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Added to YB: 2024-10-02

Pitch date: 2024-07-24

CLCGY [bullish]

Clicks Group Limited

+2.32%

current return

Author Info

No bio for this author

Company Info

Clicks Group Limited, together with its subsidiaries, operates as a health, wellness, and beauty retailer in South Africa and internationally.

Market Cap

$91.3B

Pitch Price

$38.38

Price Target

N/A

Dividend

2.02%

EV/EBITDA

15.64

P/E

32.22

EV/Sales

2.03

Sector

Consumer Staples Distribution and Retail

Category

growth

Show full summary:
Lazard International Quality Growth Portfolio Holding: Clicks Group Limited

CLCGY: Leading SA health/beauty retailer. 50%+ ROCE, strong earnings growth. Rebounded post-inflation/election concerns. Positive FY2024 outlook, accelerating store openings (50-55 vs 40-50). Strong barriers: regulatory, scale, brand. 2.7% portfolio weight, position maintained.

Read full article (1 min)