WINA Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

03
Kurs $297.69
Marktkapitalisierung (MRQ) $1.07B
P/E (TTM) 27.0
EPS (TTM) $11.01
Umsatz (TTM) $87M
Dividendenrendite 4.6%
ROE (TTM) -109.4%
52W-Spanne $280–$527

WINA Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

04
Spanne
Balken

Die Balkengranularität passt sich der ausgewählten Periode an – bewegen Sie den Mauszeiger über das Diagramm, um Eröffnungs-/Höchst-/Tiefst-/Schlusskurse für einen Balken anzuzeigen.

Über Winmark Corporation - Common Stock Unternehmensübersicht von Wikipedia

05 · wikidata

Winmark Corporation is an American franchisor of five retail businesses that specialize in buying and selling used goods. The company is based in Minneapolis, Minnesota. Winmark was founded in 1988 as Play It Again Sports Franchise Corporation by Ron Olson and Jeffrey Dahlberg after they purchased the Play It Again Sports franchise rights from Martha Morris. They renamed the company to Grow Biz International Inc. in June 1993. Grow Biz went public in August 1993. In 2000, John Morgan replaced Dahlberg as CEO and renamed the company to Winmark in 2001. Morgan rescued Winmark from the verge of bankruptcy by selling financially failing franchise concepts and stores and replacing the management team. The company's strategy was to move from owning stores itself to having franchisees own all the stores.

Winmark Corporation owns five franchise-based retail companies that focus on used goods: Music Go Round (musical instruments), Once Upon a Child (children's clothes and toys), Plato's Closet (adolescent and young adult clothes), Play It Again Sports (sports equipment), and Style Encore (women's clothing). Winmark also owned but subsequently sold four franchise-based retailed companies: Computer Renaissance (computer equipment), Disc Go Round (CDs), It's About Game (computer games and video games), and ReTool (tools). Its subsidiary Wirth Business Credit is a small-business supplies leasing company.

Around 2013, research company IBISWorld reported that in the used goods outlet market, Goodwill Industries was first with a 21.5% share, Winmark was second with nearly 6%, and The Salvation Army was third with nearly 4%. In 2016, Winmark had a $1 billion market share in the $17 billion resell industry through its 1,170 franchisees.

History

Ron Olson and Jeffrey Dahlberg started a consulting firm, Franchise Business Systems, in 1986. Olson had been the president of R.J. Brandon Galleries and Dahlberg had been the chief executive officer of his father Kenneth H. Dahlberg's company, Dahlberg Inc. (now Miracle-Ear). Martha Morris was an initial customer of Olson and Dahlberg's consulting company. Morris, who started Play It Again Sports in 1983 in Uptown, Minneapolis, had purchased camping and backpacking supplies, found out she was not interested in camping, and decided to sell her used goods. She had attempted to sell a costly, lightly used backpack through making ads and visiting a sports shop, where an employee told her, "We don't sell used equipment." Morris decided to start her own store since she believed other people might have used sports equipment they would like to sell.

Morris expressed a desire to make her idea a franchise. Although Olson and Dahlberg were first concerned about the idea's outlook for success, their worries disappeared after they dropped by her outlet a Saturday morning and found a line of 10 customers before Morris' store had even opened. Their strategy to captivate franchisees was to add urbanity to something they called a "garage sale-looking environment" but not harm the initial idea. Olson and Dahlberg quickly realized they preferred to be the owners of a company instead of be advisers. Morris sold her Play It Again Sports franchise rights to Olson and Dahlberg in 1988. She sold her stores to them in 1990. Play It Again Sports became Winmark's first division.

The company was incorporated as Play It Again Sports Franchise Corporation in 1988 and was renamed to Grow Biz International Inc. in June 1993. It went public in August 1993. The company was listed on NASDAQ as GBIZ; it is now listed on NASDAQ as WINA. In 1995, a significant number of the company's franchises were on Entrepreneur's annual "Franchise 500" list. In 2001, Grow Biz was renamed to Winmark Corporation. Winmark Corporation is based in Minneapolis, Minnesota.

In March 2000, John Morgan took over as CEO from Jeff Dahlberg. By a year after joining the company as CEO, Morgan rescued Winmark from the precipice of bankruptcy by introducing stringent review of franchisee finances, shuttering failing Play It Again Sports stores, and appointing his own people to executive and board positions. Morgan chose Steve Briggs, who had been at Valspar, as the company's president. He selected as board members Kirk MacKenzie, whom he had worked with at Winthrop Resources, and Paul Reyelts, the chief financial officer at Valspar. In June 2000, Winmark sold its corporate headquarters building to Koch Trucking. The company had lost $350,700 in 2000; in 2001, it had a net income of $3.2 million. Morgan said in a 2009 interview with the Star Tribune about the state of Winmark before he joined, "The company was very good at selling franchises, but it was still losing money." Around 2002, Winmark sold the franchises Retool, Computer Renaissance and Disc-Go-Round.

In 2011, Winmark was ranked the 11th company on Forbes's "The Top 20 Small Public Companies In America". Around 2013, research company IBISWorld found that in the used goods outlet market, Goodwill Industries was first with a 21.5% share, Winmark was second with nearly 6%, and The Salvation Army was third with nearly 4%. In 2016, the company had a $1 billion market share in the $17 billion resell industry through its 1,170 franchisees.

In February 2016, President Brett Heffes was chosen as Winmark's next CEO, succeeding John Morgan, who became the executive chairman. According to a 2014 article in The Toronto Star, Morgan holds the most shares in the company.

