Analyst Estimates and Recommendations

Analyst Recommendations

HouseRecommendationAnalyst
Investec BUYBenedict Hunt
JefferiesHOLDAndrew Wade
Liberum HOLDWayne Brown
N+1 SingerBUYSahill Shan
StifelHOLDMark Irvine-Fortescue
Peel HuntHOLDJonathan Pritchard
Information correct as of 23rd June 2021.

Analyst Consensus

 FY20
Actuals
FY21
Avg Cons
FY22
Avg Cons
FY23
Avg Cons
KPIs
Sales retention83%88%71%82%
Year 1 payback67%82%58%68%
 
Financials
Investment in New Customers(22.9)(50.0)(48.0)(54.0)
Repeat Customer Contribution45.784.988.1104.6
General and administrative costs(25.2)(36.4)(44.6)(48.9)
Adjusted EBIT(2.4)(1.5)(4.5)(2.1)
Net finance expense(0.5)1.00.40.4
Adjusted PBT(2.9)(0.5)(4.1)(2.1)
 
Total sales202.9340.2367.9424.6
Sales growth13.7%67.7%8.2%18.1%
Information correct as of 23rd June 2021.