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THG Thg Plc

64.40
-0.45 (-0.69%)
26 Jul 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Stock Type
Thg Plc THG London Ordinary Share
  Price Change Price Change % Share Price Last Trade
-0.45 -0.69% 64.40 16:35:28
Open Price Low Price High Price Close Price Previous Close
63.25 63.25 65.00 64.40 64.85
more quote information »
Industry Sector
SOFTWARE & COMPUTER SERVICES

Thg THG Dividends History

No dividends issued between 27 Jul 2014 and 27 Jul 2024

Top Dividend Posts

Top Posts
Posted at 23/7/2024 14:06 by one_frankel
Check the Northern Dullards other post today which im not even going to respond to with counter arguments as its pointless and its for mu_g punters to figure it out for themselves now!...And i thought markets are forward discounted anyway and yet here we are heading in to the 50s shortly!..But it certainly seems like he has a fu_ckin script to read off daily by those THG goons to lure investors with all their hoopla!

...'What is the attraction? - here ya go Polish just a few off the top of my head'

New Partnerships with:
Frasers
WH Smith
Hyrox
L'occitaine
3000 natural staff reduction
100 million cost savings with ROI investment in fulfillment centres in less than 2 years
Capex reduction
Nutrition reporting record profits
Beauty flying and pivoted to selling higher-margin THG brands
Guidance Cash flow positive FY 2024
Biossance deal was an absolute steal at £20m - stock alone was worth £20m
MyProtein in 1200 boots stores
Shorts reducing
Whey Prices Stable
Reducing debt
THG selling in all major UK supermarkets - Internationally, a physical presence through c.20,000 stores across Europe, Japan and the US is expected to help drive the mix of total GMV from brand sales towards 25% offline over the medium-term.
Fulfillment centres finished after $770m investment
Ingenuity space for 14 billion GMV
Ingenuity is currently priced at zero
Global FMCG Clients, including Coca-Cola, Nestle, Modalez
New fulfillment centres in New York, Dubai, and Melbourne all now online offering 'Anywhere in the World' delivery within 3 days
Manufacturing started in India and Japan
THG Japan has grown from 2m to 125m in just 5 years
THG Society revenue £300m from just £27 outlay - 1000s of THG influencers pushing stock on Tiktok and Insta
THG divs have more followers on Social Media than any of their competitors including Boots UK
Iceland Strategic Partnership
Myprotein And Chemist Warehouse Partnership over 530 stores
New licences with Jimmys and Marvel
Richard Ward New CEO at THG Ingenuity
Licence deals showing exponential growth
Protein Pancakes, cheese, coffee, and waffles are now selling in supermarkets
Yogurt and cereal are still to come
H&B deal done
MyProtein in all 1200 Boots UK stores
THG Beauty and THG Nutrition. Both No1 pureplay globally in their own market
CEO has bought £38m worth of shares
Chairman appointed in March 2022, has bought 2.4million shares
Damian Sanders buys 312,000 shares on 10th May 2024
After £15m investment all 3 divisions are now USA ready
Peel report stipulates THG is undervalued by many multiples
Appolo values THG Ingenuity at more than the whole group.
Analysts value THG at many multiples from the current 64p SP
10 Million apps downloaded
80% returning customer rate
Partnership with Williams
New premium listing end of July'
Posted at 18/7/2024 08:38 by tsmith2
4. Frasers Plus· Very encouraging early performance of Frasers Plus. We see a great deal of potential for Frasers Plus as a new revenue stream and a key pillar of our brand ecosystem. We have a long-term ambition of £1bn+ in sales, £600m in balances delivering a greater than 15% yield with over 2 million active Frasers Plus customers - this is excluding any third-party partnerships.· Agreed strategic partnership with THG plc ("THG"), post year-end. The partnership includes the integration of Frasers Plus into THG's Ingenuity platform, benefiting customers across THG's retail sites. This marks the first Frasers Plus partnership with an external partner.
Posted at 16/7/2024 17:21 by midasx
Simply Wall St Value Rating: ★★★;★★ύ4;

Overview: THG operates primarily in beauty, technology services, and nutrition sectors with a market capitalization of approximately £1.20 billion.

Operations: Beauty, Ingenuity, and Nutrition segments primarily drive the revenue, totaling £2.50 billion after adjusting for inter-group eliminations. The company's gross profit margin has fluctuated over recent years, with a notable figure of 41.83% in the latest reporting period.

PE: -3.6x

Amidst a challenging landscape, THG's recent activities underscore its potential resilience and appeal. Despite ongoing unprofitability, insider confidence is evident as they recently purchased shares, signaling belief in the company's future. Additionally, activist investor Kelso Group has vocally supported THG’s valuation potential, suggesting significant undervaluation compared to its market cap. With revenue guidance projecting growth and the backing of key investors, THG stands out as a noteworthy entity in the UK market.
Posted at 08/7/2024 08:01 by factsandfigures
THG in High Court battle with Australian distributor over unpaid invoices
===========================================================================

THG is claiming that Nutrition Depot, it's Queensland-based Australian distributor of MyProtein products in China and Macau, has breached its distribution agreement by not settling the invoices.

In response, Nutrition Depot alleges that it did not receive the goods in question and accused THG of being complicit in an alleged Chinese tax fraud scheme.

In recent court documents, Nutrition Depot claims that THG was aware of a plot by a group of Chinese companies to avoid customs import duty and sales tax.

It said it had a binding agreement to supply ten Chinese businesses, it refers to in court documents at the “Dalian Group”.

Nutrition Depot claimed that someone in THG’s marketing team had worked “in conjunction” with the Chinese companies to “order overseas goods in small quantities and in multiple batches using special order codes that he provided to the Dalian group”.

The deal was allegedly to avoid taxes on the imports as parcels being shipped directly to individuals worth less than 300 yuan (£33) are exempt from fees.

