Adairs Limited

ASX:ADH Voorraadrapport

Marktkapitalisatie: AU$258.1m

Adairs Beheer

Beheer criteriumcontroles 2/4

De CEO Adairs is Elle Roseby, benoemd in Jan2025, heeft een ambtstermijn van 1.58 jaar. De totale jaarlijkse vergoeding van { bedraagt A$ 552.57K, bestaande uit 70.4% salaris en 29.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.028% van de aandelen van het bedrijf, ter waarde A$ 73.43K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1 jaar en 4.6 jaar.

Belangrijke informatie

Elle Roseby

Algemeen directeur

AU$552.6k

Totale compensatie

Percentage CEO-salaris70.45%
Dienstverband CEO1.6yrs
Eigendom CEO0.03%
Management gemiddelde ambtstermijn1yr
Gemiddelde ambtstermijn bestuur4.6yrs

Recente managementupdates

Recent updates

Narratiefupdate Jul 08

ADH: Higher Margin Outlook Will Support Re-Rated Earnings Multiple

Analysts have reduced their price target for Adairs to A$2.10 from A$2.70, reflecting updated assumptions around slightly lower revenue growth and a lower future P/E multiple, partly offset by modestly higher profit margin expectations and a reduced discount rate. What's in the News for Adairs No recent Adairs specific news items have been identified from the provided sources.
Narratiefupdate Jun 24

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have modestly adjusted their price target for Adairs to A$1.69 from A$1.76, reflecting updated views on revenue growth, profit margins, the appropriate discount rate, and a slightly different assumed future P/E multiple. What’s in the News for Adairs No recent Adairs specific news items were identified in the provided sources.
Analyse-artikel Jun 19

Should You Investigate Adairs Limited (ASX:ADH) At AU$1.41?

While Adairs Limited ( ASX:ADH ) might not have the largest market cap around , it saw a decent share price growth of...
Narratiefupdate Jun 05

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have trimmed their Adairs price target to A$1.76 from A$2.27, reflecting updated assumptions for slightly lower revenue growth, profit margins and future P/E multiples, partly offset by a modest reduction in the discount rate. What's in the News No recent Adairs specific news items were identified in the provided sources.
Narratiefupdate Apr 27

ADH: Store And Concept Rollout Will Support Recovery And Future Upside

Analysts have trimmed their fair value estimate for Adairs from A$2.39 to A$2.27, reflecting slightly more cautious assumptions on the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News Adairs is set to exit the S&P/ASX Small Ordinaries Index, following a decision to remove Adairs Limited (ASX:ADH) from the index.
Nieuw narratief Apr 25

Rising Store Costs And Promotional Reliance Will Pressure Margins Yet Technology Upgrades Will Help

Catalysts About Adairs Adairs is a retailer focused on home furnishings and homewares across the Adairs, Focus on Furniture and Mocka brands. What are the underlying business or industry changes driving this perspective?
Nieuw narratief Apr 10

Loyalty Program And Store Investments Will Drive Long Term Home Furnishings Strength

Catalysts About Adairs Adairs is a home furnishings retailer with brands focused on bed linen, towelling, furniture and home décor across Australia and New Zealand, supported by both physical stores and online channels. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Apr 09

ADH: Store Rollout Refurbishment And New CFO Will Support Recovery

Analysts have kept their A$2.39 fair value estimate for Adairs broadly unchanged, with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that guide the latest price target update. What's in the News Adairs is set to leave the S&P/ASX Small Ordinaries Index following an index review that removes the company from the benchmark (Index Constituent Drops).
Narratiefupdate Mar 25

ADH: Store Network Changes And New CFO Will Support Earnings Recovery

Analysts have kept their A$ fair value estimate for Adairs essentially unchanged, with a minor adjustment to the discount rate and future P/E assumptions. These changes guide a refreshed price target that remains closely aligned with prior estimates.
Narratiefupdate Mar 10

ADH: Store Network Reset And New CFO Will Support Earnings Recovery

Analysts have trimmed their price target for Adairs by A$0.05 to A$2.39, reflecting updated assumptions around slightly softer revenue growth, a higher profit margin, a modestly lower discount rate, and a reduced future P/E multiple. What's in the News Adairs plans 3 to 4 new Adairs stores and 6 to 7 closures in 2H FY26, plus 1 to 2 upsizes, and a new Concept Store at Bondi Junction in Fourth Quarter FY26, alongside further growth plans for Focus on Furniture and the first standalone Mocka store in May 2026 (company announcement).
Narratiefupdate Feb 23

ADH: New Group CFO Appointment Will Support Future Earnings Rebound Narrative

Analysts have trimmed their Adairs price target from A$2.76 to A$2.44, reflecting updated assumptions for slightly softer revenue growth and profit margins, as well as a modestly lower future P/E multiple. What's in the News Adairs Limited has appointed Matt Edmonds as Group Chief Financial Officer, effective February 9, 2026, bringing more than 20 years of international finance and retail experience across Australia, the UK, Asia, and the US (Key Developments).
Analyse-artikel Jan 22

Market Cool On Adairs Limited's (ASX:ADH) Earnings

With a price-to-earnings (or "P/E") ratio of 11.8x Adairs Limited ( ASX:ADH ) may be sending bullish signals at the...
Analyse-artikel Nov 12

Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyse-artikel Aug 30

Adairs' (ASX:ADH) Dividend Is Being Reduced To A$0.04

Adairs Limited ( ASX:ADH ) has announced that on 7th of October, it will be paying a dividend ofA$0.04, which a...
Narratiefupdate Aug 28

