Analyst Estimates and Recommendations
Analyst Recommendations
| House | Recommendation | Analyst |
|---|---|---|
| Investec | BUY | Benedict Hunt |
| Peel Hunt | HOLD | Jonathan Pritchard |
| Liberum | HOLD | Wayne Brown |
| Stifel | BUY | Eleonora Dani |
Analyst Consensus
| FY19 Actuals (LFL) | FY20 Avg Cons | FY21 Avg Cons | FY22 Avg Cons |
|
|---|---|---|---|---|
| KPIs | ||||
| Sales retention | 81% | 82% | 82% | 82% |
| Year 1 payback | 69% | 69% | 69% | |
| Financials | ||||
| New customer contribution (i.e. Investment) | (19.1) | (22.7) | (25.3) | (28.2) |
| Repeat customer contribution | 39.8 | 45.8 | 53.2 | 61.1 |
| Fixed costs | (23.6) | (24.8) | (26.1) | (28.1) |
| Adjusted EBIT | (2.9) | (1.7) | 1.7 | 4.8 |
| Net finance expense | (0.8) | (0.3) | 0.4 | 0.4 |
| Adjusted PBT | (3.7) | (1.9) | 2.1 | 5.2 |
| Total sales | 178.4 | 200.8 | 231.8 | 265.8 |
| Sales growth | 12.6% | 15.4% | 14.7% | |
The figures above are a simple arithmetic average of the most recent forecasts that have been provided to Naked Wines plc by registered investment analysts. As such, the figures do not give greater weight to more recent forecasts or to the forecasts of any individual analyst, nor are they adjusted to exclude forecasts that pre-date a significant announcement or event, and therefore may or may not represent the market consensus. These average estimates are not endorsed by Naked Wines, nor does Naked Wines assume any obligation to update or revise them after the date above.