share at 5.8% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 5.8%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (5.7%).공고 • Aug 24+ 1 more updateUniversal Store Holdings Limited, Annual General Meeting, Nov 20, 2023Universal Store Holdings Limited, Annual General Meeting, Nov 20, 2023.Reported Earnings • Aug 24Full year 2023 earnings released: EPS: AU$0.33 (vs AU$0.30 in FY 2022)Full year 2023 results: EPS: AU$0.33 (up from AU$0.30 in FY 2022). Revenue: AU$263.1m (up 27% from FY 2022). Net income: AU$23.6m (up 15% from FY 2022). Profit margin: 9.0% (in line with FY 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Australia.Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$3.07, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total loss to shareholders of 20% over the past year.Recent Insider Transactions • May 27Non-Executive Chairman recently bought AU$61k worth of stockOn the 24th of May, Peter Birtles bought around 20k shares on-market at roughly AU$3.04 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.공고 • May 25+ 1 more updateUniversal Store Holdings Limited Provides Unaudited Sales Guidance for the Full Year Ending 30 June 2023Universal Store Holdings Limited provided unaudited sales guidance for the full year ending 30 June 2023. For the period, the company’s Group sales are expected to be in the range of $258 million to $261 million (versus $208 million reported in FY22). Universal Store sales are expected to be in the range of $238 million to $240 million (which compares to $208 million in FY22, and $211 million in FY21). Underlying FY23 sales for CTC (full year, including the period pre acquisition) is expected to be in the range of $40 million to $42 million, which compares to $35 million in FY22.Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to AU$3.13, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total loss to shareholders of 28% over the past year.Upcoming Dividend • Feb 28Upcoming dividend of AU$0.14 per share at 4.0% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (7.1%). Lower than average of industry peers (5.5%).Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.25 (vs AU$0.20 in 1H 2022)First half 2023 results: EPS: AU$0.25 (up from AU$0.20 in 1H 2022). Revenue: AU$145.7m (up 35% from 1H 2022). Net income: AU$17.8m (up 32% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia.공고 • Feb 03Universal Store Holdings Limited to Report First Half, 2023 Results on Feb 23, 2023Universal Store Holdings Limited announced that they will report first half, 2023 results on Feb 23, 2023Board Change • Oct 29High number of new directorsIndependent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021.이익 및 매출 성장 예측CHIA:UNI - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/2029475489210826/30/20284414683100106/30/2027407427890106/30/20263732772851012/31/2025359406276N/A9/30/2025346326477N/A6/30/2025333236779N/A3/31/2025324246879N/A12/31/2024314257079N/A9/30/2024301306473N/A6/30/2024289345968N/A3/31/2024282306069N/A12/31/2023275276270N/A9/30/2023269255362N/A6/30/2023263244455N/A3/31/2023254243847N/A12/31/2022245253140N/A9/30/2022227233341N/A6/30/2022208213442N/A3/31/2022205213644N/A12/31/2021201223745N/A9/30/2021206234146N/A6/30/2021211244447N/A3/31/2021194215052N/A12/31/2020177185557N/A9/30/2020166154952N/A6/30/2020155134347N/A6/30/201914713N/AN/AN/A6/30/201811210N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: UNI 의 연간 예상 수익 증가율(9.3%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: UNI 의 연간 수익(9.3%)이 Australian 시장(11.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: UNI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: UNI 의 수익(연간 7.8%)이 Australian 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: UNI 의 수익(연간 7.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: UNI의 자본 수익률은 3년 후 29.9%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/15 14:27종가2026/07/15 00:00수익2025/12/31연간 수익2025/06/30데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Universal Store Holdings Limited는 17명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aryan NoroziBarrenjoey Markets Pty LimitedForres SalekianBarrenjoey Markets Pty LimitedChamithri RatnapalaBell Potter14명의 분석가 더 보기
공고 • May 25+ 1 more updateUniversal Store Holdings Limited Provides Unaudited Sales Guidance for the Full Year Ending 30 June 2023Universal Store Holdings Limited provided unaudited sales guidance for the full year ending 30 June 2023. For the period, the company’s Group sales are expected to be in the range of $258 million to $261 million (versus $208 million reported in FY22). Universal Store sales are expected to be in the range of $238 million to $240 million (which compares to $208 million in FY22, and $211 million in FY21). Underlying FY23 sales for CTC (full year, including the period pre acquisition) is expected to be in the range of $40 million to $42 million, which compares to $35 million in FY22.