Franchises

Winmark Corporation owns five franchise-based retail companies that focus on used goods: Music Go Round (musical instruments), Once Upon a Child (children's clothes and toys), Plato's Closet (adolescent and young adult clothes), Play It Again Sports (sports equipment), and Style Encore (women's clothing). Winmark sold four franchise-based retailed companies: Computer Renaissance (computer equipment), Disc Go Round (CDs), It's About Game (computer games and video games), and ReTool (tools).

The cost to become a franchisee in 2009 was $25,000 and five percent of the franchisee's gross revenue. Franchisees further are required to pay Winmark for advertising and miscellaneous assistance. Although Winmark's contract with franchisees does not allot them territories, the contract ensures that any rival outlets must be located five or more miles away.

Despite Winmark's specializing in used goods, its stores sell new goods too. Through its many stores, Winmark uses its buying power to negotiate competitive prices for the stores' new goods. It also teaches franchisees about the used goods industry and offers pricing software to establish standards for the used goods they purchase.

Between 2006 and 2010, Winmark started around 50 stores annually. In 2013, Winmark had over 1,000 franchised stores—none of which it owned—that in total had sales of over $900 million.

Current franchises

Music Go Round

Music Go Round purchases, sells, and exchanges used musical instruments and paraphernalia. Founded as Hi-Tech Consignments in Minneapolis by Bill Shell in 1986, Winmark purchased it in 1993 and renamed it to Music Go Round. In 2009, roughly 30% of Music Go Round's musical instruments purchased were new. In 2011, it had 35 locations in the United States. In 2010, the complete cost to start a Music Go Round was $300,000 and the average yearly sales were between $650,000 and $725,000.

Once Upon a Child

Once Upon a Child purchases and sells used children's attire and toys. The first Once Upon a Child store was opened in 1985 in Perrysburg, Ohio, by Dennis and Lynn Blum in 1985 after they observed Goodwill Industries accepting and selling used baby attire. Prior to opening a store, Lynn Blum had been selling her three sons' and friends' and neighbors' clothing in a garage sale from her house every week. Her husband resigned from his employment in 1989 to work with Lynn . Winmark purchased the company in 1992. In 2009, roughly 10% of Once Upon a Child's children's attire and playthings purchased were new. In 2011, it had 240 locations in the United States and 24 in Canada. In 2010, the complete cost to start a Once Upon a Child was between $200,000 and $250,000 and the average yearly sales were between $650,000 and $725,000.

Plato's Closet

Plato's Closet purchases and sells used brand name teenager and young adult clothing, shoes, and accessories. It focuses on clothes for people ages 12 to 24. Winmark purchased Plato's Closet from Dennis and Lynn Blum, the founders of Once Upon a Child, in 1998. The store's name was inspired by a Blum son's schoolwork about Plato who had been an early advocate of recycling, which paralleled the aim to recycle used clothes. In 2011, there were over 280 franchisees in the United States and Canada. In 2010, the complete cost to start a Plato's Closet was between $200,000 and $250,000 and the average yearly sales were $825,000.

A 2001 article in the Star Tribune noted that Plato's Closet in 2001 stocked up on brand names such as Abercrombie & Fitch, Gap Inc., Silver Jeans Co., Sean John, Express, Inc., and Dr. Martens that they sold at a markdown of between 50% and 75%. Unlike consignment shops, Plato's Closet pays sellers on the spot. Used clothes are purchased at between 30% and 40% of what Plato's Closet intends to sell them at. In a 2009 interview with Star Tribune, CEO John Morgan said Plato's Closet did the best during the Great Recession among Winmark's franchises because people were more likely to sell used clothing to make money and to buy used clothing to save money.

Play It Again Sports

Play It Again Sports purchases and sells used sports goods and is Winmark's largest chain. Roughly 70% of Play It Again Sports' sports equipment is new. In 2011, it had over 330 locations in the United States and Canada. In 2010, the complete cost to start a Play It Again Sports was $300,000 and the average yearly sales were between $650,000 and $725,000.

Style Encore

Style Encore buys and sells used women's and men's clothing. In January 2013, Winmark announced that it would start a new franchise, Style Encore, that would focus on used women's clothing. The first store opened in Texas in August 2013. Style Encore immediately pays cash to people looking to sell used women's and men's attire, footwear, handbags, and jewelry.

Former franchises

Computer Renaissance

Computer Renaissance bought and sold new and used computer supplies such as computers, computer memory, computer monitors, and printers. The store also sold computer games and books and helped customers build custom computers. Computer Renaissance was started in 1993. On July 7, 2000, Winmark sold Computer Renaissance, which had 209 stores, to Jack Hollis' Hollis Technologies LLC in Lakeland, Florida, for $3 million. Hollis had been a Computer Renaissance franchisee. CEO John Morgan stated that the business was spun off as unlike durable products like musical instruments and sporting goods that always have a strong resale market, Computer Renaissance's used equipment and software had a lower resale value due to the era's rapidly-changing technology.

Disc Go Round

Disc Go Round bought and sold new and used compact discs (CDs). In July 1994, Winmark spent $2.3 million to purchase CDX Audio, which used the name CD Exchange in Green Bay, Wisconsin. When Winmark purchased the company, it had 42 stores. Winmark renamed the used CD store to Disc Go Round because they could not nationally trademark the name "CD Exchange". The outlet had an electronic system that recorded all the CDs a store had so customers did not have to browse the shelves trying to determine whether a particular CD was present. Disc Go Around also had "listening stations" for customers to listen to CDs. Winmark sold Disc Go Round, which had increased to 137 stores, to CD Warehouse on June 26, 1998, for $7.4 million.

