• Sort by

  • Industry

Toggle intro on/off

Myer Holdings (MYR) - Initiation of coverage

Sizing up the synergies

05 February 2025

We have initiated coverage of Myer (MYR), a domestically focused department store retailer with an industry leading loyalty program, a $700 million online business and a national store footprint of over 50 stores. Myer department stores have a value proposition in the in the mid to high value range. While the merger of Myer and Premier Apparel Brands builds scale, the combined business has weak sales trends and thin margins. Earnings growth in the next three years is driven by the delivery of synergies. The combined group will then grow modestly unless we see the exit of one or more competitors. Any misstep in achieving the synergies will not be well received in our view. 

Search result for "" — 444 articles found

Not already a member?
Join now to get all the latest reports in full and stay informed.

Get started