View ValuationAvolta 향후 성장Future 기준 점검 2/6Avolta (는) 각각 연간 10.8% 및 3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.8% 로 예상됩니다.핵심 정보10.8%이익 성장률3.85%EPS 성장률Specialty Retail 이익 성장13.8%매출 성장률3.0%향후 자기자본이익률24.82%애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesUpcoming Dividend • May 01Upcoming dividend of CHF1.15 per shareEligible shareholders must have bought the stock before 08 May 2026. Payment date: 12 May 2026. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.1%).Buy Or Sell Opportunity • Apr 28Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to CHF43.52. The fair value is estimated to be CHF56.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.Declared Dividend • Apr 09Dividend increased to CHF1.15Dividend of CHF1.15 is 15% higher than last year. Ex-date: 8th May 2026 Payment date: 12th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Apr 08Avolta AG, Annual General Meeting, May 06, 2026Avolta AG, Annual General Meeting, May 06, 2026, at 14:30 W. Europe Standard Time.Buy Or Sell Opportunity • Mar 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to CHF44.86. The fair value is estimated to be CHF57.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: CHF1.39 (vs CHF0.70 in FY 2024)Full year 2025 results: EPS: CHF1.39 (up from CHF0.70 in FY 2024). Revenue: CHF14.0b (up 1.9% from FY 2024). Net income: CHF199.0m (up 93% from FY 2024). Profit margin: 1.4% (up from 0.8% in FY 2024). The increase in margin was driven by higher revenue. Like-for-like sales growth: 3.9% vs FY 2024 Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.New Risk • Mar 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings are forecast to decline by an average of 9.6% per year for the foreseeable future.공시 • Dec 19+ 1 more updateAvolta AG to Report First Half, 2026 Results on Jul 30, 2026Avolta AG announced that they will report first half, 2026 results on Jul 30, 2026Reported Earnings • Aug 03First half 2025 earnings released: EPS: CHF0.19 (vs CHF0.08 in 1H 2024)First half 2025 results: EPS: CHF0.19 (up from CHF0.08 in 1H 2024). Revenue: CHF6.73b (up 4.2% from 1H 2024). Net income: CHF27.0m (up 125% from 1H 2024). Profit margin: 0.4% (up from 0.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Bruno Chiomento was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • May 16+ 1 more updateAvolta AG Approves DistributionAvolta AG at its Ordinary General Meeting held on May 14, 2025, approved that the retained loss be carried forward and a dividend from the reserve from capital contribution in the amount of CHF 1.00 per registered share be distributed.Upcoming Dividend • May 09Upcoming dividend of CHF1.00 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF43.67, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF22.91 per share.Declared Dividend • Apr 13Dividend increased to CHF1.00Dividend of CHF1.00 is 43% higher than last year. Ex-date: 16th May 2025 Payment date: 20th May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is well covered by cash flows (7% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 82% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • Apr 11Avolta AG, Annual General Meeting, May 14, 2025Avolta AG, Annual General Meeting, May 14, 2025, at 14:30 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CHF32.33, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF23.06 per share.New Risk • Mar 16New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Dividend is not well covered by earnings (143% payout ratio).New Risk • Mar 14New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 143% Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (104% net debt to equity). Dividend is not well covered by earnings (143% payout ratio). Large one-off items impacting financial results.공시 • Mar 13Avolta AG Proposes DividendAvolta AG announced that Dividend of CHF 1.00 per share (+43% year on year) to be proposed at May 2025 AGM.공시 • Jan 18Avolta AG (SWX:AVOL) announces an Equity Buyback for CHF 200 million worth of its shares.Avolta AG (SWX:AVOL) announces a share repurchase program. Under the program, the company will repurchase CHF 200 million worth of its registered shares. This program aims to enhance shareholder value in line with Avolta’s Destination 2027 strategy and efficiently return additional capital to shareholders. The repurchased shares will be cancelled. The program will end no later than December 31, 2025.