View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsReject Shop 향후 성장Future 기준 점검 3/6Reject Shop (는) 각각 연간 21.6% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.9% 로 예상됩니다.핵심 정보21.6%이익 성장률21.72%EPS 성장률Multiline Retail 이익 성장4.5%매출 성장률3.4%향후 자기자본이익률9.89%애널리스트 커버리지Low마지막 업데이트02 Jul 2025최근 향후 성장 업데이트공시 • Feb 01+ 1 more updateThe Reject Shop Limited Provides Preliminary Unaudited Earnings Guidance for the First Half of Fiscal 2023The Reject Shop Limited provided preliminary unaudited earnings guidance for the first half of fiscal 2023. First half sales are expected to be $439.7 million, up 3.5% on the prior corresponding period (pcp). Comparable store sales were up 2.4% on the prior corresponding period. EBIT (pre AASB-16) for the first half is expected to be in the range of $22.5 million and $23.5 million.모든 업데이트 보기Recent updates공시 • Jun 13+ 1 more updateThe Reject Shop Limited Announces Distribution, Payable on July 14, 2025The Reject Shop Limited announced distribution of AUD 0.77000000 per share, payable on July 14, 2025, Record Date is July 7, 2025, Ex Date is July 4, 2025.공시 • Mar 27Dollarama Inc. (TSX:DOL) agreed to acquire The Reject Shop Limited (ASX:TRS) from Kin Group Pty Ltd and others for approximately AUD 250 million.Dollarama Inc. (TSX:DOL) agreed to acquire The Reject Shop Limited (ASX:TRS) from Kin Group Pty Ltd and others for approximately AUD 250 million on March 26, 2025. A cash consideration valued at AUD 6.68 per share and will be paid by Dollarama Inc. As part of consideration, AUD 249.1 million is paid towards common equity and AUD 7.69 million is paid towards rights of The Reject Shop Limited. The purchase price will be funded through a mix of cash on hand and available liquidities under Dollarama Inc. revolving credit facility. In case of termination of transaction, Dollarama Inc. will pay a termination fee of AUD 2.59 million and Kin Group Pty Ltd will pay a termination fee of AUD 2.59 million. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The Board of Directors of The Reject Shop Limited unanimously recommends that shareholders vote in favor of the scheme. The closing is expected to occur in the second half of 2025. National Bank Financial, Inc. acted as financial advisor for Dollarama Inc. UBS Securities Australia Ltd acted as financial advisor for The Reject Shop Limited. SBA LAW Liability limited acted as legal advisor for The Reject Shop Limited. Adam Foreman of Corrs Chambers Westgarth acted as legal advisor for Dollarama Inc.공시 • Jan 28The Reject Shop Limited to Report First Half, 2025 Results on Feb 20, 2025The Reject Shop Limited announced that they will report first half, 2025 results on Feb 20, 2025Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.12 (vs AU$0.27 in FY 2023)Full year 2024 results: EPS: AU$0.12 (down from AU$0.27 in FY 2023). Revenue: AU$855.2m (up 4.4% from FY 2023). Net income: AU$4.71m (down 54% from FY 2023). Profit margin: 0.6% (down from 1.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. 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 18% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to €1.91. The fair value is estimated to be €2.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.공시 • Jul 17+ 1 more updateThe Reject Shop Limited, Annual General Meeting, Oct 16, 2024The Reject Shop Limited, Annual General Meeting, Oct 16, 2024.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Non-Executive Director Margaret Anna Zabel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jun 28+ 1 more updateThe Reject Shop Limited Appoints Andrew Woolf as Chief Financial Officer, Effective from 1 July 2024The Reject Shop Limited announced the appointment of Andrew Woolf as Chief Financial Officer, effective from 1 July 2024. Andrew Woolf has been with The Reject Shop since June 2020 as the Company's Financial Controller. Prior to joining The Reject Shop, Andrew spent 15 years at PricewaterhouseCoopers, including most recently as a Director in the Financial Assurance team. Andrew holds a Bachelor of Commerce and is a Chartered Accountant. Andrew have been key partner to Clinton Cahn during his time as CEO and CFO.Upcoming Dividend • Apr 11Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.2%).Buy Or Sell Opportunity • Mar 19Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to €2.70. The fair value is estimated to be €2.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Buy Or Sell Opportunity • Mar 01Now 22% overvaluedOver the last 90 days, the stock has fallen 5.4% to €2.80. The fair value is estimated to be €2.