View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 배당 및 자사주 매입배당 기준 점검 0/6Superdry 현재 배당금을 지급하지 않습니다.핵심 정보0%배당 수익률-429.9%자사주 매입 수익률총 주주 수익률-429.9%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향0%최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Jul 17Superdry plc Announces Resignation of Georgina Harvey as Independent Non-Executive DirectorCapita announced that Georgina Harvey, Senior-Independent Director resigned as independent non-executive director of Superdry PLC on 15 July 2024.공시 • 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.공시 • 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.공시 • 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.New Risk • Apr 16New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: €9.28m (US$9.86m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (72% average daily change). Market cap is less than US$10m (€9.28m market cap, or US$9.86m). Minor Risks Negative equity (-UK£41m). Currently unprofitable and not forecast to become profitable over next 2 years (UK£16m net loss in 2 years). Shareholders have been diluted in the past year (22% increase in shares outstanding).New Risk • Mar 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (72% average daily change). Minor Risks Negative equity (-UK£41m). Currently unprofitable and not forecast to become profitable over next 2 years (UK£16m net loss in 2 years). Shareholders have been diluted in the past year (22% increase in shares outstanding). Market cap is less than US$100m (€28.0m market cap, or US$30.3m).공시 • Mar 18Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)공시 • 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.New Risk • Feb 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (72% average daily change). Minor Risks Negative equity (-UK£41m). Currently unprofitable and not forecast to become profitable over next 2 years (UK£16m net loss in 2 years). Shareholders have been diluted in the past year (22% increase in shares outstanding). Market cap is less than US$100m (€40.5m market cap, or US$43.6m).공시 • 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.New Risk • Jan 31New major risk - Revenue and earnings growthEarnings have declined by 0.5% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Share price has been highly volatile over the past 3 months (54% average daily change). Earnings have declined by 0.5% per year over the past 5 years. Minor Risks Negative equity (-UK£41m). Market cap is less than US$100m (€17.6m market cap, or US$19.1m).Reported Earnings • Jan 29First half 2024 earnings released: EPS: UK£0.029 (vs UK£0.15 loss in 1H 2023)First half 2024 results: EPS: UK£0.029 (up from UK£0.15 loss in 1H 2023). Revenue: UK£219.8m (down 24% from 1H 2023). Net income: UK£2.80m (up UK£15.0m from 1H 2023). Profit margin: 1.3% (up from net loss in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 59% per year, which means it is performing significantly worse than earnings.공시 • 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.New Risk • Jan 26New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Share price has been highly volatile over the past 3 months (85% average weekly change). Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Negative equity (-UK£53m). Market cap is less than US$100m (€16.3m market cap, or US$17.7m).공시 • Jan 20Superdry plc to Report Q2, 2024 Results on Jan 26, 2024Superdry plc announced that they will report Q2, 2024 results on Jan 26, 2024New Risk • Dec 21New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Negative equity (-UK£53m). Market cap is less than US$100m (€31.5m market cap, or US$34.6m).New Risk • Oct 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.2% average weekly change). Minor Risks Negative equity (-UK£53m). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (€47.5m market cap, or US$49.9m).공시 • 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.New Risk • Sep 03New minor risk - Negative shareholders equityThe company has negative equity. Total equity: -UK£53m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-UK£53m). Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (€64.1m market cap, or US$69.1m).New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (€79.2m market cap, or US$86.5m).New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Large one-off items impacting financial results. Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (€72.8m market cap, or US$79.9m).공시 • 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.공시 • May 13Superdry plc, Annual General Meeting, May 30, 2023Superdry plc, Annual General Meeting, May 30, 2023, at 09:00 Coordinated Universal Time. Location: Unit 60, The Runnings Cheltenham GL51 9NW Chelenham United Kingdom공시 • 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: £0.763공시 • 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.Reported Earnings • Jan 28First half 2023 earnings released: UK£0.15 loss per share (vs UK£0.03 profit in 1H 2022)First half 2023 results: UK£0.15 loss per share (down from UK£0.03 profit in 1H 2022). Revenue: UK£287.2m (up 3.6% from 1H 2022). Net loss: UK£12.2m (down UK£14.7m from profit in 1H 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 22% share price gain to €1.69, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 66% over the past three years.Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total loss to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.17 per share.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €1.15, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total loss to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.35 per share.Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.41, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.77 per share.Reported Earnings • Oct 08Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£609.6m (up 9.6% from FY 2021). Net income: UK£22.7m (up UK£58.8m from FY 2021). Profit margin: 3.7% (up from net loss in FY 2021). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Germany.공시 • Oct 06Superdry plc, Annual General Meeting, Oct 31, 2022Superdry plc, Annual General Meeting, Oct 31, 2022, at 10:00 Coordinated Universal Time. Location: The Runnings, Cheltenham, Gloucestershire United Kingdom Agenda: To re-elect Julian Dunkerton 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 Peter Sjölander as a Director of the Company; to re-elect Helen Weir as a Director of the Company; to re-elect Shaun Wills as a Director of the Company; and to consider other matters.공시 • Jun 11+ 1 more updateSuperdry plc Announces Resignation of Faisal Galaria as Non-Executive DirectorNon-Executive Director Faisal Galaria has informed the Board of Superdry plc that, following his acceptance of a position as a Non-Executive Director with Starling Bank Limited, he will not stand for re-election at this year’s Annual General Meeting, which is scheduled to take place in the Autumn.Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. Co-Founder, CEO & Executive Director Julian Dunkerton is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buying Opportunity • Feb 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be UK£3.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% per annum over the last 3 years. The company became loss making over the last 3 years.Reported Earnings • Jan 22First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.03 (up from UK£0.19 loss in 1H 2021). Revenue: UK£277.2m (down 1.9% from 1H 2021). Net income: UK£2.50m (up UK£17.9m from 1H 2021). Profit margin: 0.9% (up from net loss in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 22%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.Recent Insider Transactions • Oct 24Co-Founder recently bought €1.2m worth of stockOn the 20th of October, Julian Dunkerton bought around 372k shares on-market at roughly €3.15 per share. This was the largest purchase by an insider in the last 3 months. This was Julian's only on-market trade for the last 12 months.Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 8 analysts covering Superdry expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£11.3m in 2022. Earnings growth of 91% is required to achieve expected profit on schedule.Reported Earnings • Sep 17Full year 2021 earnings released: UK£0.44 loss per share (vs UK£1.75 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: UK£556.1m (down 21% from FY 2020). Net loss: UK£36.1m (loss narrowed 75% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.Executive Departure • May 02Independent Chairman of the Board Peter Williams has left the companyOn the 29th of April, Peter Williams' tenure as Independent Chairman of the Board ended after 2.1 years in the role. As of December 2020, Peter personally held 77.22k shares (€217k worth at the time). A total of 2 executives have left over the last 12 months.Recent Insider Transactions • Mar 10Insider recently sold €114k worth of stockOn the 4th of March, Jonathan Wragg sold around 38k shares on-market at roughly €2.98 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €2.2m more than they sold in the last 12 months.공시 • Feb 12Superdry Appoints Shaun Wills as Chief Financial OfficerSuperdry announced the appointment of Shaun Wills as Chief Financial Officer ('CFO'). Shaun is currently Finance Director for Clothing & Home at Marks & Spencer, a position he has held since April 2018.공시 • Jan 28+ 3 more updatesSuperdry plc(LSE:SDRY) dropped from FTSE 250 IndexSuperdry plc(LSE:SDRY) dropped from FTSE 250 IndexReported Earnings • Jan 20First half 2021 earnings released: UK£0.19 loss per shareThe company reported a poor first half result with increased losses and weaker revenues and control over expenses. First half 2021 results: Revenue: UK£282.7m (down 23% from 1H 2020). Net loss: UK£15.4m (loss widened 137% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has only fallen by 51% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 28New 90-day high: €3.21The company is up 91% from its price of €1.68 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.10 per share.