공시 • Dec 19+ 1 more updateAvolta AG to Report Fiscal Year 2024 Results on Mar 12, 2025Avolta AG announced that they will report fiscal year 2024 results on Mar 12, 2025공시 • Sep 26Avolta AG (SWX:AVOL) agreed to acquire Sky Connection Limited from NWS Holdings Limited (SEHK:659).Avolta AG (SWX:AVOL) agreed to acquire Sky Connection Limited from NWS Holdings Limited (SEHK:659) on September 24, 2024. The Free Duty acquisition would be entirely funded with cash from Avolta AG’s strong balance sheet with no equity or additional financing arrangements being required. The transaction is subject to certain closing procedures, during which time Avolta will work diligently in securing customary conditions precedent.Reported Earnings • Aug 02First half 2024 earnings released: EPS: CHF0.08 (vs CHF0.23 loss in 1H 2023)First half 2024 results: EPS: CHF0.08 (up from CHF0.23 loss in 1H 2023). Revenue: CHF6.46b (up 11% from 1H 2023). Net income: CHF11.5m (up CHF39.1m from 1H 2023). Profit margin: 0.2% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 143% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 16Now 20% undervaluedOver the last 90 days, the stock has risen 4.3% to CHF36.10. The fair value is estimated to be CHF45.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Board Change • Jun 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katia Walsh was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • May 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to CHF36.82. The fair value is estimated to be CHF30.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Upcoming Dividend • May 10Upcoming dividend of CHF0.70 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 22 May 2024. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).Buy Or Sell Opportunity • Mar 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to CHF37.62. The fair value is estimated to be CHF31.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.Reported Earnings • Mar 09Full year 2023 earnings released: EPS: CHF0.64 (vs CHF0.63 in FY 2022)Full year 2023 results: EPS: CHF0.64 (up from CHF0.63 in FY 2022). Revenue: CHF12.8b (up 86% from FY 2022). Net income: CHF87.3m (up 50% from FY 2022). Profit margin: 0.7% (down from 0.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • Feb 15Avolta AG, Annual General Meeting, May 15, 2024Avolta AG, Annual General Meeting, May 15, 2024.공시 • Jan 09+ 1 more updateAvolta AG to Report First Half, 2024 Results on Jul 30, 2024Avolta AG announced that they will report first half, 2024 results on Jul 30, 2024Buying Opportunity • Aug 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be CHF48.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.Reported Earnings • Aug 07First half 2023 earnings released: CHF0.23 loss per share (vs CHF0.19 loss in 1H 2022)First half 2023 results: CHF0.23 loss per share (further deteriorated from CHF0.19 loss in 1H 2022). Revenue: CHF5.82b (up 99% from 1H 2022). Net loss: CHF27.6m (loss widened 57% from 1H 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.New Risk • Aug 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.5% Last year net profit margin: 1.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).공시 • May 09Dufry AG Approves the Election of Sami Kahale as New DirectorDufry AG announced that at its AGM held on May 8, 2023, approved the election of Mr. Sami Kahale as New Director.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: CHF0.63 (vs CHF4.39 loss in FY 2021)Full year 2022 results: EPS: CHF0.63 (up from CHF4.39 loss in FY 2021). Revenue: CHF6.88b (up 76% from FY 2021). Net income: CHF58.2m (up CHF443.6m from FY 2021). Profit margin: 0.8% (up from net loss in FY 2021). Like-for-like sales growth: 77.9% vs FY 2021 Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 07Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF51.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 41% per annum over the same time period.Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Alessandro Benetton was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 11First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up CHF499.2m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 27%, compared to a 8.5% growth forecast for the industry in the United Kingdom.