Highlights

  • Consensus rating of Hold from 15 analysts: 8 Buy or equivalent, 5 Hold, 2 Sell or equivalent.
  • Mean price target of A$29.25 against a share price of A$22.44 on 8 October 2026, an implied upside of 30.3%.
  • Analyst targets range from A$22.60 to A$33.60.
  • Total Revenue rose 17.6% to $938.8 million, comparable store sales rose 2.0%, and gross Margin was 82.6%, up 60 basis points.

Lovisa Holdings (ASX:LOV) carries a consensus analyst rating of Hold. Of the 15 analyst recommendations recorded, 8 are Buy or equivalent, 5 are Hold and 2 are Sell or equivalent. The mean price target is A$29.25, with targets ranging from A$22.60 to A$33.60, against a current share price of A$22.44 (8 October 2026). Lovisa Holdings Limited is a global fast-fashion jewellery retailer that operates a store network across multiple regions including the Americas and Europe.

Company name

Lovisa Holdings

Ticker

(ASX:LOV)

Exchange

ASX (Australian Securities Exchange)

Current share price

A$22.44

Price date

8 October 2026

Number of analysts

15

Rating consensus

Hold

Consensus price target (mean)

A$29.25

Highest target

A$33.60

Lowest target

A$22.60

Implied upside/downside to mean target

Implied upside of 30.3%

Latest developments

Lovisa Holdings (ASX:LOV) released its Full Year 2026 Results Announcement. Total revenue rose 17.6% to $938.8 million, comparable store sales rose 2.0%, and gross margin was 82.6%, up 60 basis points. EBITDA was $301.1 million, up 20.9%, EBIT was $158.2 million, up 14.1%, and net profit after tax was $95.6 million, up 10.7%. Earnings Per Share were 86.3 cents, up 10.5%, and Operating Cash Flow was $294.5 million, up 21.0%.

The company opened 160 new stores during the financial year, ending with 1,136 stores. Revenue in the Americas rose 29.6% and Europe rose 29.5%. The final Dividend is 33 cents per share, up 22.2% and 50% franked, and full-year dividends are 86 cents per share, up 11.7%. The company said it continued to invest in technology, Supply chain and global retail operations.

For the first eight weeks of FY27, total sales rose 16.4% on a constant currency basis and comparable store sales rose 3.0%, with improving momentum in August.

Risks and what to watch

NPAT growth of 10.7% was lower than revenue growth of 17.6%, and comparable store sales growth was 2.0%, so most revenue growth came from the larger store network. The final dividend is 50% franked. The eight-week FY27 trading figures cover a short period. Results depend on consumer spending, store rollout execution, sourcing costs and exchange rates.

Next milestones

Items to watch include payment of the 33 cent final dividend, comparable store sales through FY27, the pace of new store openings, gross margin trends and the half-year result.