Robinsons Retail Holdings Management

Management criteria checks 2/4

Robinsons Retail Holdings' CEO is Robina Gokongwei-Pe, appointed in Jan 2018, has a tenure of 6.83 years. directly owns 6.41% of the company’s shares, worth ₱3.37B. The average tenure of the management team and the board of directors is 5.3 years and 4.7 years respectively.

Key information

Robina Gokongwei-Pe

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	6.8yrs
CEO ownership	6.4%
Management average tenure	5.3yrs
Board average tenure	4.7yrs

Recent management updates

Recent updates

CEO

Robina Gokongwei-Pe (62 yo)

6.8yrs

Tenure

Ms. Robina Y. Gokongwei-Pe serves as President of Robinsons Retail Holdings, Inc. and served its Chief Operating Officer since February 4, 2002 until 2018. Ms. Gokongwei-Pe is the Chief Executive Officer o...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Robina Gokongwei-Pe	President	6.8yrs	no data	6.41% ₱ 3.4b
James Gokongwei	Executive Vice Chairman of the Board	22.8yrs	no data	2.23% ₱ 1.2b
Mylene Kasiban	CFO & Chief Risk Officer	8.5yrs	no data	no data
Stanley Co	Chief Operating Officer	1.3yrs	no data	no data
Josemaria Catanghal	Chief Information Officer	no data	no data	no data
Gina Roa-Dipaling	VP of Corporate Planning	no data	no data	0.00045% ₱ 235.5k
Gilbert Millado	Compliance Officer	no data	no data	0.000030% ₱ 15.7k
Gabriel Tagala	Vice President of Human Resources	6.8yrs	no data	no data
Mark Tansiongkun	Chief Procurement Officer	1.3yrs	no data	no data
Christine Tueres	Managing Director of Robinsons Supermarket	less than a year	no data	no data
Maite Palmer	Head of Support Services	3.8yrs	no data	no data
Rosalinda Rivera	Corporate Secretary	11.4yrs	no data	no data

5.3yrs

Average Tenure

54yo

Average Age

Experienced Management: RRHI's management team is seasoned and experienced (5.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Robina Gokongwei-Pe	President	22.8yrs	no data	6.41% ₱ 3.4b
James Gokongwei	Executive Vice Chairman of the Board	22.8yrs	no data	2.23% ₱ 1.2b
Lance Gokongwei	Chairman of the Board	22.8yrs	no data	6.41% ₱ 3.4b
Scott Anthony Price	Director	1.3yrs	no data	0% ₱ 0
Cirilo Noel	Lead Independent Director	4.3yrs	no data	0% ₱ 0
Lisa Gokongwei-Cheng	Member of Advisory Board	6yrs	no data	2.09% ₱ 1.1b
Hope Gokongwei-Tang	Member of Advisory Board	6yrs	no data	no data
Cesar Romero	Independent Director	2.3yrs	no data	0% ₱ 0
Enrico Cruz	Independent Director	2.6yrs	no data	0% ₱ 0
Rodolfo Ang	Independent Director	4.7yrs	no data	0% ₱ 0
Curtis Liu	Director	less than a year	no data	0% ₱ 0

4.7yrs

Average Tenure

62yo

Average Age

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

Robinsons Retail Holdings Management

Management criteria checks 2/4

Key information

Recent management updates

Robinsons Retail Holdings, Inc. Announces Committee Changes

Less than half of directors are independent

Robinsons Retail Holdings, Inc. Announces CEO Changes, Effective January 1, 2025

Robinsons Retail Holdings, Inc., Annual General Meeting, May 10, 2024

VP of Corporate Planning recently bought ₱188k worth of stock

Robinsons Retail Holdings, Inc. Announces Management Changes

Recent updates

Third quarter 2024 earnings released: EPS: ₱0.70 (vs ₱0.53 in 3Q 2023)

Robinsons Retail Holdings, Inc. Announces Committee Changes

Less than half of directors are independent

Second quarter 2024 earnings released: EPS: ₱1.18 (vs ₱0.86 in 2Q 2023)

Consensus EPS estimates increase by 52%, revenue downgraded

Robinsons Retail Holdings, Inc. Announces CEO Changes, Effective January 1, 2025

Dividend of ₱2.00 announced

New major risk - Revenue and earnings growth

Consensus EPS estimates increase by 17%

Full year 2023 earnings: EPS and revenues miss analyst expectations

Robinsons Retail Holdings, Inc., Annual General Meeting, May 10, 2024

VP of Corporate Planning recently bought ₱188k worth of stock

Price target decreased by 8.1% to ₱63.15

Full year 2023 earnings released: EPS: ₱2.81 (vs ₱3.93 in FY 2022)

Bank of the Philippine Islands (PSE:BPI) completed the acquisition of Robinsons Bank Corporation from JG Summit Capital Services Corporation and Robinsons Retail Holdings, Inc. (PSE:RRHI), Ignacio Mamaril, Jr., Vicente Pang and other minority shareholders.

New minor risk - Profit margin trend

New minor risk - Profit margin trend

Third quarter 2023 earnings released: EPS: ₱53.33 (vs ₱1.13 in 3Q 2022)

Consensus EPS estimates fall by 13%

Consensus EPS estimates increase by 35%

Second quarter 2023 earnings released: EPS: ₱0.86 (vs ₱1.04 in 2Q 2022)

Robinsons Retail Holdings, Inc. Announces Management Changes

Robinsons Retail Holdings, Inc. Appoints Stanley C. Co as Chief Operating Officer, Effective August 1, 2023

Upcoming dividend of ₱2.00 per share at 3.8% yield

First quarter 2023 earnings released: EPS: ₱0.36 (vs ₱0.79 in 1Q 2022)

Robinsons Retail Holdings, Inc. Declares Cash Dividend, Payable on June 9, 2023

Full year 2022 earnings: EPS and revenues exceed analyst expectations

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

Less than half of directors are independent

Consensus forecasts updated

Consensus forecasts updated

Robinsons Retail Holdings Ordinary Shares Deleted from OTC Equity

Second quarter 2022 earnings: EPS exceeds analyst expectations

Consensus forecasts updated

Less than half of directors are independent

Robinsons Retail Holdings, Inc. Announces Board Changes

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

Robinsons Retail Holdings, Inc. Announces Committee Appointments

First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Upcoming dividend of ₱2.00 per share

Less than half of directors are independent

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

Now 22% undervalued after recent price drop

Robinsons Retail Holdings, Inc. Announces Demise of Ambassador Roberto R. Romulo, Independent Director

Third quarter 2021 earnings released: EPS ₱0.68 (vs ₱0.48 in 3Q 2020)

Managing Director of Supermarket Segment Justiniano Gadia has left the company

Investor sentiment improved over the past week

Second quarter 2021 earnings released: EPS ₱0.47 (vs ₱0.46 in 2Q 2020)

Director Samuel Kim has left the company

Upcoming dividend of ₱1.83 per share

First quarter 2021 earnings released: EPS ₱0.61 (vs ₱0.58 in 1Q 2020)

Full year 2020 earnings released: EPS ₱2.05 (vs ₱2.49 in FY 2019)

Revenue and earnings miss expectations

Full year 2020 earnings released: EPS ₱1.87 (vs ₱2.49 in FY 2019)

Chairman of the Board recently sold ₱888m worth of stock

New 90-day low: ₱57.00

New 90-day low: ₱62.60

New 90-day low: ₱63.00

Revenue and earnings miss expectations

Third quarter 2020 earnings released: EPS ₱0.48

Earnings released

New 90-day low - ₱59.80

CEO

Tenure

Leadership Team

Average Tenure

Average Age