Adairs Limited

ASX:ADH Stock Report

Market Cap: AU$232.2m

Adairs Management

Management criteria checks 2/4

Adairs' CEO is Elle Roseby, appointed in Jan 2025, has a tenure of 1.33 years. total yearly compensation is A$552.57K, comprised of 70.4% salary and 29.6% bonuses, including company stock and options. directly owns 0.028% of the company’s shares, worth A$66.06K. The average tenure of the management team and the board of directors is 0.8 years and 7.3 years respectively.

Key information

Elle Roseby

Chief executive officer

AU$552.6k

Total compensation

CEO salary percentage70.45%
CEO tenure1.3yrs
CEO ownership0.03%
Management average tenureless than a year
Board average tenure7.3yrs

Recent management updates

Recent updates

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.

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?

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?

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).

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.

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).

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).

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

Jan 22
Market Cool On Adairs Limited's (ASX:ADH) Earnings

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

Nov 12
Does Adairs (ASX:ADH) Have A Healthy Balance Sheet?

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

Aug 30
Adairs' (ASX:ADH) Dividend Is Being Reduced To A$0.04

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.

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

Aug 27
Investors Still Aren't Entirely Convinced By Adairs Limited's (ASX:ADH) Earnings Despite 26% Price Jump

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

May 09
The Market Lifts Adairs Limited (ASX:ADH) Shares 28% But It Can Do More

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

Feb 26
Is Now The Time To Look At Buying Adairs Limited (ASX:ADH)?
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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.

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

Oct 16
Further Upside For Adairs Limited (ASX:ADH) Shares Could Introduce Price Risks After 37% Bounce

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

Sep 03
We Think You Can Look Beyond Adairs' (ASX:ADH) Lackluster Earnings

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

Aug 30
Adairs Limited Just Missed Earnings - But Analysts Have Updated Their Models

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

Jul 25
Is Now An Opportune Moment To Examine Adairs Limited (ASX:ADH)?

These 4 Measures Indicate That Adairs (ASX:ADH) Is Using Debt Extensively

Apr 08
These 4 Measures Indicate That Adairs (ASX:ADH) Is Using Debt Extensively

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

Mar 12
Improved Earnings Required Before Adairs Limited (ASX:ADH) Stock's 34% Jump Looks Justified

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

Feb 27
AU$2.15 - That's What Analysts Think Adairs Limited (ASX:ADH) Is Worth After These Results

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

Jan 19
Investors Don't See Light At End Of Adairs Limited's (ASX:ADH) Tunnel

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

Oct 19
When Should You Buy Adairs Limited (ASX:ADH)?

Is Adairs Limited (ASX:ADH) Potentially Undervalued?

May 24
Is Adairs Limited (ASX:ADH) Potentially Undervalued?

Adairs (ASX:ADH) Is Due To Pay A Dividend Of A$0.08

Feb 22
Adairs (ASX:ADH) Is Due To Pay A Dividend Of A$0.08

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

Feb 08
When Should You Buy Adairs Limited (ASX:ADH)?

CEO Compensation Analysis

How has Elle Roseby's remuneration changed compared to Adairs's earnings?
DateTotal CompensationSalaryCompany Earnings
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 ($USD397.39K) is below average for companies of similar size in the Australian market ($USD634.30K).

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


CEO

Elle Roseby

1.3yrs
Tenure
AU$552,569
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Narelle Roseby
Group MD1.3yrsAU$552.57k0.028%
A$ 66.1k
Matt Edmonds
Group CFO & Joint Company Secretaryless than a yearno datano data
Julian Fogarty
Chief Information Officerless than a yearno datano data
Jamie Adamson
Head of Investor Relationsno datano datano data
Jordan Gove
Group Head of Risk & Compliance2.3yrsno datano data
Christopher Sage
Group General Manager of People and Cultureless than a yearno datano data
Marty Li
Head of eCommerce & Omni-Channel2.3yrsno 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
0.8yrs
Average Tenure

Experienced Management: ADH's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Narelle Roseby
Group MD1.3yrsAU$552.57k0.028%
A$ 66.1k
Trent Peterson
Non-Executive Independent Chair15.5yrsAU$179.97k0.78%
A$ 1.8m
David John MacLean
Non-Executive Director16.3yrsAU$92.00k1.86%
A$ 4.3m
Rachel Kelly
Independent Non-Executive Director1.1yrsAU$20.10k0.019%
A$ 43.9k
Kiera Grant
Independent Non-Executive Director7.3yrsAU$99.62k0.11%
A$ 249.7k
7.3yrs
Average Tenure

Experienced Board: ADH's board of directors are considered experienced (7.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 15:14
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/28
Annual Earnings2025/06/29

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
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 world class team 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 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Aryan NoroziBarrenjoey Markets Pty Limited
Chamithri RatnapalaBell Potter
Allan FranklinCanaccord Genuity