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Joaquín Moya-Angeler Cabrera was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 11First half 2021 earnings released: CHF5.89 loss per share (vs CHF17.41 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: CHF1.19b (down 25% from 1H 2020). Net loss: CHF499.2m (loss narrowed 45% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.Executive Departure • May 24Independent Non-Executive Director has left the companyOn the 18th of May, See Chiang's tenure as Independent Non-Executive Director ended after 5.1 years in the role. We don't have any record of a personal shareholding under See's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Mar 13Full year 2020 earnings released: CHF43.01 loss per share (vs CHF0.53 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CHF2.56b (down 71% from FY 2019). Net loss: CHF2.51b (loss widened CHF2.49b from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 103%, compared to a 6.3% growth forecast for the Specialty Retail industry in the United Kingdom.Is New 90 Day High Low • Feb 25New 90-day high: CHF59.18The company is up 18% from its price of CHF49.99 on 26 November 2020. The British market is up 6.0% 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 CHF32.53 per share.Is New 90 Day High Low • Feb 05New 90-day low: CHF30.08The company is down 22% from its price of CHF38.49 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF17.76 per share.Is New 90 Day High Low • Dec 30New 90-day high: CHF55.76The company is up 95% from its price of CHF28.56 on 01 October 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF61.23 per share.공시 • Nov 18Dufry Successfully Extends Concession Contract At the St. Petersburg Pulkovo Airport for Seven YearsDufry has successfully extended for another seven years its duty-free concession contract at Pulkovo Airport in St. Petersburg covering a total retail space of over 3,100 m2. St. Petersburg is the most visited tourist city in Russia and Pulkovo airport and welcomes 19.6 million passengers per year, representing an attractive mix of domestic and international travelers. As part of the contract renewal, Dufry will redesign the current departure area by refurbishing the walk-through concept featuring all core categories including Perfume & Cosmetics, Liquor, Tobacco and Food & Confectionery, covering close to 1,900 m2. The refurbishment, in addition to delivering a very innovative design, will also allow a better connection between the duty-free store and the stunning central lounge area of the terminal. The revisited specialty store area with 13 shops across 1,100 m2 presents renowned global brands as well a refined selection of local brands and souvenirs in the Spirit of St. Petersburg destination store. Overall, the refurbishment will increase the flexibility to arrange the retail space to suit changing customer requirements and passenger profiles. The concession also includes a last-minute shop with 100 m2 of sales space presenting a snapshot of the attractive product assortment and providing the last chance to buy some gifts.공시 • Oct 29Dufry AG Announces Executive ChangesDufry AG announced that Jose Antonio Gea, Deputy Group CEO, will step down from his position of Deputy CEO and member of the GEC as per 31 December 2020. Jose Antonio Gea joined Dufry as Global Chief Operating Officer in 2004 and was appointed Deputy Group Chief Executive Officer in 2018. Dufry appointed Salvatore Aricò as Chief Organization & Transformation Officer to the Global Executive Committee reporting to the CEO. Salvatore Aricò is currently acting as Dufry's Global Human Resources Director, has joined the company in 2014 in the context of the Nuance acquisition and has an in-depth know how of the travel retail industry. In his new role, effective 1 January 2021, he will focus on driving the further development and transformation of the company organization. The Human Resources department will remain within the area of responsibility of Luis Marin, Chief Corporate Officer.공시 • Oct 06+ 2 more updatesDufry AG announced that it has received CHF 665.000014 million in funding from Advent International Corporation, Alibaba Group Holding LimitedOn October 5, 2020, Dufry AG (SWX:DUFN) closed the transaction.공시 • Sep 27Dufry AG (SWX:DUFN) entered into a definitive agreement to acquire 42.6% stake in Hudson Ltd. (NYSE:HUD) for approximately $310 million.Dufry AG (SWX:DUFN) entered into a definitive agreement to acquire 42.6% stake in Hudson Ltd. (NYSE:HUD) for approximately $310 million on August 19, 2020. Under the terms of transaction, Dufry will acquire all of the equity interests in Hudson that it does not already own for $7.70 in cash for each Hudson Class A share. The transaction will be funded by equity rights offering. Upon completion of the transaction, Hudson will become an indirect wholly owned subsidiary of Dufry and will be delisted from the New York Stock Exchange. Dufry shall pay to