Board Change • May 21
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Chairman of the Board John Browett was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Duyuru • Oct 23
Maisons du Monde S.A. to Report Fiscal Year 2025 Results on Mar 10, 2026 Maisons du Monde S.A. announced that they will report fiscal year 2025 results on Mar 10, 2026 Duyuru • Jun 27
Maisons Du Monde S.A. Appoints John Browett as Independent Director and Chairman of the Board Maisons du Monde S.A. at the Combined General Meeting held on June 26, 2025 approved the appointment of John Browett as an independent director. The Board of Directors meeting, which followed the General Meeting, appointed John as Chairman of the Board. John brings to Maisons du Monde Group over 25 years of experience leading prominent retail companies, both in the United Kingdom and internationally. His career notably includes roles as CEO of Dunelm Group plc, a major player in the furniture and home décor sector. Duyuru • May 20
Maisons du Monde S.A., Annual General Meeting, Jun 26, 2025 Maisons du Monde S.A., Annual General Meeting, Jun 26, 2025. Location: 55 rue amsterdam, paris France New Risk • Oct 27
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 06
First half 2024 earnings released: €0.63 loss per share (vs €0.023 profit in 1H 2023) First half 2024 results: €0.63 loss per share (down from €0.023 profit in 1H 2023). Revenue: €505.8m (down 9.7% from 1H 2023). Net loss: €24.4m (down €25.3m from profit in 1H 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance. New Risk • Jun 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Declared Dividend • May 19
Dividend reduced to €0.06 Dividend of €0.06 is 80% lower than last year. Ex-date: 3rd July 2024 Payment date: 5th July 2024 Dividend yield will be 1.2%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (1% cash payout ratio). The dividend has decreased over the past 76 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 274% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • May 16
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.7% net profit margin). Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €4.92, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 2x in the Specialty Retail industry in Germany. Total loss to shareholders of 71% over the past three years. Duyuru • Mar 14
Maisons du Monde S.A. Proposes Dividend for the 2023 Financial Year, Payable on 6 July 2024 Maisons du Monde S.A. announced that its General Meeting is scheduled to be held on 21 June 2024. Shareholders will be asked to approve the payment of a dividend of €0.06 per share for the 2023 financial year, translating to a 30% payout ratio. The ex-dividend date is 3 July 2024, with payment on 6 July 2024. Buying Opportunity • Jan 18
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be €5.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 1.9% in 2 years. Earnings is forecast to decline by 13% in the next 2 years. Buying Opportunity • Dec 14
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 38%. The fair value is estimated to be €6.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 2.5% in 2 years. Earnings is forecast to decline by 8.8% in the next 2 years. Valuation Update With 7 Day Price Move • Nov 28
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €4.46, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Specialty Retail industry in Germany. Total loss to shareholders of 64% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.77 per share. Buying Opportunity • Nov 25
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 45%. The fair value is estimated to be €6.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 2.5% in 2 years. Earnings is forecast to decline by 8.8% in the next 2 years. Buying Opportunity • Oct 31
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 50%. The fair value is estimated to be €5.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.7%. Revenue is forecast to grow by 2.5% in 2 years. Earnings is forecast to decline by 8.8% in the next 2 years. Duyuru • Oct 10
Maisons du Monde S.A. Revises Earnings Guidance for the Year 2023 Maisons du Monde S.A. revised earnings guidance for the year 2023. For the year, the company expects EBIT to be €40 million - €50 million compared to previous guidance of €65 million - €75 million. Valuation Update With 7 Day Price Move • Oct 09
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €6.11, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Specialty Retail industry in Germany. Total loss to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.19 per share. Duyuru • Aug 24
Maisons Du Monde S.A. Announces Management Changes Maisons du Monde announced the departure of Régis Massuyeau, Group Chief Financial Officer, and his interim replacement by Gilles Lemaire, Group Controlling Director. After more than two years of contributing to the transformation and reinforcement of the Finance function in a fluctuating macroeconomic environment, Régis Massuyeau has decided to pursue a new professional project as of September 2023. François-Melchior de Polignac, Chief Executive Officer of Maisons du Monde, has appointed Gilles Lemaire, Group Controlling Director, given his nearly 20 years' financial experience within major international groups and his in-depth knowledge of Maisons du Monde. Reported Earnings • Jul 28