It's About Games

It's About Games bought and sold used PC games, video games, and board games. It was founded in Cleveland as Video Game Exchange in 1990 and grew to 83 stores by the end of 1994, but its excessive expansion resulted in a Chapter 11 bankruptcy in February 1995 and the closure of half its stores. Winmark spent roughly $6.8 million to acquire Video Game Exchange in 1997 and renamed it to It's About Games. It's About Games locations were largely in Ohio, Pennsylvania, Kentucky, Georgia and Maryland. It made money for Winmark until 1998. During its last year under Winmark management, It's About Games lost $3.4 million due to excessive inventory, a buggy computer system, poorly chosen products, and improperly trained employees. Winmark owned 60 of the 64 It's About Games stores in the franchise and would have been profitable without It's About Games. Winmark sold or closed all its It's About Games stores in 1999 to reduce losses. Winmark also aimed to cut down on the number of stores it owned because it wanted to focus on franchisee-owned stores.

ReTool

ReTool bought and sold used tools. Winmark opened the first ReTool on November 10, 1999, in Chicago. Roughly 65% of ReTool's goods were purchased from people, while the remainder was purchased from factories that produced too many tools or from closing businesses. CEO John Morgan said in an October 2000 interview that many people did not sell tools they did not use so it was hard to accumulate used tools at ReTool. Winmark sold ReTool around 2002.

Subsidiaries

Wirth Business Credit

Wirth Business Credit is a small-business supplies leasing company owned by Winmark. In a 2008 interview with the Star Tribune, CEO John Morgan said Winmark plowed the $9 million to $10 million in profit from its franchisees into Wirth Business Credit because they believed leasing supplies will become a profitable business even though the current growth had been slow. In 2008, there were 27 Wirth Business Credit franchises.

In 2004, Winmark created Winmark Business Solutions, a website for small businesses owners. Winmark Business Solutions was intended to help franchisees and clients of Wirth Business Credit. The website hosted 6,000 pages related to business such as how to found a company and how to sell a company. It had a forum for people to discuss small business issues and its articles also discussed finance, insurance, and technology topics with a focus on business.

Quelle: Wikipedia (Englisch), CC BY-SA 4.0 · Auf Wikipedia ansehen ↗

Wikidata ↗

SektorRetail BrancheRetail Mitarbeiter87 LandUS

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

06
Umsatz$86M
2016-12-31 → 2025-12-27
EPS$11.30
2016-12-31 → 2025-12-27
Freier Cashflow$45M
2016-12-31 → 2025-12-27
Nettogewinnmarge47.1%
2018-12-29 → 2025-12-27
Bewertung & Kennzahlen 07–12

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl 5-Jahres-Trend WINA 5-Jahres-Durchschnitt Peer-Median Fazit
P/E (TTM) 27.05-Jahres-Durchschnitt ≈31.0 ≈31.0 19.9 Überbewertet
P/S (TTM) 12.35-Jahres-Durchschnitt ≈14.6 ≈14.6 0.6 Überbewertet
K/B (MRQ) -28.45-Jahres-Durchschnitt ≈-23.0 ≈-23.0 · ·
Kurs / FCF (TTM) 24.75-Jahres-Durchschnitt ≈27.2 ≈27.2 · ·
Kurs / Cashflow (TTM) 24.65-Jahres-Durchschnitt ≈27.1 ≈27.1 8.0 Überbewertet
Kurs / Materieller Buchwert (MRQ) -26.9 · · ·
PEG Ratio (PEG-Ratio) ≈3.4 · · ·

Der Median der Vergleichsgruppe wird pro Kennzahl standardisiert berechnet und stimmt möglicherweise nicht immer mit der für diese Aktie angezeigten TTM/MRQ-Basis überein.

Wert · ≈ 5-Jahres-Durchschnitt · Branchenmedian · Urteil relativ zum Median

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

13
Dividendenrendite4.6%
Ausschüttungsquote117.9%
Annualisierte Auszahlung≈$4.08Vierteljährlich bezahlt
5J Div CAGR≈30.9%Pro Aktie, bereinigt um Aktiensplits
Wachstumsphase≈5Aufeinanderfolgende Jahre mit Dividendenwachstum
Ex-DatumBetragWährungRendite
Aug 12, 2026$1,02USD≈4.0%
Mai 13, 2026$1,02USD≈3.9%
Feb 11, 2026$0,96USD≈3.2%
Nov 12, 2025$10,96USD≈5.3%
Aug 13, 2025$0,96USD≈2.7%
Mai 14, 2025$0,96USD≈2.7%
Feb 12, 2025$0,90USD≈2.9%
Nov 13, 2024$8,40USD≈2.8%
Aug 14, 2024$0,90USD≈3.5%
Mai 14, 2024$0,90USD≈3.4%
Feb 13, 2024$0,80USD≈3.4%
Nov 14, 2023$10,20USD≈2.8%
Aug 15, 2023$0,80USD≈1.6%
Mai 16, 2023$0,80USD≈1.8%
Feb 7, 2023$0,70USD≈2.2%
Nov 8, 2022$3,70USD≈5.5%
Aug 9, 2022$0,70USD≈4.6%
Mai 10, 2022$0,70USD≈4.6%
Feb 8, 2022$0,45USD≈4.3%
Nov 9, 2021$7,95USD≈3.6%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

