Foschini Group Yönetim
Yönetim kriter kontrolleri 3/4
Foschini Group CEO'su Anthony Thunström, Sep2018 tarihinde atandı, in görev süresi 7.83 yıldır. in toplam yıllık tazminatı ZAR 35.62M olup, şirket hissesi ve opsiyonları dahil olmak üzere 47.4% maaş ve 52.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.024% ine doğrudan sahiptir ve bu hisseler ZAR 4.46M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 7.2 yıl ve 10.8 yıldır.
Anahtar bilgiler
Anthony Thunström
İcra Kurulu Başkanı
R35.6m
Toplam tazminat
| CEO maaş yüzdesi | 47.40% |
| CEO görev süresi | 7.8yrs |
| CEO sahipliği | 0.02% |
| Yönetim ortalama görev süresi | 7.2yrs |
| Yönetim Kurulu ortalama görev süresi | 10.8yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Jul 13
TFG: Earnings Guidance And Margin Pressure Will Drive A Weaker Outlook
Analysts have reduced their fair value estimate for Foschini Group from ZAR92.50 to ZAR54.00, citing updated assumptions that include a lower projected P/E multiple, softer revenue growth expectations, and a more modest profit margin outlook. What's in the News Foschini Group issued earnings guidance for the financial year ended 31 March 2026, indicating that earnings per share are expected in a range of 343.2 cents to 441.3 cents, which would represent a decline of 65% to 55% compared with the prior period (source: company guidance).
Anlatı Güncellemesi • Jun 29
TFG: Dividend Guidance And Compressed P/E Will Support Future Upside Potential
Analysts have reduced their ZAR fair value estimate for Foschini Group from about ZAR168 to about ZAR97, citing updated assumptions for revenue growth, profit margins and future P/E multiples as key drivers of the lower price target. What's in the News Foschini Group issued earnings guidance for the year ended 31 March 2026, indicating that earnings per share are expected to be in the range of 343.2 cents to 441.3 cents, with management signalling a decline of 65% to 55% compared with the prior period.
Anlatı Güncellemesi • Jun 15
TFG: Dividend And Earnings Reset Will Still Support Future Upside Potential
Analysts have trimmed their ZAR price target for Foschini Group by ZAR4.00 to ZAR77.46. This reflects updated views on slightly softer revenue growth, a marginally lower profit margin profile and a reduced forward P/E assumption.Analiz Makalesi • Jun 12
There May Be Some Bright Spots In Foschini Group's (JSE:TFG) Earnings
The Foschini Group Limited's ( JSE:TFG ) recent soft profit numbers didn't appear to worry shareholders, as the stock...Anlatı Güncellemesi • Jun 01
TFG: Lower Earnings Guidance Will Still Support Future Upside Potential
Analysts have reset their ZAR price target for Foschini Group from ZAR94.55 to ZAR81.46, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Foschini Group issued earnings guidance for the financial year ending 31 March 2026, expecting earnings per share in a range of 343.2 cents to 441.3 cents.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | R36m | R17m | R1b |
| Dec 31 2025 | n/a | n/a | R2b |
| Sep 30 2025 | n/a | n/a | R3b |
| Jun 30 2025 | n/a | n/a | R3b |
| Mar 31 2025 | R41m | R16m | R3b |
| Dec 31 2024 | n/a | n/a | R3b |
| Sep 30 2024 | n/a | n/a | R3b |
| Jun 30 2024 | n/a | n/a | R3b |
| Mar 31 2024 | R24m | R15m | R3b |
| Dec 31 2023 | n/a | n/a | R3b |
| Sep 30 2023 | n/a | n/a | R3b |
| Jun 30 2023 | n/a | n/a | R3b |
| Mar 31 2023 | R32m | R14m | R3b |
| Dec 31 2022 | n/a | n/a | R3b |
| Sep 30 2022 | n/a | n/a | R3b |
| Jun 30 2022 | n/a | n/a | R3b |
| Mar 31 2022 | R21m | R8m | R3b |
| Dec 31 2021 | n/a | n/a | R831m |
| Sep 30 2021 | n/a | n/a | -R1b |
| Jun 30 2021 | n/a | n/a | -R2b |
| Mar 31 2021 | R57m | R8m | -R2b |
| Dec 31 2020 | n/a | n/a | -R117m |
| Sep 30 2020 | n/a | n/a | R2b |
| Jun 30 2020 | n/a | n/a | R2b |
| Mar 31 2020 | R19m | R8m | R2b |
Tazminat ve Piyasa: Anthony 'nin toplam tazminatı ($USD 2.17M ), ZA pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.41M ).
