Price Target Changed • Apr 27
Price target increased by 20% to €2.27 Up from €1.89, the current price target is an average from 3 analysts. New target price is 273% above last closing price of €0.61. Stock is down 79% over the past year. The company is forecast to post a net loss per share of €1.62 next year compared to a net loss per share of €2.99 last year. Buy Or Sell Opportunity • Apr 01
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 31% to €1.30. The fair value is estimated to be €1.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.3% in 2 years. Earnings are forecast to grow by 92% in the next 2 years. New Risk • Mar 30
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (€42.4m market cap, or US$48.5m). Buy Or Sell Opportunity • Feb 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 32% to €1.33. The fair value is estimated to be €1.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.3% in 2 years. Earnings are forecast to grow by 92% in the next 2 years. Price Target Changed • Feb 02
Price target decreased by 7.3% to €2.33 Down from €2.52, the current price target is an average from 6 analysts. New target price is 41% above last closing price of €1.66. Stock is down 60% over the past year. The company is forecast to post a net loss per share of €1.65 next year compared to a net loss per share of €2.99 last year. Aankondiging • Oct 23
Maisons du Monde S.A. to Report Fiscal Year 2025 Results on Mar 10, 2026 Maisons du Monde S.A. announced that they will report fiscal year 2025 results on Mar 10, 2026 Buy Or Sell Opportunity • Oct 13
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 14% to €2.18. The fair value is estimated to be €2.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 0.3% in 2 years. Earnings are forecast to grow by 93% in the next 2 years. Major Estimate Revision • Oct 05
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€1.57 to -€1.75 per share. Revenue forecast unchanged at €953.7m. Specialty Retail industry in France expected to see average net income growth of 44% next year. Consensus price target of €2.47 unchanged from last update. Share price rose 15% to €2.12 over the past week. New Risk • Jul 30
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €86.8m (US$99.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (€86.8m market cap, or US$99.2m). Price Target Changed • Jul 29
Price target decreased by 15% to €2.57 Down from €3.01, the current price target is an average from 7 analysts. New target price is 12% above last closing price of €2.30. Stock is down 41% over the past year. The company is forecast to post a net loss per share of €1.62 next year compared to a net loss per share of €2.99 last year. Major Estimate Revision • Jul 13
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -€0.78 to -€0.877 per share. Revenue forecast of €996.0m unchanged since last update. Specialty Retail industry in France expected to see average net income growth of 42% next year. Consensus price target of €3.01 unchanged from last update. Share price rose 9.4% to €2.55 over the past week. New Risk • Jul 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Aankondiging • Jun 27
Maisons Du Monde S.A. Appoints John Browett as Independent Director and Chairman of the Board Maisons du Monde S.A. at the Combined General Meeting held on June 26, 2025 approved the appointment of John Browett as an independent director. The Board of Directors meeting, which followed the General Meeting, appointed John as Chairman of the Board. John brings to Maisons du Monde Group over 25 years of experience leading prominent retail companies, both in the United Kingdom and internationally. His career notably includes roles as CEO of Dunelm Group plc, a major player in the furniture and home décor sector. New Risk • Jun 25
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €85.6m (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.9% average weekly change). Market cap is less than US$100m (€85.6m market cap, or US$99.9m). Aankondiging • May 20
Maisons du Monde S.A., Annual General Meeting, Jun 26, 2025 Maisons du Monde S.A., Annual General Meeting, Jun 26, 2025. Location: 55 rue amsterdam, paris France New Risk • Apr 15
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Price Target Changed • Mar 31
Price target decreased by 11% to €4.12 Down from €4.63, the current price target is an average from 6 analysts. New target price is 46% above last closing price of €2.82. Stock is down 35% over the past year. The company is forecast to post a net loss per share of €0.77 next year compared to a net loss per share of €2.99 last year. Major Estimate Revision • Mar 18
Consensus EPS estimates fall by 69% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €1.03b to €992.7m. Losses expected to increase from €0.43 per share to €0.73. Specialty Retail industry in France expected to see average net income growth of 40% next year. Consensus price target down from €4.63 to €4.53. Share price fell 4.9% to €3.27 over the past week. Reported Earnings • Mar 11