14
Durchschn. Überraschung -6.6%
Nächster Bericht Okt 13, 2026
ZeitraumBerichtEPS ActualEPS est.Überraschung
30. Juni 2026 Jul 13, 2026 $2.81 $3.20 -12.3%
31. März 2026 $2.50 $2.75 -9.2%
31. Dezember 2025 $2.69 $2.84 -5.1%
30. September 2025 $3.02 $3.28 -8.1%
30. Juni 2025 $2.89 $2.94 -1.6%
31. März 2025 $2.71 $2.79 -3.0%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

15
Gewinn- und Verlustrechnung 13
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue $86M$81M$83M$81M$78M$66M$73M$73M$70M$67M$69M$61M
Cost of Revenue $3M$3M$4M$4M$3M$2M$2M$3M$2M$2M$3M$3M
SG&A Expense $28M$25M$25M$23M$22M$21M$26M$26M$25M$24M$24M$24M
Operating Income $55M$53M$53M$54M$51M$40M$43M$42M$39M$38M$37M$33M
Interest Expense ··$3M$3M$1M$2M$2M$2M$2M$2M$2M$484.5K
Pretax Income $53M$51M$51M$51M$50M$39M$41M$39M$36M$36M$35M$33M
Income Tax $11M$11M$11M$11M$10M$9M$9M$9M$12M$14M$13M$13M
Net Income $42M$40M$40M$39M$40M$30M$32M$30M$25M$22M··
EPS (Basic) $11.73$11.36$11.55$11.30$10.87$8.02$8.37$7.77$6.06$5.37$4.89$3.96
EPS (Diluted) $11.30$10.89$11.04$10.97$10.48$7.72$7.84$7.26$5.66$5.11$4.69$3.85
Shares (Basic) 3,549,7533,516,1223,479,9363,487,7323,671,9803,719,4853,840,6383,874,7574,056,0494,122,8544,458,9275,069,391
Shares (Diluted) 3,685,4573,667,4793,640,5243,592,4563,810,4803,863,2644,100,6294,149,7794,339,9444,330,4904,651,5275,216,914
EBITDA $55M$54M$54M$54M$52M$41M$44M$42M$39M$39M$38M$33M
Bilanz 26
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $10M$12M$13M$14M$11M$7M$25M$2M$1M$1M$1M$2M
Receivables $1M$1M$1M$1M$1M$2M$2M$2M$9.8K$12.2K$7.6K$18.0K
Inventory $362.5K$397.6K$386.1K$770.6K$325.2K$106.6K$86.0K$107.6K$97.1K$87.5K$45.2K$93.5K
Prepaid Expense $1M$1M$1M$1M$1M$995.2K$968.1K$901.6K$901.6K$1M$677.8K$467.4K
Current Assets $14M$15M$17M$18M$17M$18M$41M$24M$21M$23M$24M$28M
PP&E (Net) $1M$1M$2M$2M$2M$2M$3M$866.2K$486.8K$769.6K$1M$1M
Accum. Depreciation $5M$4M$5M$5M$4M$4M$4M$4M$4M$4M$3M$3M
Goodwill $607.5K$607.5K$607.5K$607.5K$607.5K$607.5K$607.5K$607.5K$607.5K$607.5K$607.5K$607.5K
Intangibles $2M$3M$3M$3M········
Other Non-current Assets $506.4K$491.2K$471.3K$429.7K$418.3K$435.9K$492.5K$482.6K$350.4K·$607.5K$677.5K
Total Assets $25M$27M$29M$30M$27M$31M$62M$47M$49M$49M$47M$55M
Accounts Payable $2M$2M$2M$2M$2M$2M$1M$1M$2M$2M$2M$2M
Accrued Liabilities $2M$2M$3M$3M$2M$3M$3M$3M$2M$2M$2M$2M
Short-term Debt ··$4M$4M$4M$4M$4M$3M$3M$2M$2M·
Current Liabilities $6M$5M$10M$11M$10M$11M$12M$12M$9M$7M$8M$25M
Capital Leases $2M$3M$4M$4M$5M$5M$6M·····
Deferred Tax ·······$1M$320.5K$3M$4M$6M
Other Non-current Liabilities $2M$2M$1M$1M$954.8K$773.2K$1M$1M$845.0K$993.6K$1M$1M
Long-term Debt ····$48M$22M$26M·····
Total Debt ··$4M$4M$4M$4M$4M$3M$3M$2M$2M·
Common Stock $20M$15M$8M$2M·$9M$12M$4M$1M$3M$406.5K$422.4K
Retained Earnings $-73M$-66M$-67M$-63M$-39M$-21M$519.0K$-9M$-37M$-11M$-31M$21M
AOCI ·········$-9.9K$-32.9K$-37.1K
Stockholders' Equity $-54M$-51M$-59M$-62M$-39M$-11M$12M$-5M$-36M$-13M$-31M$22M
Liabilities + Equity $25M$27M$29M$30M$27M$31M$62M$47M$49M$49M$47M$55M
Shares Outstanding 3,571,8613,539,7443,496,9773,459,6733,635,8063,756,0283,947,8583,907,6863,843,0784,165,7694,124,7674,998,512
Cashflow 16
Kennzahl Trend 202520242023202220212020201920182017201620152014
D&A $746.7K$799.3K$772.7K$603.1K$430.6K$484.7K$400.1K$314.1K$355.4K$420.5K$432.6K$412.0K
Stock-based Comp $2M$2M$2M$2M$1M$1M$2M$2M$2M$2M$2M$1M
Deferred Tax $-195.6K$-159.3K$-512.1K$-287.7K$-1M$-1M$-2M$827.8K$-479.1K$-326.0K$-2M$111.9K
Amort. of Intangibles $354.0K$354.0K$354.0K$191.7K········
Other Non-cash $408.4K$-424.3K$2M$2M$8M$13M$18M$2M····
Operating Cash Flow $45M$42M$44M$44M$48M$43M$51M$35M$25M$26M$22M$18M
CapEx $192.3K$194.9K$383.9K$139.1K$74.7K$45.1K$169.4K$693.5K$72.6K$68.6K$133.9K$452.4K
