Added to YB: 2025-12-04
Pitch date: 2025-12-02
BME.L [neutral]
B&M European Value Retail plc
+25.7%
current return
Author Info
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Company Info
B&M European Value Retail plc retails general merchandise products and groceries. The company operates a chain of stores under the B&M, Heron Foods, and B&M Express brand names in the United Kingdom, as well as stores under the B&M brand name in France.
Market Cap
GBP 2.1B
Pitch Price
GBP 1.57
Price Target
N/A
Dividend
4.63%
EV/EBITDA
6.25
P/E
12.72
EV/Sales
0.73
Sector
Broadline Retail
Category
turnaround
November News - B&M European Value Retail: H1 FY26 Results & Strategic Reset
BME.L (update): H1 FY26 revenue +4% but EBITDA collapsed 30% to £191m (7% margin vs 10.4% prior). UK LFL flat, margins fell to 7.7% vs 11.3%. New CEO's 'Back to Basics' strategy targets 12-18mo recovery via pricing/range fixes. Trades 5.6x 2025 EPS, <8x forward despite cash-generative model & high ROIC.
Read full article (3 min)