KMD Brands Limited

NZSE:KMD Stock Report

Market Cap: NZ$124.9m

KMD Brands Management

Management criteria checks 1/4

KMD Brands' CEO is Brent Scrimshaw, appointed in Mar 2025, has a tenure of 1.42 years. total yearly compensation is NZ$1.10M, comprised of 97% salary and 3% bonuses, including company stock and options. directly owns 0.12% of the company’s shares, worth NZ$147.21K. The average tenure of the management team and the board of directors is 1.5 years and 7 years respectively.

Key information

Brent Scrimshaw

Chief executive officer

NZ$1.1m

Total compensation

CEO salary percentage96.96%
CEO tenure1.4yrs
CEO ownership0.1%
Management average tenure1.5yrs
Board average tenure7yrs

Recent management updates

Recent updates

Narrative Update Aug 06

KMD: Future Sales Guidance And Stock Split Will Support Measured Upside

Analysts have lifted their price target on KMD Brands to NZ$2.00 from NZ$0.14, citing updated fair value estimates, slightly higher assumed revenue growth and discount rate, and a revised profit margin outlook paired with a higher future P/E multiple. What’s in the News for KMD Brands KMD Brands issued earnings guidance for fiscal 2026, with group sales expected in a range of $1,040 million to $1,044 million, according to company guidance.
Narrative Update Jul 23

KMD: Stock Split And 2026 Sales Guidance Will Support Future Upside

Analysts have reduced the KMD Brands price target from NZ$2.98 to NZ$2.51, citing updated assumptions that incorporate the latest views on revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for KMD Brands KMD Brands issued earnings guidance for fiscal 2026, with Group sales expected to be in the range of $1,040 million to $1,044 million, according to company guidance.
Narrative Update Jul 09

KMD: Equity Raise And Stock Split Will Support Future Upside Potential

Analysts have lifted their price target for KMD Brands to NZ$2.98 from NZ$0.14, citing updated fair value assumptions, a slightly higher discount rate, modestly different revenue growth expectations, and a revised profit margin outlook that also feeds into a lower future P/E multiple. What's in the News for KMD Brands KMD Brands has scheduled a 1 for 25 stock split or significant stock dividend, effective Jun 30, 2026.
Narrative Update Jun 25

KMD: Recent Equity Raise And Low P/E Will Support Future Upside

Analysts have modestly adjusted their price target on KMD Brands, citing small refinements to revenue growth expectations, profit margin assumptions and future P/E estimates, while keeping their fair value view effectively unchanged at NZ$0.14. What's in the News KMD Brands completed a follow on equity offering of approximately NZ$65.27m in ordinary shares, according to a key developments filing.
Narrative Update Jun 11

KMD: Recent Equity Raise And Low P/E Will Support Future Upside

Analysts have trimmed their fair value estimate for KMD Brands from NZ$0.15 to NZ$0.14, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News KMD Brands completed a follow on equity offering totaling NZ$65.265145m through multiple tranches of ordinary shares, according to a key developments filing.
Narrative Update May 28

KMD: Recent Equity Raise And Low P/E Will Support Future Upside

Analysts have lifted their 12 month price target on KMD Brands to NZ$0.15. This reflects updated assumptions for slightly higher revenue growth, a modestly lower profit margin, and a P/E multiple now set at 4.08x.
Narrative Update May 14

KMD: Equity Raise Will Support Future Upside Despite Lower Growth Assumptions

Analysts have reduced their price target for KMD Brands to NZ$0.14 from NZ$0.30. This reflects updated assumptions for slower revenue growth, a slightly different profit margin outlook, a higher discount rate and a lower future P/E multiple.
Narrative Update Apr 29

KMD: Capital Raise And Reset Earnings Multiple Will Support Future Upside

Analysts have revised their NZ$ fair value estimate for KMD Brands from NZ$0.45 to NZ$0.15, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News KMD Brands completed a follow on equity offering of ordinary shares totaling around NZ$65.27m.
Narrative Update Apr 15

KMD: Rights Offer Will Support Leaner Margins And Future Upside Potential

Analysts have revised their fair value estimate for KMD Brands from NZ$0.19 to NZ$0.14. This reflects updated assumptions for slightly lower revenue growth, slimmer profit margins and a higher future P/E multiple.
Narrative Update Apr 01