공고 • Jul 10Universal Store Holdings Limited to Report Fiscal Year 2026 Results on Aug 20, 2026Universal Store Holdings Limited announced that they will report fiscal year 2026 results Pre-Market on Aug 20, 2026
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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 • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.
공고 • Jan 19Universal Store Holdings Limited to Report First Half, 2026 Results on Feb 19, 2026Universal Store Holdings Limited announced that they will report first half, 2026 results on Feb 19, 2026
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. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.
Declared Dividend • Aug 23Final dividend of AU$0.17 announcedShareholders will receive a dividend of AU$0.17. Ex-date: 3rd September 2025 Payment date: 25th September 2025 Dividend yield will be 4.3%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio). However, it is well covered by cash flows (44% cash payout ratio). The dividend has increased by an average of 40% per year over the past 4 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control. EPS is expected to grow by 56% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.30 (vs AU$0.45 in FY 2024)Full year 2025 results: EPS: AU$0.30 (down from AU$0.45 in FY 2024). Revenue: AU$333.3m (up 16% from FY 2024). Net income: AU$23.3m (down 32% from FY 2024). Profit margin: 7.0% (down from 12% in FY 2024). Revenue is forecast to grow 8.9% 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 2% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Aug 21Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2025Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2025.
Board Change • Aug 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.
공고 • Jul 21Universal Store Holdings Limited to Report Fiscal Year 2025 Results on Jul 21, 2025Universal Store Holdings Limited announced that they will report fiscal year 2025 results Pre-Market on Jul 21, 2025
Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.
공고 • Jan 21Universal Store Holdings Limited to Report First Half, 2025 Results on Feb 20, 2025Universal Store Holdings Limited announced that they will report first half, 2025 results on Feb 20, 2025
Board Change • Jan 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Renee Gamble 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.
공고 • Aug 30Universal Store Holdings Limited Announces the Resignation of Renee Jones as Company SecretaryUniversal Store Holdings Limited announced that Renee Jones has resigned as Company Secretary with effect from 30 August 2024. Clare Craven remains as Company Secretary.
공고 • Aug 24Universal Store Holdings Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2024, Payable on September 26, 2024Universal Store Holdings Limited announced Ordinary Fully Paid dividend of AUD 0.19000000 for the six months ended June 30, 2024. Ex Date of September 4, 2024, Record Date of September 5, 2024 and Payment Date September 26, 2024.
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.45 (vs AU$0.33 in FY 2023)Full year 2024 results: EPS: AU$0.45 (up from AU$0.33 in FY 2023). Revenue: AU$288.5m (up 9.7% from FY 2023). Net income: AU$34.3m (up 46% from FY 2023). Profit margin: 12% (up from 9.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공고 • Aug 19Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2024Universal Store Holdings Limited, Annual General Meeting, Oct 30, 2024.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to AU$5.78, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total loss to shareholders of 8.7% over the past three years.
공고 • Jul 08Universal Store Holdings Limited to Report Fiscal Year 2024 Results on Aug 22, 2024Universal Store Holdings Limited announced that they will report fiscal year 2024 results on Aug 22, 2024
공고 • Apr 17Universal Store Holdings Limited Announces Chief Financial Office ChangesUniversal Store Holdings Limited announced the appointment of Ethan Orsini as its new Chief Financial Officer (CFO). This appointment follows the resignation of outgoing CFO, Renee Jones who will leave the Group following the release of the full year financial results. Ethan is an experienced retail finance and operations executive who has served Super Retail Group (SRG) for over 15 years. An astute, commercially minded leader, Ethan brings a broad skill set across finance, strategy, business improvement, operations, and general management. His roles at SRG include General Manager Group Omni Fulfilment, interim Managing Director of BCF, and Group Financial Controller. Ethan will commence on 5 August 2024, and will benefit from a reasonable handover period with Renee.
