Boohoo Share Discussion Threads

[kuss1] 03/11/2017 16:53

I expect a slow and gradual grind higher. But the growth here is quite exceptional and you can't keep that at bay for long...

[sogoesit] 03/11/2017 16:31

Yeah, yeah, I believe you ;-)

Having said that, my CFDs are now in profit: £12 whole quid! Lol
Bon weekend as they say over the Canal Anglais!

[fuji99] 03/11/2017 13:07

Just a bit of patience as it is a matter of weeks before it takes off to 220p then consolidates for further rises to reach new highs after the results.

[babazurie] 03/11/2017 11:48

Took a couple more small punts on the dip, almost set for any rise if it comes

[american idiot] 02/11/2017 15:15

Come on Boohoo.

Late pop up to 200p needed please.

[mrmoneybags123] 02/11/2017 08:31

Boohoo.Com PLC (LON:BOO)‘s stock had its “buy” rating reaffirmed by equities researchers at Peel Hunt in a research note issued on Thursday. They currently have a GBX 300 ($3.96) price target on the stock. Peel Hunt’s price target would suggest a potential upside of 49.63% from the company’s previous close.

A number of other brokerages also recently commented on BOO. N+1 Singer restated a “hold” rating on shares of Boohoo.Com PLC in a research note on Wednesday, September 27th. Barclays PLC upgraded Boohoo.Com PLC to an “overweight” rating and upped their price objective for the stock from GBX 220 ($2.90) to GBX 265 ($3.50) in a research note on Wednesday, September 6th. Jefferies Group LLC upped their price objective on Boohoo.Com PLC from GBX 125 ($1.65) to GBX 280 ($3.69) and gave the stock a “buy” rating in a research note on Thursday, September 28th. Liberum Capital restated a “buy” rating and set a GBX 300 ($3.96) price objective on shares of Boohoo.Com PLC in a research note on Wednesday, September 27th. Finally, Deutsche Bank AG restated a “buy” rating and set a GBX 290 ($3.83) price objective on shares of Boohoo.Com PLC in a research note on Friday, September 8th. Two investment analysts have rated the stock with a hold rating and nine have given a buy rating to the company’s stock. The stock currently has an average rating of “Buy” and a consensus target price of GBX 239.67 ($3.16).

[tickler] 02/11/2017 08:27

New site at Burnley is well ahead of schedule and should be handed over around Christmas time.

[sogoesit] 02/11/2017 03:57

Similar articles on Research Tree titled "The shifting High Street Vol 1: Retailers".
Excerpt about BOO, ASOS and Amazon:

"The rise of ASOS
Online fashion e-comms giant ASOS (LON: ASC) has become the darling of the AIM market since its IPO 16 years ago. It currently has the largest Market Cap of any company listed on London's junior market, valued at almost £4.6bn with reported Revenues of £2bn in FY17.

It too grew from humble beginnings, starting with a small offering of fashion brands to now sell everything from men's and women's fashion to activewear, face and body products and even golf and football wear. It also plans to launch into surf and snow products in FY18.

Like Amazon, ASOS has invested heavily in delivery. The Group even announced earlier this month it was doing same-day delivery for Londoners of selected boroughs, as long as the order is placed before 10 am. Shoppers willing to pay £12.95 per order can opt for ASOS Instant and receive their order by 10 pm the same day.


What is Fast Fashion?
Fast fashion retail giants like ASOS, Boohoo, PrettyLittleThing (who Boohoo now have a controlling stake in), Quiz and countless others have taken advantage of the youth of today's insatiable appetite for Fast Fashion - fashion styles that come and go quickly. The clothing isn't necessarily made to last, primarily because the 'next trend' is just around the corner.

Fueled by millennials consumption of social media, fast fashion means trends come and go with the wind and subsequently so do the clothes themselves. The major impact of this is inventory management. Having a broad network of bricks and mortar stores means the ability to quickly switch designs and roll out the new inventory across the branch network is constrained.

Online competitors are able to move rapidly to expand their offering of popular items and, crucially, to cut back on non-performing items without incurring the same level of costs involved in offloading inventory at cut-price across a large network of stores.

Never one to be left out, Amazon is also chiming in on the increased expectations of the fashion-conscious with the launch of Amazon Prime Wardrobe. This innovative way to shop brings the dressing room into the home by allowing consumers to order up to 15 items free of charge which are then delivered to Amazon Prime customers. Shoppers are then given 7 days to try the clothes before returning the items they don't want, also at no charge. The fewer items returned, the bigger the discount on the items kept - up to 20%.

