Burberry shares price target cut by Stifel, retains Hold rating

Published 03/10/2024, 14:40
Burberry shares price target cut by Stifel, retains Hold rating

Stifel has adjusted its outlook on Burberry Group (OTC:BURBY) PLC (BRBY:LN) (OTC: BBRYF), reducing the price target from GBP8.00 to GBP7.20, while reaffirming a Hold rating on the stock.

The revision follows a reassessment of the luxury fashion company's sales forecasts for the upcoming fiscal years.

The firm has revised its retail comparable sales (comps) projections downward for the second quarter of FY25, the second half of FY25, and the full FY26. Retail comps are now expected to decline by 23% in 2Q25, a deeper drop than the previously anticipated 16%.

The forecast for 2H25 has been adjusted to a 10% decrease, a significant shift from the initial expectation of a 2% increase. For FY26, the growth estimate has been moderated to 3% from the prior 5%.

This reevaluation of sales projections has led to a change in the operating profit outlook for Burberry. For FY25, the company is now projected to incur an operating loss of £38 million, compared to the previously estimated profit of £90 million. This includes a larger anticipated loss of £72 million in the first half of FY25 and a more subdued profit rebound of £34 million in the second half.

Looking further ahead, Stifel anticipates a slower recovery in operating profit for FY26, now forecasting £76 million, down from the earlier projection of £200 million. This adjustment is based on expectations of a more gradual sales recovery than previously thought.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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