Hudson a termination fee of USD 6 million or USD 12 million, respectively, if the merger is not consummated by December 18, 2020 or April 18, 2021, respectively, Dufry is not entitled to receive a termination fee payable by Hudson. The transaction is subject to approval by the holders of a majority of Hudson’s outstanding common shares, successful completion of an equity rights offering by Dufry to finance the transaction, the approval of the equity capital increase necessary for such rights offering by Dufry’s shareholders, the consent of Dufry’s lenders under its existing credit facilities as well as other customary closing conditions. The terms of the transaction were negotiated, unanimously recommended, and approved by the independent directors of Hudson who formed a special committee to negotiate with Dufry, given Dufry’s existing ownership stake in Hudson and representation on Hudson’s Board of Directors. The transaction has been unanimously approved and recommended by the Board of Directors of Dufry and a special committee of independent directors of Hudson, as well as the Board of Directors of Hudson. The transaction is expected to be completed in the fourth quarter of 2020. Cravath, Swaine & Moore LLP acted as legal advisor and Lazard Frères & Co. LLC and Banco Santander, S.A. acted as financial advisors to special committee of Hudson. UBS Investment Bank acted as financial advisor and Daniel Brass, John B. Meade and Jeffrey P. Crandall of Davis Polk & Wardwell LLP, Appleby and Frank Gerhard, Andreas Müller, Jürg Frick, Dieter Grünblatt and Reto Heuberger of Homburger AG acted as legal advisors to Dufry AG. Philippe Weber and Thomas Brönnimann of Niederer Kraft Frey Ltd acted as legal advisors for Dufry.공시 • Aug 16Dufry AG to Report Q3, 2021 Results on Oct 28, 2021Dufry AG announced that they will report Q3, 2021 results on Oct 28, 2021공시 • Aug 03Dufry AG to Report Fiscal Year 2020 Results on Mar 09, 2021Dufry AG announced that they will report fiscal year 2020 results on Mar 09, 2021공시 • Jul 23Dufry AG to Report First Half, 2020 Results on Aug 03, 2020Dufry AG announced that they will report first half, 2020 results on Aug 03, 2020이익 및 매출 성장 예측LSE:0QK3 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202815,1693227683,0311412/31/202714,5683387082,9541612/31/202613,8602845842,7981612/31/202513,9831992,4802,990N/A9/30/202513,9901592,4022,910N/A6/30/202513,9961182,3242,829N/A3/31/202513,8611112,2232,717N/A12/31/202413,7251032,1222,605N/A9/30/202413,5771152,0882,568N/A6/30/202413,4291272,0542,532N/A3/31/202413,1101071,9862,445N/A12/31/202312,790871,9182,359N/A9/30/202311,285681,7742,123N/A6/30/20239,780481,6311,886N/A3/31/20238,329531,5141,699N/A12/31/20226,878581,3981,512N/A9/30/20226,265771,3651,471N/A6/30/20225,651961,3321,431N/A3/31/20224,783-1459601,055N/A12/31/20213,915-385587678N/A9/30/20213,038-1,248221311N/A6/30/20212,161-2,110-146-56N/A3/31/20212,361-2,312-305-201N/A12/31/20202,561-2,514-464-345N/A9/30/20204,241-1,764-8187N/A6/30/20206,255-822625820N/A3/31/20207,759-3691,5031,730N/A12/31/20198,849-261,8542,108N/A9/30/20198,80614N/A1,748N/A6/30/20198,768-26N/A1,362N/A3/31/20198,74810N/A1,041N/A12/31/20188,68572N/A836N/A9/30/20188,66860N/A827N/A6/30/20188,65372N/A887N/A3/31/20188,49170N/A731N/A12/31/20178,37757N/A715N/A9/30/20178,22287N/A664N/A6/30/20178,04053N/A651N/A3/31/20177,90627N/A579N/A12/31/20167,8293N/A700N/A9/30/20167,800-41N/A745N/A6/30/20167,521-129N/A587N/A3/31/20166,751-156N/A521N/A12/31/20156,139-79N/A415N/A9/30/20155,482-41N/A354N/A6/30/20154,7180N/A379N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0QK3 의 연간 예상 수익 증가율(10.8%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0QK3 의 연간 수익(10.8%)이 UK 시장(11.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 0QK3 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0QK3 의 수익(연간 3%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0QK3 의 수익(연간 3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0QK3의 자본 수익률은 3년 후 24.8%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 12:46종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 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 소스Avolta AG는 28명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mariano SzachtmanBanco SantanderCarlos Javier Treviño PeinadorBanco SantanderRicardo Benevides FreitasBanco Santander25명의 분석가 더 보기
Upcoming Dividend • May 01Upcoming dividend of CHF1.15 per shareEligible shareholders must have bought the stock before 08 May 2026. Payment date: 12 May 2026. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (4.1%).