공시 • Dec 17+ 1 more updateSuperdry plc Announces Executive ChangesSuperdry plc announced the appointment of Silvana Bonello as Chief Operating Officer. Silvana Bonello, as Chief Operating Officer, will report directly to Julian and become a member of the Executive team. In her new role Silvana will be responsible for enhancing the effectiveness of the company's end-to-end operations and planning processes, encompassing merchandising, logistics, IT, business transformation, sourcing processes and corporate strategy. Sustainability will continue to be a primary area of focus for Julian and he will continue to directly oversee the progression of Superdry against its environmental and sustainability agenda. Silvana has had an extensive international career in numerous senior operational and strategic roles in the US and the Netherlands with Nike (where she spent 18 years), and most recently as VP Operations for Vans EMEA (part of the VF Corporation). She will relocate to the UK from Switzerland and take up her new post on 1 March 2021. The board also announced that Peter Williams has decided to step down from the board and his role as Chairman in 2021, once a successor is appointed.Is New 90 Day High Low • Nov 18New 90-day high: €2.63The company is up 65% from its price of €1.59 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.70 per share.공시 • Nov 03Superdry Appoints Benedict Smith as Interim Chief Financial OfficerSuperdry announced that it has appointed Benedict Smith as Interim Chief Financial Officer ('CFO'). Benedict has 18 years of experience as CFO of a wide range of both quoted and privately owned businesses, most recently serving as Interim CFO at Dennis Publishing Group. He has extensive relevant sector experience having held a number of CFO roles in the retail sector at businesses including Harrods, Hunter Boots, Game Digital and Spirit Group. Benedict is also currently a Non-Executive Director of McColl's Retail Group PLC and member of the Remuneration and Audit Committees. Benedict will commence his role as Interim CFO of Superdry on 02 November 2020.Is New 90 Day High Low • Oct 31New 90-day high: €2.10The company is up 71% from its price of €1.23 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.85 per share.Recent Insider Transactions • Oct 21Co-Founder recently bought €152k worth of stockOn the 16th of October, Julian Dunkerton bought around 92k shares on-market at roughly €1.66 per share. In the last 3 months, they made an even bigger purchase worth €1.3m. Julian has been a buyer over the last 12 months, purchasing a net total of €1.9m worth in shares.공시 • Oct 20Superdry plc Announces Resignation of Nick Gresham as DirectorSuperdry plc announced that with the consent of the meeting, it is proposed to withdraw resolution six, relating to the re-election of Nick Gresham as a director, at the AGM of the Company on 22 October 2020, given his resignation on 15 October 2020.공시 • Oct 16Superdry plc Announces Resignation of Nick Gresham as Chief Financial OfficerSuperdry plc announced that Nick Gresham has decided to step down from its Board as Chief Financial Officer with immediate effect. A search for a permanent replacement will start while interim arrangements are put in place.Is New 90 Day High Low • Oct 05New 90-day high: €1.83The company is up 18% from its price of €1.55 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.공시 • Oct 02Superdry plc Auditor Raises 'Going Concern' DoubtSuperdry plc filed its Annual on Sep 29, 2020 for the period ending Apr 25, 2020. In this report its auditor, Deloitte & Touche LLP, gave an unqualified opinion expressing doubt that the company can continue as a going concern.Reported Earnings • Oct 01Full year earnings released - €1.75 loss per shareOver the last 12 months the company has reported total losses of UK£143.4m, with losses widening by 42% from the prior year. Total revenue was UK£704.4m over the last 12 months, down 19% from the prior year.Recent Insider Transactions • Sep 24Co-Founder recently bought €1.3m worth of stockOn the 21st of September, Julian Dunkerton bought around 847k shares on-market at roughly €1.48 per share. This was the largest purchase by an insider in the last 3 months. Julian has been a buyer over the last 12 months, purchasing a net total of €1.5m worth in shares.Reported Earnings • Sep 22Full year earnings released - €1.75 loss per shareOver the last 12 months the company has reported total losses of UK£143.4m, with losses widening by 47% from the prior year. Total revenue was UK£704.4m over the last 12 months, down 19% from the prior year.공시 • Sep 18Superdry Plc to Report Fiscal Year 2020 Results on Sep 21, 2020Superdry Plc announced that they will report fiscal year 2020 results on Sep 21, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 49S 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 49S 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Superdry 배당 수익률 vs 시장49S의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (49S)0%시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Specialty Retail)2.6%분석가 예측 (49S) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 49S 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 49S 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 49S German 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: 49S 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/07/23 03:59종가2024/07/23 00:00수익2023/10/28연간 수익2023/04/29데이터 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 소스Superdry plc는 14명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Michael BenedictBerenbergSimon BowlerBNP ParibasYi XieBofA Global Research11명의 분석가 더 보기
공시 • Jul 17Superdry plc Announces Resignation of Georgina Harvey as Independent Non-Executive DirectorCapita announced that Georgina Harvey, Senior-Independent Director resigned as independent non-executive director of Superdry PLC on 15 July 2024.
