Aankondiging • Apr 03
AmRest Holdings SE, Annual General Meeting, May 07, 2026 AmRest Holdings SE, Annual General Meeting, May 07, 2026. Location: paseo de la castellana 163, 10th floor, madrid Spain Aankondiging • Mar 30
AmRest Holdings SE to Report Q1, 2026 Results on May 07, 2026 AmRest Holdings SE announced that they will report Q1, 2026 results on May 07, 2026 Aankondiging • Jan 13
AmRest Holdings SE to Report Fiscal Year 2025 Results on Feb 26, 2026 AmRest Holdings SE announced that they will report fiscal year 2025 results on Feb 26, 2026 Aankondiging • Jan 07
AmRest Holdings SE to Report Fiscal Year 2024 Results on Feb 27, 2025 AmRest Holdings SE announced that they will report fiscal year 2024 results on Feb 27, 2025 Aankondiging • Sep 10
AmRest Holdings SE to Report Q3, 2024 Results on Nov 14, 2024 AmRest Holdings SE announced that they will report Q3, 2024 results at 8:30 AM, Central European Standard Time on Nov 14, 2024 Reported Earnings • May 10
First quarter 2024 earnings released: €0.01 loss per share (vs €0.008 profit in 1Q 2023) First quarter 2024 results: €0.01 loss per share (down from €0.008 profit in 1Q 2023). Revenue: €592.6m (down 4.6% from 1Q 2023). Net loss: €2.80m (down 265% from profit in 1Q 2023). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €6.02, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 22x in the Hospitality industry in Germany. Total loss to shareholders of 9.3% over the past three years. Aankondiging • Apr 07
AmRest Holdings SE, Annual General Meeting, May 09, 2024 AmRest Holdings SE, Annual General Meeting, May 09, 2024, at 10:00 Central European Standard Time. Location: Paseo de la Castellana, number 163, 28046 Madrid Spain Agenda: To Review and approval of the consolidated statement of non-financial information for financial year ended 31 December 2023; to Approval of the management and performance of the Board of Directors during financial year ended 31 December 2023; to Approval of the Proposed Allocation of the Profits/Losses of the Company for financial year ended 31 December 2023; to Re-election of the statutory auditor; and to consider other matters. Aankondiging • Jan 19
AmRest Holdings SE to Report Fiscal Year 2023 Results on Feb 28, 2024 AmRest Holdings SE announced that they will report fiscal year 2023 results on Feb 28, 2024 New Risk • Nov 17
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 63% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.4% net profit margin). Aankondiging • Nov 04
AmRest Holdings SE to Report Q3, 2023 Results on Nov 14, 2023 AmRest Holdings SE announced that they will report Q3, 2023 results on Nov 14, 2023 Aankondiging • Aug 03
AmRest Holdings SE to Report First Half, 2023 Results on Aug 31, 2023 AmRest Holdings SE announced that they will report first half, 2023 results on Aug 31, 2023 Aankondiging • May 17
Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT). Smart Service Ltd. signed new sale and purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) for €100 million on February 25, 2023. The sale and purchase agreement is subject to the approval by the anti-trust agency of Russia and to other regulatory approvals applicable in Russia.Smart Service Ltd. completed the acquisition of KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on May 16, 2023. Reported Earnings • May 14
First quarter 2023 earnings released: EPS: €0.01 (vs €0 in 1Q 2022) First quarter 2023 results: EPS: €0.01 (up from €0 in 1Q 2022). Revenue: €621.2m (up 23% from 1Q 2022). Net income: €1.70m (up €1.60m from 1Q 2022). Profit margin: 0.3% (up from 0% in 1Q 2022). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Aankondiging • May 05
AmRest Holdings SE to Report Q1, 2023 Results on May 11, 2023 AmRest Holdings SE announced that they will report Q1, 2023 results on May 11, 2023 Reported Earnings • Mar 06
Full year 2022 earnings released: EPS: €0.01 (vs €0.15 in FY 2021) Full year 2022 results: EPS: €0.01 (down from €0.15 in FY 2021). Revenue: €2.42b (up 26% from FY 2021). Net income: €1.38m (down 96% from FY 2021). Profit margin: 0.1% (down from 1.7% in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Buying Opportunity • Feb 22
Now 22% undervalued Over the last 90 days, the stock is up 4.7%. The fair value is estimated to be €5.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 28% per annum over the same time period. Aankondiging • Jan 24
AmRest Holdings SE to Report Fiscal Year 2022 Results on Feb 28, 2023 AmRest Holdings SE announced that they will report fiscal year 2022 results on Feb 28, 2023 Buying Opportunity • Jan 07
Now 29% undervalued Over the last 90 days, the stock is up 1.0%. The fair value is estimated to be €5.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 28% per annum over the same time period. Aankondiging • Dec 08
