Foschini Group (TFG) Stock Overview
Operates retail stores in South Africa and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 3/6 |
TFG Community Fair Values
Create NarrativeSee what 30 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
The Foschini Group Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R57.65 |
| 52 Week High | R140.70 |
| 52 Week Low | R56.32 |
| Beta | 0.48 |
| 1 Month Change | -17.25% |
| 3 Month Change | -30.30% |
| 1 Year Change | -56.62% |
| 3 Year Change | -29.78% |
| 5 Year Change | -57.57% |
| Change since IPO | 5,556.41% |
Recent News & Updates
Narrative Update • May 15
TFG: Softer Assumptions Will Still Support Future Upside Potential
Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.Narrative Update • Apr 27
TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential
Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.Narrative Update • Apr 11
TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential
Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).Recent updates
Narrative Update • May 15
TFG: Softer Assumptions Will Still Support Future Upside Potential
Analysts have trimmed their price target for Foschini Group from ZAR100.93 to ZAR94.55, citing slightly softer assumptions for revenue growth, profit margins, discount rate and future P/E multiples in their updated models. Valuation Changes Fair Value: Trimmed from ZAR100.93 to ZAR94.55, reflecting a slightly more conservative overall valuation.Narrative Update • Apr 27
TFG: EPS Guidance Reset And Higher Impairments Will Support Future Upside Potential
Analysts have trimmed Foschini Group's implied fair value from ZAR104.30 to about ZAR100.93, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News The Foschini Group issued earnings guidance for the year ending 31 March 2026, indicating that impairments might be up to ZAR750 million.Narrative Update • Apr 11
TFG: Impairment-Driven EPS Reset Will Support Longer-Term Upside Potential
Analysts have trimmed their ZAR-based fair value estimate for Foschini Group from ZAR106.18 to about ZAR104.30, reflecting slightly adjusted assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that shareholders are advised that a reasonable degree of certainty exists that group EPS will be at least 20% lower than the prior period, at or below 784.5 cents compared with 980.6 cents for FY2025 (company guidance).Narrative Update • Mar 28
TFG: Impairment-Driven EPS Reset Will Still Support Future Upside
Analysts now place Foschini Group's fair value at ZAR106.18 per share, compared with the previous ZAR108.86. This reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E.Narrative Update • Mar 13
TFG: Impairment-Driven Earnings Reset Will Still Support Future Upside
Analysts have maintained their ZAR price target for Foschini Group at approximately ZAR109 per share, citing only very small adjustments to inputs such as the discount rate, long term revenue growth, profit margin assumptions and the future P/E used in their valuation work. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, indicating that group earnings per share are expected to be at or below 784.5 cents compared with 980.6 cents in FY2025, with a reasonable degree of certainty that EPS will be at least 20% lower than the prior period (company guidance).Narrative Update • Feb 26
TFG: Earnings Reset And Lower P/E Multiple Will Support Future Upside
The analyst price target for Foschini Group has shifted from ZAR116.21 to ZAR108.86, as analysts factor in updated fair value estimates, a slightly lower discount rate, modestly adjusted revenue growth expectations, a largely unchanged profit margin outlook, and a reduced assumed future P/E multiple. What's in the News Foschini Group issued earnings guidance for the year ending March 31, 2026, highlighting the impact of expected impairments of up to ZAR 750 million on results (Corporate Guidance).Narrative Update • Feb 10
TFG: Hold Downgrade And Reset P/E Assumptions Will Support Future Upside
Analysts have trimmed their price expectations for Foschini Group, cutting the target to ZAR 93. They are now more cautious on the shares, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.Narrative Update • Jan 26
TFG: Hold Downgrade And Lower P/E Assumptions Will Support Future Rebound
Narrative Update Analysts have trimmed their fair value estimate for Foschini Group from ZAR 119.99 to about ZAR 116.21, reflecting a slightly higher discount rate and a lower assumed future P/E multiple, in line with a recent downgrade to Hold and a ZAR 93 price target from the Street. Analyst Commentary The recent downgrade to Hold and the ZAR 93 price target point to a more balanced view on Foschini Group, with analysts weighing both potential upside and key execution risks.Narrative Update • Jan 12
TFG: Hold Downgrade And Guidance Reset Will Support Future Recovery
Analysts now see limited upside for Foschini Group, with the latest research pointing to a ZAR 93 price target and a Hold stance. This aligns with only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.Narrative Update • Dec 17
