Burberry Group plc

LSE:BRBY 주식 리포트

시가총액: UK£4.2b

Burberry Group 향후 성장

Future 기준 점검 5/6

Burberry Group (는) 각각 연간 34.8% 및 5.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.1% 로 예상됩니다.

핵심 정보

34.8%

이익 성장률

34.63%

EPS 성장률

Luxury 이익 성장13.6%
매출 성장률5.2%
향후 자기자본이익률22.09%
애널리스트 커버리지

Good

마지막 업데이트15 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 09

BRBY: Future Returns Will Depend On Early Repositioning Amid Softer Outlook

Narrative update The analyst price target for Burberry Group has been revised to £1,560, a £30 trim from the prior £1,590. Analysts are weighing a softer revenue and margin outlook against views that the recent share pullback could offer an entry point and that the company is still early in its global repositioning.
내러티브 업데이트 • May 26

BRBY: Royal Heritage Capsule And Brand Repositioning Will Support Future Repricing

Burberry Group's analyst price target has been updated from about £13.36 to around £13.00, reflecting mixed recent research. Some analysts highlight an improved revenue mix and early progress in the brand repositioning, while others point to macro uncertainty and view the share pullback as a potential entry point.
분석 기사 • May 22

Burberry Group (LON:BRBY) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Despite posting healthy earnings, Burberry Group plc's ( LON:BRBY ) stock has been quite weak. Our analysis suggests...
내러티브 업데이트 • May 07

BRBY: Future Returns Will Hinge On Execution As Neutral Stance Signals Ongoing Risk

Analysts have trimmed their fair value estimate for Burberry Group, reducing the implied price target by about £0.10, as they update their assumptions on the discount rate, revenue growth, profit margin and forward P/E in light of recent neutral and lower-target Street research. Analyst Commentary Recent Street research has leaned cautious, with bearish analysts trimming fair value assumptions and highlighting execution and growth risks that could constrain upside for the stock.
내러티브 업데이트 • Apr 21

BRBY: Future Returns Will Depend On Execution As Pessimism Outweighs Recent Upgrade

Burberry Group's updated analyst price target has shifted modestly, with a move of roughly £0.10, as analysts factor in adjusted assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, following a mix of recent target changes and a fresh upgrade on the stock. Analyst Commentary Recent research updates on Burberry Group show a mixed picture, with some cautious voices standing out even as others make more supportive adjustments.
내러티브 업데이트 • Apr 06

BRBY: Royal Heritage Capsule And Reset Expectations Will Support Future Repricing

Burberry Group’s updated analyst price target has edged lower by about £0.17. This reflects a slightly lower fair value estimate alongside modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, as analysts weigh recent mixed research moves including a price target cut at Deutsche Bank, an upgrade at Barclays and a target increase at Citi.
내러티브 업데이트 • Mar 23

BRBY: Upgraded Views And Royal Capsule Collaboration Will Support Brand Strength

Burberry Group's analyst price target has been nudged to £13.52 from £13.58, as analysts factor in slightly different assumptions for the discount rate, revenue growth, profit margin and future P/E following recently upgraded and raised views in Street research. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to refreshed assumptions for Burberry Group's revenue growth, suggesting confidence that the brand can support a slightly higher valuation multiple than previously used.
내러티브 업데이트 • Mar 07

BRBY: Long Dated Eyewear Partnership Will Support Future Brand Strength

Analysts have nudged their price target for Burberry Group higher to about £13.58 from roughly £13.04. This reflects fresh research that focuses on modest tweaks to growth, margins, the discount rate, and a slightly higher future P/E assumption.
내러티브 업데이트 • Feb 21

BRBY: Future Returns Will Depend On Execution Risks In Brand Plan

Analysts have nudged their price targets for Burberry Group higher, with one recent report lifting its view by £0.20. The change reflects modestly adjusted assumptions around discount rates, revenue growth, profit margins and future P/E, and keeps the estimated fair value steady at £9.40.
내러티브 업데이트 • Feb 07