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.38 (vs AU$0.43 in 1H 2023)First half 2024 results: EPS: AU$0.38 (down from AU$0.43 in 1H 2023). Revenue: AU$458.3m (up 4.2% from 1H 2023). Net income: AU$14.5m (down 11% from 1H 2023). Profit margin: 3.2% (down from 3.7% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공시 • Feb 22The Reject Shop Limited Announces Executive Changes, Effective 23 February 2024The Reject Shop Limited announce the appointment of Lauren Harris as Company Secretary with effect from 23 February 2024. Lauren joined the Company as General Counsel in January 2024 and is an experienced legal andgovernance practitioner, having previously held roles at a top tier law firm and a number of ASX 100 companies across a range of industries. As announced on 23 October 2023, Michael Freier has resigned as General Counsel and Company Secretary and will be leaving the Company on 23 February 2024.공시 • Oct 24The Reject Shop Limited to Report First Half, 2024 Results on Feb 22, 2024The Reject Shop Limited announced that they will report first half, 2024 results on Feb 22, 2024공시 • Oct 23The Reject Shop Limited Announces Resignation of Michael Freier as General Counsel and Company SecretaryThe Reject Shop Limited announced that its General Counsel and Company Secretary, Michael Freier, has provided notice resigning from his roles. Michael will work through his notice period to complete an orderly handover of his responsibilities, including assisting the Company to deliver the 2024 half year results on 22 February 2024, before leaving the Company on 23 February 2024. Michael joined the Company in August 2016 as the inaugural General Counsel, and he was subsequently appointed Company Secretary in September 2019.Reported Earnings • Aug 27Full year 2023 earnings released: EPS: AU$0.27 (vs AU$0.21 in FY 2022)Full year 2023 results: EPS: AU$0.27 (up from AU$0.21 in FY 2022). Revenue: AU$819.3m (up 3.9% from FY 2022). Net income: AU$10.3m (up 31% from FY 2022). Profit margin: 1.3% (up from 1.0% in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Aug 24+ 4 more updatesThe Reject Shop Limited Declares Final Dividend for the Year 2023, Payable on 3 November 2023The Reject Shop Limited has declared a final dividend of 6.5 cents per ordinary share and a special dividend of 9.5 cents per ordinary share. The Dividends declared in respect of FY23 total 16.0 cents per ordinary share (compared to nil in FY22), which represents approximately 60% of FY23 net profit after tax. The Dividends will be fully franked at a tax rate of 30% and are payable to shareholders registered at 5.00pm on 20 October 2023. The Dividends are due to be paid to shareholders on 3 November 2023. Ex dividend date is October 19, 2023.공시 • Jul 24+ 1 more updateThe Reject Shop Limited, Annual General Meeting, Oct 18, 2023The Reject Shop Limited, Annual General Meeting, Oct 18, 2023.공시 • Jul 04The Reject Shop Limited Announces Resignation of Mark Ward from the BoardThe Reject Shop Limited advised that Mark Ward has resigned from the board of the Company effective from 2 July 2023.Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.43 (vs AU$0.40 in 1H 2022)First half 2023 results: EPS: AU$0.43 (up from AU$0.40 in 1H 2022). Revenue: AU$439.7m (up 3.5% from 1H 2022). Net income: AU$16.3m (up 6.2% from 1H 2022). Profit margin: 3.7% (up from 3.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Feb 01+ 1 more updateThe Reject Shop Limited Provides Preliminary Unaudited Earnings Guidance for the First Half of Fiscal 2023The Reject Shop Limited provided preliminary unaudited earnings guidance for the first half of fiscal 2023. First half sales are expected to be $439.7 million, up 3.5% on the prior corresponding period (pcp). Comparable store sales were up 2.4% on the prior corresponding period. EBIT (pre AASB-16) for the first half is expected to be in the range of $22.5 million and $23.5 million.Board Change • Nov 23High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman Steve Fisher is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.38, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Multiline Retail industry in Europe. Total returns to shareholders of 96% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.02 per share.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €1.84, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Multiline Retail industry in Europe. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.34 per share.Board Change • May 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Chairman Steve Fisher 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.Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to €3.46, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Multiline Retail industry in Europe. Total loss to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.17 per share.Reported Earnings • Aug 19Full year 2021 earnings released: EPS AU$0.22 (vs AU$0.036 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$778.8m (down 5.1% from FY 2020). Net income: AU$8.32m (up AU$7.20m from FY 2020). Profit margin: 1.1% (up from 0.1% in FY 2020). The increase in margin was driven by lower expenses.Is New 90 Day High Low • Mar 02New 90-day low: €3.96The company is down 10.0% from its price of €4.42 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €82.14 per share.Reported Earnings • Feb 18First half 2021 earnings released: EPS AU$0.45 (vs AU$0.33 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: AU$434.3m (flat on 1H 2020). Net income: AU$17.0m (up 79% from 1H 2020). Profit margin: 3.9% (up from 2.2% in 1H 2020).Analyst Estimate Surprise Post Earnings • Feb 18Revenue beats expectationsRevenue exceeded analyst estimates by 0.009%. Over the next year, revenue is expected to shrink by 1.4% compared to a 8.2% growth forecast for the Multiline Retail industry in Germany.Is New 90 Day High Low • Dec 15New 90-day high: €4.94The company is up 5.0% from its price of €4.70 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline 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 €302 per share.Is New 90 Day High Low • Nov 02New 90-day low: €3.68The company is down 5.0% from its price of €3.88 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline 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 €1.19 per share.이익 및 매출 성장 예측DB:RFD - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202898221N/AN/A16/30/202796619N/AN/A26/30/202692615N/AN/A26/30/20258838N/AN/A212/29/20248666104119N/A9/29/2024859595111N/A6/30/2024853586102N/A3/31/2024845794109N/A12/31/20238388102117N/A9/30/20238299100114N/A7/2/20238191099111N/A4/2/20238111087100N/A1/1/202380397590N/A10/1/2022796887103N/A7/3/20227888100116N/A4/3/2022779796110N/A12/26/2021769792104N/A9/26/202177478495N/A6/27/202177987687N/A3/27/20217998102113N/A12/27/20208199128139N/A9/27/20208205143153N/A6/28/20208211157167N/A3/28/2020809-8119129N/A12/29/2019797-188190N/A9/29/2019795-173950N/A6/30/2019794-17-29N/A3/31/2019795-4012N/A12/30/20187959215N/A9/30/201879813N/A26N/A7/1/201880017N/A36N/A4/1/201879915N/A37N/A12/31/201779913N/A37N/A9/30/201779612N/A37N/A7/2/201779412N/A37N/A4/2/201780114N/A38N/A1/1/201780816N/A39N/A10/1/201680417N/A32N/A7/3/201680017N/A26N/A4/3/201679018N/A27N/A12/27/201577920N/A28N/A9/27/201576817N/A38N/A6/28/201575714N/A47N/A3/28/201574312N/A39N/A12/28/201472810N/A30N/A9/28/201472012N/A27N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: RFD 의 연간 예상 수익 증가율(21.6%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: RFD 의 연간 수익(21.6%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: RFD 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: RFD 의 수익(연간 3.4%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: RFD 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: RFD의 자본 수익률은 3년 후 9.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/07/03 13:04종가2025/07/01 00:00수익2024/12/29연간 수익2024/06/30데이터 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 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 소스The Reject Shop Limited는 10명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Sam HaddadBell PotterChris NicolBofA Global ResearchJacqueline FernleyCanaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd.7명의 분석가 더 보기
공시 • Feb 01+ 1 more updateThe Reject Shop Limited Provides Preliminary Unaudited Earnings Guidance for the First Half of Fiscal 2023The Reject Shop Limited provided preliminary unaudited earnings guidance for the first half of fiscal 2023. First half sales are expected to be $439.7 million, up 3.5% on the prior corresponding period (pcp). Comparable store sales were up 2.4% on the prior corresponding period. EBIT (pre AASB-16) for the first half is expected to be in the range of $22.5 million and $23.5 million.
공시 • Jun 13+ 1 more updateThe Reject Shop Limited Announces Distribution, Payable on July 14, 2025The Reject Shop Limited announced distribution of AUD 0.77000000 per share, payable on July 14, 2025, Record Date is July 7, 2025, Ex Date is July 4, 2025.