Upcoming Dividend • Feb 29Upcoming dividend of AU$0.17 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 28 March 2024. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (4.7%).
Declared Dividend • Feb 24First half dividend of AU$0.17 announcedShareholders will receive a dividend of AU$0.17. Ex-date: 7th March 2024 Payment date: 28th March 2024 Dividend yield will be 5.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (69% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 30% per year over the past 3 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 23First half 2024 earnings released: EPS: AU$0.28 (vs AU$0.25 in 1H 2023)First half 2024 results: EPS: AU$0.28 (up from AU$0.25 in 1H 2023). Revenue: AU$158.0m (up 8.5% from 1H 2023). Net income: AU$20.7m (up 17% from 1H 2023). Profit margin: 13% (in line with 1H 2023). Revenue is forecast to grow 7.9% 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 fallen by 1% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공고 • Jan 22Universal Store Holdings Limited to Report First Half, 2024 Results on Feb 22, 2024Universal Store Holdings Limited announced that they will report first half, 2024 results on Feb 22, 2024
Upcoming Dividend • Sep 04Upcoming dividend of AU$0.08 per share at 5.8% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 5.8%. Lower than top quartile of Australian dividend payers (7.0%). In line with average of industry peers (5.7%).
공고 • Aug 24+ 1 more updateUniversal Store Holdings Limited, Annual General Meeting, Nov 20, 2023Universal Store Holdings Limited, Annual General Meeting, Nov 20, 2023.
Reported Earnings • Aug 24Full year 2023 earnings released: EPS: AU$0.33 (vs AU$0.30 in FY 2022)Full year 2023 results: EPS: AU$0.33 (up from AU$0.30 in FY 2022). Revenue: AU$263.1m (up 27% from FY 2022). Net income: AU$23.6m (up 15% from FY 2022). Profit margin: 9.0% (in line with FY 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Specialty Retail industry in Australia.
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to AU$3.07, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total loss to shareholders of 20% over the past year.
Recent Insider Transactions • May 27Non-Executive Chairman recently bought AU$61k worth of stockOn the 24th of May, Peter Birtles bought around 20k shares on-market at roughly AU$3.04 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
공고 • May 25+ 1 more updateUniversal Store Holdings Limited Provides Unaudited Sales Guidance for the Full Year Ending 30 June 2023Universal Store Holdings Limited provided unaudited sales guidance for the full year ending 30 June 2023. For the period, the company’s Group sales are expected to be in the range of $258 million to $261 million (versus $208 million reported in FY22). Universal Store sales are expected to be in the range of $238 million to $240 million (which compares to $208 million in FY22, and $211 million in FY21). Underlying FY23 sales for CTC (full year, including the period pre acquisition) is expected to be in the range of $40 million to $42 million, which compares to $35 million in FY22.
Valuation Update With 7 Day Price Move • May 24Investor sentiment deteriorates as stock falls 32%After last week's 32% share price decline to AU$3.13, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total loss to shareholders of 28% over the past year.
Upcoming Dividend • Feb 28Upcoming dividend of AU$0.14 per share at 4.0% yieldEligible shareholders must have bought the stock before 07 March 2023. Payment date: 29 March 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (7.1%). Lower than average of industry peers (5.5%).
Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.25 (vs AU$0.20 in 1H 2022)First half 2023 results: EPS: AU$0.25 (up from AU$0.20 in 1H 2022). Revenue: AU$145.7m (up 35% from 1H 2022). Net income: AU$17.8m (up 32% from 1H 2022). Profit margin: 12% (in line with 1H 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia.
공고 • Feb 03Universal Store Holdings Limited to Report First Half, 2023 Results on Feb 23, 2023Universal Store Holdings Limited announced that they will report first half, 2023 results on Feb 23, 2023
Board Change • Oct 29High number of new directorsIndependent Non-Executive Director Renee Gamble was the last director to join the board, commencing their role in 2021.