NAKED WINES (WINE) – Consumer
| Price: 70.9p +7% | P/E: n/a |
| Market Cap: £52m | Yield: n/a |
The 2025 renaissance at AIM-listed Naked Wines continues, with the firm raising its full-year profit guidance in its latest trading update.
EBITDA for the year to March 2026 is now expected to be towards the top of the range of expectations, although revenue will be at the lower end of guidance due to a strategy of ‘removing inefficient investment’.
Our View
Today’s news is a further positive step, although the chances of the shares ever getting back to their old rating – boosted as they were by pandemic lockdown spending – are thinner than an Alsace riesling.
The sad fact for firms like Naked, Majestic and other independents is the supermarkets now dominate the UK wine market, and slowly but surely they are encroaching on the ‘artisan’ end of the market.
We’re also a bit confused by the reference to the range of expectations as the only broker listed as covering Naked Wines on its website is Panmure Liberum and one analyst doesn’t make a consensus.
Read the press release here:https://www.nakedwinesplc.co.uk/investors/default.aspx
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