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BBN.AX ASX Miscellaneous Specialty Retailers

Baby Bunting Group Ltd

A$1,55
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About

Baby Bunting Group Ltd operates as a specialty retailer of baby and children's products in Australia and New Zealand, generating revenue primarily through the sale of goods in its own stores and online.

Business. Baby Bunting Group Ltd (BBN.AX) is an Australian retailer operating in the miscellaneous specialty retail industry within the consumer cyclicals sector. The company is headquartered in Australia and is primarily listed on the Australian Securities Exchange. It generates revenue through the sale of products, focusing on the retail of specialty goods. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.

Classification92 %
SectorConsumer Cyclicals
Business sectorRetailers
IndustryMiscellaneous Specialty Retailers
ActivityRetailers
Generated · model-assisted
Sell-side consensus
BUY6 analysts
5 buy1 hold0 sell
Avg 12m price target2,90

Analyst recommendations

6 analysts · consensus Buy
Buy5
Hold1
Sell0
12-month price target
2,90
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
6 analysts · indicative
Ownership
not yet wired
Profitability
not yet wired
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BBN.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BBN.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Baby Bunting Group Ltd (BBN.AX) is an Australian retailer operating in the miscellaneous specialty retail industry within the consumer cyclicals sector. The company is headquartered in Australia and is primarily listed on the Australian Securities Exchange. It generates revenue through the sale of products, focusing on the retail of specialty goods. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorRetailers
    IndustryMiscellaneous Specialty Retailers
    ActivityRetailers
    AI synthesis
    GENERATED

    Baby Bunting Group Ltd has a fully diluted share count of 135,400,726 shares, with no difference between basic and diluted shares outstanding, indicating no dilution from stock options or convertible securities. However, liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.

    Profitability and return metrics are not available in the current dataset, preventing a direct comparison to industry_config preferred metrics or cohort medians. Analysts have provided a mean price target of 2.90 AUD and a median price target of 3.05 AUD, suggesting a generally positive outlook.

    The company's geographic exposure is concentrated in Australia and New Zealand, with no further breakdown of revenue by region or product segment in the available data. This lack of segmentation makes it difficult to assess the degree of revenue concentration or diversification.

    Growth trajectory is not quantified in the current dataset, but analyst estimates suggest a range of price targets from 1.79 AUD to 3.60 AUD, with a mean recommendation of 2.00 (indicating a "Buy" rating). No specific revenue history or growth rates are provided in the input data.

    Risk factors include the inability to assess liquidity risk due to missing balance-sheet data and no going-concern language in source documents. Dilution risk is currently assessed as low, with no dilution potential from basic shares outstanding.

    Recent events or filings are not detailed in the input data, and no transcripts or disclosures are available to inform recent company developments.

    Key takeaways
    • Analysts have assigned a generally positive outlook, with a mean recommendation of "Buy" and a median price target of 3.05 AUD.
    • The company has no dilution from stock options or convertible securities, as basic and diluted shares are equal.
    • Liquidity risk could not be assessed due to missing balance-sheet data and no going-concern language in source documents.
    • Revenue concentration and geographic exposure are not quantified in the available data.
    • No recent events or filings are detailed in the input data.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Annual
    ANNUALFiled 2025-08-15
    FY 2025 · Full-year highlights

    Revenue A$521.9M, +4,7% YoY; Operating income +403,6% YoY.

    RevenueA$521.9M+4,7 % YoY
    Operating incomeA$14.3M+403,6 % YoY
    Net incomeA$9.5M+462,3 % YoY
    Free cash flowA$36.4M+60,4 % YoY
    EPS
    Operating cash flowA$51.9M+29,5 % YoY
    Financials
    Income statement
    RevenueA$521.9M
    Gross profitA$209.7M
    Operating incomeA$14.3M
    Net incomeA$9.5M
    Margins
    Gross margin40.2%
    Operating margin2.7%
    Net margin1.8%
    FCF margin7.0%
    Balance sheet
    Total assetsA$340.4M
    Total liabilitiesA$227.8M
    Total equityA$112.6M
    Cash & equivalentsA$12.3M
    Long-term debtA$166.4M
    Cash flow
    Operating cash flowA$51.9M
    CapEx-A$12.9M
    Free cash flowA$36.4M
    SBC
    P&L flow · revenue → net income
    Revenue A$521.9MOperating costs A$507.6MTax A$4.8MNet income A$9.5M
    Highlights
    • Revenue A$521.9M, +4,7% YoY
    • Operating income +403,6% YoY
    • Net income +462,3% YoY
    • Free cash flow +60,4% YoY
    • Net margin 1.8%

    Valuation FY

    Market price
    A$1,55
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    Net cash
    Current ratio
    Debt / equity
    ROA
    ROE
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,13
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    6
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-13 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,13
    Revenueno estimateno estimate572,0M AUD
    Operating incomeno estimateno estimate32,3M AUD
    Full-year consensus mean (period as reported by source) · consensus in AUD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution6 analysts
    Strong buy1
    Buy4
    Hold1
    Sell0
    Strong sell0
    12-month price targetA$2,90 · Median A$3,05
    Low A$1,79High A$3,60
    Operating income · consensus32,3M AUD
    EPS surprise
    −34,5 %
    reported vs consensus · miss
    Revenue surprise
    −8,7 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    LowA$1,79
    MeanA$2,90
    MedianA$3,05
    HighA$3,60
    SpotA$1,55
    +87.0 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskUnknown

    Benchmarks vs cohort

    No cohort benchmark data available for this issuer yet.

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    Source documents
    • Baby Bunting Group Ltd Market data — financials · 2026-05-27
    • Baby Bunting Group Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    66.1Kshares short-6.1% vs prior
    1days to cover
    58.1%short of daily vol
    534fails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BBN.AXCanonical
    ASX · AUD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskUnknown

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2025-08-15 03:51 UTCEARNINGSAnnual results — FY 2025 Revenue AUD 521.9M · Net AUD 9.5M
    2024-08-20 03:39 UTCEARNINGSAnnual results — FY 2024 Revenue AUD 498.4M · Net AUD 1.7M
    2023-08-11 03:53 UTCEARNINGSAnnual results — FY 2023 Revenue AUD 524.3M · Net AUD 9.9M
    2022-08-12 03:50 UTCEARNINGSAnnual results — FY 2022 Revenue AUD 507.3M · Net AUD 19.5M
    2021-08-13 03:57 UTCEARNINGSAnnual results — FY 2021 Revenue AUD 468.4M · Net AUD 17.0M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage