Analyst Estimates and Recommendations
Analyst Recommendations
| House | Recommendation | Analyst |
|---|---|---|
| Investec | BUY | Benedict Hunt |
| Jefferies | HOLD | Andrew Wade |
| Liberum | HOLD | Wayne Brown |
| N+1 Singer | BUY | Sahill Shan |
| Stifel | HOLD | Mark Irvine-Fortescue |
| Peel Hunt | HOLD | Jonathan Pritchard |
Analyst Consensus
| FY20 Actuals | FY21 Avg Cons | FY22 Avg Cons | FY23 Avg Cons |
|
|---|---|---|---|---|
| KPIs | ||||
| Sales retention | 83% | 88% | 71% | 82% |
| Year 1 payback | 67% | 82% | 58% | 68% |
| Financials | ||||
| Investment in New Customers | (22.9) | (50.0) | (48.0) | (54.0) |
| Repeat Customer Contribution | 45.7 | 84.9 | 88.1 | 104.6 |
| 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) | 1.0 | 0.4 | 0.4 |
| Adjusted PBT | (2.9) | (0.5) | (4.1) | (2.1) |
| Total sales | 202.9 | 340.2 | 367.9 | 424.6 |
| Sales growth | 13.7% | 67.7% | 8.2% | 18.1% |