BRBY: Future Returns Will Hinge On Fragile China Luxury Recovery Risks

Burberry Group’s analyst fair value estimate has moved from £7.96 to £9.40 as analysts factor in updated assumptions on revenue growth, profit margins and a higher future P/E following recent price target revisions from major banks. Analyst Commentary Recent Street research on Burberry Group points to a mixed set of views, with some firms lifting price targets while others have trimmed their expectations.
분석 기사 • Feb 02

These 4 Measures Indicate That Burberry Group (LON:BRBY) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
내러티브 업데이트 • Jan 24

BRBY: Long Term Licensing Renewal Will Support Future Bullish Thesis

Analysts now see fair value for Burberry Group at £15.70 per share, slightly below the prior £16.00. This reflects adjusted price targets in the £15.50 to £15.70 range and updated assumptions on discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 • Jan 09

BRBY: Future Returns Will Depend On Fragile China Luxury Recovery

Analysts have reduced their price target for Burberry Group to £15.70 per share, a £0.30 adjustment that reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent price target moves around £15.50 to £15.70 per share show that research houses are fine tuning their valuation work on Burberry Group rather than making sweeping changes.
내러티브 업데이트 • Dec 24

BRBY: Future Earnings Will Hinge On Fragile China Luxury Recovery

Analysts have modestly revised their price target on Burberry Group higher to £7.96 from £6.65, reflecting improved expectations for revenue growth, profit margins, and future earnings multiples, even as recent Street research shows only incremental target adjustments and continued Buy ratings. Analyst Commentary While the average price target for Burberry has moved higher, recent Street commentary highlights a more nuanced backdrop, with some Bearish analysts trimming expectations and stressing execution risks.
내러티브 업데이트 • Dec 10

BRBY: European Luxury Recovery And China Demand Will Shape Future Outlook

Analysts have nudged our fair value estimate for Burberry Group modestly higher, reflecting a blended view of recent Street target moves, including Citi's slight trim to 1,570 GBp and Deutsche Bank's successive increases to 1,550 GBp as confidence in a nascent European luxury recovery improves. Analyst Commentary Street commentary around Burberry remains skewed to the positive, with recent target changes suggesting growing confidence in both the brand's execution and the broader luxury backdrop, albeit with a measure of caution on near term demand volatility.
분석 기사 • Dec 06

Burberry Group plc (LON:BRBY) Shares Could Be 35% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Burberry Group fair value estimate is UK£19.04 Current share...
내러티브 업데이트 • Nov 26

BRBY: European Luxury Recovery And China Momentum Will Shape Future Performance

Burberry Group's analyst price target has been modestly raised to approximately £12.92 per share from £12.68, as analysts cite stronger prospects for revenue growth and expanding profit margins within the recovering European luxury sector. Analyst Commentary Recent Street research on Burberry Group reflects a mix of optimism regarding the company’s growth trajectory and ongoing caution about valuation and sector dynamics.
분석 기사 • Nov 10

What Burberry Group plc's (LON:BRBY) P/S Is Not Telling You

When you see that almost half of the companies in the Luxury industry in the United Kingdom have price-to-sales ratios...
내러티브 업데이트 • Nov 06

BRBY: Recovery In Europe And China Will Guide Measured Upside

Narrative Update on Burberry Group The analyst price target for Burberry Group has increased from £12.00 to £15.00, as analysts cite improving signs in the European luxury market and potential upside from a recovery in China. Analyst Commentary Following the recent upgrade and revised price target, analysts have shared a spectrum of views on the outlook for Burberry Group, focusing both on areas of optimism and ongoing caution.
내러티브 업데이트 • Oct 23

Analyst Commentary Signals Shifting Sentiment and Raised Price Targets for Burberry Group

Burberry Group's analyst price target has been raised significantly, with new targets now ranging from 1,500 GBp to 1,600 GBp. Analysts cite early signs of recovery in the European luxury sector and potential improvements in demand from China. Analyst Commentary Recent updates from equity research houses reflect a changing sentiment towards Burberry Group, highlighting both renewed optimism and ongoing areas of caution.
분석 기사 • Oct 15