KMD: Rights Offer And Higher Margins Will Shape A More Balanced Outlook

Analysts have revised their price target on KMD Brands to NZ$0.19 from NZ$0.36, reflecting updated assumptions around slightly lower revenue growth, higher profit margins, a modestly higher discount rate, and a reduced future P/E multiple. What's in the News KMD Brands has filed a follow-on equity offering totaling NZ$6.771,927 million in ordinary shares, structured as a rights offering (Key Developments).
Analysis Article Sep 26

Analysts Have Been Trimming Their KMD Brands Limited (NZSE:KMD) Price Target After Its Latest Report

It's been a pretty great week for KMD Brands Limited ( NZSE:KMD ) shareholders, with its shares surging 13% to NZ$0.27...
Analysis Article Sep 05

KMD Brands' (NZSE:KMD) Returns On Capital Not Reflecting Well On The Business

What financial metrics can indicate to us that a company is maturing or even in decline? Typically, we'll see the trend...
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New Narrative May 06

Digital Platforms And New Stores Will Improve Retail Efficiency

Investments in digital platforms, eCommerce and strategic marketing are expected to enhance online sales, brand recognition, and revenue growth.
Analysis Article Mar 29

Earnings Release: Here's Why Analysts Cut Their KMD Brands Limited (NZSE:KMD) Price Target To NZ$0.49

Shareholders might have noticed that KMD Brands Limited ( NZSE:KMD ) filed its interim result this time last week. The...
Analysis Article Oct 16

Here's Why KMD Brands (NZSE:KMD) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Sep 05

Optimistic Investors Push KMD Brands Limited (NZSE:KMD) Shares Up 28% But Growth Is Lacking

KMD Brands Limited ( NZSE:KMD ) shareholders have had their patience rewarded with a 28% share price jump in the last...
Analysis Article Jul 18

KMD Brands Limited (NZSE:KMD) Investors Are Less Pessimistic Than Expected

It's not a stretch to say that KMD Brands Limited's ( NZSE:KMD ) price-to-sales (or "P/S") ratio of 0.3x right now...
Analysis Article Jun 24

Investors Could Be Concerned With KMD Brands' (NZSE:KMD) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Analysis Article May 09

A Look At The Intrinsic Value Of KMD Brands Limited (NZSE:KMD)

Key Insights The projected fair value for KMD Brands is NZ$0.51 based on 2 Stage Free Cash Flow to Equity KMD Brands...
Analysis Article Mar 25

Investors Can Find Comfort In KMD Brands' (NZSE:KMD) Earnings Quality

Soft earnings didn't appear to concern KMD Brands Limited's ( NZSE:KMD ) shareholders over the last week. We think that...
Analysis Article Feb 23

Benign Growth For KMD Brands Limited (NZSE:KMD) Underpins Stock's 27% Plummet

Unfortunately for some shareholders, the KMD Brands Limited ( NZSE:KMD ) share price has dived 27% in the last thirty...
Analysis Article Dec 22

KMD Brands Limited's (NZSE:KMD) Subdued P/E Might Signal An Opportunity

There wouldn't be many who think KMD Brands Limited's ( NZSE:KMD ) price-to-earnings (or "P/E") ratio of 14.2x is worth...
Analysis Article Nov 03

Shareholders Will Probably Hold Off On Increasing KMD Brands Limited's (NZSE:KMD) CEO Compensation For The Time Being

Key Insights KMD Brands' Annual General Meeting to take place on 9th of November Salary of NZ$1.20m is part of CEO...
Analysis Article May 11

KMD Brands (NZSE:KMD) Will Pay A Dividend Of NZ$0.03

The board of KMD Brands Limited ( NZSE:KMD ) has announced that it will pay a dividend of NZ$0.03 per share on the 30th...
Analysis Article Apr 07

KMD Brands (NZSE:KMD) Has Announced A Dividend Of NZ$0.03

KMD Brands Limited ( NZSE:KMD ) will pay a dividend of NZ$0.03 on the 30th of June. Based on this payment, the dividend...
Analysis Article Mar 24

KMD Brands (NZSE:KMD) Will Pay A Dividend Of NZ$0.03

KMD Brands Limited ( NZSE:KMD ) has announced that it will pay a dividend of NZ$0.03 per share on the 30th of June...