Omnichannel Investments And Technology Overhaul Will Unlock Future Potential

The upward revision in Adairs’ analyst price target reflects increased optimism, as both the future P/E and consensus revenue growth forecasts have improved, resulting in a higher fair value of A$2.67. Valuation Changes Summary of Valuation Changes for Adairs The Consensus Analyst Price Target has risen from A$2.45 to A$2.67.
Analyse-artikel Aug 27

Investors Still Aren't Entirely Convinced By Adairs Limited's (ASX:ADH) Earnings Despite 26% Price Jump

Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Analyse-artikel May 09

The Market Lifts Adairs Limited (ASX:ADH) Shares 28% But It Can Do More

Adairs Limited ( ASX:ADH ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...
Analyse-artikel Feb 26

Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...
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Nieuw narratief Feb 09

Sustainability Initiatives Will Strengthen Future Brand Reputation

Enhanced control over supply chain operations and a new warehouse management system are expected to improve net margins and earnings in the next fiscal year.
Analyse-artikel Oct 16

Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce

Adairs Limited ( ASX:ADH ) shares have had a really impressive month, gaining 37% after a shaky period beforehand...
Analyse-artikel Sep 03

We Think You Can Look Beyond Adairs' (ASX:ADH) Lackluster Earnings

Adairs Limited's ( ASX:ADH ) earnings announcement last week didn't impress shareholders. However, our analysis...
Analyse-artikel Aug 30

Adairs Limited Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Adairs Limited ( ASX:ADH ) shareholders, with the stock dropping 14% to AU$1.86 in the...
Analyse-artikel Jul 25

Is Now An Opportune Moment To Examine Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), is not the largest company out there, but it led the ASX gainers with a relatively large...
Analyse-artikel Apr 08

These 4 Measures Indicate That Adairs (ASX:ADH) 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...
Analyse-artikel Mar 12

Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified

Adairs Limited ( ASX:ADH ) shares have continued their recent momentum with a 34% gain in the last month alone. Looking...
Analyse-artikel Feb 27

AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results

Shareholders will be ecstatic, with their stake up 21% over the past week following Adairs Limited 's ( ASX:ADH...
Analyse-artikel Jan 19

Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel

With a price-to-earnings (or "P/E") ratio of 7.6x Adairs Limited ( ASX:ADH ) may be sending very bullish signals at the...
Analyse-artikel Oct 19

When Should You Buy Adairs Limited (ASX:ADH)?

Adairs Limited ( ASX:ADH ), might not be a large cap stock, but it saw significant share price movement during recent...

Analyse CEO-vergoeding

Hoe is Elle Roseby's beloning veranderd ten opzichte van Adairs's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 28 2025n/an/a

AU$19m

Sep 28 2025n/an/a

AU$22m

Jun 29 2025AU$553kAU$389k

AU$26m

Compensatie versus markt: De totale vergoeding ($USD 392.45K ) Elle } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de Australian markt ($USD 609.82K ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Elle te vergelijken met de prestaties van het bedrijf.


CEO

Elle Roseby

1.6yrs
Tenure
AU$552,569
Compensatie

Ms. Narelle Alison Roseby, also known as Elle, is Group MD & CEO of Adairs Limited from January 20, 2025 and serves as its Director since January 22, 2025. She has been Managing Director at Country Road Lt...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Narelle Roseby
Group MD1.6yrsAU$552.57k0.028%
A$ 73.4k
Matt Edmonds
Group CFO & Joint Company Secretaryless than a yeargeen gegevensgeen gegevens
Julian Fogarty
Chief Information Officer1yrgeen gegevensgeen gegevens
Jamie Adamson
Head of Investor Relationsno datageen gegevensgeen gegevens
Jordan Gove
Group Head of Risk & Compliance2.6yrsgeen gegevensgeen gegevens
Christopher Sage
Group General Manager of People and Culture1yrgeen gegevensgeen gegevens
Marty Li
Head of eCommerce & Omni-Channel2.6yrsgeen gegevensgeen gegevens
Simon Day
Group Head of Propertyless than a yeargeen gegevensgeen gegevens
Catherine Williamson
Chief Executive Officer of Mockano datageen gegevensgeen gegevens
Candice Deale
Chief Executive Officer of Focus on Furnitureless than a yeargeen gegevensgeen gegevens
Eryl Baron
Joint Company Secretaryless than a yeargeen gegevensgeen gegevens
1.0yrs
Gemiddelde duur

Ervaren management: Het managementteam van ADH wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
Narelle Roseby
Group MD1.6yrsAU$552.57k0.028%
A$ 73.4k
Trent Peterson
Non-Executive Independent Chair15.8yrsAU$179.97k0.78%
A$ 2.0m
David John MacLean
Non-Executive Director16.6yrsAU$92.00k1.86%
A$ 4.8m
Rachel Kelly
Independent Non-Executive Director1.3yrsAU$20.10k0.019%
A$ 48.8k
John Batistich
Independent Non-Executive Directorless than a yeargeen gegevens0.013%
A$ 34.4k
Kiera Grant
Independent Non-Executive Director7.6yrsAU$99.62k0.11%
A$ 277.6k
4.6yrs
Gemiddelde duur

Ervaren bestuur: De raad van bestuur van ADH wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.6 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/17 13:57
Aandelenkoers aan het einde van de dag2026/08/17 00:00
Inkomsten2025/12/28
Jaarlijkse inkomsten2025/06/29

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Adairs Limited wordt gevolgd door 10 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Chamithri RatnapalaBell Potter
Allan FranklinCanaccord Genuity
Andrea ChongGoldman Sachs