The impact of Amazon
Amazon has changed the retail game forever, growing from humble beginnings as an online book retailer in 1995 to become the world's largest online store. It launched Amazon Prime in the US in 2005 and followed suit here in the UK two years later.

The company started Amazon Prime in the US as a guaranteed two-day shipping service for a flat fee of US $79, later moving to the next-day delivery service we know today. This has changed what we as consumers expect from our shopping experience and subsequently forced many online businesses to follow suit. Those who fail to keep up with the ever-increasing expectations of consumers are sure to be left behind.

Amazon even began trialling drone-deliveries in the UK late last year, proving how serious they are about reinventing the idea of what's possible from an online retailer. If drone deliveries become the norm, this will up the ante even further.

[rickyvee] 01/11/2017 23:36

hxxps://bdaily.co.uk/articles/2017/11/01/how-fast-fashion-has-captivated-the-millennial-market

This article is long so I've just copied and pasted the paragraphs mentioning BOO:

The quick fashion business strategies are some of the savviest around and have earned great rewards. The models are modern and more dynamic than traditional models used by high-street brands and instead focus on cheaper prices, quick stock turnarounds and new pieces hitting the sales almost instantaneously. These businesses have pushed fast fashion to step up a gear and seen labels such as Boohoo, MissGuided, and PrettyLittleThing revolutionise the fashion industry.

Considered as ‘fast fashion’, the digital fashion brands interpret the looks of TV celebrities on the red carpet over catwalk focused seasonal wear. Unlike Zara who can take a design from the catwalk to the sales floor in just 25 days, research by Goldman Sachs identified that the changes in celebrity trends on the red carpet can be quickly turned around and hit the online fashion scene in a matter weeks, if not days, from ‘even faster fashion’ labels like Boohoo.

The millennial wallet has its limitations and the availability of cheaper clothes with dresses costing £15 and t-shirts a mere £4, have powered the rapid expansion of online quick fashion retailers. Industry analysts state that Boohoo is ‘the most successful online fashion retailer to apply and deliver the model’, making it one the biggest online clothing retailers.

Will the Success be Sustainable?

The question however remains will the leaders in ‘even faster fashion’ like Boohoo be able to sustain its growth and success? Whilst brick and mortar brands seek to entice consumers back in by creating a customer experience that communicates its brand image online and offline. Conversely, the fast fashion business strategy differentiates itself by basing stock levels on the best-selling items purchased online, minimising the financial risk of an item not selling well and would simply not work outside the online only fashion business model.

[fuji99] 01/11/2017 23:28

This is the least shorted stock. No short is declared for Boo in short selling list.

[kuss1] 01/11/2017 16:21

Grabbed a few more on this sector weakness. Next down 9% M&S 5%. Boo not relevant to those dinosaurs .. soon bounce back..

[mike142] 01/11/2017 16:00

Surely share price should have stabilised by now. Are there sellers still in there, or has this now become a shorters playground

[kuss1] 01/11/2017 15:51

Just a sector thing. Boo growing too quickly, too much growth.

[shabbadabbadoo2] 01/11/2017 14:02

Just wait for the pessimistic high street / Brexit sales reports over Christmas, then fill your stocking with BOO for the results in Jan.

Easy money.

[babazurie] 01/11/2017 09:54

Another factor is more people keeping away from city centres and doing shopping in other ways as mentioned.

Got in at 201, but I see chart still in consolidation before it decides which way.

[fuji99] 01/11/2017 09:19

In fact for Next, online sales were over 13% higher offsetting the decline in shop sales.

[zapa] 01/11/2017 08:48

Thanks lanio5691.

[fuji99] 01/11/2017 08:43

Next sales hurt by the "weather" in reality by on-line retailers as shown by Amazon success. IMO regardless of the weather, more and more of people are now connected to the internet and less and less people are shopping on high street due to factors such as transport, access restrictions, fines, price of petrol, and most importantly in the last few years security risks a people feel less safe since the recent attaques on crowded places all over the world.

[mrmoneybags123] 31/10/2017 19:45

More sales, more happy customers, more complaints. Harder to see the happy customers..

[zapa] 31/10/2017 19:26

'Probably due to the massive increase in customers' correct and they are desperate for staff....

[tickler] 31/10/2017 19:09

Probably due to the massive increase in customers

[algorithmicx] 31/10/2017 17:11

UK Top Shazamed Ads: TUI and Pretty Little Thing strut into the chart while Apple Watch takes top spot

[taurusthebear] 31/10/2017 16:13

No problem with aggressive advertising, as long as it doesn't get as aggressive as KOOVS :0)