Investing Cash Flow $-192.3K$-194.9K$-383.9K$-4M$-283.1K$-4M$-9M$453.9K$85.2K$-3M$4M·
Stock Repurchased $2M··$49M$44M$49M$24M$2M$50M$2M$75M$12M
Net Stock Activity $-2M··$-49M$-44M$-49M$-24M$-2M$-50M$-2M$-75M$-12M
Dividends Paid $49M$39M$44M$19M$33M$14M$3M$2M$2M$2M$1M$27M
Financing Cash Flow $-47M$-43M$-44M$-38M$-43M$-58M$-19M$-34M$-25M$-23M$-28M·
Net Change in Cash $-2M$-1M$-294.1K$2M$5M$-18M$23M$1M$-129.7K$261.2K$-1M·
Taxes Paid $12M$11M$11M$11M$12M$10M$11M$7M$14M$12M··
Free Cash Flow $45M$42M$44M$44M$48M$43M$50M$34M$25M$26M$22M$18M
Levered FCF ··$41M$41M$47M$42M$49M$32M$23M$24M$21M$17M
Rentabilität 7
Kennzahl Trend 202520242023202220212020201920182017201620152014
Operating Margin 63.4%65.1%64.0%65.8%65.6%60.9%58.8%57.6%55.6%57.5%53.4%54.0%
Net Margin 48.4%49.1%48.3%48.4%51.0%45.1%43.9%41.5%····
Pretax Margin 61.8%63.0%61.7%62.4%63.8%58.3%56.6%54.2%52.2%54.0%50.7%53.3%
EBITDA Margin 64.3%66.1%64.9%66.6%66.2%61.6%59.4%58.0%56.1%58.2%54.0%54.7%
ROA 161.1%143.2%135.2%137.5%137.1%64.0%59.3%63.1%····
ROE -92.0%-94.2%-85.7%-64.6%-153.9%-295.1%689.7%-364.8%····
ROIC -79.7%-80.9%-75.9%-72.5%-117.9%-435.9%206.6%-2036.9%-95.3%-403.8%-80.0%94.2%
Liquidität & Solvenz 4
Kennzahl Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.53.01.61.71.71.63.51.92.33.13.31.0
Quick Ratio 2.12.71.41.41.30.72.20.20.10.20.10.1
Debt / Equity ··-0.1-0.1-0.1-0.40.3-0.7-0.1-0.3-0.1·
Interest Coverage ··17.218.435.323.124.917.116.416.320.668.2
Effizienz 3
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 3.32.92.82.82.71.41.41.51.41.41.51.1
Inventory Turnover 8.28.67.76.813.621.825.526.826.431.738.327.5
Receivables Turnover 61.057.857.164.158.340.645.54916.06340.56725.35425.63427.4
Pro Aktie 6
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share $-15.03$-14.42$-17.10$-17.81$-10.75$-3.03$3.15$-1.23$-7.98$-1.88$-7.44$4.32
Revenue / Share $23.35$22.16$22.87$22.66$20.53$17.10$17.88$17.47$16.07$15.37$14.93$11.73
Cash Flow / Share $12.18$11.50$12.08$12.19$12.69$11.19$12.35$8.42$5.80$5.93$4.79$3.45
Cash / Share $2.88$3.44$3.86$3.94$3.14$1.77$6.37$0.64$0.28$0.30$0.24$0.42
Dividend / Share ··$3.10$2.55$1.60$0.80$0.90$0.56$0.43$0.37$0.27$0.23
EPS (TTM) $11.30$10.89$11.04$10.97$10.48$7.72$7.84$7.26$5.66$5.11$4.69$3.85
Wachstumsraten 10
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5.9%-2.4%2.2%4.1%18.4%·······
Revenue CAGR 3Y 1.9%1.3%8.0%·········
Revenue CAGR 5Y 5.4%···········
EPS YoY 3.8%-1.4%0.64%4.7%35.8%·······
EPS CAGR 3Y 0.99%1.3%12.7%·········
EPS CAGR 5Y 7.9%···········
Net Income YoY 4.2%-0.56%1.9%-1.2%33.9%·······
Net Income CAGR 3Y 1.8%0.03%10.4%·········
Net Income CAGR 5Y 6.9%···········
Dividends Paid CAGR 5Y 28.1%···········
Bewertung (TTM) 16
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM $86M$81M$83M$81M$78M$66M$73M$73M$70M$67M$69M$61M
Net Income TTM $42M$40M$40M$39M$40M$30M$32M$30M$25M$22M··
Market Cap $1.47B$1.40B$1.44B$816M$879M$691M$775M$621M$497M$526M$379M$418M
Enterprise Value ··$1.44B$806M$872M$689M$753M$622M$499M$526M$380M·
P/E 36.336.437.821.523.123.825.021.922.924.719.621.7
P/S 17.017.317.410.011.210.510.68.67.17.95.56.8
P/B -27.3-27.5-24.4-13.2-22.5-60.762.2-129.1-16.2-66.9-12.419.3
P / Cash Flow 32.633.332.818.618.216.015.317.819.820.517.023.2
P / FCF 32.833.433.118.718.216.015.318.119.820.517.123.8
EV / EBITDA ··26.614.916.816.917.314.812.813.610.1·
EV / FCF ··32.918.518.116.014.918.219.920.617.2·
EV / Revenue ··17.29.911.210.410.38.67.27.95.5·
Dividend Yield 3.4%2.8%3.0%2.4%3.8%2.1%0.45%0.35%0.35%0.29%0.32%6.5%
Earnings Yield 2.8%2.8%2.6%4.7%4.3%4.2%4.0%4.6%4.4%4.0%5.1%4.6%
Payout Ratio 117.9%97.3%108.7%48.9%83.1%47.7%10.7%7.2%····
Annual Payout $49M$39M$44M$19M$33M$14M$3M$2M$2M$2M$1M$27M

