TheFamousGrouse
25 Apr 2018
Re: Results YES YES YES I LIKE THOSE RESULTS.thank you all at BooHoo for another great year.I will order the yacht now
Rhino1958
25 Apr 2018
Re: Results V GoodAll about the growth for meStrong revenue growth across all geographies with UK up 95% and international up 99%Gross margins have suffered a littleGross margin 51.2%, down 330bps, driven by planned investments in the customer proposition (retail gross margin 53.4% (2017: 56.1%))
maerskcon1
25 Apr 2018
This is novel.... A good set of results and the share price increasing. GLA mc1
Einstein the Second
25 Apr 2018
Results Results good but market will focus on lower margins. Automation coming on streamnext year may help with costs though.
peddlar
22 Apr 2018
telegraph Tips The sunday Telegraph Tips BOO....
Tight Yorkshireman
19 Apr 2018
Retail Week's view Manchester etail phenomenon Boohoo will report its final results next week and is expected to reveal soaring sales and profits.Broker consensus is that revenues will rocket more than 90% to around £570m while pre-tax profit is expected to climb 35% to £42m.But the growth story has been questioned in recent months by market worries that boohoo is due a margin “reset”. Some believe that the business has underestimated how much investment is needed to keep it ahead of the fast-changing fashion game.That, together with a half-year revision of margin guidance from between 10% and 10.6% to between 9% and 10%, led to shares falling by around a fifth in the week following its interim results last September.But that panic hasn’t appeared to worry some investors. In February, Richard Watts, who runs big Boohoo investor Old Mutual, told Reuters that he believed that the margin debate was a “storm in a teacup”.His sentiment was echoed in a note from broker Peel Hunt this week, in which the analyst double act John Stevenson and Jonathan Pritchard set out their view that Boohoo was already ploughing enough investment into the business and that concern over further investment being required is overdone.Given that management plans to spend £257m over the next three years – up from £52m over the last three years – they have a point.Boohoo vs AsosOf course, when you compare Boohoo to one of its closest competitors, Asos, you can see why some might think margin has further to fall.Asos is investing close to that this year alone. And the market reacted poorly to Asos’ announcement last week that it would be increasing investment even more.On the comparison between the two etailers, Stevenson and Pritchard make a good point – Asos may be a competitor, but it’s a very different business.They observe that some commentators are taking the Asos EBIT margin of 4% as being the sort of return that Boohoo will end up delivering in order to provide adequate investment for its medium-term growth aspirations.But they say: “We view Asos as a platform and Boohoo as a brand, meaning both businesses require very different strategies.“As a platform, Asos needs to offer the strongest customer proposition. Boohoo needs to be competitive, but not a thought leader.”This distinction is brought into starker relief when you consider that Boohoo sells on Asos and so can rely on it for funding certain hi-tech innovations such as Asos Instant, the same-day delivery service currently being tested in major UK cities, and augmented reality tech, which Asos uses to show how a product looks on different body types.Boohoo does, of course, need to maintain its edge. Last year, the business raised £50m through a share sale, which it plans to put towards a £150m automated ‘super site’ distribution centre, which will provide it with more than £2bn sales capacity. There may well be news of that next Wednesday.But what the business needs to focus on most is balancing investment and margin while maintaining a keen eye on its fashion-forward capabilities. The etailer has become the queen of fast fashion – of dresses bought one day before a party and left to languish in the backs of wardrobes after a couple of nights out.Whether that’s a model that will continue to appeal as sustainability crosses from the Guardian-reading self-appointed intelligentsia into the mainstream consciousness is a question that must be asked. But that’s a debate for another day.
sage in the hills
11 Apr 2018
144p trades this morning .... Time price vol £ value11:14:11 151.5 3,659 5,54311:14:11 151.45 190 28811:14:11 151.45 1,167 1,76711:14:11 151.45 1,431 2,16711:14
3 144.82237 57,913 83,87111:13:55 151.39 608 92011:13:42 144.82237 57,913 83,87111:137 144.82238 115,826 167,74211:133 151.4 1,885 2,85411:11:58 151.35 7,923 11,99111:11:50 151.4 3,000 4,54211:11:50 151.25 1,097 1,65911:11:50 151.25 467 706SAGE
sage in the hills
10 Apr 2018
Re: Boohoo fears overdone, says Barclays But Iominvestcom,Was it all a positive note of support ? ..... sometimes we read only what we want to see.I think there was a balance of pos and neg.......SAGE
IOMINVESTCOM
10 Apr 2018
Re: Boohoo fears overdone, says Barclays Hi Sage,Don't knock positive note to help support a disappointing share price performance even if it only lasts a couple of days..... Every little helps.... or is that for a food retailer.........80)atb
sage in the hills
10 Apr 2018
Re: Boohoo fears overdone, says Barclays ......uuhhhmmmmm ......Barclays........not really very convincing ........SAGE
IOMINVESTCOM
10 Apr 2018
Boohoo fears overdone, says Barclays Boohoo fears overdone, says BarclaysThe sell-off in Boohoo (BOOH) shares has gone too far and Barclays believes the online fashion retailer can deliver over the mid-term.Analyst Andrew Ross retained his ‘overweight’ recommendation but lowered his target price from 250p to 225p. The shares rose 1.4% to 147.5p yesterday.Ross said Bohoo had been an underperformer since September last year as ‘debate has shifted to questions on mid-term margin sustainability’.‘Concerns have been elevated by the unhelpful signalling of management and relatives selling shares after each of the last three results,’ he said. ‘Investors fear more concerning cost headwinds under the bonnet.’Although Ross did not dispute there were ‘real headwinds’ he said ‘on the balance of probability, we think Boohoo can deliver on margin expectation two to three years out’.[link]
younginvestor95
09 Apr 2018
Steady climb? Are we going to see the usual steady climb now before results? seems to be a pattern that repeats itself. first a drop, and then as it gets nearer to results there seems to be a steady influx of people into the share. Anyway.. hopefully its still the case and we start climbing back up soon, to think this share was 260p less than 6 months ago is crazy. topped up recently as i think its quite a good price and should make a lot it if returns to 200p, which could be easily seen with a steady increase and good year results/ director dealings to bring back support. YI
dimm
05 Apr 2018
Re: price Yes exactly. I was in at 30p so am not shedding tears. Today is always volatile as people book losses who need to but the volatility is odd, as though the price was being manipulated.
Balone
05 Apr 2018
Re: price This is another bounce so if it follows what happens last time it will give it up pretty soon so might have been a wise move. You pays your money and takes your chances...(the reverse also applies)
dimm
05 Apr 2018
price In view of the volatility at the moment I decided to sell and sit on the cash for a while. I got just under 145 which I was surprised at given yesterdays fall and other recent falls.