Nutrition Depot claims these Chinese companies then resold the protein, claiming that the London-listed company had “benefited from increased sales” as a result of the deal.
Posted at 28/6/2024 14:57 by rivingtonstreet
several key factors that suggest shorts will be burnt soon. First, the company's recent strategic moves have positioned it for significant growth. THG's Beauty division, which includes brands like Lookfantastic and Glossybox, continues to perform strongly, with a notable 45% year-over-year increase in app downloads and growing customer loyalty [oai_citation:1,Thg Share Price. THG - Stock Quote, Charts, Trade History, Share Chat, Financials. Thg Plc](https://uk.advfn.com/stock-market/london/thg-THG/share-price) [oai_citation:2,THG delivers 'significant profit growth' despite sales drop - Retail Gazette](https://www.retailgazette.co.uk/blog/2024/04/thg-profits-soar/). This division is a major revenue driver and is expected to capitalize further on increasing online beauty and wellness trends.Secondly, THG Ingenuity, the company's e-commerce services platform, has shown substantial growth. The recent multi-year partnership with Frasers Group to enhance logistics and fulfillment operations highlights the division's potential to drive recurring revenue and improve profitability [oai_citation:3,Thg Share Price. THG - Stock Quote, Charts, Trade History, Share Chat, Financials. Thg Plc](https://uk.advfn.com/stock-market/london/thg-THG/share-price). This strategic alignment with major retail players underscores THG Ingenuity's value proposition and scalability.Moreover, the company's operational efficiencies and technological advancements, including AI and robotics in their fulfillment network, have optimized their operations and reduced costs [oai_citation:4,THG (Internet Retail) Company Profile 2024: Stock Performance & Earnings | PitchBook](https://pitchbook.com/profiles/company/40753-72) [oai_citation:5,THG shares up on Holland & Barrett deal, trading news – Northern Financial Review](https://northernfinancialreview.com/2024/01/16/thg-shares-up-on-holland-barrett-deal-trading-news/). This operational leverage is likely to translate into higher margins and profitability, further boosting investor confidence.Additionally, THG's Nutrition arm, despite a temporary dip in sales, is poised for a rebound with the rebranding of its Myprotein range and expansion into new markets and partnerships with major retailers like Costco and GNC in the US [oai_citation:6,Thg Share Price. THG - Stock Quote, Charts, Trade History, Share Chat, Financials. Thg Plc](https://uk.advfn.com/stock-market/london/thg-THG/share-price). This rebranding is expected to drive higher sales volume once fully rolled out.Finally, with the company delivering record EBITDA and significant profit growth despite external challenges, the market sentiment is likely to turn positive, squeezing shorts who have bet against THG's potential [oai_citation:7,THG delivers 'significant profit growth' despite sales drop - Retail Gazette](https://www.retailgazette.co.uk/blog/2024/04/thg-profits-soar/) [oai_citation:8,THG shares up on Holland & Barrett deal, trading news – Northern Financial Review](https://northernfinancialreview.com/2024/01/16/thg-shares-up-on-holland-barrett-deal-trading-news/). As these strategic initiatives and positive financial indicators gain traction, the short positions will likely face substantial upward pressure, leading to a potential short squeeze.
Posted at 26/6/2024 13:29 by dyslexicsvoices
The future financial prospects of THG suggests a promising trajectory. Consider THG's revenue growth modeled as a sinusoidal function to capture seasonal fluctuations:\[ R(t) = R_0 + A \sin(\omega t + \phi) \]where \( R_0 \) is the baseline revenue, \( A \) is the amplitude representing seasonal variation, \( \omega \) is the angular frequency, and \( \phi \) is the phase shift. Assuming historical data indicates a baseline revenue \( R_0 \) of £2 billion, an amplitude \( A \) of £0.5 billion, a period of 12 months (implying \( \omega = \frac{2\pi}{12} \)), and a phase shift \( \phi = 0 \) (starting at peak revenue):\[ R(t) = 2 + 0.5 \sin\left(\frac{\pi}{6} t\right) \]Projected forward, this model suggests a peak revenue of £2.5 billion and a minimum of £1.5 billion, averaging £2 billion annually. Furthermore, incorporating a compound annual growth rate (CAGR) of 10%:\[ R_{\text{future}} = R_0 (1 + \text{CAGR})^n \]For \( n = 5 \) years, we find:\[ R_{\text{future}} = 2 \times (1 + 0.1)^5 = 3.22 \text{ billion GBP} \]Combining these models indicates that THG's robust cyclical performance, alongside consistent growth, forecasts a solid financial future with revenues potentially surpassing £3 billion within five years.
Posted at 26/6/2024 12:47 by dyslexicsvoices
Investing in THG is strategically prudent due to its robust digital ecosystem, leveraging advanced e-commerce technology and proprietary platforms that drive unparalleled customer engagement and retention. THG's vertically integrated model ensures operational efficiency and scalability, supported by cutting-edge AI and machine learning algorithms optimizing supply chain logistics. The company's substantial market penetration, coupled with innovative product offerings and strategic acquisitions, positions THG as a leader in the rapidly expanding digital commerce landscape. Strong financials and a commitment to sustainability further solidify THG as a high-potential investment.
Posted at 24/6/2024 07:20 by velvetide
THG PLC
24 June 2024

24 June 2024



THG PLC



AGM Trading Statement





Group performance on track, FY 2024 guidance unchanged



Multi-year THG Ingenuity & Myprotein partnership agreed with Frasers Group PLC







THG PLC ("THG" or the "Group") provides the following update on trading ahead of its Annual General Meeting (AGM) later today.



All comparative figures are continuing CCY unless otherwise stated.



The Group has made further progress in H1 2024 in line with previous revenue guidance, and Q2 will represent the third consecutive quarter of year-on-year (YoY) revenue growth. The Group's performance is underpinned by positive trading within the Beauty, external Ingenuity and offline Nutrition businesses, which have helped offset continuing FX headwinds within Asia. Guidance for FY 2024 remains unchanged[1].





THG Beauty



· Positive momentum from Q4 2023 continued into H1 2024 with a strong recovery in beauty manufacturing following the prior year industry de-stocking.



· Customer engagement continues to strengthen across THG Beauty with a +45% increase in app downloads YoY, and increasing loyalty programme membership.