CEO Compensation Analysis

How has Brent Scrimshaw's remuneration changed compared to KMD Brands's earnings?
DateTotal CompensationSalaryCompany Earnings
Jan 31 2026n/an/a

-NZ$87m

Oct 31 2025n/an/a

-NZ$91m

Jul 31 2025NZ$1mNZ$1m

-NZ$95m

Apr 30 2025n/an/a

-NZ$78m

Jan 31 2025n/an/a

-NZ$61m

Oct 31 2024n/an/a

-NZ$55m

Jul 31 2024NZ$148kn/a

-NZ$50m

Apr 30 2024n/an/a

-NZ$19m

Jan 31 2024n/an/a

NZ$12m

Oct 31 2023n/an/a

NZ$23m

Jul 31 2023NZ$148kn/a

NZ$35m

Apr 30 2023n/an/a

NZ$45m

Jan 31 2023n/an/a

NZ$55m

Oct 31 2022n/an/a

NZ$45m

Jul 31 2022n/an/a

NZ$36m

Apr 30 2022n/an/a

NZ$35m

Jan 31 2022n/an/a

NZ$33m

Oct 31 2021n/an/a

NZ$47m

Jul 31 2021NZ$134kn/a

NZ$61m

Apr 30 2021n/an/a

NZ$42m

Jan 31 2021n/an/a

NZ$23m

Oct 31 2020n/an/a

NZ$16m

Jul 31 2020NZ$131kn/a

NZ$8m

Compensation vs Market: Brent's total compensation ($USD647.53K) is above average for companies of similar size in the NZ market ($USD438.59K).

Compensation vs Earnings: Brent's compensation has increased whilst the company is unprofitable.


CEO

Brent Scrimshaw (58 yo)

1.4yrs
Tenure
NZ$1,099,696
Compensation

Mr. Brent Scrimshaw has been Group Chief Executive Officer and Director of KMD Brands Limited since March 24, 2025 and is Managing Director. He has been Executive Director and Chief Executive Officer of En...


Leadership Team

NamePositionTenureCompensationOwnership
Brent Scrimshaw
Group CEO1.4yrsNZ$1.10m0.12%
NZ$ 147.2k
Carla Webb-Sear
Group Chief Financial Officer1yrno datano data
Jonas Golze
Group Chief Operating Officerless than a yearno datano data
Michael Ross
Chief Information Officer2.6yrsno datano data
Frances Blundell
Chief Legal & ESG Officer and Company Secretaryno datano datano data
Amy Beck
President of Oboz & KMD Brands North America7.3yrsno datano data
Megan Welch
Chief Executive Officer of Kathmandu3yrsno datano data
John Connelly
Founderno datano datano data
Lachlan Farran
Chief Commercial Officer1.7yrsno datano data
Ashley Reade
Chief Executive Officer of Rip Curl1.2yrsno datano data
1.5yrs
Average Tenure

Experienced Management: KMD's management team is not considered experienced ( 1.5 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Brent Scrimshaw
Group CEO8.8yrsNZ$1.10m0.12%
NZ$ 147.2k
Philip Bowman
Non-Executive Independent Chairman8.8yrsNZ$149.50k0.058%
NZ$ 72.7k
Abigail Foote
Independent Non-Executive Director4.8yrsNZ$183.50k0.082%
NZ$ 102.1k
John Strowger
Independent Non-Executive Directorless than a yearno datano data
Andrea Martens
Independent Non Executive Director7yrsNZ$182.40k0.0087%
NZ$ 10.9k
7.0yrs
Average Tenure

Experienced Board: KMD's board of directors are considered experienced (7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/17 06:47
End of Day Share Price 2026/08/17 00:00
Earnings2026/01/31
Annual Earnings2025/07/31

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

KMD Brands Limited is covered by 14 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sam HaddadBell Potter
Jacqueline FernleyCanaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd.
Mark WadeCLSA