공시 • 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.
공시 • 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.
공시 • 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.
New Risk • Apr 16New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: €9.28m (US$9.86m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (72% average daily change). Market cap is less than US$10m (€9.28m market cap, or US$9.86m). Minor Risks Negative equity (-UK£41m). Currently unprofitable and not forecast to become profitable over next 2 years (UK£16m net loss in 2 years). Shareholders have been diluted in the past year (22% increase in shares outstanding).
New Risk • Mar 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (72% average daily change). Minor Risks Negative equity (-UK£41m). Currently unprofitable and not forecast to become profitable over next 2 years (UK£16m net loss in 2 years). Shareholders have been diluted in the past year (22% increase in shares outstanding). Market cap is less than US$100m (€28.0m market cap, or US$30.3m).
공시 • Mar 18Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)Superdry plc(LSE:SDRY) dropped from FTSE All-Share Index (GBP)
공시 • 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.
New Risk • Feb 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (72% average daily change). Minor Risks Negative equity (-UK£41m). Currently unprofitable and not forecast to become profitable over next 2 years (UK£16m net loss in 2 years). Shareholders have been diluted in the past year (22% increase in shares outstanding). Market cap is less than US$100m (€40.5m market cap, or US$43.6m).
공시 • 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.
New Risk • Jan 31New major risk - Revenue and earnings growthEarnings have declined by 0.5% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Share price has been highly volatile over the past 3 months (54% average daily change). Earnings have declined by 0.5% per year over the past 5 years. Minor Risks Negative equity (-UK£41m). Market cap is less than US$100m (€17.6m market cap, or US$19.1m).
Reported Earnings • Jan 29First half 2024 earnings released: EPS: UK£0.029 (vs UK£0.15 loss in 1H 2023)First half 2024 results: EPS: UK£0.029 (up from UK£0.15 loss in 1H 2023). Revenue: UK£219.8m (down 24% from 1H 2023). Net income: UK£2.80m (up UK£15.0m from 1H 2023). Profit margin: 1.3% (up from net loss in 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.7% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 59% per year, which means it is performing significantly worse than earnings.
공시 • 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.
New Risk • Jan 26New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Share price has been highly volatile over the past 3 months (85% average weekly change). Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Negative equity (-UK£53m). Market cap is less than US$100m (€16.3m market cap, or US$17.7m).
공시 • 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
New Risk • Dec 21New major risk - Revenue and earnings growthEarnings have declined by 6.6% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 6.6% per year over the past 5 years. Minor Risks Negative equity (-UK£53m). Market cap is less than US$100m (€31.5m market cap, or US$34.6m).
New Risk • Oct 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.2% average weekly change). Minor Risks Negative equity (-UK£53m). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (€47.5m market cap, or US$49.9m).
공시 • 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.
New Risk • Sep 03New minor risk - Negative shareholders equityThe company has negative equity. Total equity: -UK£53m This is considered a minor risk. Being in negative equity means that the company's liabilities exceed its assets, meaning it owes more to creditors than it has in owned assets. While this doesn't mean the company is about to collapse, in the long-term, this is unsustainable. The company may have issues meeting financial obligations, is at risk of becoming insolvent and may have difficulty raising capital, especially more debt, if needed. It should be noted that some of the negative equity could be due to large buybacks of stock, which is not as much of a risk as a company with overwhelming debt, but likewise is not sustainable in the long-term. Currently, the following risks have been identified for the company: Minor Risks Negative equity (-UK£53m). Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (€64.1m market cap, or US$69.1m).
New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Share price has been volatile over the past 3 months (6.6% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (€79.2m market cap, or US$86.5m).
New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Large one-off items impacting financial results. Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (€72.8m market cap, or US$79.9m).
공시 • 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.
공시 • May 13Superdry plc, Annual General Meeting, May 30, 2023Superdry plc, Annual General Meeting, May 30, 2023, at 09:00 Coordinated Universal Time. Location: Unit 60, The Runnings Cheltenham GL51 9NW Chelenham United Kingdom
공시 • 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
공시 • 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.
Reported Earnings • Jan 28First half 2023 earnings released: UK£0.15 loss per share (vs UK£0.03 profit in 1H 2022)First half 2023 results: UK£0.15 loss per share (down from UK£0.03 profit in 1H 2022). Revenue: UK£287.2m (up 3.6% from 1H 2022). Net loss: UK£12.2m (down UK£14.7m from profit in 1H 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 22% share price gain to €1.69, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 66% over the past three years.
Valuation Update With 7 Day Price Move • Dec 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.28, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total loss to shareholders of 78% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.17 per share.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €1.15, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Specialty Retail industry in Europe. Total loss to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to €1.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.35 per share.
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €1.41, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.77 per share.
Reported Earnings • Oct 08Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£609.6m (up 9.6% from FY 2021). Net income: UK£22.7m (up UK£58.8m from FY 2021). Profit margin: 3.7% (up from net loss in FY 2021). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Germany.
공시 • Oct 06Superdry plc, Annual General Meeting, Oct 31, 2022Superdry plc, Annual General Meeting, Oct 31, 2022, at 10:00 Coordinated Universal Time. Location: The Runnings, Cheltenham, Gloucestershire United Kingdom Agenda: To re-elect Julian Dunkerton 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 Peter Sjölander as a Director of the Company; to re-elect Helen Weir as a Director of the Company; to re-elect Shaun Wills as a Director of the Company; and to consider other matters.
공시 • Jun 11+ 1 more updateSuperdry plc Announces Resignation of Faisal Galaria as Non-Executive DirectorNon-Executive Director Faisal Galaria has informed the Board of Superdry plc that, following his acceptance of a position as a Non-Executive Director with Starling Bank Limited, he will not stand for re-election at this year’s Annual General Meeting, which is scheduled to take place in the Autumn.
Board Change • Apr 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. Co-Founder, CEO & Executive Director Julian Dunkerton is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Feb 12Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be UK£3.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% per annum over the last 3 years. The company became loss making over the last 3 years.
Reported Earnings • Jan 22First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: UK£0.03 (up from UK£0.19 loss in 1H 2021). Revenue: UK£277.2m (down 1.9% from 1H 2021). Net income: UK£2.50m (up UK£17.9m from 1H 2021). Profit margin: 0.9% (up from net loss in 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 22%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Oct 24Co-Founder recently bought €1.2m worth of stockOn the 20th of October, Julian Dunkerton bought around 372k shares on-market at roughly €3.15 per share. This was the largest purchase by an insider in the last 3 months. This was Julian's only on-market trade for the last 12 months.
Breakeven Date Change • Sep 23Forecast to breakeven in 2022The 8 analysts covering Superdry expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of UK£11.3m in 2022. Earnings growth of 91% is required to achieve expected profit on schedule.
Reported Earnings • Sep 17Full year 2021 earnings released: UK£0.44 loss per share (vs UK£1.75 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: UK£556.1m (down 21% from FY 2020). Net loss: UK£36.1m (loss narrowed 75% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 33% per year, which means it has not declined as severely as earnings.
Executive Departure • May 02Independent Chairman of the Board Peter Williams has left the companyOn the 29th of April, Peter Williams' tenure as Independent Chairman of the Board ended after 2.1 years in the role. As of December 2020, Peter personally held 77.22k shares (€217k worth at the time). A total of 2 executives have left over the last 12 months.
Recent Insider Transactions • Mar 10Insider recently sold €114k worth of stockOn the 4th of March, Jonathan Wragg sold around 38k shares on-market at roughly €2.98 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €2.2m more than they sold in the last 12 months.
공시 • Feb 12Superdry Appoints Shaun Wills as Chief Financial OfficerSuperdry announced the appointment of Shaun Wills as Chief Financial Officer ('CFO'). Shaun is currently Finance Director for Clothing & Home at Marks & Spencer, a position he has held since April 2018.
공시 • Jan 28+ 3 more updatesSuperdry plc(LSE:SDRY) dropped from FTSE 250 IndexSuperdry plc(LSE:SDRY) dropped from FTSE 250 Index
Reported Earnings • Jan 20First half 2021 earnings released: UK£0.19 loss per shareThe company reported a poor first half result with increased losses and weaker revenues and control over expenses. First half 2021 results: Revenue: UK£282.7m (down 23% from 1H 2020). Net loss: UK£15.4m (loss widened 137% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has only fallen by 51% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 28New 90-day high: €3.21The company is up 91% from its price of €1.68 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €1.10 per share.