공시 • Mar 27Dollarama Inc. (TSX:DOL) agreed to acquire The Reject Shop Limited (ASX:TRS) from Kin Group Pty Ltd and others for approximately AUD 250 million.Dollarama Inc. (TSX:DOL) agreed to acquire The Reject Shop Limited (ASX:TRS) from Kin Group Pty Ltd and others for approximately AUD 250 million on March 26, 2025. A cash consideration valued at AUD 6.68 per share and will be paid by Dollarama Inc. As part of consideration, AUD 249.1 million is paid towards common equity and AUD 7.69 million is paid towards rights of The Reject Shop Limited. The purchase price will be funded through a mix of cash on hand and available liquidities under Dollarama Inc. revolving credit facility. In case of termination of transaction, Dollarama Inc. will pay a termination fee of AUD 2.59 million and Kin Group Pty Ltd will pay a termination fee of AUD 2.59 million. The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The Board of Directors of The Reject Shop Limited unanimously recommends that shareholders vote in favor of the scheme. The closing is expected to occur in the second half of 2025. National Bank Financial, Inc. acted as financial advisor for Dollarama Inc. UBS Securities Australia Ltd acted as financial advisor for The Reject Shop Limited. SBA LAW Liability limited acted as legal advisor for The Reject Shop Limited. Adam Foreman of Corrs Chambers Westgarth acted as legal advisor for Dollarama Inc.
공시 • Jan 28The Reject Shop Limited to Report First Half, 2025 Results on Feb 20, 2025The Reject Shop Limited announced that they will report first half, 2025 results on Feb 20, 2025
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.12 (vs AU$0.27 in FY 2023)Full year 2024 results: EPS: AU$0.12 (down from AU$0.27 in FY 2023). Revenue: AU$855.2m (up 4.4% from FY 2023). Net income: AU$4.71m (down 54% from FY 2023). Profit margin: 0.6% (down from 1.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. 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 18% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Aug 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to €1.91. The fair value is estimated to be €2.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
공시 • Jul 17+ 1 more updateThe Reject Shop Limited, Annual General Meeting, Oct 16, 2024The Reject Shop Limited, Annual General Meeting, Oct 16, 2024.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. Independent Non-Executive Director Margaret Anna Zabel was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jun 28+ 1 more updateThe Reject Shop Limited Appoints Andrew Woolf as Chief Financial Officer, Effective from 1 July 2024The Reject Shop Limited announced the appointment of Andrew Woolf as Chief Financial Officer, effective from 1 July 2024. Andrew Woolf has been with The Reject Shop since June 2020 as the Company's Financial Controller. Prior to joining The Reject Shop, Andrew spent 15 years at PricewaterhouseCoopers, including most recently as a Director in the Financial Assurance team. Andrew holds a Bachelor of Commerce and is a Chartered Accountant. Andrew have been key partner to Clinton Cahn during his time as CEO and CFO.
Upcoming Dividend • Apr 11Upcoming dividend of AU$0.10 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 74% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.2%).
Buy Or Sell Opportunity • Mar 19Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to €2.70. The fair value is estimated to be €2.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Buy Or Sell Opportunity • Mar 01Now 22% overvaluedOver the last 90 days, the stock has fallen 5.4% to €2.80. The fair value is estimated to be €2.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 5.1%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Reported Earnings • Feb 26First half 2024 earnings released: EPS: AU$0.38 (vs AU$0.43 in 1H 2023)First half 2024 results: EPS: AU$0.38 (down from AU$0.43 in 1H 2023). Revenue: AU$458.3m (up 4.2% from 1H 2023). Net income: AU$14.5m (down 11% from 1H 2023). Profit margin: 3.2% (down from 3.7% in 1H 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공시 • Feb 22The Reject Shop Limited Announces Executive Changes, Effective 23 February 2024The Reject Shop Limited announce the appointment of Lauren Harris as Company Secretary with effect from 23 February 2024. Lauren joined the Company as General Counsel in January 2024 and is an experienced legal andgovernance practitioner, having previously held roles at a top tier law firm and a number of ASX 100 companies across a range of industries. As announced on 23 October 2023, Michael Freier has resigned as General Counsel and Company Secretary and will be leaving the Company on 23 February 2024.
공시 • Oct 24The Reject Shop Limited to Report First Half, 2024 Results on Feb 22, 2024The Reject Shop Limited announced that they will report first half, 2024 results on Feb 22, 2024
공시 • Oct 23The Reject Shop Limited Announces Resignation of Michael Freier as General Counsel and Company SecretaryThe Reject Shop Limited announced that its General Counsel and Company Secretary, Michael Freier, has provided notice resigning from his roles. Michael will work through his notice period to complete an orderly handover of his responsibilities, including assisting the Company to deliver the 2024 half year results on 22 February 2024, before leaving the Company on 23 February 2024. Michael joined the Company in August 2016 as the inaugural General Counsel, and he was subsequently appointed Company Secretary in September 2019.
