Burberry Group PLC

BRBY: XLON (GBR)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Burberry Earnings: Weak Performance, but New Strategy Makes Sense to Us; Shares Cheap

Jelena Sokolova

Nov 14, 2024

We maintain our fair value estimate for narrow-moat Burberry as it announced weak first-half results and provided some insights into its turnaround plan. Shares are trading in 5-star territory with 80% upside to our fair value estimate. Although it's a challenging task to execute a turnaround amid tough macroeconomic conditions, we are positive about the strategy and its early implementation while the valuation remains undemanding.

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Burberry Group PLC

Burberry Earnings: Weak Performance, but New Strategy Makes Sense to Us; Shares Cheap

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