The guidance may look exciting but there appears to be something very wrong in the u.s.
Sales are declining sequentially, margins reducing and no store growth. I''m not totally across this business but I find it hard to believe the market is willing to pay the current multiple for what looks to be a struggling u.s roll out. Aus business is doing the heavy lifting, but the growth here is limited.
This has dominos written all over it, but you get under 10mil of earnings for 4.5bil.
Am I missing something fundamental about the u.s store roll-out?
Ann: 2025 GYG Half-Year Results Briefing Presentation, page-2
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$29.04 |
Change
-0.100(0.34%) |
Mkt cap ! $2.981B | |||
| Open | High | Low | Value | Volume |
| $28.70 | $29.52 | $28.56 | $4.706M | 162.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 2032 | $28.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $29.04 | 658 | 1 |
View Market Depth
| Last trade - 16.10pm 13/06/2025 (20 minute delay) ? |
| GYG (ASX) Chart |