Lovisa Holdings

LOV.ASX

Consumer Discretionary

International specialist fast fashion jewellery retailer.

Market Data

Price

$23.220

+0.0%
Market Cap

$2.5B

P/E Ratio

29.3x

EPS

$0.793

Div. Yield

3.45%

52-Week Change

-0.3%

Latest Earnings

1H FY26 Half Year Results Announcement

19 February 2026

Revenue
$500.70
+23.3% YoY
NPAT
$58.40
Dividend
$0.53

Lovisa delivered strong 1H FY26 results with revenue up 23.3% to $500.7m and underlying NPAT up 21.5% to $69.6m, driven by store expansion (85 new stores) and a 50bp improvement in gross margin to 82.9%. The company continues aggressive global expansion with 1,095 stores across 50+ markets and raised its interim dividend to 53 cents, while early 2H trading shows momentum continuing with 21.5% total sales growth. Key points: Strong revenue growth of 23.3% to $500.7m with comparable store sales up 2.2%; Underlying gross margin improved 50bps to 82.9%, now 220bps higher than 1H FY24; Aggressive store expansion with 85 new stores opened, reaching 1,095 globally across 50+ markets

Recent Announcements

10 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

Pinnacle Investment Management Group Limited ceased to be a substantial holder (20%).

6 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

Hyperion Asset Management Limited ceased to be a substantial holder.

19 Feb 2026 Supplementary Positive

1H FY26 Half Year Results Presentation

Lovisa delivered strong 1H26 results with underlying revenue up 22.7% to $498M driven by 85 new store openings and healthy 2.2% comparable store sales growth. Underlying EBIT grew 20.4% to $109.1M with gross margin expanding 50bps to 82.9%, though reported earnings were impacted by $11.2M losses from the new Jewells brand investment. The company maintained strong momentum with 21.5% total sales growth in the first 7 weeks of 2H26. Key points: Strong underlying revenue growth of 22.7% driven by successful store expansion strategy; Gross margin expanded 50bps to 82.9%, demonstrating effective cost management and operational execution; Accelerated store network growth with 85 new stores opened in 1H26 vs 57 in prior period

19 Feb 2026 Actual Results Positive

1H FY26 Half Year Results Announcement

Lovisa delivered strong 1H FY26 results with revenue up 23.3% to $500.7m and underlying NPAT up 21.5% to $69.6m, driven by store expansion (85 new stores) and a 50bp improvement in gross margin to 82.9%. The company continues aggressive global expansion with 1,095 stores across 50+ markets and raised its interim dividend to 53 cents, while early 2H trading shows momentum continuing with 21.5% total sales growth. Key points: Strong revenue growth of 23.3% to $500.7m with comparable store sales up 2.2%; Underlying gross margin improved 50bps to 82.9%, now 220bps higher than 1H FY24; Aggressive store expansion with 85 new stores opened, reaching 1,095 globally across 50+ markets

19 Feb 2026 Actual Results Positive

1H FY26 Appendix 4D Half Year Financial Report

Lovisa Holdings delivered strong 1H FY2026 results with revenue surging 23.3% to $500.7M driven by 85 net new store openings and 2.2% comparable store sales growth. While reported profit after tax grew modestly by 2.6% to $58.4M due to $10.8M startup costs for new brand Jewells, underlying profit jumped 21.5% to $69.6M. The company maintained strong margins at 82.9% and announced an increased interim dividend of 53 cents per share. Key points: Strong revenue growth of 23.3% to $500.7M driven by 85 net new store openings and 2.2% comparable store sales growth; Underlying gross margin improved 50 basis points to 82.9% through better product cost and inventory management; Successful global expansion with store network reaching 1,095 stores across all regions

22 Jan 2026 Date Announcement Neutral

FY26 Half Year Results Release Date

Lovisa Holdings Limited announced that its FY26 half-year results for the period ended 28 December 2025 will be released on 19 February 2026 at 10:30am AEDT, with a webcast presentation by CEO John Cheston and CFO Chris Lauder.

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