Aktuellster Zeitraum links · fehlende Werte werden als · angezeigt

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

16
Kennzahl 2025-12-272024-12-282023-12-302022-12-312021-12-25
Umsatz $86M $81M $83M $81M $78M
Betriebsgewinnmarge % 63.4% 65.1% 64.0% 65.8% 65.6%
Nettoergebnis $42M $40M $40M $39M $40M
Verwässerte EPS $11.30 $10.89 $11.04 $10.97 $10.48

Institutionelle Eigentümer (13F) 229 Einreicher · $1.4B gesamt · Stand 30. September 2026

17

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Inhaber 229
Gehaltener Wert $1.4B
Neue Positionen 20
Geschlossene Positionen 32
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
20 (-27 vs. Vorquartal) 32 (0 vs. Vorquartal) 86 (+2 vs. Vorquartal) 72 (+6 vs. Vorquartal) -28K

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
BlackRock, Inc. $207.212.325 489.771 14,56% Aktien
NEUBERGER BERMAN GROUP LLC $121.249.228 286.587 8,52% Aktien
RENAISSANCE TECHNOLOGIES LLC $86.482.629 204.412 6,08% Aktien
VANGUARD GROUP INC $75.655.751 186.832 5,32% Aktien
FIRST TRUST ADVISORS LP $74.242.501 175.481 5,22% Aktien
AltraVue Capital, LLC $72.923.355 172.363 5,12% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $59.202.431 139.932 4,16% Aktien
STATE STREET CORP $55.152.709 130.360 3,87% Aktien
JACOBS LEVY EQUITY MANAGEMENT, INC $39.050.284 92.300 2,74% Aktien
Fisher Asset Management, LLC $39.011.360 92.208 2,74% Aktien
Port Capital LLC $36.709.382 86.767 2,58% Aktien
GEODE CAPITAL MANAGEMENT, LLC $36.400.702 86.022 2,56% Aktien
Nine Ten Capital Management LLC $35.400.000 83.671 2,49% Aktien
DIMENSIONAL FUND ADVISORS LP $31.095.360 73.501 2,18% Aktien
ALLIANCEBERNSTEIN L.P. $26.883.489 62.878 1,89% Aktien
Copeland Capital Management, LLC $26.679.235 63.059 1,87% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $25.183.414 59.524 1,77% Aktien
Select Equity Group, L.P. $21.547.041 50.929 1,51% Aktien
Rockefeller Capital Management L.P. $17.831.297 42.145 1,25% Aktien
NORTHERN TRUST CORP $16.098.194 38.050 1,13% Aktien
GOLDMAN SACHS GROUP INC $15.534.651 36.718 1,09% Aktien
MORGAN STANLEY $15.228.010 35.992 1,07% Aktien
CONGRESS ASSET MANAGEMENT CO $14.630.470 34.581 1,03% Aktien
Bank of New York Mellon Corp $13.318.933 31.481 0,94% Aktien
Allspring Global Investments Holdings, LLC $12.287.512 29.043 0,86% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $11.383.390 26.906 0,80% Aktien
SCHWARTZ INVESTMENT COUNSEL INC $11.372.390 26.880 0,80% Aktien
VICTORY CAPITAL MANAGEMENT INC $9.081.412 21.465 0,64% Aktien
ENVESTNET ASSET MANAGEMENT INC $8.886.334 21.004 0,62% Aktien
KENNEDY CAPITAL MANAGEMENT LLC $8.479.792 20.043 0,60% Aktien
VANGUARD FIDUCIARY TRUST CO $8.426.061 19.916 0,59% Aktien
RAYMOND JAMES FINANCIAL INC $8.343.983 19.722 0,59% Aktien
Legato Capital Management LLC $7.583.709 17.925 0,53% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $7.359.477 17.395 0,52% Aktien
Balyasny Asset Management L.P. $6.599.202 15.598 0,46% Aktien
BANK OF AMERICA CORP /DE/ $6.524.215 15.421 0,46% Aktien
AMERIPRISE FINANCIAL INC $6.135.506 14.502 0,43% Aktien
PRINCIPAL FINANCIAL GROUP INC $6.072.468 14.353 0,43% Aktien
Vest Financial, LLC $5.481.848 12.957 0,39% Aktien
Aptus Capital Advisors, LLC $5.153.537 12.181 0,36% Aktien
Public Sector Pension Investment Board $4.320.070 10.211 0,30% Aktien
RHUMBLINE ADVISERS $4.236.709 10.014 0,30% Aktien
Creative Planning $3.943.225 9.320 0,28% Aktien
WELLS FARGO & COMPANY/MN $3.896.132 9.209 0,27% Aktien
Russell Investments Group, Ltd. $3.618.764 8.552 0,25% Aktien
UBS Group AG $3.555.141 8.403 0,25% Aktien
Vident Advisory, LLC $3.533.564 8.352 0,25% Aktien
AQR CAPITAL MANAGEMENT LLC $3.363.149 7.949 0,24% Aktien
Nuveen, LLC $3.271.678 7.733 0,23% Aktien
ROYAL BANK OF CANADA $3.214.000 7.598 0,23% Aktien