Buy Or Sell Opportunity • Apr 28Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to CHF43.52. The fair value is estimated to be CHF56.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 8.0% per annum over the same time period.
Declared Dividend • Apr 09Dividend increased to CHF1.15Dividend of CHF1.15 is 15% higher than last year. Ex-date: 8th May 2026 Payment date: 12th May 2026 Dividend yield will be 2.2%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Apr 08Avolta AG, Annual General Meeting, May 06, 2026Avolta AG, Annual General Meeting, May 06, 2026, at 14:30 W. Europe Standard Time.
Buy Or Sell Opportunity • Mar 19Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.6% to CHF44.86. The fair value is estimated to be CHF57.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: CHF1.39 (vs CHF0.70 in FY 2024)Full year 2025 results: EPS: CHF1.39 (up from CHF0.70 in FY 2024). Revenue: CHF14.0b (up 1.9% from FY 2024). Net income: CHF199.0m (up 93% from FY 2024). Profit margin: 1.4% (up from 0.8% in FY 2024). The increase in margin was driven by higher revenue. Like-for-like sales growth: 3.9% vs FY 2024 Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
New Risk • Mar 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.7x net interest cover). Earnings are forecast to decline by an average of 9.6% per year for the foreseeable future.
공시 • Dec 19+ 1 more updateAvolta AG to Report First Half, 2026 Results on Jul 30, 2026Avolta AG announced that they will report first half, 2026 results on Jul 30, 2026
Reported Earnings • Aug 03First half 2025 earnings released: EPS: CHF0.19 (vs CHF0.08 in 1H 2024)First half 2025 results: EPS: CHF0.19 (up from CHF0.08 in 1H 2024). Revenue: CHF6.73b (up 4.2% from 1H 2024). Net income: CHF27.0m (up 125% from 1H 2024). Profit margin: 0.4% (up from 0.2% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent & Non-Executive Director Bruno Chiomento was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • May 16+ 1 more updateAvolta AG Approves DistributionAvolta AG at its Ordinary General Meeting held on May 14, 2025, approved that the retained loss be carried forward and a dividend from the reserve from capital contribution in the amount of CHF 1.00 per registered share be distributed.
Upcoming Dividend • May 09Upcoming dividend of CHF1.00 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to CHF43.67, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Specialty Retail industry in the United Kingdom. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF22.91 per share.
Declared Dividend • Apr 13Dividend increased to CHF1.00Dividend of CHF1.00 is 43% higher than last year. Ex-date: 16th May 2025 Payment date: 20th May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is not covered by earnings (143% earnings payout ratio). However, it is well covered by cash flows (7% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 59% to bring the payout ratio under control. EPS is expected to grow by 82% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • Apr 11Avolta AG, Annual General Meeting, May 14, 2025Avolta AG, Annual General Meeting, May 14, 2025, at 14:30 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CHF32.33, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Specialty Retail industry in the United Kingdom. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF23.06 per share.
