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Added to YB: 2025-06-10

Pitch date: 2025-06-08

JD.L [bullish]

JD Sports Fashion Plc

+1.18%

current return

Author Info

Saadiyat Capital has been an investment analyst for various hedge funds in the UK, USA, and Germany (currently in London). Sign up for the newsletter.

Company Info

JD Sports Fashion Plc engages in the retail of branded sports fashion and outdoor clothing, footwear, accessories, and equipment for women and men in the United Kingdom, Europe, North America, the Asia Pacific, and internationally.

Market Cap

GBP 4.2B

Pitch Price

GBP 0.80

Price Target

1.10 (+36%)

Dividend

1.21%

EV/EBITDA

4.20

P/E

8.72

EV/Sales

0.67

Sector

Specialty Retail

Category

growth

Show full summary:
JD Sports Quick Pitch

JD.L: Leading mid-cap sportswear retailer (£5.46bn) with 3.41% market share, trading at 37.5% discount to 110p target. Key catalyst: 2026 FIFA World Cup driving projected 2% LFL sales uplift (£114m). Hibbett acquisition bolsters US presence. 22.2% revenue CAGR (2018-24) with 47.8% margins. Risks: Nike DTC shift, tariffs, weak consumer spending. Omnichannel strategy outperforming Sports Direct.

Read full article (12 min)