Reported Earnings • Aug 27Full year 2023 earnings released: EPS: AU$0.27 (vs AU$0.21 in FY 2022)Full year 2023 results: EPS: AU$0.27 (up from AU$0.21 in FY 2022). Revenue: AU$819.3m (up 3.9% from FY 2022). Net income: AU$10.3m (up 31% from FY 2022). Profit margin: 1.3% (up from 1.0% in FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Aug 24+ 4 more updatesThe Reject Shop Limited Declares Final Dividend for the Year 2023, Payable on 3 November 2023The Reject Shop Limited has declared a final dividend of 6.5 cents per ordinary share and a special dividend of 9.5 cents per ordinary share. The Dividends declared in respect of FY23 total 16.0 cents per ordinary share (compared to nil in FY22), which represents approximately 60% of FY23 net profit after tax. The Dividends will be fully franked at a tax rate of 30% and are payable to shareholders registered at 5.00pm on 20 October 2023. The Dividends are due to be paid to shareholders on 3 November 2023. Ex dividend date is October 19, 2023.
공시 • Jul 24+ 1 more updateThe Reject Shop Limited, Annual General Meeting, Oct 18, 2023The Reject Shop Limited, Annual General Meeting, Oct 18, 2023.
공시 • Jul 04The Reject Shop Limited Announces Resignation of Mark Ward from the BoardThe Reject Shop Limited advised that Mark Ward has resigned from the board of the Company effective from 2 July 2023.
Reported Earnings • Feb 24First half 2023 earnings released: EPS: AU$0.43 (vs AU$0.40 in 1H 2022)First half 2023 results: EPS: AU$0.43 (up from AU$0.40 in 1H 2022). Revenue: AU$439.7m (up 3.5% from 1H 2022). Net income: AU$16.3m (up 6.2% from 1H 2022). Profit margin: 3.7% (up from 3.6% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Feb 01+ 1 more updateThe Reject Shop Limited Provides Preliminary Unaudited Earnings Guidance for the First Half of Fiscal 2023The Reject Shop Limited provided preliminary unaudited earnings guidance for the first half of fiscal 2023. First half sales are expected to be $439.7 million, up 3.5% on the prior corresponding period (pcp). Comparable store sales were up 2.4% on the prior corresponding period. EBIT (pre AASB-16) for the first half is expected to be in the range of $22.5 million and $23.5 million.
Board Change • Nov 23High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Chairman Steve Fisher is the most experienced director on the board, commencing their role in 2019. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.38, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 11x in the Multiline Retail industry in Europe. Total returns to shareholders of 96% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €2.02 per share.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to €1.84, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Multiline Retail industry in Europe. Total returns to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €1.34 per share.
Board Change • May 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Non-Executive Chairman Steve Fisher 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.
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improved over the past weekAfter last week's 15% share price gain to €3.46, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 17x in the Multiline Retail industry in Europe. Total loss to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €4.17 per share.
Reported Earnings • Aug 19Full year 2021 earnings released: EPS AU$0.22 (vs AU$0.036 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$778.8m (down 5.1% from FY 2020). Net income: AU$8.32m (up AU$7.20m from FY 2020). Profit margin: 1.1% (up from 0.1% in FY 2020). The increase in margin was driven by lower expenses.
Is New 90 Day High Low • Mar 02New 90-day low: €3.96The company is down 10.0% from its price of €4.42 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Multiline Retail industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €82.14 per share.
Reported Earnings • Feb 18First half 2021 earnings released: EPS AU$0.45 (vs AU$0.33 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were flat. First half 2021 results: Revenue: AU$434.3m (flat on 1H 2020). Net income: AU$17.0m (up 79% from 1H 2020). Profit margin: 3.9% (up from 2.2% in 1H 2020).
Analyst Estimate Surprise Post Earnings • Feb 18Revenue beats expectationsRevenue exceeded analyst estimates by 0.009%. Over the next year, revenue is expected to shrink by 1.4% compared to a 8.2% growth forecast for the Multiline Retail industry in Germany.
Is New 90 Day High Low • Dec 15New 90-day high: €4.94The company is up 5.0% from its price of €4.70 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline 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 €302 per share.
Is New 90 Day High Low • Nov 02New 90-day low: €3.68The company is down 5.0% from its price of €3.88 on 04 August 2020. The German market is down 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Multiline 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 €1.19 per share.