Burberry Group (LON:BRBY) Has Some Difficulty Using Its Capital Effectively

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
내러티브 업데이트 • Oct 09

British Luxury And Digital Retail Will Redefine Future Markets

Burberry Group's fair value estimate has been raised to £12.68 per share from £12.40. Analysts cite a sector-wide recovery and optimism over sales momentum in China as key factors behind the upward revision.
분석 기사 • Sep 10

Does Burberry Group (LON:BRBY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
내러티브 업데이트 • Aug 27

British Luxury And Digital Retail Will Redefine Future Markets

With negligible changes in both the discount rate and future P/E, Burberry Group's consensus analyst price target essentially remained flat at £12.34. Valuation Changes Summary of Valuation Changes for Burberry Group The Consensus Analyst Price Target remained effectively unchanged, at £12.34.
분석 기사 • Aug 20

An Intrinsic Calculation For Burberry Group plc (LON:BRBY) Suggests It's 45% Undervalued

Key Insights The projected fair value for Burberry Group is UK£21.38 based on 2 Stage Free Cash Flow to Equity Current...
분석 기사 • Jul 20

Subdued Growth No Barrier To Burberry Group plc (LON:BRBY) With Shares Advancing 31%

Burberry Group plc ( LON:BRBY ) shares have continued their recent momentum with a 31% gain in the last month alone...
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새로운 내러티브 • Dec 18

Inventory Woes And Luxury Market Challenges Threaten Margins But Focus On Outerwear And Cost Cuts Could Revive Growth

Focus on heritage and core categories may not capture market share, impacting short-term revenue growth amid cautious investor sentiment.

이익 및 매출 성장 예측

LSE:BRBY - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/20292,85727338862212
3/31/20282,69820333758820
3/31/20272,54313426451019
3/28/20262,42021371484N/A
12/28/20252,414-3404512N/A
9/27/20252,407-27437539N/A
6/27/20252,434-51358484N/A
3/29/20252,461-75278429N/A
12/29/20242,560-18200379N/A
9/28/20242,65838122328N/A
6/28/20242,813154210417N/A
3/30/20242,968270298506N/A
12/30/20233,057363396608N/A
9/30/20233,145455494709N/A
6/30/20233,120473533730N/A
4/1/20233,094490571750N/A
1/1/20233,026467542719N/A
10/1/20222,958444512687N/A
7/1/20222,892420525693N/A
4/2/20222,826396538699N/A
1/2/20222,753434592719N/A
9/25/20212,679472645739N/A
6/25/20212,512424561665N/A
3/27/20212,344376477592N/A
12/27/20202,287198353481N/A
9/26/20202,23021229370N/A
6/26/20202,43171268413N/A
3/28/20202,633122307456N/A
12/28/20192,707240N/A467N/A
9/28/20192,781358N/A478N/A
6/28/20192,751349N/A445N/A
3/30/20192,720339N/A411N/A
12/30/20182,705336N/A482N/A
9/29/20182,689333N/A552N/A
6/29/20182,711313N/A615N/A
3/31/20182,733294N/A678N/A
12/31/20172,802301N/A672N/A
9/30/20172,871308N/A666N/A
6/30/20172,818297N/A613N/A
3/31/20172,766287N/A561N/A
12/31/20162,667274N/A489N/A
9/30/20162,569262N/A417N/A
6/30/20162,542286N/A414N/A
3/31/20162,515310N/A411N/A
12/31/20152,521330N/A445N/A
9/30/20152,528351N/A479N/A
6/30/20152,525344N/A467N/A

애널리스트 향후 성장 전망

수입 대 저축률: BRBY 의 연간 예상 수익 증가율(34.8%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: BRBY 의 연간 수익(34.8%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: BRBY 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: BRBY 의 수익(연간 5.2%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: BRBY 의 수익(연간 5.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BRBY의 자본 수익률은 3년 후 22.1%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/15 17:48
종가2026/06/15 00:00
수익2026/03/28
연간 수익2026/03/28

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Burberry Group plc는 36명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Victoria Lee SternBarclays
Carole MadjoBarclays
Harrison Woodin-LygoBerenberg