New Risk • Mar 16New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Dividend is not well covered by earnings (143% payout ratio).
New Risk • Mar 14New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 143% Dividend yield: 2.6% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (104% net debt to equity). Dividend is not well covered by earnings (143% payout ratio). Large one-off items impacting financial results.
공시 • Mar 13Avolta AG Proposes DividendAvolta AG announced that Dividend of CHF 1.00 per share (+43% year on year) to be proposed at May 2025 AGM.
공시 • Jan 18Avolta AG (SWX:AVOL) announces an Equity Buyback for CHF 200 million worth of its shares.Avolta AG (SWX:AVOL) announces a share repurchase program. Under the program, the company will repurchase CHF 200 million worth of its registered shares. This program aims to enhance shareholder value in line with Avolta’s Destination 2027 strategy and efficiently return additional capital to shareholders. The repurchased shares will be cancelled. The program will end no later than December 31, 2025.
공시 • Dec 19+ 1 more updateAvolta AG to Report Fiscal Year 2024 Results on Mar 12, 2025Avolta AG announced that they will report fiscal year 2024 results on Mar 12, 2025
공시 • Sep 26Avolta AG (SWX:AVOL) agreed to acquire Sky Connection Limited from NWS Holdings Limited (SEHK:659).Avolta AG (SWX:AVOL) agreed to acquire Sky Connection Limited from NWS Holdings Limited (SEHK:659) on September 24, 2024. The Free Duty acquisition would be entirely funded with cash from Avolta AG’s strong balance sheet with no equity or additional financing arrangements being required. The transaction is subject to certain closing procedures, during which time Avolta will work diligently in securing customary conditions precedent.
Reported Earnings • Aug 02First half 2024 earnings released: EPS: CHF0.08 (vs CHF0.23 loss in 1H 2023)First half 2024 results: EPS: CHF0.08 (up from CHF0.23 loss in 1H 2023). Revenue: CHF6.46b (up 11% from 1H 2023). Net income: CHF11.5m (up CHF39.1m from 1H 2023). Profit margin: 0.2% (up from net loss in 1H 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 143% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 16Now 20% undervaluedOver the last 90 days, the stock has risen 4.3% to CHF36.10. The fair value is estimated to be CHF45.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Board Change • Jun 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Katia Walsh was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • May 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.8% to CHF36.82. The fair value is estimated to be CHF30.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Upcoming Dividend • May 10Upcoming dividend of CHF0.70 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 22 May 2024. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (3.6%).
Buy Or Sell Opportunity • Mar 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to CHF37.62. The fair value is estimated to be CHF31.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 32% per annum over the same time period.
Reported Earnings • Mar 09Full year 2023 earnings released: EPS: CHF0.64 (vs CHF0.63 in FY 2022)Full year 2023 results: EPS: CHF0.64 (up from CHF0.63 in FY 2022). Revenue: CHF12.8b (up 86% from FY 2022). Net income: CHF87.3m (up 50% from FY 2022). Profit margin: 0.7% (down from 0.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 133% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • Feb 15Avolta AG, Annual General Meeting, May 15, 2024Avolta AG, Annual General Meeting, May 15, 2024.
공시 • Jan 09+ 1 more updateAvolta AG to Report First Half, 2024 Results on Jul 30, 2024Avolta AG announced that they will report first half, 2024 results on Jul 30, 2024
Buying Opportunity • Aug 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 5.5%. The fair value is estimated to be CHF48.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 38% per annum over the same time period.
Reported Earnings • Aug 07First half 2023 earnings released: CHF0.23 loss per share (vs CHF0.19 loss in 1H 2022)First half 2023 results: CHF0.23 loss per share (further deteriorated from CHF0.19 loss in 1H 2022). Revenue: CHF5.82b (up 99% from 1H 2022). Net loss: CHF27.6m (loss widened 57% from 1H 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 05New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.5% Last year net profit margin: 1.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Shareholders have been substantially diluted in the past year (65% increase in shares outstanding). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin).
