Highlights

  • Consensus rating of Buy from 10 analysts: 10 Buy or equivalent, 0 Hold, 0 Sell or equivalent.
  • Mean price target of A$10.35 against a share price of A$7.86 on 8 October 2026, an implied upside of 31.7%.
  • Analyst targets range from A$9.20 to A$12.96.
  • Group sales were $376.1 million, up 12.9%.

Universal Store Holdings (ASX:UNI) carries a consensus analyst rating of Buy. Of the 10 analyst recommendations recorded, 10 are Buy or equivalent, 0 are Hold and 0 are Sell or equivalent. The mean price target is A$10.35, with targets ranging from A$9.20 to A$12.96, against a current share price of A$7.86 (8 October 2026). Universal Store Holdings Limited is a specialty retailer of youth casual fashion apparel, with the Universal Store, Perfect Stranger, THRILLS and CTC brands.

Company name

Universal Store Holdings

Ticker

(ASX:UNI)

Exchange

ASX (Australian Securities Exchange)

Current share price

A$7.86

Price date

8 October 2026

Number of analysts

10

Rating consensus

Buy

Consensus price target (mean)

A$10.35

Highest target

A$12.96

Lowest target

A$9.20

Implied upside/downside to mean target

Implied upside of 31.7%

Latest developments

Universal Store Holdings (ASX:UNI) released its FY26 results for the period ended 30 June 2026 on 20 August 2026. Group sales were $376.1 million, up 12.9%. Universal Store sales were $313.3 million, up 11.5%, with like-for-like sales up 8.1%, Perfect Stranger sales were $35.9 million, up 40.8%, and CTC sales were $36.4 million, down 9.2%. Gross Profit Margin was 62.5%, up 140 basis points.

Underlying EBIT was $64.0 million, up 17.2%, and underlying NPAT was $40.5 million, up 16.3%. Statutory NPAT was $18.2 million, down 21.6%, including a $23.8 million non-cash Impairment of CTC intangible assets. Underlying EPS were 52.8 cents. The fully franked final Dividend is 17.0 cents, taking the full-year dividend to 43.0 cents, up 11.7%, a Payout Ratio of 81.5% of underlying NPAT. Net cash was $23.3 million and the group had 123 physical stores.

Sector context

Youth fashion retail results depend on consumer spending, product trends and store network performance. The company reports like-for-like sales growth at Universal Store and Perfect Stranger, with CTC sales lower.

Risks and what to watch

Statutory NPAT fell 21.6% because of a $23.8 million non-cash impairment of CTC intangible assets, and CTC sales fell 9.2%. Underlying measures exclude items. Retail Earnings depend on consumer spending, gross margin and costs, and the dividend payout ratio of 81.5% is high relative to earnings.

Next milestones

Items to watch include payment of the 17.0 cent final dividend, like-for-like sales trends, store rollout across Universal Store, Perfect Stranger and THRILLS, CTC performance, and the half-year result.