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Baby Bunting Group Ltd.
(Sydney:BBN)
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Rating:53Neutral
Price Target:
AU$1.00
â–¼(-23.66% Downside)
Action:Reiterated
Date:08/19/26
The score is driven primarily by a recovering financial profile and positive free cash flow, offset by elevated leverage and thin net margins that raise risk. Technically, the trend is mixed with negative MACD and the price below key longer-term moving averages, while valuation appears moderate based on the P/E provided.
Positive Factors
Profitability Recovery
The rebound from the 2024 trough, together with 2026 operating and gross-margin expansion, indicates the core retail model can recover profitability when execution and trading conditions improve. This supports stronger earnings capacity over the next several quarters, although it does not remove prior volatility.
Negative Factors
Elevated Leverage
Reliance on debt remains a material constraint for a specialty retailer, because weaker consumer demand or earnings could reduce financial flexibility while obligations remain fixed. Elevated leverage can also limit the capacity to fund expansion, absorb setbacks, or allocate cash toward other priorities.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability Recovery
The rebound from the 2024 trough, together with 2026 operating and gross-margin expansion, indicates the core retail model can recover profitability when execution and trading conditions improve. This supports stronger earnings capacity over the next several quarters, although it does not remove prior volatility.
Read all positive factors
Baby Bunting Group Ltd. (BBN) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$153.27M
Dividend Yield4.1%
Average Volume (3M)668.73K
Price to Earnings (P/E)13.5
Beta (1Y)1.60
Revenue Growth6.54%
EPS Growth17.11%
CountryAU
Employees1,500
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)0.08
Shares Outstanding136,843,900
10 Day Avg. Volume260,903
30 Day Avg. Volume668,727
Financial Highlights & Ratios
PEG Ratio1.01
Price to Book (P/B)1.47
Price to Sales (P/S)0.34
P/FCF Ratio7.98
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$2.21Price Target Upside69.01% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)0.14
Revenue Forecast (FY)AU$589.60M
Baby Bunting Group Ltd. Business Overview & Revenue Model
Company Description
Baby Bunting Group Limited, along with its various subsidiaries, operates as a prominent specialist retailer providing goods for mothers and babies. The company primarily serves Australia through a network of 65 physical outlets and its e-commerce...
How the Company Makes Money
Baby Bunting makes money primarily through retail sales of baby and nursery products to consumers via two main channels: (1) its physical store network and (2) its online store (e-commerce). Revenue is generated from the sale of branded products (...
Baby Bunting Group Ltd. Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
46
Neutral
Cash Flow
55
Neutral
| Breakdown | Jun 2026 | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 556.05M | 521.93M | 498.39M | 524.28M | 507.27M |
| Gross Profit | 185.03M | 209.66M | 183.65M | 159.72M | 164.00M |
| EBITDA | 71.15M | 56.11M | 43.28M | 65.18M | 67.05M |
| Net Income | 11.21M | 9.54M | 1.70M | 9.85M | 19.52M |
Balance Sheet | |||||
| Total Assets | 387.19M | 340.41M | 332.20M | 343.89M | 350.67M |
| Cash, Cash Equivalents and Short-Term Investments | 12.98M | 12.38M | 9.53M | 5.00M | 12.24M |
| Total Debt | 181.45M | 166.42M | 175.41M | 175.56M | 169.18M |
| Total Liabilities | 257.35M | 227.76M | 231.58M | 235.95M | 235.95M |
| Stockholders Equity | 129.84M | 112.64M | 100.62M | 107.93M | 114.72M |
Cash Flow | |||||
| Free Cash Flow | 23.86M | 38.97M | 31.45M | 34.21M | 39.75M |
| Operating Cash Flow | 64.92M | 51.89M | 40.06M | 43.01M | 52.37M |
| Investing Cash Flow | -44.49M | -12.92M | -8.60M | -8.79M | -12.62M |
| Financing Cash Flow | -19.72M | -36.12M | -26.93M | -41.45M | -38.39M |
Baby Bunting Group Ltd. Technical Analysis
Negative
1.31
Price Trends
1.24
Negative
1.36
Negative
1.78
Negative
Market Momentum
-0.02
Positive
38.47
Neutral
11.11
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BBN, the sentiment is Negative. The current price of 1.31 is above the 20-day moving average (MA) of 1.23, above the 50-day MA of 1.24, and below the 200-day MA of 1.78, indicating a bearish trend. The MACD of -0.02 indicates Positive momentum. The RSI at 38.47 is Neutral, neither overbought nor oversold. The STOCH value of 11.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:BBN.
Baby Bunting Group Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | AU$7.36B | 15.02 | 29.54% | 5.01% | 4.82% | 5.95% | |
63 Neutral | AU$322.30M | 29.90 | 23.74% | 4.32% | 4.64% | ― | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | AU$5.38B | 10.05 | 10.78% | 6.52% | 4.65% | 2.02% | |
55 Neutral | AU$245.60M | -6.32 | -19.53% | 8.33% | 3.83% | -251.57% | |
53 Neutral | AU$153.27M | 13.54 | 9.02% | 4.10% | 6.54% | 17.11% | |
51 Neutral | AU$564.09M | 135.57 | 3.54% | ― | 10.63% | -62.61% |
* Consumer Cyclical Sector Average
AU:BBN
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Baby Bunting Group Ltd. Corporate Events
S&P Dow Jones Indices Unveils September 2026 Rebalance of S&P/ASX Benchmarks
Sep 4, 2026
SP Dow Jones Indices has announced its September 2026 quarterly rebalance of the SP/ASX indices, altering the composition of the SP/ASX 50, 100, 200, and 300, while leaving the SP/ASX 20 unchanged. The changes, effective before trading on Septembe...
