Added to YB: 2026-09-28
Pitch date: 2026-09-24
BRBY.L [neutral]
Burberry Group plc
-1.55%
current return
Author Info
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Company Info
Burberry Group plc, together with its subsidiaries, engages in manufacturing, retail, and wholesale of luxury goods under the Burberry brand in the Asia Pacific, China, Europe, the Middle East, India, Africa, and the Americas.
Market Cap
GBP 3.7B
Pitch Price
GBP 10.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.28
P/E
176.68
EV/Sales
1.89
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Burberry (BRBY UK): Recovery meeting a softer luxury market
BRBY.L (update): Burberry’s initial stabilisation is colliding with weaker luxury demand, making Q1 growth of 12% in the Americas and 9% in Greater China increasingly difficult to sustain. Management’s target for broadly flat 2026/27 operating expenses should cushion moderation and provide leverage if sales grow, but rebuilding operating margins toward the historical ~20% level requires several years of healthier revenue growth and traction within a sluggish category.
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