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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
Operating recovery
The return to revenue growth alongside stronger operating, gross, and EBITDA margins indicates a meaningful recovery in the core retail operation. If maintained, improved profitability can support reinvestment, strengthen earnings resilience, and provide a firmer base for performance over the next several quarters.
Negative Factors
Elevated leverage
Debt materially exceeding equity leaves the company more exposed to earnings swings and weaker consumer demand. Higher leverage can absorb a greater share of future cash generation through financing obligations, reducing flexibility to invest, withstand setbacks, or respond quickly to changes in retail conditions.
Read all positive and negative factors
Positive Factors
Negative Factors
Operating recovery
The return to revenue growth alongside stronger operating, gross, and EBITDA margins indicates a meaningful recovery in the core retail operation. If maintained, improved profitability can support reinvestment, strengthen earnings resilience, and provide a firmer base for performance over the next several quarters.
Read all positive factors
Baby Bunting Group Ltd. (BBN) vs. iShares MSCI Australia ETF (EWA)
Market Cap
AU$145.05M
Dividend Yield4.1%
Average Volume (3M)198.05K
Price to Earnings (P/E)12.8
Beta (1Y)1.59
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. Volume197,938
30 Day Avg. Volume198,053
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$2.19Price Target Upside67.48% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)0.14
Revenue Forecast (FY)AU$588.96M
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...
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
Neutral
1.31
Price Trends
1.10
Negative
1.21
Negative
1.47
Negative
Market Momentum
-0.02
Negative
49.50
Neutral
56.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:BBN, the sentiment is Neutral. The current price of 1.31 is above the 20-day moving average (MA) of 1.06, above the 50-day MA of 1.10, and below the 200-day MA of 1.47, indicating a bearish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 49.50 is Neutral, neither overbought nor oversold. The STOCH value of 56.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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$7.97B | 16.27 | 29.54% | 4.62% | 4.82% | 5.95% | |
63 Neutral | AU$376.41M | 34.65 | 23.74% | 4.06% | 4.64% | ― | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | AU$5.15B | 9.60 | 10.78% | 6.56% | 4.65% | 2.02% | |
55 Neutral | AU$239.78M | -6.11 | -19.53% | 8.61% | 3.83% | -251.57% | |
53 Neutral | AU$145.05M | 12.82 | 9.02% | 4.10% | 6.54% | 17.11% | |
51 Neutral | AU$615.37M | 147.90 | 3.54% | ― | 10.63% | -62.61% |
* Consumer Cyclical Sector Average
AU:BBN
Baby Bunting Group Ltd.
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Baby Bunting Group Ltd. Corporate Events
Baby Bunting Grants New Equity Rights to Director Under Incentive Plans
Oct 30, 2026
Baby Bunting Group has updated the market on changes to the securities held by director Mark Teperson, confirming the grant of new share rights under the company’s incentive plans. Teperson’s indirect holding of 885,197 ordinary shares...
Baby Bunting Issues 534,759 Unquoted Share Rights Under Employee Scheme
Oct 30, 2026
Baby Bunting Group Ltd., the ASX-listed baby products retailer, has notified the market of the issue of new unquoted share rights under its employee incentive scheme. The company operates in the consumer retail sector, specializing in nursery and ...
Baby Bunting Issues 6.5 Million Unquoted Share Rights Under Incentive Scheme
Oct 30, 2026
Baby Bunting Group Ltd. has notified the market of the issue of 6,475,147 unquoted share rights under its employee incentive scheme. The securities, designated as BBNAA share rights and not intended for quotation on the ASX, were issued on 30 Octo...
Baby Bunting Discloses Director Gary Levin’s Departure and Indirect Shareholding
Oct 13, 2026
Baby Bunting Group Limited has announced that Gary Levin ceased to be a director of the company on 13 October 2026, ending his tenure on the board as disclosed in a final director’s interest notice to the ASX. The notice confirms that Levin ...
Baby Bunting Shareholders Back Board and Incentive Plans at 2026 AGM
Oct 13, 2026
Baby Bunting Group Limited has released the voting results of its 2026 Annual General Meeting, showing strong shareholder support across all resolutions. The poll outcomes, disclosed in line with ASX listing rules and the Corporations Act, confirm...
Baby Bunting Reaffirms FY27 Guidance as Store Refurbs Lift Sales
Oct 12, 2026
Baby Bunting Group Ltd. operates a specialist retail network focused on baby and parenting products, with 80 stores across Australia and New Zealand. The company is expanding and optimising its footprint through large-format locations, store reloc...
Baby Bunting Director Increases Equity Stake as Share Rights Vest
Oct 7, 2026
Baby Bunting Group has disclosed a change in the interests of director Mark Teperson, following the vesting and exercise of a tranche of share rights granted as part of his appointment arrangements. The transaction resulted in the conversion of 15...
Baby Bunting Issues New Shares After Conversion of Unquoted Securities
Oct 7, 2026
Baby Bunting Group Ltd. has notified the market of the issue of 155,763 new ordinary fully paid shares following the conversion or exercise of previously unquoted securities. The shares, trading under the ASX code BBN, were issued on 8 October 202...
Baby Bunting Sets October Date for 2026 Annual General Meeting
Sep 10, 2026
Baby Bunting Group Ltd., a listed Australian specialty retailer of baby and parenting products, serves the consumer sector through dedicated stores and online. The company focuses on nursery, maternity, and infant care categories, positioning itse...
Baby Bunting Director Gary Kent Increases Indirect Shareholding via Super Fund
Sep 7, 2026
Baby Bunting Group Limited operates as a dedicated baby and parenting products retailer in the consumer sector, offering a broad range of nursery, travel and care items to Australian families. Its shares are listed on the ASX, and company director...
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...
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.