Baby Bunting Director Stephen Roche Increases Shareholding via On-Market Purchase
Sep 4, 2026
Baby Bunting Group Limited has disclosed a change in the shareholding of director Stephen Roche, in line with its obligations under ASX listing rules. The company operates as a specialist retailer of maternity and baby products, serving Australian...
Baby Bunting Director’s Performance Rights Lapse After Missed Hurdles
Sep 2, 2026
Baby Bunting Group Ltd. operates in the maternity and baby retail sector, specialising in products and services for infants, toddlers, and expecting parents. The company focuses on a broad range of nursery, travel, feeding, and safety products, ta...
Baby Bunting share rights lapse alters issued capital
Sep 2, 2026
Baby Bunting Group Ltd. has reported the lapse of 1,749,731 share rights, designated as BBNAA securities, after conditions attached to these rights were not met or became incapable of being satisfied as of 1 September 2026. The cessation of these ...
Baby Bunting appoints Richard Vincent to board with no initial shareholding
Aug 31, 2026
Baby Bunting Group Limited has announced the appointment of Richard Vincent as a director, effective 1 September 2026. Regulatory disclosures show that Vincent currently holds no relevant interests in the company’s securities or related cont...
Baby Bunting strengthens board with appointment of retail veteran Richard Vincent
Aug 30, 2026
Baby Bunting Group has appointed Richard Vincent as an independent non-executive director, effective 1 September 2026, and he will also join the Audit and Risk Committee. The move is part of the company’s ongoing board renewal program, aimin...
Baby Bunting Director Gary Kent Increases Indirect Shareholding
Aug 17, 2026
Baby Bunting Group Ltd has reported a change in director Gary Kent’s indirect shareholding, reflecting a modest increase in his stake via PCG Nominees Pty Ltd. The company operates in the baby and nursery retail sector, serving Australian fa...
Baby Bunting Director Fran Ereira Increases Indirect Shareholding
Aug 17, 2026
Baby Bunting Group has disclosed a change in director Fran Ereira’s indirect shareholding in the company. Through the Ereira Super Trust, for which she is a trustee and beneficiary, Ereira acquired 11,764 fully paid ordinary shares in an on-...
Baby Bunting Director Boosts Shareholding as Incentive Rights Vest
Aug 16, 2026
Baby Bunting Group Limited has reported a change in the equity interests of director Mark Teperson, reflecting adjustments to his holdings under the company’s incentive arrangements. The disclosure, made under ASX listing rules, underscores ...
Baby Bunting Seeks ASX Quotation for New Employee Incentive Shares
Aug 14, 2026
Baby Bunting Group Ltd. has applied for quotation on the ASX of 1,443,173 new ordinary fully paid shares. The securities, issued on August 14, 2026 under an employee incentive scheme, will be listed under the existing BBN ticker, modestly expandin...
Baby Bunting releases 2026 Modern Slavery Statement
Aug 13, 2026
Baby Bunting Group Limited has released its 2026 Modern Slavery Statement, outlining its efforts and commitments to addressing modern slavery risks within its operations and supply chains. The board-authorised statement signals ongoing governance ...
Baby Bunting lodges updated ASX corporate governance statement for FY26
Aug 13, 2026
Baby Bunting Group Limited has released its corporate governance statement for the financial year ended 28 June 2026, confirming it is available on the company’s investor website and is current as of 14 August 2026. The filing, lodged with t...
Baby Bunting Releases 2026 Corporate Governance Statement
Aug 13, 2026
Baby Bunting Group Limited, a specialist Australian retailer of baby and young children’s products, operates in the domestic consumer market with a focus on parents and families. The company’s positioning centres on offering a dedicate...
Baby Bunting Strategy Drives Record Margins in FY26
Aug 13, 2026
Baby Bunting reported that its strategic initiatives are delivering results, with margins reaching a record high in the 2026 financial year. Management highlighted that the company uses pro forma and non‑IFRS financial measures to better exp...
Baby Bunting lifts profit and margins to record levels as refurbishment strategy pays off
Aug 13, 2026
Baby Bunting reported record FY26 sales of $556.0 million, up 6.5%, with pro forma NPAT rising 33.9% to $16.1 million and statutory NPAT up 17.5% to $11.2 million, as gross margin expanded 100 basis points to a record 41.2%. Growth was supported b...
Baby Bunting lifts profit and revenue but withholds final dividend
Aug 13, 2026
Baby Bunting Group Ltd, a specialist retailer of baby and parenting products, operates in the nursery and infant goods segment, serving expectant parents and families through both physical stores and online platforms. Its business model centres on...
Baby Bunting CFO Darin Hoekman to Step Down After 12 Years
Jul 29, 2026
Baby Bunting Group Limited has announced the planned departure of Chief Financial Officer Darin Hoekman after more than 12 years with the company, including leading the finance function through its 2015 IPO. He will remain in his role until a succ...
Baby Bunting Sets Dates for FY26 Results and 2026 AGM
Jul 14, 2026
Baby Bunting Group Limited has scheduled the release of its financial results for the year ended 28 June 2026 for Friday, 14 August 2026, followed by a presentation and discussion led by CEO Mark Teperson and CFO Darin Hoekman that morning. The ti...
Baby Bunting lifts profit and margins despite late-quarter sales softness
Jun 23, 2026
Baby Bunting Group expects FY26 pro forma NPAT of $16.0 million to $17.0 million, up 32% to 40% on the prior year, on total sales of about $553 million to $555 million, roughly 6% higher. The retailer is set to lift gross margins above 41% and del...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.