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: €2.99 loss per share (down from €0.21 profit in FY 2023). Revenue: €1.03b (down 11% from FY 2023). Net loss: €115.4m (down €124.0m from profit in FY 2023). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 1.8% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Specialty Retail industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance. Major Estimate Revision • Feb 06
Consensus EPS estimates fall by 78% The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -€0.252 to -€0.45 per share. Revenue forecast unchanged at €1.04b. Specialty Retail industry in France expected to see average net income growth of 12% next year. Consensus price target down from €5.54 to €4.63. Share price fell 3.7% to €3.96 over the past week. New Risk • Jan 18
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Price Target Changed • Nov 16
Price target decreased by 7.6% to €5.54 Down from €6.00, the current price target is an average from 7 analysts. New target price is 57% above last closing price of €3.53. Stock is down 35% over the past year. The company is forecast to post a net loss per share of €0.17 compared to earnings per share of €0.21 last year. New Risk • Oct 27
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.6% average weekly change). Shareholders have been diluted in the past year (5.9% increase in shares outstanding). Price Target Changed • Aug 25
Price target decreased by 9.8% to €6.00 Down from €6.65, the current price target is an average from 6 analysts. New target price is 63% above last closing price of €3.68. Stock is down 57% over the past year. The company is forecast to post a net loss per share of €0.07 compared to earnings per share of €0.21 last year. Reported Earnings • Aug 06
First half 2024 earnings released: €0.63 loss per share (vs €0.023 profit in 1H 2023) First half 2024 results: €0.63 loss per share (down from €0.023 profit in 1H 2023). Revenue: €505.8m (down 9.7% from 1H 2023). Net loss: €24.4m (down €25.3m from profit in 1H 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Specialty Retail industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €4.23, the stock trades at a trailing P/E ratio of 19x. Average forward P/E is 7x in the Specialty Retail industry in France. Total loss to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.28 per share. Declared Dividend • May 19
Dividend reduced to €0.06 Dividend of €0.06 is 80% lower than last year. Ex-date: 3rd July 2024 Payment date: 5th July 2024 Dividend yield will be 1.2%, which is lower than the industry average of 6.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (1% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 274% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Major Estimate Revision • May 17
Consensus EPS estimates have been downgraded. The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €1.18b to €1.10b. Now expected to report a loss of €0.07 per share instead of €0.02 per share profit previously forecast. Specialty Retail industry in France expected to see average net income growth of 28% next year. Consensus price target of €6.65 unchanged from last update. Share price fell 4.1% to €4.96 over the past week. New Risk • May 16
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 35% 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: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €4.90, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 9x in the Specialty Retail industry in France. Total loss to shareholders of 72% over the past three years. Price Target Changed • Mar 30
Price target decreased by 13% to €5.98 Down from €6.90, the current price target is an average from 5 analysts. New target price is 38% above last closing price of €4.34. Stock is down 56% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.80 last year. Aankondiging • Mar 14
Maisons du Monde S.A. Proposes Dividend for the 2023 Financial Year, Payable on 6 July 2024 Maisons du Monde S.A. announced that its General Meeting is scheduled to be held on 21 June 2024. Shareholders will be asked to approve the payment of a dividend of €0.06 per share for the 2023 financial year, translating to a 30% payout ratio. The ex-dividend date is 3 July 2024, with payment on 6 July 2024. Price Target Changed • Mar 02
Price target decreased by 13% to €6.90 Down from €7.90, the current price target is an average from 6 analysts. New target price is 64% above last closing price of €4.21. Stock is down 63% over the past year. The company is forecast to post earnings per share of €0.34 for next year compared to €0.80 last year. Buying Opportunity • Jan 17
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 14%. The fair value is estimated to be €5.90, 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. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 1.9% in 2 years. Earnings is forecast to decline by 13% in the next 2 years. Buying Opportunity • Nov 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 46%. The fair value is estimated to be €5.90, 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. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 2.5% in 2 years. Earnings is forecast to decline by 8.8% in the next 2 years. Aankondiging • Oct 10
Maisons du Monde S.A. Revises Earnings Guidance for the Year 2023 Maisons du Monde S.A. revised earnings guidance for the year 2023. For the year, the company expects EBIT to be €40 million - €50 million compared to previous guidance of €65 million - €75 million. Price Target Changed • Oct 10
Price target decreased by 17% to €9.40 Down from €11.39, the current price target is an average from 7 analysts. New target price is 54% above last closing price of €6.11. Stock is down 29% over the past year. The company is forecast to post earnings per share of €0.70 for next year compared to €0.80 last year. Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €5.90, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Specialty Retail industry in France. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.89 per share. Aankondiging • Aug 24
Maisons Du Monde S.A. Announces Management Changes Maisons du Monde announced the departure of Régis Massuyeau, Group Chief Financial Officer, and his interim replacement by Gilles Lemaire, Group Controlling Director. After more than two years of contributing to the transformation and reinforcement of the Finance function in a fluctuating macroeconomic environment, Régis Massuyeau has decided to pursue a new professional project as of September 2023. François-Melchior de Polignac, Chief Executive Officer of Maisons du Monde, has appointed Gilles Lemaire, Group Controlling Director, given his nearly 20 years' financial experience within major international groups and his in-depth knowledge of Maisons du Monde. New Risk • Jul 28
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change). Profit margins are more than 30% lower than last year (2.1% net profit margin). Reported Earnings • Jul 28
First half 2023 earnings released: EPS: €0.02 (vs €0.19 in 1H 2022) First half 2023 results: EPS: €0.02 (down from €0.19 in 1H 2022). Revenue: €610.5m (down 2.7% from 1H 2022). Net income: €900.0k (down 89% from 1H 2022). Profit margin: 0.1% (down from 1.4% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Specialty Retail industry in France. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 10% per year. Upcoming Dividend • Jun 28
Upcoming dividend of €0.30 per share at 3.3% yield Eligible shareholders must have bought the stock before 05 July 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of French dividend payers (5.2%). Lower than average of industry peers (5.5%). Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €8.81, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Specialty Retail industry in France. Total loss to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.59 per share. Aankondiging • Jun 01
Maisons Du Monde S.A. Announces Resignation of Thierry Falque-Pierrotin as Director and Chairman of the Board Maisons du Monde announced that at its board of directors meeting held on May 30, 2023, has decided, upon the recommendation of the Nomination and Compensation Committee, to co-opt Françoise Gri as an independent director succeeding Thierry Falque-Pierrotin following his resignation as director and Chairman of the Board. Major Estimate Revision • May 12
Consensus EPS estimates fall by 15% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from €1.29b to €1.22b. EPS estimate also fell from €0.775 per share to €0.657 per share. Net income forecast to shrink 13% next year vs 0.5% decline forecast for Specialty Retail industry in France. Consensus price target broadly unchanged at €12.43. Share price rose 3.3% to €9.92 over the past week. Aankondiging • May 11
Maisons Du Monde S.A. Provides Earnings Guidance for the Year 2023 Maisons du Monde S.A. provided earnings guidance for the year 2023. For the year, the company expects EBIT to be €65 million -€75 million. Reported Earnings • May 05
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: €0.80 (down from €1.52 in FY 2021). Revenue: €1.28b (down 5.6% from FY 2021). Net income: €34.3m (down 50% from FY 2021). Profit margin: 2.7% (down from 5.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Specialty Retail industry in France. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 6% per year. Price Target Changed • Apr 27
Price target decreased by 7.6% to €12.11 Down from €13.11, the current price target is an average from 8 analysts. New target price is 27% above last closing price of €9.54. Stock is down 42% over the past year. The company is forecast to post earnings per share of €0.77 for next year compared to €0.80 last year. Price Target Changed • Apr 21
Price target decreased by 11% to €12.11 Down from €13.55, the current price target is an average from 8 analysts. New target price is 28% above last closing price of €9.50. Stock is down 46% over the past year. The company is forecast to post earnings per share of €0.75 for next year compared to €0.80 last year. Reported Earnings • Mar 12
