14/07/2026 09:47

Breville Group Limited (ASX: BRG) $31.23

The Breville CEO sale is a more interesting tale. CEO Jim Clayton sold approximately 218,000 shares at an average price of $32.46 in September 2025, for just over $7mn — a disposal representing a meaningful 52% of his entire holding. The timing proved well-timed for Clayton, with the stock quickly declining ~18%. The shares have continued weakening through the first half of 2026, trading in a large $24–$29 range, well below where the CEO cashed out.

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29/04/2025 09:40

Breville Group (BRG) $27.66

Electrical appliance manufacturer BRG has struggled in 2025, falling over 37% from its January high. There are two significant reasons for this year's underperformance.

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07/03/2025 09:23

Breville Group (BRG) $32.86

The electrical consumer appliance business has corrected almost three times the ASX; BRG was looking good when it reported last month, except for the unknown impact of tariffs, i.e. almost 50% of BRG’s revenue came from the Americas in 2024.

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11/02/2025 17:06

Breville Group (BRG) $36.89

BRG –2.2%: Reported well, flagged solid topline momentum into 2H25 however still moved lower, a trend we have seen in growth names with stretchy valuations this reporting season. 

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13/02/2024 16:46

Breville Group (BRG) $25.00

BRG -8.49%: the appliance manufacturer reported a softer-than-expected set of first-half numbers today, Revenue of $906m missing expectations by 5%& Profit around a 2% miss to consensus.

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03/08/2023 09:39

Breville Group Ltd (BRG) $23.12

Appliance business BRG was the market’s 2nd best performer yesterday advancing +1.6% amongst a sea of red. The stock has been in a fairly tight range for more than a year and we can’t see that changing ahead of its earnings report on the 21st.

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06/06/2023 09:36

Breville Group Ltd (BRG) $19.90

Household name Breville (BRG) was a very popular stock post-COVID but it’s fallen over the last 18 months as the appliance manufacturer has struggled to deliver on revenue with weakness in Europe, the Middle East and Africa as the contribution out of Ukraine constrained sales. Unlike NEC Breville doesn’t reward patient investors as it only yields ~2%, less than the bank! • We see no hurry to pick the turnaround time for BRG, especially as in our opinion it’s not cheap trading above 26x 2023 estimated earnings.

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14/02/2023 16:55

Breville Group (BRG) $20.68

BRG -4.7%: a mixed set of results for the appliance manufacturer today with the market focussing on the negatives. Revenue was a big miss on weak Europe, Middle East and Africa (EMEA).

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23/12/2022 09:17

Breville Group (BRG) $18.66

Electrical consumer manufacturer BRG delivered a solid result back in August but the concerns towards consumer spending, with a recession likely to be looming in 2023/4, have weighed heavily on the stock with its valuation slipping to 23.1x FY23 earnings i.e. still not overly cheap and a one days +3.6% bounce isn’t garnering our attention.

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23/08/2022 17:34

Breville (BRG) $21.45

BRG -0.09%: Mostly an inline result across key metrics, profit up 16% was good with the Americas strong and getting better in the 2H, but weakness elsewhere. They do have an elevated inventory position that we knew about, although it does seem particularly high. They stressed that their products are not seasonal and will not need to be discounted in future. A solid update nonetheless but a few moving parts here ATM.

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