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The Markets
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Burberry targets lifted as analysts eye sequential progress

Burberry Group PLC (LSE:BRBY) has seen a modest uplift in broker expectations after analysts at Deutsche Bank highlighted signs of sequential progress in the company’s strategy.

The German bank's London-based analysts nudged up their price target to 1550p from 1500p and repeated a 'Buy' rating.

DB said inventory is lower, full-price sales are improving, and cost efficiencies are taking hold.

It added that the brand is gaining momentum, with clearer messaging supporting stronger sell-through across outerwear and scarves and spreading into other categories.

The first-half performance delivered a small beat, helped by stronger constant-FX sales. The wholesale order book was described as encouraging, with brand partners increasing commitments after recent sell-through trends.

The broker noted management's confidence in a step-up in constant-FX sales in the second half, together with October trading of about 2%, which DB said had provided reassurance.

Forecasts have been nudged higher. The broker lifted its FY26 EBIT estimate by one per cent to £150 million and raised its FY27 estimate by seven per cent to £264 million.

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