lastminute.com (LSMNF)

Tuesday

7:34 AM

ThesisRecent marketing initiatives and partnerships are expected to drive short-term revenue growth, improving investor sentiment despite ongoing competitive pressures.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$364M	$377M	$406M
Rev. Growth	+15.9%	+3.7%	+7.8%
EPS	$1.09	$1.03	$1.86
EPS Growth	-25.9%	-5.9%	+81.4%
P/E (fwd)	18.3×	19.4×	10.7×

★ Analysts see FY2027 revenue reaching $406M — +7.8% growth in a single year.

What’s Driving the Stock

01Increased partnerships with budget airlines could lead to a 15% increase in flight bookings over the next quarter.
02A recent marketing campaign targeting last-minute travelers has resulted in a 20% increase in website traffic.
03Emerging trends in sustainable travel could shift consumer preferences, potentially increasing demand for eco-friendly travel options.
04Shift towards last-minute travel as consumer preferences evolve
05Increase in demand for sustainable travel options
06Changes in consumer travel demand, particularly in Europe
07Fluctuations in airfare and hotel prices affecting margins
08Competitive pricing strategies from rivals like Booking.com and Expedia

FY2025 Snapshot

Revenue: $364M
Rev. Growth: +15.9%
Gross Margin: 26.6%
Op. Margin: 5.1%
Net Margin: 3.2%
Net Income: $12M
NI Growth: -26.1%
EPS: $1.09
1Y Return: +1.9%

My Notes

"Management noted, 'We are seeing a resurgence in last-minute travel demand as consumers seek flexibility and value.'"
Moat: Lastminute.com has a moderate moat due to its established brand and user-friendly platform, but faces significant competition.
value - the company is currently undervalued based on its price-to-sales ratio…
Higher interest rates can dampen consumer spending on travel, as financing costs for discretionary spending increase.
Watch on earnings: Consumer sentiment (UMCSENT), Retail sales growth (RSXFS), Brent crude oil price (DCOILBRENTEU).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $377M to $406M as increased partnerships with budget airlines could lead to a 15% increase in flight bookings over the next quarter.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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