공시 • May 09Dufry AG Approves the Election of Sami Kahale as New DirectorDufry AG announced that at its AGM held on May 8, 2023, approved the election of Mr. Sami Kahale as New Director.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: CHF0.63 (vs CHF4.39 loss in FY 2021)Full year 2022 results: EPS: CHF0.63 (up from CHF4.39 loss in FY 2021). Revenue: CHF6.88b (up 76% from FY 2021). Net income: CHF58.2m (up CHF443.6m from FY 2021). Profit margin: 0.8% (up from net loss in FY 2021). Like-for-like sales growth: 77.9% vs FY 2021 Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Specialty Retail industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 07Now 20% undervaluedOver the last 90 days, the stock is up 11%. The fair value is estimated to be CHF51.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings is also forecast to grow by 41% per annum over the same time period.
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Alessandro Benetton was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 11First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up CHF499.2m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 27%, compared to a 8.5% growth forecast for the industry in the United Kingdom.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Joaquín Moya-Angeler Cabrera was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 11First half 2021 earnings released: CHF5.89 loss per share (vs CHF17.41 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: CHF1.19b (down 25% from 1H 2020). Net loss: CHF499.2m (loss narrowed 45% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 89 percentage points per year, which is a significant difference in performance.
Executive Departure • May 24Independent Non-Executive Director has left the companyOn the 18th of May, See Chiang's tenure as Independent Non-Executive Director ended after 5.1 years in the role. We don't have any record of a personal shareholding under See's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Mar 13Full year 2020 earnings released: CHF43.01 loss per share (vs CHF0.53 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: CHF2.56b (down 71% from FY 2019). Net loss: CHF2.51b (loss widened CHF2.49b from FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.2%. Over the next year, revenue is forecast to grow 103%, compared to a 6.3% growth forecast for the Specialty Retail industry in the United Kingdom.
Is New 90 Day High Low • Feb 25New 90-day high: CHF59.18The company is up 18% from its price of CHF49.99 on 26 November 2020. The British market is up 6.0% 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 CHF32.53 per share.
Is New 90 Day High Low • Feb 05New 90-day low: CHF30.08The company is down 22% from its price of CHF38.49 on 06 November 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF17.76 per share.
Is New 90 Day High Low • Dec 30New 90-day high: CHF55.76The company is up 95% from its price of CHF28.56 on 01 October 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF61.23 per share.
공시 • Nov 18Dufry Successfully Extends Concession Contract At the St. Petersburg Pulkovo Airport for Seven YearsDufry has successfully extended for another seven years its duty-free concession contract at Pulkovo Airport in St. Petersburg covering a total retail space of over 3,100 m2. St. Petersburg is the most visited tourist city in Russia and Pulkovo airport and welcomes 19.6 million passengers per year, representing an attractive mix of domestic and international travelers. As part of the contract renewal, Dufry will redesign the current departure area by refurbishing the walk-through concept featuring all core categories including Perfume & Cosmetics, Liquor, Tobacco and Food & Confectionery, covering close to 1,900 m2. The refurbishment, in addition to delivering a very innovative design, will also allow a better connection between the duty-free store and the stunning central lounge area of the terminal. The revisited specialty store area with 13 shops across 1,100 m2 presents renowned global brands as well a refined selection of local brands and souvenirs in the Spirit of St. Petersburg destination store. Overall, the refurbishment will increase the flexibility to arrange the retail space to suit changing customer requirements and passenger profiles. The concession also includes a last-minute shop with 100 m2 of sales space presenting a snapshot of the attractive product assortment and providing the last chance to buy some gifts.