Almira, Ooo entered into a share purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT). Almira, Ooo entered into a share purchase agreement to acquire KFC restaurant business in Russia from AmRest Holdings SE (WSE:EAT) on December 6, 2022. Completion of the transaction is subject to the approval by competition authority in Russia and to other regulatory authorisations that may be applicable in Russia. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 10
Third quarter 2022 earnings released Third quarter 2022 results: Revenue: €658.2m (up 23% from 3Q 2021). Net income: €34.2m (up 29% from 3Q 2021). Profit margin: 5.2% (up from 5.0% in 3Q 2021). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Hospitality industry in Germany. Aankondiging • Oct 08
AmRest Holdings SE to Report Q3, 2022 Results on Nov 09, 2022 AmRest Holdings SE announced that they will report Q3, 2022 results on Nov 09, 2022 Reported Earnings • Sep 04
Second quarter 2022 earnings released: €0.16 loss per share (vs €0.099 profit in 2Q 2021) Second quarter 2022 results: €0.16 loss per share (down from €0.099 profit in 2Q 2021). Revenue: €605.7m (up 31% from 2Q 2021). Net loss: €35.6m (down 263% from profit in 2Q 2021). Over the next year, revenue is expected to shrink by 1.7% compared to a 687% growth forecast for the Hospitality industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 24% per year, which means it is performing significantly worse than earnings. Aankondiging • Jul 14
AmRest Holdings SE to Report First Half, 2022 Results on Sep 01, 2022 AmRest Holdings SE announced that they will report first half, 2022 results on Sep 01, 2022 Board Change • Jun 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent External Director Monica Diaz was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • May 19
Investor sentiment improved over the past week After last week's 18% share price gain to €4.18, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Hospitality industry in Europe. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €4.83 per share. Reported Earnings • May 14
First quarter 2022 earnings released First quarter 2022 results: Revenue: €507.0m (up 33% from 1Q 2021). Net income: €100.0k (up €20.0m from 1Q 2021). Profit margin: 0% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 35% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings. Aankondiging • Apr 21
AmRest Holdings SE to Report Q1, 2022 Results on May 12, 2022 AmRest Holdings SE announced that they will report Q1, 2022 results on May 12, 2022 Aankondiging • Apr 12
AmRest Holdings SE, Annual General Meeting, May 12, 2022 AmRest Holdings SE, Annual General Meeting, May 12, 2022, at 10:00 Central European Standard Time. Buying Opportunity • Mar 23
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 32%. The fair value is estimated to be €5.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company has become profitable over the last year. Valuation Update With 7 Day Price Move • Mar 07
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €4.27, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Hospitality industry in Europe. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.45 per share. Buying Opportunity • Mar 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 29%. The fair value is estimated to be €5.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. The company has become profitable over the last year. Reported Earnings • Mar 04
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €0.15 (up from €0.83 loss in FY 2020). Revenue: €1.92b (up 26% from FY 2020). Net income: €32.9m (up €214.9m from FY 2020). Profit margin: 1.7% (up from net loss in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 105% growth forecast for the restaurants industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings. Aankondiging • Feb 09
AmRest Holdings SE to Report Fiscal Year 2021 Results on Feb 28, 2022 AmRest Holdings SE announced that they will report fiscal year 2021 results on Feb 28, 2022 Reported Earnings • Nov 11
Third quarter 2021 earnings released: EPS €0.12 (vs €0.01 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €533.7m (up 21% from 3Q 2020). Net income: €26.6m (up €24.5m from 3Q 2020). Profit margin: 5.0% (up from 0.5% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 26
Second quarter 2021 earnings released: EPS €0.14 (vs €0.54 loss in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €464.3m (up 71% from 2Q 2020). Net income: €21.8m (up €140.9m from 2Q 2020). Profit margin: 4.7% (up from net loss in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Executive Departure • Jul 01
CEO & Member of Management Board Mark Chandler has left the company On the 30th of June, Mark Chandler's tenure as CEO & Member of Management Board of the company ended after 2.2 years in the role. We don't have any record of a personal shareholding under Mark's name. Mark is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.08 years. Under Mark's leadership, the company delivered a total shareholder return of -33%. Reported Earnings • May 14