공시 • Dec 17+ 1 more updateSuperdry plc Announces Executive ChangesSuperdry plc announced the appointment of Silvana Bonello as Chief Operating Officer. Silvana Bonello, as Chief Operating Officer, will report directly to Julian and become a member of the Executive team. In her new role Silvana will be responsible for enhancing the effectiveness of the company's end-to-end operations and planning processes, encompassing merchandising, logistics, IT, business transformation, sourcing processes and corporate strategy. Sustainability will continue to be a primary area of focus for Julian and he will continue to directly oversee the progression of Superdry against its environmental and sustainability agenda. Silvana has had an extensive international career in numerous senior operational and strategic roles in the US and the Netherlands with Nike (where she spent 18 years), and most recently as VP Operations for Vans EMEA (part of the VF Corporation). She will relocate to the UK from Switzerland and take up her new post on 1 March 2021. The board also announced that Peter Williams has decided to step down from the board and his role as Chairman in 2021, once a successor is appointed.
Is New 90 Day High Low • Nov 18New 90-day high: €2.63The company is up 65% from its price of €1.59 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.70 per share.
공시 • Nov 03Superdry Appoints Benedict Smith as Interim Chief Financial OfficerSuperdry announced that it has appointed Benedict Smith as Interim Chief Financial Officer ('CFO'). Benedict has 18 years of experience as CFO of a wide range of both quoted and privately owned businesses, most recently serving as Interim CFO at Dennis Publishing Group. He has extensive relevant sector experience having held a number of CFO roles in the retail sector at businesses including Harrods, Hunter Boots, Game Digital and Spirit Group. Benedict is also currently a Non-Executive Director of McColl's Retail Group PLC and member of the Remuneration and Audit Committees. Benedict will commence his role as Interim CFO of Superdry on 02 November 2020.
Is New 90 Day High Low • Oct 31New 90-day high: €2.10The company is up 71% from its price of €1.23 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.85 per share.
Recent Insider Transactions • Oct 21Co-Founder recently bought €152k worth of stockOn the 16th of October, Julian Dunkerton bought around 92k shares on-market at roughly €1.66 per share. In the last 3 months, they made an even bigger purchase worth €1.3m. Julian has been a buyer over the last 12 months, purchasing a net total of €1.9m worth in shares.
공시 • Oct 20Superdry plc Announces Resignation of Nick Gresham as DirectorSuperdry plc announced that with the consent of the meeting, it is proposed to withdraw resolution six, relating to the re-election of Nick Gresham as a director, at the AGM of the Company on 22 October 2020, given his resignation on 15 October 2020.
공시 • Oct 16Superdry plc Announces Resignation of Nick Gresham as Chief Financial OfficerSuperdry plc announced that Nick Gresham has decided to step down from its Board as Chief Financial Officer with immediate effect. A search for a permanent replacement will start while interim arrangements are put in place.
Is New 90 Day High Low • Oct 05New 90-day high: €1.83The company is up 18% from its price of €1.55 on 07 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €0.79 per share.
공시 • Oct 02Superdry plc Auditor Raises 'Going Concern' DoubtSuperdry plc filed its Annual on Sep 29, 2020 for the period ending Apr 25, 2020. In this report its auditor, Deloitte & Touche LLP, gave an unqualified opinion expressing doubt that the company can continue as a going concern.
Reported Earnings • Oct 01Full year earnings released - €1.75 loss per shareOver the last 12 months the company has reported total losses of UK£143.4m, with losses widening by 42% from the prior year. Total revenue was UK£704.4m over the last 12 months, down 19% from the prior year.
Recent Insider Transactions • Sep 24Co-Founder recently bought €1.3m worth of stockOn the 21st of September, Julian Dunkerton bought around 847k shares on-market at roughly €1.48 per share. This was the largest purchase by an insider in the last 3 months. Julian has been a buyer over the last 12 months, purchasing a net total of €1.5m worth in shares.
Reported Earnings • Sep 22Full year earnings released - €1.75 loss per shareOver the last 12 months the company has reported total losses of UK£143.4m, with losses widening by 47% from the prior year. Total revenue was UK£704.4m over the last 12 months, down 19% from the prior year.
공시 • Sep 18Superdry Plc to Report Fiscal Year 2020 Results on Sep 21, 2020Superdry Plc announced that they will report fiscal year 2020 results on Sep 21, 2020