공시 • Oct 29Dufry AG Announces Executive ChangesDufry AG announced that Jose Antonio Gea, Deputy Group CEO, will step down from his position of Deputy CEO and member of the GEC as per 31 December 2020. Jose Antonio Gea joined Dufry as Global Chief Operating Officer in 2004 and was appointed Deputy Group Chief Executive Officer in 2018. Dufry appointed Salvatore Aricò as Chief Organization & Transformation Officer to the Global Executive Committee reporting to the CEO. Salvatore Aricò is currently acting as Dufry's Global Human Resources Director, has joined the company in 2014 in the context of the Nuance acquisition and has an in-depth know how of the travel retail industry. In his new role, effective 1 January 2021, he will focus on driving the further development and transformation of the company organization. The Human Resources department will remain within the area of responsibility of Luis Marin, Chief Corporate Officer.
공시 • Oct 06+ 2 more updatesDufry AG announced that it has received CHF 665.000014 million in funding from Advent International Corporation, Alibaba Group Holding LimitedOn October 5, 2020, Dufry AG (SWX:DUFN) closed the transaction.
공시 • Sep 27Dufry AG (SWX:DUFN) entered into a definitive agreement to acquire 42.6% stake in Hudson Ltd. (NYSE:HUD) for approximately $310 million.Dufry AG (SWX:DUFN) entered into a definitive agreement to acquire 42.6% stake in Hudson Ltd. (NYSE:HUD) for approximately $310 million on August 19, 2020. Under the terms of transaction, Dufry will acquire all of the equity interests in Hudson that it does not already own for $7.70 in cash for each Hudson Class A share. The transaction will be funded by equity rights offering. Upon completion of the transaction, Hudson will become an indirect wholly owned subsidiary of Dufry and will be delisted from the New York Stock Exchange. Dufry shall pay to Hudson a termination fee of USD 6 million or USD 12 million, respectively, if the merger is not consummated by December 18, 2020 or April 18, 2021, respectively, Dufry is not entitled to receive a termination fee payable by Hudson. The transaction is subject to approval by the holders of a majority of Hudson’s outstanding common shares, successful completion of an equity rights offering by Dufry to finance the transaction, the approval of the equity capital increase necessary for such rights offering by Dufry’s shareholders, the consent of Dufry’s lenders under its existing credit facilities as well as other customary closing conditions. The terms of the transaction were negotiated, unanimously recommended, and approved by the independent directors of Hudson who formed a special committee to negotiate with Dufry, given Dufry’s existing ownership stake in Hudson and representation on Hudson’s Board of Directors. The transaction has been unanimously approved and recommended by the Board of Directors of Dufry and a special committee of independent directors of Hudson, as well as the Board of Directors of Hudson. The transaction is expected to be completed in the fourth quarter of 2020. Cravath, Swaine & Moore LLP acted as legal advisor and Lazard Frères & Co. LLC and Banco Santander, S.A. acted as financial advisors to special committee of Hudson. UBS Investment Bank acted as financial advisor and Daniel Brass, John B. Meade and Jeffrey P. Crandall of Davis Polk & Wardwell LLP, Appleby and Frank Gerhard, Andreas Müller, Jürg Frick, Dieter Grünblatt and Reto Heuberger of Homburger AG acted as legal advisors to Dufry AG. Philippe Weber and Thomas Brönnimann of Niederer Kraft Frey Ltd acted as legal advisors for Dufry.
공시 • Aug 16Dufry AG to Report Q3, 2021 Results on Oct 28, 2021Dufry AG announced that they will report Q3, 2021 results on Oct 28, 2021
공시 • Aug 03Dufry AG to Report Fiscal Year 2020 Results on Mar 09, 2021Dufry AG announced that they will report fiscal year 2020 results on Mar 09, 2021
공시 • Jul 23Dufry AG to Report First Half, 2020 Results on Aug 03, 2020Dufry AG announced that they will report first half, 2020 results on Aug 03, 2020