First quarter 2021 earnings released: €0.09 loss per share (vs €0.19 loss in 1Q 2020) The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2021 results: Revenue: €380.0m (down 7.7% from 1Q 2020). Net loss: €19.9m (loss narrowed 52% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance. Reported Earnings • Feb 28
Full year 2020 earnings released: €0.83 loss per share (vs €0.29 profit in FY 2019) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €1.52b (down 22% from FY 2019). Net loss: €182.0m (down 380% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 97% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Feb 28
Revenue misses expectations Revenue missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 25%, compared to a 28% growth forecast for the Hospitality industry in Germany. Aankondiging • Feb 19
LogiNext, Partners with AmRest Holdings SE LogiNext, announced a partnership with AmRest Holdings, the leading European multi-brand franchise restaurant operator headquartered in Spain. This partnership involved rolling out the technology to hundreds of restaurants where AmRest has reported considerable efficiency gains in terms of digitizing delivery operations and meeting customer promise of fast delivery. Through this partnership, AmRest gets access to LogiNext's Mile platform which has automated order capturing, scheduling, driver assignment and the end to end customer experience for AmRest's 2000+ quick service and casual dining restaurants including brands like KFC, Pizza Hut, Burger King and Starbucks. For LogiNext, AmRest's massive presence in Europe will help thrust the region to No.2 in terms of revenues for LogiNext. Together, the partnership has positioned AmRest head on against the food-tech giants like Uber Eats, Meituan, Grubhub and Deliveroo with Amrest's speedy and unique delivery experience. Aankondiging • Feb 17
AmRest Holdings SE to Report Fiscal Year 2020 Results on Feb 25, 2021 AmRest Holdings SE announced that they will report fiscal year 2020 results on Feb 25, 2021 Is New 90 Day High Low • Feb 10
New 90-day high: €7.12 The company is up 48% from its price of €4.83 on 11 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality 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 €5.59 per share. Is New 90 Day High Low • Jan 06
New 90-day high: €6.70 The company is up 50% from its price of €4.46 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.18 per share. Is New 90 Day High Low • Dec 05
New 90-day high: €5.96 The company is up 29% from its price of €4.61 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.16 per share. Aankondiging • Dec 02
AmRest Holdings SE Announces Appointment of José Parés Gutiérrez as Executive Chairman The board of directors of AmRest has resolved to appointment of Mr. José Parés Gutiérrez, current Chairman of the board of directors and of its executive committee, as new executive chairman of the AmRest Group. The executive chairman will be delegated all of the powers that correspond to the board of directors except those that are non-delegable by virtue of the current legislation, the bylaws and the regulations of the board of directors of company. Is New 90 Day High Low • Nov 16
New 90-day high: €5.25 The company is up 3.0% from its price of €5.09 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.86 per share. Reported Earnings • Nov 11
Third quarter 2020 earnings released: EPS €0.009 The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €441.4m (down 13% from 3Q 2019). Net income: €2.10m (down 88% from 3Q 2019). Profit margin: 0.5% (down from 3.3% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 74% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Nov 11
Revenue beats expectations Revenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 21% compared to a 3.2% decline forecast for the Hospitality industry in Germany. Aankondiging • Nov 03
AmRest Holdings SE to Report Q3, 2020 Results on Nov 10, 2020 AmRest Holdings SE announced that they will report Q3, 2020 results on Nov 10, 2020 Is New 90 Day High Low • Oct 16
New 90-day low: €3.62 The company is down 26% from its price of €4.90 on 17 July 2020. The German market is flat over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.19 per share. Reported Earnings • Sep 27
First half earnings released Over the last 12 months the company has reported total losses of €106.0m, with earnings decreasing by €145.1m from the prior year. Total revenue was €1.72b over the last 12 months, down 2.6% from the prior year. Aankondiging • Sep 25
AmRest Holdings SE to Report First Half, 2020 Results on Sep 24, 2020 AmRest Holdings SE announced that they will report first half, 2020 results on Sep 24, 2020 Is New 90 Day High Low • Sep 25
New 90-day low: €3.88 The company is down 27% from its price of €5.30 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.32 per share. 
