6.16
-0.65%
Close of 9 Nov 2026, in NZD
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About Summerset Group Holdings
Its shares trade on NZX under the ticker SUM.NZ. It has been listed since 25 October 2011. In the fiscal year to 31 December 2025, it reported revenue of NZD 360.9m and net income of NZD 259.8m. At that date it held total assets of NZD 9.24bn and shareholders' equity of NZD 3.33bn.
Summerset Group Holdings Ltd. engages in the development and operation of retirement villages and aged care facilities. The firm operates through the provision of integrated retirement villages in New Zealand segment. The company also provides a continuum of care. The company offers various care services ranging from individualized supported living services. The company offers a choice of independent living options, including villas, townhouses and apartments. Its support services include housekeeping, cleaning, daily newspaper delivery, and personal laundry, ironing and bed linen services. Its on-demand services include companionship visits, personal shopping, home and spring-cleaning, car washing and grooming, and help walking or minding customer's pets. The company offers a range of food services to its residents. The company also offers over three in-home care and support options, including Supported Living, Supported Living Plus and Premium Care. The firm's care options include in-home care, serviced apartments and care center.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Health Care
- Industry
- Health Care Providers & Services
- Listed since
- 25 Oct 2011
- Employees
- 1,548
- Website
- summerset.co.nz ↗
Leadership
Pay as last reported
- Mr. Mark VerbiestIndependent Non-Executive Chairman of the BoardNZD 266,667
- Mr. Scott ScoullarChief Executive OfficerNZD 1.5m
- Ms. Margaret WarringtonChief Financial Officer
- Ms. Chris LokumChief People Officer
- Ms. Kay BrodieChief Marketing Officer, since 2024
- Ms. Fay FrenchChief Sales Officer
- Ms. Rob GillespieChief Digital Officer
- Mr. Stewart ScottChief Operating Officer - Australia, since 2024
- Mr. Aaron SmailChief Development Officer - New Zealand, since 2024
- Mr. Dean TallentireChief Construction Officer - New Zealand
- Ms. Eleanor YoungChief Operating Officer - New Zealand
- Ms. Robyn HeymanCompany Secretary
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 65
- Environment
- 57
- Social
- 71
- Governance
- 68
- Direct emissions (scope 1)
- 2,464 t
- Energy emissions (scope 2)
- 2,047 t
- Value chain emissions (scope 3)
- 68,414 t
- Women in the workforce
- 73.8421%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Summerset Group Holdings Ltd has several strengths that contribute to its success in the market. One of its key strengths is its strong brand image and reputation, which has been built over the years through its high-quality retirement villages and exceptional services. This positive perception among customers helps Summerset attract and retain a large customer base. Another strength of Summerset is its strong financial position. The company has consistently generated strong revenue and profitability, allowing it to invest in the development of new retirement villages and expand its operations. This financial stability gives it a competitive edge over its competitors and enables it to seize growth opportunities. Summerset also benefits from its well-established supply chain and operational efficiency. The company has developed robust relationships with suppliers, ensuring a smooth flow of materials and resources. Its efficient operations allow it to deliver high-quality services to its residents in a cost-effective manner. Additionally, Summerset has a highly skilled and dedicated workforce. The company invests in training and development programs to enhance the skills of its employees and provide excellent service to its residents. This talented workforce enables Summerset to maintain high customer satisfaction levels.
Weaknesses
- Despite its strengths, Summerset also faces certain weaknesses that pose challenges to its growth and success. One of the weaknesses is its dependence on a single market segment, namely the retirement industry. Any downturn in this segment or changes in customer preferences could impact Summerset's revenue and profitability. Another weakness is the vulnerability to regulatory changes. The retirement industry is subject to various regulations and policies, and any changes in these regulations can have a significant impact on Summerset's operations. Adapting to new regulations and maintaining compliance can be a complex and costly process for the company. Additionally, Summerset faces strong competition from other players in the retirement industry. The market is becoming increasingly crowded, with new entrants constantly entering the market. This intense competition puts pressure on Summerset to continually innovate and differentiate its offerings to attract and retain customers. Furthermore, Summerset's geographical concentration within New Zealand exposes it to regional economic fluctuations and risks. Any economic downturn or adverse conditions in a particular region can affect the demand for its retirement villages and impact the company's financial performance.
Opportunities
- Summerset has several opportunities that it can capitalize on to drive its growth and expansion. One of the opportunities is the rapidly growing aging population, not just in New Zealand but globally. The increasing number of elderly individuals creates a larger target market for retirement living and related services, providing Summerset with the potential for market expansion. Another opportunity lies in the trend towards active and independent senior living. Many retirees are now seeking retirement villages that offer a range of amenities, recreational facilities, and social activities. By aligning its offerings with this trend, Summerset can attract more customers and differentiate itself from competitors. Additionally, Summerset can explore strategic partnerships and collaborations to enhance its capabilities and offerings. Collaborating with healthcare providers, technology companies, or lifestyle brands can help Summerset broaden its service portfolio and cater to the evolving needs and preferences of its residents. Furthermore, Summerset can consider expanding its operations into international markets. Diversifying its geographical presence can help mitigate risks associated with regional economic fluctuations and capture new customer segments. International expansion can also provide the company with access to new growth markets.
Threats
- Summerset faces various threats that could adversely affect its business and performance. One of the threats is the potential impact of economic downturns or recessions. During such times, individuals may delay or reconsider their decision to move into retirement villages, leading to lower demand for Summerset's services. Another threat is the increasing cost of healthcare and aged care services. As healthcare costs rise, retirees may face financial constraints and opt for more affordable options, potentially impacting Summerset's pricing and revenue. Additionally, technological advancements pose a threat to traditional retirement living models. The emergence of innovative solutions, such as home-based healthcare technologies or remote monitoring systems, may allow elderly individuals to age in place rather than choosing to move into retirement villages. Furthermore, changing consumer preferences and expectations can pose challenges for Summerset. Customers are becoming more demanding and discerning, seeking personalized services, modern facilities, and innovative healthcare solutions. Failure to adapt and meet these evolving preferences could result in reduced customer satisfaction and loyalty.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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