Alle 229 institutionellen Eigentümer anzeigen →

Aktivisten & 5%+-Eigentümer 13 Beteiligungen

18

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
John L. Morgan ×12 Einreichungen 17. Januar 2020 · Erste Einreichung · SEC
Ronald G. Olson ×8 Einreichungen 13. Juni 2017 · Erste Einreichung · SEC
Farnam Street Partners, L.P., Farnam Street Capital, Inc., Raymond E. Cabillot, Peter O. Haeg ×2 Einreichungen 14. Dezember 2009 · Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter 23. Oktober 2008 · Erste Einreichung · SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 27. Juli 2005 · Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 16. Februar 2005 · Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 5. Oktober 2004 · Erste Einreichung Passive Anlage SEC
Winmark Corporation, John L. Morgan, Kirk A. MacKenzie, Rush River Group, LLC, Jack A. Norqual ×2 Einreichungen 12. Januar 2004 · Erste Einreichung · SEC
Nicht offengelegter meldender Beteiligter 13. März 2003 · Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 15. Oktober 2002 · Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter 13. Februar 2002 · Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter, Nicht offengelegter meldender Beteiligter 18. September 2001 · Erste Einreichung Passive Anlage SEC
Nicht offengelegter meldender Beteiligter 12. Februar 2001 · Erste Einreichung Passive Anlage SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Unternehmensinsider 32 Insider · 13 Führungskräfte · 17 Direktoren

19
Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Brett D Heffes CHAIR AND CEO 1. Juni 2026 A 114.400 0 0 $0
Anthony D Ishaug CHIEF FINANCIAL OFFICER 1. Juni 2026 A 69.776 0 0 $0
Steven Murphy President of Franchising 16. Dezember 2019 A 402 0 0 $0
Steven C Zola President, Winmark Capital 28. Juni 2019 S 54.090 0 0 $0
Stephen M Briggs President & COO 13. Dezember 2005 A 143.038 0 0 $0
Renae M. Gaudette CHIEF OPERATING OFFICER 1. Juni 2026 A 21.360 0 2 $-500.535
Lisa Schurke Hake CHIEF MARKETING OFFICER 1. Juni 2026 A · 0 0 $0
Leah A Goff VP OF HUMAN RESOURCES 14. März 2022 M 11.575 0 0 $0
John L Morgan Executive Chairman 29. März 2019 D 366.512 0 0 $0
Merry Beth Hovey VP of Marketing 13. Dezember 2012 A 3.199 0 0 $0
Catherine P Heaven VP and General Counsel 11. Dezember 2008 A · 0 0 $0
Mark T Hooley Vice President 1. Juni 2007 M 46.537 0 0 $0
Rebecca J Gayer VP of Franchise Mgmt 9. Juni 2005 M 39.487 0 0 $0
Percy C Tomlinson Jr Direktor 1. Juli 2026 M 4.500 0 1 $-764.463
Stephanie S. Hoppe Direktor 1. Juni 2026 A · 0 0 $0
Keith Credendino Direktor 1. Juni 2026 A · 0 0 $0
Amy C Becker Direktor 1. Juni 2026 A · 0 0 $0
Lawrence A Barbetta Direktor 1. Juni 2026 A 649 0 0 $0
Gina Decaro Sprenger Direktor 1. Juni 2026 A 250 0 0 $0
Philip Irving Smith Direktor 1. Juni 2026 A · 0 0 $0
Jenele C Grassle Direktor 4. März 2026 S 2.500 0 2 $-2.865.708
Mark L Wilson Direktor 11. Dezember 2023 A 3.788 0 0 $0
Paul C Reyelts Direktor 16. März 2023 S 3.887 0 0 $0
Kirk A Mackenzie Direktor 13. Dezember 2021 A 1.000 0 0 $0
Dean B Phillips Direktor 23. Januar 2014 S 0 0 0 $0
William D Dunlop Direktor 14. Dezember 2006 A 25.000 0 0 $0
Ronald G Olson 10%-Eigentümer 25. November 2024 S 146.335 0 0 $0
Nine Ten Capital Management LLC 10%-Eigentümer 1. November 2016 S 457.909 0 0 $0
Nine Ten Partners LP 10%-Eigentümer 7. September 2016 S 459.383 0 0 $0
Sheldon Fleck 10%-Eigentümer 27. November 2007 S 302.578 0 0 $0
Jeffrey K Dahlberg 10%-Eigentümer 12. Februar 2007 S 310.761 0 0 $0
Jack A Norqual 10%-Eigentümer 16. Mai 2006 D 0 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

