Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MUL.L
HOLDREMOVEMulberry Group plc · Consumer Cyclical · United Kingdom · $113M · Avg Vol: $15K/d
Mulberry is a struggling UK luxury brand suffering from weak brand equity, declining sales, and low return on capital. It fails the Terry Smith quality filter and has no positive macro tailwinds.
COMPANY DESCRIPTION
Mulberry Group plc is a British luxury lifestyle brand famous for its high-quality leather goods, particularly handbags. The company leverages a strong heritage brand identity and vertically integrated manufacturing in the United Kingdom to command premium pricing. It is a niche luxury goods manufacturer and retailer with a globally recognized British heritage.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 202.1M | 211.0M | 202.7M | 159.7M | -7.6% |
| EPS | 0.43 | 0.25 | -0.78 | -0.66 | -40.7% |
| Shares | 60.1M | 60.1M | 60.1M | 70.5M | +17.3% |
| Debt | 91.0M | 111.6M | 107.7M | 85.8M | -2.0% |
| Equity | 56.0M | 70.6M | 23.1M | -3.5M | -35.8% |
| Op CF | 25.5M | 1.1M | 6.8M | 10.7M | -25.0% |
| Inv CF | 10.7M | -18.8M | -13.3M | -3.8M | — |
| Fin CF | -17.8M | -7.6M | 7.1M | -5.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of MUL.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MUL.L | Mulberry Group plc(you) | $113M | 44 | HOLD |
| DOCS.L | Dr. Martens plc | $882M | 78 | BUY |
| BIRK | Birkenstock Holding plc | $8.1B | 65 | HOLD |
| LIKE.L | Likewise Group Plc | $100M | 50 | HOLD |
| G4M.L | Gear4music (Holdings) plc | $73M | 43 | HOLD |
| VCP.L | Victoria PLC | $71M | 43 | HOLD |
| GLE.L | MJ Gleeson plc | $183M | 45 | HOLD |
| CRST.L | Crest Nicholson Holdings plc | $244M | 40 | HOLD |
| MACF.L | Macfarlane Group PLC | $138M | 60 | HOLD |
| SHOE.L | Shoe Zone plc | $43M | 42 | HOLD |
Peer medians: ROE 6.6% · P/E 14.5x · Gross margin 40.7%