THG Nutrition



· The rebranding across the Myprotein range is progressing well, with c.80% of products by online revenue planned to be under new branding by the end of Q3 2024. Offline retailers are responding especially well to the new brand positioning, with major listings now live across key territories. These include both Costco and GNC in the US, as well as across major UK grocers, Boots and WHSmith.



· The introduction of the new packaging and brand designs have been carefully managed to avoid significant wastage enabling continued sell-through online. Developing offline relationships have also been protected by avoiding the use of clearance channels to speed up the rebranding process.



· This careful approach across such an extensive product range creates some temporary availability gaps, while customers naturally prefer new and refreshed packaging. This is a major factor in the online YoY sales decline.





THG Ingenuity



· THG Ingenuity momentum continues to strengthen, underpinned by an acceleration of third party revenue growth in Q2 vs. Q1, and +30% monthly recurring revenue (June 2024).



· H1 revenue growth has been broad based across both new and existing clients, and technology, digital marketing and fulfilment services.





Partnership with Frasers Group PLC ("Frasers Group")



THG and Frasers Group have agreed a partnership across several areas.



· THG Ingenuity and Frasers Group have entered a multi-year Ingenuity agreement including courier management services and re-platforming the Frasers Group's Australian fulfilment and logistics operations.



· Frasers Group's credit and loyalty platform, Frasers Plus, is now integrated into Ingenuity's checkout and will soon be available to both THG's Beauty and Nutrition customers, as well as to Ingenuity clients.



· A curated range of Myprotein products to be launched instore at Sports Direct, including the Hyrox x Myprotein range. Myprotein is not only the world's No1 online sports nutrition brand but is also the fastest growing sports nutrition brand in the UK retail market[2]. The launch across Sports Direct stores further supports the success of the recent rebrand and the offline growth potential of the brand. Launching collaboration products through Sports Direct further broadens the Myprotein brand appeal, bringing the rapidly growing Hyrox community to both Myprotein and Sports Direct alike.



· THG has agreed to sell its portfolio of luxury goods websites, including www.coggles.com, to the Frasers Group. Ingenuity will continue to support the brand portfolio across technology, digital marketing and fulfilment services post disposal.



· From a standing start almost 11 years ago, THG's luxury division grew to c. £43m sales and broadly break-even for FY 2023, despite a broader challenging luxury market. This has only been possible through the hard work and dedication of THG's luxury team, to whom we all want to extend our thanks and gratitude.





UK listing regime review



The FCA's listing regime review is expected to conclude shortly. As previously indicated, the Board will analyse the outcome of the FCA's review following its conclusion and assess transferring to the single listing category of Equity Shares (commercial companies).
Posted at 14/6/2024 12:51 by nobbyknome1
In May and June 2024, THG (The Hut Group) has experienced positive developments, especially within its beauty and nutrition sectors. Notably, in May, THG's Myprotein expanded significantly by launching its products into 1,200 Boots stores nationwide. This move is expected to boost sales and brand visibility considerably [oai_citation:1,Q4 2022 Trading Statement - The Hut Group (THG)](https://www.thg.com/news/q-4-2022-trading-statement).Additionally, THG's subsidiary, LOOKFANTASTIC, launched a campaign called "What The SPF?!" to promote sun safety, indicating active engagement in marketing initiatives that likely contribute to sales growth [oai_citation:2,News - The Hut Group (THG)](https://www.thg.com/news).Moreover, THG Studios was recognized as the Creative Studio of the Year at the Prolific North Champions Awards in May, which reflects the company's strong performance in creative and marketing services [oai_citation:3,Q4 2022 Trading Statement - The Hut Group (THG)](https://www.thg.com/news/q-4-2022-trading-statement) [oai_citation:4,News - The Hut Group (THG)](https://www.thg.com/news).Overall, these activities suggest that THG's sales and brand activities are thriving, with strategic expansions and recognition enhancing their market presence during this period.
Posted at 20/5/2024 07:45 by factsandfigures
NOT A PRAYER, LOSER BOY

Unless there was an unscheduled consolidation issue of THG shares.

Maybe if THG converted 3 existing THG shares and replaced them with 1 new THG share

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