Full year 2022 earnings: EPS exceeds analyst expectations Full year 2022 results: EPS: €0.80 (down from €1.48 in FY 2021). Revenue: €1.28b (down 5.6% from FY 2021). Net income: €34.3m (down 48% from FY 2021). Profit margin: 2.7% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Specialty Retail industry in France. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 11% per year. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €9.75, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Specialty Retail industry in France. Total returns to shareholders of 44% over the past three years. Aankondiging • Jan 26
Maisons Du Monde Announces Chief Executive Officer Changes, Effective March 15, 2023 The Board of Directors of Maisons du Monde at its meeting held on 25 January 2023, has decided that François-Melchior de Polignac will be appointed as Chief Executive Officer as of March 15, 2023, in succession to Julie Walbaum, whose term of office as CEO will cease on that date. François-Melchior joins on 25 January 2023 Maisons du Monde as Deputy CEO in order to ensure a smooth and efficient transition during this period. Board Change • Nov 16
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. CEO & Director Julie Walbaum is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Aankondiging • Oct 29
Maisons du Monde S.A. to Report Fiscal Year 2022 Results on Mar 09, 2023 Maisons du Monde S.A. announced that they will report fiscal year 2022 results at 7:00 AM, Central European Standard Time on Mar 09, 2023 Price Target Changed • Sep 27
Price target decreased to €13.96 Down from €15.23, the current price target is an average from 7 analysts. New target price is 69% above last closing price of €8.27. Stock is down 54% over the past year. The company is forecast to post earnings per share of €0.65 for next year compared to €1.48 last year. Price Target Changed • Jul 30
Price target decreased to €15.54 Down from €16.71, the current price target is an average from 8 analysts. New target price is 49% above last closing price of €10.42. Stock is down 46% over the past year. The company is forecast to post earnings per share of €0.64 for next year compared to €1.48 last year. Reported Earnings • Jul 29
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €19.6m from profit in 1H 2021). Profit margin: (down from 2.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the industry in France. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Major Estimate Revision • Jun 11
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from €0.78 to €0.66 per share. Revenue forecast steady at €1.28b. Net income forecast to shrink 56% next year vs 8.7% growth forecast for Specialty Retail industry in France . Consensus price target down from €18.15 to €16.65. Share price fell 18% to €10.27 over the past week. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment deteriorated over the past week After last week's 18% share price decline to €10.27, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 10x in the Specialty Retail industry in France. Total loss to shareholders of 36% over the past three years. Upcoming Dividend • Jun 01
Upcoming dividend of €0.55 per share Eligible shareholders must have bought the stock before 08 June 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of French dividend payers (4.9%). In line with average of industry peers (4.1%). Price Target Changed • May 30
Price target decreased to €21.09 Down from €23.78, the current price target is an average from 7 analysts. New target price is 63% above last closing price of €12.97. Stock is down 41% over the past year. The company is forecast to post earnings per share of €1.04 for next year compared to €1.48 last year. Major Estimate Revision • May 28
Consensus revenue estimates fall by 10% The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from €1.40b to €1.26b. EPS estimate fell from €1.51 to €1.25 per share. Net income forecast to shrink 19% next year vs 10% growth forecast for Specialty Retail industry in France . Consensus price target down from €23.78 to €22.65. Share price fell 23% to €12.93 over the past week. Valuation Update With 7 Day Price Move • May 27
Investor sentiment deteriorated over the past week After last week's 23% share price decline to €12.93, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 10x in the Specialty Retail industry in France. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €25.05 per share. Board Change • Apr 27
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Victor Amigo 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 • Mar 15
Full year 2021 earnings: EPS exceeds analyst expectations Full year 2021 results: EPS: €1.48 (up from €0.033 in FY 2020). Revenue: €1.35b (up 10% from FY 2020). Net income: €66.4m (up €64.9m from FY 2020). Profit margin: 4.9% (up from 0.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Over the next year, revenue is forecast to grow 2.0%, compared to a 1.4% growth forecast for the retail industry in France. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.