DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION

Adairs Limited

ASX:ADH Stock Report

Market Cap: AU$234.9m

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Adairs Management

Management criteria checks 2/4

Adairs' CEO is Elle Roseby, appointed in Jan 2025, has a tenure of 1.67 years. total yearly compensation is A$997.08K, comprised of 92.3% salary and 7.7% bonuses, including company stock and options. directly owns 0.028% of the company’s shares, worth A$66.82K. The average tenure of the management team and the board of directors is 1.1 years and 4.7 years respectively.

Key information

Elle Roseby

Chief executive officer

AU$997.1k

Total compensation

CEO salary percentage92.27%
CEO tenure1.7yrs
CEO ownership0.03%
Management average tenure1.1yrs
Board average tenure4.7yrs

Recent management updates

Recent updates

User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
Analysis Article • 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...
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
New Narrative • 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?
User avatar
New Narrative • 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?
User avatar
Narrative Update • 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).
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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).
User avatar
Narrative Update • 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).
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
User avatar
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
User avatar
New Narrative • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...

CEO Compensation Analysis

How has Elle Roseby's remuneration changed compared to Adairs's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 28 2026AU$997kAU$920k

-AU$39m

Mar 28 2026n/an/a

-AU$10m

Dec 28 2025n/an/a

AU$19m

Sep 28 2025n/an/a

AU$22m

Jun 29 2025AU$553kAU$389k

AU$26m

Compensation vs Market: Elle's total compensation ($USD710.48K) is about average for companies of similar size in the Australian market ($USD672.36K).

Compensation vs Earnings: Insufficient data to compare Elle's compensation with company performance.


CEO

Elle Roseby

1.7yrs
Tenure
AU$997,081
Compensation

Ms. Narelle Alison Roseby, also known as Elle, is MD & Group 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...


Leadership Team

NamePositionTenureCompensationOwnership
Narelle Roseby
MD, Group CEO & Director1.7yrsAU$997.08k0.028%
A$ 66.8k
Matthew Edmonds
Group CFO & Joint Company Secretaryless than a yearAU$574.62kno data
Julian Fogarty
Chief Information Officer1.1yrsno datano data
Jamie Adamson
Head of Investor Relationsno datano datano data
Jordan Gove
Group Head of Risk & Compliance2.7yrsno datano data
Christopher Sage
Group General Manager of People and Culture1.1yrsno datano data
Marty Li
Head of eCommerce & Omni-Channel2.7yrsno datano data
Simon Day
Group Head of Propertyless than a yearno datano data
Catherine Williamson
Chief Executive Officer of Mockano datano datano data
Candice Deale
Chief Executive Officer of Focus on Furnitureless than a yearno datano data
Eryl Baron
Joint Company Secretaryless than a yearno datano data
1.1yrs
Average Tenure

Experienced Management: ADH's management team is not considered experienced ( 1.1 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Narelle Roseby
MD, Group CEO & Director1.7yrsAU$997.08k0.028%
A$ 66.8k
Trent Peterson
Non-Executive Independent Chair15.8yrsAU$200.00k0.78%
A$ 1.8m
David John MacLean
Non-Executive Director16.7yrsAU$107.00k1.86%
A$ 4.4m
Rachel Kelly
Independent Non-Executive Director1.4yrsAU$129.00k0.019%
A$ 44.4k
John Batistich
Independent Non-Executive Directorless than a yearAU$8.94k0.013%
A$ 31.3k
Kiera Grant
Independent Non-Executive Director7.7yrsAU$104.00k0.11%
A$ 252.6k
4.7yrs
Average Tenure

Experienced Board: ADH's board of directors are considered experienced (4.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/18 10:59
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/28
Annual Earnings2026/06/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Adairs Limited is covered by 10 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Chamithri RatnapalaBell Potter
Allan FranklinCanaccord Genuity
Andrea ChongGoldman Sachs

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide