Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LPP.WA
HOLDGet insider-trade alertsLPP SA · Consumer Cyclical · Poland · $9.0B · Avg Vol: $27M/d
COMPANY DESCRIPTION
LPP SA designs, manufactures, and distributes apparel under popular brands including Reserved, Cropp, House, Mohito, and Sinsay. The company is the largest fashion retailer in Central and Eastern Europe, supported by an agile supply chain and a rapidly growing e-commerce platform. It operates as a fast-fashion market leader with a highly scalable multi-brand retail model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 4.2B | 4.6B | 5.4B | 6.1B | 13.2% | 2.2B | 7.0B | 7.9B | 13.4% |
| EPS | 137.75 | 69.72 | 230.01 | 249.99 | 214.61 | 11.7% | 233.86 | 370.24 | 414.98 | 39.1% |
| Shares | — | 1.9M | 1.9M | 1.9M | 1.9M | +0.1% | 1.9M | — | — | — |
| Debt | — | 1.4B | 1.3B | 1.5B | 2.0B | 11.5% | 2.2B | — | — | — |
| Equity | — | 1.1B | 1.3B | 1.4B | 1.5B | 12.1% | — | — | — | — |
| Op CF | — | 165.2M | 1.2B | 1.1B | 1.2B | 95.9% | 524.9M | — | — | — |
| Inv CF | — | -238.2M | -261.0M | -521.8M | -816.8M | — | — | — | — | — |
| Fin CF | — | -161.8M | -730.2M | -605.9M | -528.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of LPP.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LPP.WA | LPP SA(you) | $9.0B | 47 | HOLD |
| VRG.WA | VRG S.A. | $327M | 76 | BUY |
| BFT.WA | Benefit Systems S.A. | $4.3B | 61 | HOLD |
| CAR.WA | Inter Cars S.A. | $3.0B | 79 | BUY |
| MDV.WA | Modivo S.A. | $1.9B | 10 | STRONG SELL |
| DAD.WA | Dadelo S.A. | $221M | 50 | HOLD |
| APR.WA | Auto Partner SA | $878M | 96 | STRONG BUY |
| ARL.WA | Arlen S.A. | $138M | 63 | HOLD |
| MUR.WA | Murapol S.A. | $417M | 92 | STRONG BUY |
| RBW.WA | Rainbow Tours S.A. | $574M | 99 | STRONG BUY |
Peer medians: ROE 15.2% · P/E 13.0x · Gross margin 31.9%