The Foschini Group Limited

JSE:TFG 주식 리포트

시가총액: R19.5b

Foschini Group 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Anthony Thunström

최고경영자

R28.5m

총 보수

CEO 급여 비율56.42%
CEO 재임 기간7.8yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간6.4yrs
이사회 평균 재임 기간10.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 15

TFG: Dividend And Earnings Reset Will Still Support Future Upside Potential

Analysts have trimmed their ZAR price target for Foschini Group by ZAR4.00 to ZAR77.46. This reflects updated views on slightly softer revenue growth, a marginally lower profit margin profile and a reduced forward P/E assumption.
분석 기사 Jun 12

There May Be Some Bright Spots In Foschini Group's (JSE:TFG) Earnings

The Foschini Group Limited's ( JSE:TFG ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
내러티브 업데이트 Jun 01

TFG: Lower Earnings Guidance Will Still Support Future Upside Potential

Analysts have reset their ZAR price target for Foschini Group from ZAR94.55 to ZAR81.46, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Foschini Group issued earnings guidance for the financial year ending 31 March 2026, expecting earnings per share in a range of 343.2 cents to 441.3 cents.
내러티브 업데이트 May 15

TFG: Softer Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.
내러티브 업데이트 Apr 27

TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential

Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.
내러티브 업데이트 Apr 11

TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential

Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).
내러티브 업데이트 Mar 28

TFG: Impairment-Driven EPS Reset Will Still Support Future Upside

Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.
내러티브 업데이트 Mar 13

TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside

Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).
내러티브 업데이트 Feb 26

TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside

The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).
내러티브 업데이트 Feb 10

TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside

Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.
내러티브 업데이트 Jan 26

TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound

Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.
내러티브 업데이트 Jan 12

TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery

Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 Dec 17

TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade

Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.
내러티브 업데이트 Dec 03

TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk

Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.
내러티브 업데이트 Nov 19

TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures

Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.
내러티브 업데이트 Nov 04

TFG: Earnings Per Share Are Expected To Rebound In The Coming Year

Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.
내러티브 업데이트 Oct 21

Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease

Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
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새로운 내러티브 Dec 30

White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge

Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.
분석 기사 Apr 13

The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up

The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...
분석 기사 Mar 29

Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?

While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...

CEO 보수 분석

Anthony Thunström의 보수는 Foschini Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

R1b

Dec 31 2025n/an/a

R2b

Sep 30 2025n/an/a

R3b

Jun 30 2025n/an/a

R3b

Mar 31 2025R28mR16m

R3b

Dec 31 2024n/an/a

R3b

Sep 30 2024n/an/a

R3b

Jun 30 2024n/an/a

R3b

Mar 31 2024R24mR15m

R3b

Dec 31 2023n/an/a

R3b

Sep 30 2023n/an/a

R3b

Jun 30 2023n/an/a

R3b

Mar 31 2023R32mR14m

R3b

Dec 31 2022n/an/a

R3b

Sep 30 2022n/an/a

R3b

Jun 30 2022n/an/a

R3b

Mar 31 2022R21mR8m

R3b

Dec 31 2021n/an/a

R831m

Sep 30 2021n/an/a

-R1b

Jun 30 2021n/an/a

-R2b

Mar 31 2021R57mR8m

-R2b

Dec 31 2020n/an/a

-R117m

Sep 30 2020n/an/a

R2b

Jun 30 2020n/an/a

R2b

Mar 31 2020R19mR8m

R2b

보상 대 시장: Anthony의 총 보수(USD1.73M)는 ZA 시장에서 비슷한 규모 기업의 평균(USD1.37M) 수준입니다.

보상과 수익: Anthony의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Anthony Thunström (54 yo)

7.8yrs
재임 기간
R28,472,000
보수

Mr. Anthony E. Thunström, BCom (Hons Acc), CA(SA), has been Executive Financial Director at The Foschini Group Limited from December 01, 2023 and serves as Chief Executive Officer at The Foschini Group Lim...


리더십 팀

이름직위재임 기간보수지분
Anthony Thunström
CEO, Member of Operating Board & Executive Director7.8yrsR28.47m데이터 없음
Ralph Buddle
CFO, Executive Director & Member of Operating Board2.2yrsR12.01m데이터 없음
G. Naidoo
Group Chief Retail Officer & Member of Operating Board19.7yrs데이터 없음데이터 없음
Stuart Baird
Group Chief Retail Officer & Member of Operating Boardno data데이터 없음데이터 없음
Senta Morley
Chief People & Culture Officer and Member of Operating Board9.4yrs데이터 없음데이터 없음
Jacques Kock
Chief Operating Officer of TFG Africa & Member of Operating Board5.4yrs데이터 없음데이터 없음
N. Nkomo
Chief Information & Logistics Officer and Member of Operating Boardless than a year데이터 없음데이터 없음
Selwyn Eagle
Managing Director of TFG Merchandise Procurementno data데이터 없음데이터 없음
Brent Curry
Chief Information Officer of TFG Infotec6.4yrs데이터 없음데이터 없음
Suzanne Annenberg
Managing Director of Exactno data데이터 없음데이터 없음
Matthew Wilson
Chief Financial Officer of TFG Londonno data데이터 없음데이터 없음
R. Kusel
Head of Internal Auditno data데이터 없음데이터 없음
6.4yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 관리: TFG의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.4 년).


이사회 구성원

이름직위재임 기간보수지분
Anthony Thunström
CEO, Member of Operating Board & Executive Director10.9yrsR28.47m데이터 없음
Ralph Buddle
CFO, Executive Director & Member of Operating Board2.2yrsR12.01m데이터 없음
Michael Lewis
Non-Executive Chairman37.4yrsR1.70m0.91%
ZAR 177.0m
Graham Davin
Lead Independent Non-Executive Director10.6yrsR1.01m데이터 없음
Edwin Oblowitz
Non-Executive Director15.7yrsR1.43m0.00095%
ZAR 185.7k
Nkululeko Sowazi
Independent Non-Executive Director2.4yrsR486.00k데이터 없음
Ronald Stein
Non-Executive Director27.4yrsR1.06m0.084%
ZAR 16.4m
Jan Potgieter
Independent Non-Executive Director2.9yrsR1.03m데이터 없음
Gcina Zondi
Independent Non-Executive Director1yr데이터 없음데이터 없음
Boitumelo . L. Makgabo-Fiskerstrand
Independent Non-Executive Director13.6yrsR889.00k데이터 없음
David Friedland
Independent Non-Executive Director12.6yrsR892.00k0.012%
ZAR 2.3m
Colin Coleman
Independent Non-Executive Director6.4yrsR789.00k데이터 없음
10.8yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: TFG의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/26 17:38
종가2026/06/26 00:00
수익2026/03/31
연간 수익2026/03/31

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.

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 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

The Foschini Group Limited는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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