Tazminat ve Kazançlar: Anthony 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Anthony Thunström (54 yo)
7.8yrs
Görev süresi
R35,619,000
Tazminat
Mr. Anthony E. Thunström, BCom (Hons Acc), CA(SA), has been Executive Financial Director at The Foschini Group Limited from December 01, 2023 and serves as Chief Executive Officer at The Foschini Group Lim...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO, Member of Operating Board & Executive Director | 7.8yrs | R35.62m | 0.024% ZAR 4.5m | |
| CFO, Executive Director & Member of Operating Board | 2.3yrs | R8.49m | Veri yok | |
| Group Chief Retail Officer & Member of Operating Board | 19.8yrs | Veri yok | Veri yok | |
| Group Chief Retail Officer & Member of Operating Board | no data | Veri yok | Veri yok | |
| Chief People & Culture Officer and Member of Operating Board | 9.5yrs | Veri yok | Veri yok | |
| Chief Operating Officer of TFG Africa & Member of Operating Board | 5.5yrs | Veri yok | Veri yok | |
| Chief Information & Logistics Officer and Member of Operating Board | less than a year | Veri yok | Veri yok | |
| Managing Director of TFG Merchandise Procurement | no data | Veri yok | Veri yok | |
| Chief Information Officer of TFG Infotec | 6.5yrs | Veri yok | Veri yok | |
| Head of Internal Audit | no data | Veri yok | Veri yok | |
| Company Secretary | 10.2yrs | Veri yok | 0.0015% ZAR 276.2k | |
| Chief Executive Officer of TFG London | no data | Veri yok | Veri yok |
7.2yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş
Deneyimli Yönetim: TFG 'un yönetim ekibi deneyimli ve deneyimlidir ( 7.2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO, Member of Operating Board & Executive Director | 11yrs | R35.62m | 0.024% ZAR 4.5m | |
| CFO, Executive Director & Member of Operating Board | 2.3yrs | R8.49m | Veri yok | |
| Non-Executive Chairman | 37.5yrs | R1.78m | 0.91% ZAR 165.6m | |
| Lead Independent Non-Executive Director | 10.7yrs | R1.35m | Veri yok | |
| Non-Executive Director | 15.8yrs | R1.06m | 0.00095% ZAR 173.8k | |
| Independent Non-Executive Director | 2.5yrs | R842.00k | Veri yok | |
| Non-Executive Director | 27.5yrs | R836.00k | 0.084% ZAR 15.3m | |
| Independent Non-Executive Director | 3yrs | R1.31m | Veri yok | |
| Independent Non-Executive Director | 1.1yrs | R824.00k | Veri yok | |
| Non-Executive Director | 13.7yrs | R988.00k | Veri yok | |
| Non-Executive Director | 12.7yrs | R852.00k | 0.012% ZAR 2.2m | |
| Independent Non-Executive Director | 6.5yrs | R913.00k | Veri yok |
10.8yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: TFG 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/17 13:58 |
| Gün Sonu Hisse Fiyatı | 2026/07/16 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2026/03/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Foschini Group Limited 17 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Darren Cohn | Absa Bank Limited |
| Victor Dima | Arqaam Capital Research Offshore S.A.L. |
| Atiyyah Vawda | Avior Capital Markets |