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Showing 73-96 of 129 published briefings.

The Colonial Motor Company (CMO)HY24Released 21 February 2024

PBT down 33% on a 1.2% revenue dip as inventories balloon 37%

Colonial Motor held the 15cps interim but earnings, cash and leverage all weakened against a flagged "very strong" prior comparator.

Published 22 April 2026

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Tourism Holdings (THL)HY24Released 20 February 2024

NPAT up 58% but operating cash flow swung NZ$85m to a NZ$78.8m outflow

Apollo-boosted revenue of NZ$449.2m drove headline profit, but working-capital absorption and a NZ$100m jump in net debt reset the balance-sheet...

Published 22 April 2026

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Tourism Holdings (THL)FY24Released 11 January 2024

Revenue up 51.7% on Apollo, but PBT fell 17.6% and net debt nearly doubled

Acquisition-driven scale lifted the top line past NZ$1b while earnings, dividend cover and leverage all moved the wrong way.

Published 22 April 2026

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Cooks Coffee Company (CCC)HY24Released 30 November 2023

Equity turned negative as a NZ$5.3m discontinued-ops loss sank HY24 NPAT

Core UK & Ireland franchise segment profit rose 36%, but a discontinued-operation write-down and a 34% headline revenue decline leave the balance...

Published 22 April 2026

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Savor (SVR)HY24Released 28 November 2023

Savor HY24: Revenue up 40% and EBITDA doubles, but still a loss

Topline scale and a capex normalisation turned free cash flow positive, yet cash conversion versus EBITDA weakened and leverage remains elevated.

Published 23 April 2026

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Burger Fuel Group (BFG)HY24Released 24 November 2023

Revenue jumped 15.9% but operating profit slipped 1.4% as D&A and tax rose

PBT grew 12.8% on stronger non-operating income, yet NPAT advanced only 5.2% after the effective tax rate stepped up from 26% to 31%.

Published 22 April 2026

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My Food Bag Group (MFB)HY24Released 23 November 2023

NPAT halved on an 11% revenue slip; interim dividend pulled and leverage...

Customer and Bargain Box volume growth did not prevent sharp operating de-leverage, and the balance sheet absorbed the shortfall through higher...

Published 22 April 2026

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My Food Bag Group (MFB)FY24Released 23 November 2023

H1 FY24 EBITDA down 36% on -11% revenue and a 140bp margin squeeze

Active customers and Bargain Box volumes grew, but gross margin compression and negative operating leverage more than halved H1 NPAT versus H1 FY23.

Published 22 April 2026

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Hallenstein Glasson (HLG)FY23Released 29 September 2023

HLG FY23 PBT up 29.5% but H2 NPAT halved to NZ$11.2m from H1

Headline growth looks strong and cash conversion is excellent, yet the second half visibly decelerated and gross margin slipped 26bps.

Published 21 April 2026

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Me Today (MEE)FY23Released 29 August 2023

PBT loss narrowed 41% but cash collapsed 83% to NZ$0.9m

Slower cash burn improved the P&L trajectory but the balance sheet is close to exhausted, with equity halved and all three segments still...

Published 21 April 2026

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Michael Hill International (MHJ)FY23Released 25 August 2023

MHJ: revenue up 5.8% but NPAT fell 24.7% on a loss-making second half

Top-line growth masked a sharp H2 reversal, with cash down NZ$75.0m and inventory days stretching further.

Published 21 April 2026

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SkyCity Entertainment Group (SKC)FY23Released 23 August 2023

FY23 rebound masks H2 swing to loss and a widened $94m Adelaide drag

EBITDA jumped 71% and leverage halved to 2.0x, but reported NPAT of just $8.0m, an 85% effective tax rate and a deepening Adelaide loss undercut...

Published 21 April 2026

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The Colonial Motor Company (CMO)FY23Released 22 August 2023

Colonial Motor FY23: NPAT down 16% as inventory build pushed net debt to...

Flat revenue and a modest PBT decline mask a sharp balance-sheet shift, with inventory days up 25 and the final dividend cut 10.6%.

Published 22 April 2026

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Millennium & Copthorne Hotels New Zealand (MCK)HY23Released 8 August 2023

PBT fell 64% as property sales evaporated, masking a hotels return to profit

Revenue mix swung hard toward hotels (79% of group), but lost Residential Land Development earnings drove the headline decline and turned free...

Published 21 April 2026

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Burger Fuel Group (BFG)FY23Released 30 May 2023

BurgerFuel FY23: OCF jumped 9-fold as sales returned to pre-COVID levels

Revenue rose 18.4% and PBT 68.3%, but HY23 delivered 61% of full-year NPAT, implying a materially softer H2 on profit.

Published 21 April 2026

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Savor (SVR)FY23Released 25 May 2023

EBITDA swung to $5.2m on 180% revenue growth, but cash went from $92.6m to zero

Savor's hospitality transition delivered a genuine operating turnaround, but equity fell 83% and the group moved into net debt of $11.4m.

Published 23 April 2026

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My Food Bag Group (MFB)FY23Released 19 May 2023

My Food Bag NPAT down 60.8% as balance sheet swings to $15.3m net debt

Revenue fell 9.4% but operating cash flow collapsed 67% and the FY22 final dividend was not repeated, with a first-half-weighted earnings shape.

Published 22 April 2026

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Hallenstein Glasson (HLG)HY23Released 31 March 2023

NPAT up 74.8% as Glassons Australia lifts to 46% of revenue mix

Operating leverage drove earnings well above the 30.9% revenue lift, even as gross margin eased 137bps and inventory rose 27.3%.

Published 21 April 2026

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Briscoe Group (BGP)FY23Released 15 March 2023

Revenue up 5.6% but margin compression held NPAT growth to 0.6%

Strong operating cash recovery masks a 174bp gross margin decline that absorbed all revenue gains at the profit line.

Published 21 April 2026

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Bremworth (BRW)FY23Released 1 March 2023

Bremworth swung to a $0.8m loss as inventory built $8.0m and cash fell 44%

A 3.2% revenue decline tipped PBT into negative territory while a sharp inventory build drained $8.1m of cash despite minimal capex step-up.

Published 22 April 2026

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Me Today (MEE)HY23Released 1 March 2023

Revenue up 49% but EBITDA loss widened 68% and NPAT loss doubled

Honey-led top-line recovery has not yet defrayed the cost base, while NZ$15.6m of inventory still ties up the balance sheet.

Published 21 April 2026

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Michael Hill International (MHJ)HY23Released 27 February 2023

Revenue up 11.1% but operating cash fell 33% as inventory built

Top-line momentum and a higher dividend sit against sharply weaker cash conversion, Canadian margin compression, and a higher tax rate squeezing...

Published 21 April 2026

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The Colonial Motor Company (CMO)HY23Released 22 February 2023

CMO HY23: NPAT down 21% as operating cash outflow widens to NZ$50.7m

Trading profit is still the second-highest on record, but a 16% inventory build drove a 34x deterioration in operating cash flow versus HY22.

Published 22 April 2026

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Cooks Coffee Company (CCC)HY23Released 29 November 2022

PBT up 14.1% as operational trading grew 37%, but cash generation reversed

Headline revenue fell 15.4% on capital-revenue timing while operating cash flow swung from a NZ$1.4m inflow to a NZ$0.026m outflow.

Published 21 April 2026

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