First half 2023 earnings released: EPS: €0.02 (vs €0.19 in 1H 2022) First half 2023 results: EPS: €0.02 (down from €0.19 in 1H 2022). Revenue: €610.5m (down 2.7% from 1H 2022). Net income: €900.0k (down 89% from 1H 2022). Profit margin: 0.1% (down from 1.4% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 12% per year. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €8.76, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Specialty Retail industry in Germany. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.39 per share. Upcoming Dividend • Jun 28
Upcoming dividend of €0.30 per share at 3.3% yield Eligible shareholders must have bought the stock before 05 July 2023. Payment date: 07 July 2023. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.7%). Duyuru • Jun 01
Maisons Du Monde S.A. Announces Resignation of Thierry Falque-Pierrotin as Director and Chairman of the Board Maisons du Monde announced that at its board of directors meeting held on May 30, 2023, has decided, upon the recommendation of the Nomination and Compensation Committee, to co-opt Françoise Gri as an independent director succeeding Thierry Falque-Pierrotin following his resignation as director and Chairman of the Board. Duyuru • May 11
Maisons Du Monde S.A. Provides Earnings Guidance for the Year 2023 Maisons du Monde S.A. provided earnings guidance for the year 2023. For the year, the company expects EBIT to be €65 million -€75 million. Reported Earnings • May 05
Full year 2022 earnings released: EPS: €0.80 (vs €1.52 in FY 2021) Full year 2022 results: EPS: €0.80 (down from €1.52 in FY 2021). Revenue: €1.28b (down 5.6% from FY 2021). Net income: €34.3m (down 50% from FY 2021). Profit margin: 2.7% (down from 5.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 5% per year. Reported Earnings • Mar 11
Full year 2022 earnings released: EPS: €0.80 (vs €1.48 in FY 2021) Full year 2022 results: EPS: €0.80 (down from €1.48 in FY 2021). Revenue: €1.28b (down 5.6% from FY 2021). Net income: €34.3m (down 48% from FY 2021). Profit margin: 2.7% (down from 4.9% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Jan 26
Maisons Du Monde Announces Chief Executive Officer Changes, Effective March 15, 2023 The Board of Directors of Maisons du Monde at its meeting held on 25 January 2023, has decided that François-Melchior de Polignac will be appointed as Chief Executive Officer as of March 15, 2023, in succession to Julie Walbaum, whose term of office as CEO will cease on that date. François-Melchior joins on 25 January 2023 Maisons du Monde as Deputy CEO in order to ensure a smooth and efficient transition during this period. Board Change • Nov 16
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. No highly experienced directors. CEO & Director Julie Walbaum is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Duyuru • Oct 29
Maisons du Monde S.A. to Report Fiscal Year 2022 Results on Mar 09, 2023 Maisons du Monde S.A. announced that they will report fiscal year 2022 results at 7:00 AM, Central European Standard Time on Mar 09, 2023 Duyuru • Oct 27
Maisons Du Monde S.A. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2022 Maisons du Monde S.A. provided earnings guidance for the fourth quarter and full year of 2022. For the quarter, the company expects sales are to improve over third quarter 2022.For the year, the company unchanged its expectation as top line decrease in the mid-single digit range and An EBIT margin of 5% or above. Reported Earnings • Jul 29
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €19.6m from profit in 1H 2021). Profit margin: (down from 2.8% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 4.6%, compared to a 8.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Duyuru • Jul 28
Maisons du Monde S.A. Provides Earnings Guidance for the Year 2022 Maisons du Monde S.A. provided earnings guidance for the year 2022. In a high-inflation environment marked by rising raw material prices as well as persistent supply chain bottlenecks, the Group revised its guidance on May 26. Today, despite the ongoing challenging environment and thanks in part to H2 2022 action plan, the company confirm updated full-year 2022 objectives: Top line decrease in the mid-single digit range and An EBIT margin of 5% or above. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €9.49, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Specialty Retail industry in Europe. Total loss to shareholders of 45% over the past three years. Upcoming Dividend • Jun 01
Upcoming dividend of €0.55 per share Eligible shareholders must have bought the stock before 08 June 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.2%). Higher than average of industry peers (2.9%). Valuation Update With 7 Day Price Move • May 31
Investor sentiment deteriorated over the past week After last week's 24% share price decline to €12.87, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Specialty Retail industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.24 per share. Duyuru • May 04
Maisons du Monde S.A. to Report First Half, 2022 Results on Jul 28, 2022 Maisons du Monde S.A. announced that they will report first half, 2022 results on Jul 28, 2022 Board Change • Apr 27
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Victor Amigo was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 16
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €1.48 (up from €0.033 in FY 2020). Revenue: €1.35b (up 10% from FY 2020). Net income: €66.4m (up €64.9m from FY 2020). Profit margin: 4.9% (up from 0.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.0%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Reported Earnings • Mar 16
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: €1.48 (up from €0.033 in FY 2020). Revenue: €1.35b (up 10% from FY 2020). Net income: €66.4m (up €64.9m from FY 2020). Profit margin: 4.9% (up from 0.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.0%, compared to a 17% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 27
Investor sentiment improved over the past week After last week's 19% share price gain to €20.44, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Specialty Retail industry in Europe. Total loss to shareholders of 3.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €32.63 per share. Board Change • Aug 01
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Chairman of the Board Thierry Falque-Pierrotin was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jul 29
First half 2021 earnings released: EPS €0.42 (vs €0.41 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €691.4m (up 36% from 1H 2020). Net income: €19.6m (up €38.2m from 1H 2020). Profit margin: 2.8% (up from net loss in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Jun 28
Upcoming dividend of €0.30 per share Eligible shareholders must have bought the stock before 05 July 2021. Payment date: 07 July 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.2%). Executive Departure • May 01
Administrative & Financial Director has left the company On the 30th of April, Eric Bosmans' tenure as Administrative & Financial Director ended after 1.9 years in the role. We don't have any record of a personal shareholding under Eric's name. A total of 2 executives have left over the last 12 months. Reported Earnings • Apr 29
Full year 2020 earnings released The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.23b (down 2.9% from FY 2019). Net income: €1.47m (down 98% from FY 2019). Profit margin: 0.1% (down from 4.7% in FY 2019). Reported Earnings • Mar 11
Full year 2020 earnings released: EPS €0.09 (vs €1.32 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €1.23b (down 2.9% from FY 2019). Net income: €1.50m (down 98% from FY 2019). Profit margin: 0.1% (down from 4.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Mar 11
Revenue beats expectations Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 9.3%, compared to a 7.5% growth forecast for the Specialty Retail industry in Germany. Duyuru • Mar 10
Maisons du Monde S.A., Annual General Meeting, Jun 04, 2021 Maisons du Monde S.A., Annual General Meeting, Jun 04, 2021. Is New 90 Day High Low • Mar 09
New 90-day high: €18.44 The company is up 18% from its price of €15.65 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.34 per share. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment improved over the past week After last week's 20% share price gain to €18.44, the stock is trading at a trailing P/E ratio of 22.5x, up from the previous P/E ratio of 18.7x. This compares to an average P/E of 20x in the Specialty Retail industry in Europe. Total return to shareholders over the past three years is a loss of 39%. Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment improved over the past week After last week's 16% share price gain to €17.38, the stock is trading at a trailing P/E ratio of 23x, up from the previous P/E ratio of 19.8x. This compares to an average P/E of 19x in the Specialty Retail industry in Europe. Total return to shareholders over the past three years is a loss of 52%. Is New 90 Day High Low • Jan 06
New 90-day high: €16.46 The company is up 26% from its price of €13.11 on 08 October 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.42 per share. Is New 90 Day High Low • Dec 02
New 90-day high: €14.63 The company is up 6.0% from its price of €13.80 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.76 per share. Valuation Update With 7 Day Price Move • Oct 29
Market pulls back on stock over the past week After last week's 22% share price decline to €11.07, the stock is trading at a trailing P/E ratio of 14.8x, down from the previous P/E ratio of 18.9x. This compares to an average P/E of 15x in the Specialty Retail industry in Europe. Total return to shareholders over the past three years is a loss of 69%. Is New 90 Day High Low • Oct 29
New 90-day low: €11.07 The company is down 13% from its price of €12.76 on 30 July 2020. The German market is down 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.52 per share. Is New 90 Day High Low • Oct 13
New 90-day high: €14.46 The company is up 24% from its price of €11.67 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.54 per share. 
