Added to YB: 2026-01-05
Pitch date: 2025-12-30
BME.L [bullish]
B&M European Value Retail plc
+20.2%
current return
Author Info
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Company Info
B&M European Value Retail plc retails general merchandise products and groceries. The company operates a chain of stores under the B&M, Heron Foods, and B&M Express brand names in the United Kingdom, as well as stores under the B&M brand name in France.
Market Cap
GBP 2.1B
Pitch Price
GBP 1.64
Price Target
N/A
Dividend
4.63%
EV/EBITDA
6.25
P/E
12.72
EV/Sales
0.73
Sector
Broadline Retail
Category
turnaround
My Top 4 Stock Picks for 2026 - B&M European Value Retail S.A.
BME.L: UK discount retailer at 6.7x P/E after sharp decline. H1 FY26 revenue +4% but EBITDA -30% on cost pressures. 'Back to B&M Basics' turnaround plan targeting pricing/range improvements. CFO departure adds execution risk. Cut dividend but analysts see upside from discounted valuation if recovery materializes.
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