TFG: Digital And Cost Discipline Will Support Future Recovery From Cautious Downgrade
Analysts lowered their price target on Foschini Group to ZAR 93.00 from a higher prior level, reflecting a more cautious stance on the stock in light of recent valuation and risk reassessments. Analyst Commentary Analysts signaled a more neutral stance on Foschini Group following the revision to a Hold rating, highlighting a balance of supportive fundamentals and emerging risks around execution and macro headwinds.Narrative Update • Dec 03
TFG: Digital Focus Will Support Long-Term Stability Despite Higher Perceived Risk
Narrative Update on Foschini Group Analysts have reduced their price target on Foschini Group to ZAR 93, reflecting a more cautious stance on the shares as updated discount rate assumptions point to slightly higher perceived risk in the company’s future cash flows. Analyst Commentary Analysts are adopting a more balanced stance on Foschini Group, with the latest move being a downgrade to Hold alongside the ZAR 93 price target.Narrative Update • Nov 19
TFG: Digital Transformation Will Drive Long-Term Stability Despite Margin Pressures
Foschini Group's analyst price target has been lowered from R136.30 to R119.99. Analysts cite slower revenue growth expectations and a slightly higher discount rate in their updated outlook.Narrative Update • Nov 04
TFG: Earnings Per Share Are Expected To Rebound In The Coming Year
Analysts have lowered their price target for Foschini Group from R150.40 to R136.30. This change reflects recent adjustments in profit margin forecasts and revenue growth expectations.Narrative Update • Oct 21
Analysts Lower Foschini Group Price Target as Valuation and Growth Forecasts Ease
Analysts have lowered their price target for Foschini Group from R159.78 to R150.40. This change reflects a slightly softer outlook on revenue growth and profit margin expectations.
New Narrative • Dec 30
White Stuff Acquisition And Bash Platform Leverage Set Stage For Earnings Surge
Strategic investments and acquisitions are expected to increase market share, revenue, and profitability across multiple regions and product categories.Analysis Article • Apr 13
The Foschini Group Limited's (JSE:TFG) Share Price Not Quite Adding Up
The Foschini Group Limited's ( JSE:TFG ) price-to-earnings (or "P/E") ratio of 11.1x might make it look like a sell...Analysis Article • Mar 29
Should You Think About Buying The Foschini Group Limited (JSE:TFG) Now?
While The Foschini Group Limited ( JSE:TFG ) might not have the largest market cap around , it saw significant share...Shareholder Returns
| TFG | ZA Specialty Retail | ZA Market | |
|---|---|---|---|
| 7D | 0.8% | 1.5% | 1.9% |
| 1Y | -56.6% | -25.9% | 20.4% |
Return vs Industry: TFG underperformed the ZA Specialty Retail industry which returned -25.2% over the past year.
Return vs Market: TFG underperformed the ZA Market which returned 17.8% over the past year.
Price Volatility
| TFG volatility | |
|---|---|
| TFG Average Weekly Movement | 6.7% |
| Specialty Retail Industry Average Movement | 4.9% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in ZA Market | 10.6% |
| 10% least volatile stocks in ZA Market | 3.3% |
Stable Share Price: TFG has not had significant price volatility in the past 3 months compared to the ZA market.
Volatility Over Time: TFG's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1924 | n/a | Anthony Thunström | www.tfglimited.co.za |
The Foschini Group Limited, together with its subsidiaries, operates retail stores in South Africa and internationally. The company operates through TFG Africa, TFG London, and TFG Australia segments. It provides clothing, jewellery, cellphones, accessories, cosmetics, sporting apparel, and homeware and furniture.
The Foschini Group Limited Fundamentals Summary
| TFG fundamental statistics | |
|---|---|
| Market cap | R18.67b |
| Earnings (TTM) | R2.94b |
| Revenue (TTM) | R61.55b |
6.4x
P/E Ratio0.3x
P/S RatioIs TFG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| TFG income statement (TTM) | |
|---|---|
| Revenue | R61.55b |
| Cost of Revenue | R31.21b |
| Gross Profit | R30.34b |
| Other Expenses | R27.41b |
| Earnings | R2.94b |
Last Reported Earnings
Sep 30, 2025
Next Earnings Date
Jun 05, 2026
| Earnings per share (EPS) | 9.06 |
| Gross Margin | 49.30% |
| Net Profit Margin | 4.77% |
| Debt/Equity Ratio | 50.4% |
How did TFG perform over the long term?
See historical performance and comparisonDividends
6.2%
Current Dividend Yield40%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/26 05:11 |
| End of Day Share Price | 2026/05/25 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2025/03/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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
The Foschini Group Limited is covered by 18 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Atiyyah Vawda | Avior Capital Markets |