Boohoo Share Discussion Threads

[fuji99] 11/1/2018 07:27

Excellent results. Where do you get over 90% growth nowdays ?
Let's only hope the vultures won't use the fraction of the margin
to carry out the classical butchering as they did before.
In any case, the US will be the key for for success in the future
so the long termers are well invested.

[algorithmicx] 11/1/2018 07:25

As a multi-branded, leading e-commerce business, boohoo.com plc continues to deliver premium growth alongside premium margin. Triple digit group growth and increased guidance yet again demonstrates the strengths of boohoo’s brand led model over established peers such as ASOS and Zalando who are growing at c.25% delivering single digit EBITDA margins of c.6-7%. We expect further outperformance as the brands continue to grow worldwide.

[lordaspers] 11/1/2018 07:25

Such a huge increase in rev with no drop in margin, isn't that the real stand out? Efficient company.

[adejuk] 11/1/2018 07:20

plt and ng more than offset uk slowdown and are accelerating

[rathean] 11/1/2018 07:17

PLT smashed it, 100%+ USA growth across the group, massive war chest for acquisitions. Nice.

[pt725] 11/1/2018 07:14

Boo a bit of a worry. At interims 43% up now 25%, and low gross margin. That means UK has been difficult as most other geographical areas would be way above 25%.

[algorithmicx] 11/1/2018 07:12

FOMO will be in action today, let's see if we open in an orderly manner!

[adealsiddiq110] 11/1/2018 07:10

I didn't expect anything less from them, very talented and know exactly what they are doing.

[adejuk] 11/1/2018 07:09

doesn't matter what share price you top up at today
this is going asos

[lordaspers] 11/1/2018 07:09

Good to see some of you up early in the UK, rest, shame on you :p

[cycle2] 11/1/2018 07:08

Wow, Nasty Gal revenue £20.2m year to date. Even the 'tricky' brand to get right is growing at a rate faster than most growth companies.
PLT growth amazing.
They're giving conservative advice again but everyone can see full year is going to be 100%+ growth on 9.5% margin.

[adealsiddiq110] 11/1/2018 07:07

Music to my ears, Brilliant Trading update.

[fruitninja84] 11/1/2018 07:07

Absolutely stunning. I envy long term holders here and wish i was one! Fantastic company.

[adejuk] 11/1/2018 07:05

suck that!

[lordaspers] 11/1/2018 07:04

Record revenues for all brands in highly successful trading period
· Strong revenue growth of 100% (93% CER(1)) spread across all geographic regions
· Gross margin 52.5% (2017: 53.1%). Retail gross margin 54.2% (2017: 54.4%)
· Strong balance sheet with net cash of £127 million (2017: £69 million)

[lordaspers] 11/1/2018 01:32

Yes American Idiot. Surprised more people have not commented the same - margins bound to suffer a bit with growth and expansion. If margin remains the same or improve, we're essentially saying the business has grown with no net investment?! Or am I being too naive. But we shouldn't get too hung up on tenths of a pc on margin. I'd be annoyed if the share price tanks because of this. Trader's wont care but investors need to see the bigger picture.

[kuss1] 11/1/2018 01:14

Also, remember the industry. It's all about volume and cash generation really.....

[kuss1] 10/1/2018 23:23

Remember even 80% growth is an outstanding performance. I would be very surprised if that's not beaten given the rise in e-spending this Xmas etc.. Guidance of 9-10% margin is quite a wide range. Anything less than 9% would be negative I agree. But very unlikely as it's only 4 months since the guidance was given and spending etc. is planned well in advance. Supergroup reported with declines in margin not so long ago and soon after they were 250 points higher. As someone mentioned, ASC margins are only 4.5%. 10% for a retail company is pretty high. Keep an eye on customer base. I'm hoping for around 6.5 million. Nasty Gal revenue of 10 million would be nice, too. PLT will surprise I think.

[mauricemonkey] 10/1/2018 23:03

If the update beats the 86% consensus growth and margins are maintained, I'd be hopeful of a 10-15% jump. But I thought we'd see stronger price action this week although it has increased 20% over the last 3-4 weeks, which is a not inconsiderable move, so maybe my expectations were unrealistic.

[mrx001] 10/1/2018 22:15

Will certainly be up to read the RNS when released. Anyone brave enough to have an estimate/guess as to what gain we might be seeing tomorrow? Personally feeling very optimistic for this update.

[supasapi] 10/1/2018 22:02

who is getting up early to read the update and guessing mkt reaction?

[manics] 10/1/2018 20:44

0.8% recent history. AHT sole reportable short.

[steptoes yard] 10/1/2018 20:23

9185 manics, what was the peak in short interest pls on BOO ?