ETF-Besitz Gehalten von 44 ETFs

20

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
SCOW · Pacer Funds Trust 0,84% 43 NS 31. Juli 2026 N-PORT
RETL · Direxion Shares ETF Trust 0,82% 686 NS 31. Juli 2026 N-PORT
OSCV · ETF Series Solutions 0,61% 12.827 NS 31. Juli 2026 N-PORT
ABLS · Abacus FCF ETF Trust 0,57% 8 NS 31. Juli 2026 N-PORT
CAFG · Pacer Funds Trust 0,48% 438 NS 31. Juli 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,48% 12.974 NS 31. Juli 2026 N-PORT
PSCD · Invesco Exchange-Traded Fund Trust … 0,40% 301 SH 1. Oktober 2026 Täglich
OMFS · Invesco Exchange-Traded Self-Indexe… 0,24% 2.080 SH 1. Oktober 2026 Täglich
IWC · iShares Trust 0,22% 10.374 SH 11. September 2026 Täglich
VIOG · VANGUARD ADMIRAL FUNDS 0,08% 2.016 SH 19. August 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS 0,08% 2.671 SH 19. August 2026 Täglich
FSMD · FIDELITY COVINGTON TRUST 0,07% 5.448 NS 31. Juli 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,07% 10.361 SH 19. August 2026 Täglich
VCR · VANGUARD WORLD FUND 0,07% 11.903 SH 19. August 2026 Täglich
VIOV · VANGUARD ADMIRAL FUNDS 0,06% 2.710 SH 19. August 2026 Täglich
FDIS · FIDELITY COVINGTON TRUST 0,06% 2.985 NS 31. Juli 2026 N-PORT
ESML · iShares Trust 0,05% 4.131 SH 11. September 2026 Täglich
VTWO · VANGUARD SCOTTSDALE FUNDS 0,04% 17.558 SH 19. August 2026 Täglich
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 802 NS 31. Juli 2026 N-PORT
RSSL · Global X Funds 0,03% 1.461 NS 31. Juli 2026 N-PORT
IWM · iShares Trust 0,03% 75.645 SH 11. September 2026 Täglich
DFAS · Dimensional ETF Trust 0,03% 11.712 NS 31. Juli 2026 N-PORT
ISCG · iShares Trust 0,02% 526 SH 11. September 2026 Täglich
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 1.274 SH 1. Oktober 2026 Täglich
WSML · iShares Trust 0,01% 221 SH 11. September 2026 Täglich
VXF · VANGUARD INDEX FUNDS 0,01% 34.266 SH 19. August 2026 Täglich
DCOR · Dimensional ETF Trust 0,01% 551 NS 31. Juli 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,01% 351 SH 1. Oktober 2026 Täglich
DFAC · Dimensional ETF Trust 0,00% 6.000 NS 31. Juli 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 231 NS 31. Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 776 NS 31. Juli 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 994 NS 31. Juli 2026 N-PORT
IWV · iShares Trust 0,00% 800 SH 4. September 2026 Täglich
ITOT · iShares Trust 0,00% 3.395 SH 8. September 2026 Täglich
DXUV · Dimensional ETF Trust 0,00% 4 NS 31. Juli 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 102.395 SH 19. August 2026 Täglich
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 246 SH 19. August 2026 Täglich
IJR · iShares Trust · 181.593 SH 10. September 2026 Täglich
IJT · iShares Trust · 16.005 SH 9. September 2026 Täglich
IJS · iShares Trust · 11.432 SH 8. September 2026 Täglich
IWN · iShares Trust · 28.610 SH 11. September 2026 Täglich
XJR · iShares Trust · 410 SH 31. August 2026 Täglich
ISCB · iShares Trust · 131 SH 11. September 2026 Täglich
ISCV · iShares Trust · 307 SH 11. September 2026 Täglich

WINA Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

21
Bewertung · 7 Analysten KAUF
Median-Ziel $545.00 +83,1%
2 28,6% Starker Kauf
4 57,1% Kauf
1 14,3% Halten
0 0,0% Verkauf
0 0,0% Starker Verkauf

12-Monats-Kursziel

1 Analysten · 2026-10-02

Mittelwert-Ziel $545.00 +83,1%

Tief$545.00 Mittelwert$545.00 Hoch$545.00

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

22

FY-Basis, Kurse zum Schlusskurs am Ende des letzten Geschäftsjahres jedes Unternehmens.

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
WINA $1.47B 36.3 5.9% 48.4% -92.0% ·
BBWI $4.38B 7.0 -0.22% 8.9% -48.7% 43.7%
WRBY · 2179.0 13.0% 0.19% 0.45% 54.0%
ASO $3.65B 10.1 2.0% 6.2% 17.7% 34.8%
SBH $1.59B 8.6 -0.42% 5.3% 26.2% 51.6%
EYE $2.06B 70.1 9.0% 1.5% 3.4% ·
HZO $554M -17.7 -5.0% -1.4% -3.3% 32.5%
UPBD $2.27B 14.0 8.7% 1.6% 11.1% 48.4%
WOOF · 89.3 -2.5% 0.15% 0.80% 38.7%
CLBR · · · · · ·
ULTA $27.83B 24.6 9.7% 9.3% 42.7% 39.1%

Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis

25

Derzeit kein offenes Signal – keine Karte ist ausgefüllt, und das ist ehrlich.

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

26

Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das + neben jeder Zeile in den vollständigen Fundamentaldaten oben.

Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.

Quelle: SEC 10-Q eingereicht Jul 15, 2026