Esr 2022 Share Discussion Threads

[pillow] 02/3/2022 11:03

Added again on dip, thinks its now becoming glaringly obvious DFS will add eve to their portfolio of complimentary businesses just a question of how much they'll pay.

[lukehold] 24/2/2022 17:45

Is Rodney the terminator ok? Anyone seen him

[allstar4eva] 24/2/2022 17:11

DFS revenue is over 1bn...

[allstar4eva] 24/2/2022 17:10

From DFS recent results..."With a total addressable market of c.GBP5bn, we see the beds and non-upholstery living room market as a particularly attractive growth opportunity for the Group. We are able to leverage many of the Group's assets, including manufacturing capability for upholstered furniture, web and logistics platforms, marketing expertise and brand partnerships to develop a truly compelling bedroom offering. Sales of beds through our online channels were particularly strong in the year and we continue to develop our showroom proposition in selected key locations...."Worth noting...."...Sales of beds through our online channels were particularly strong in the year..."

[smraynot] 24/2/2022 10:05

Happy days for eve, against all the doom and gloom. Well done for the collaboration " you know it makes sense" 5p today!

[smraynot] 24/2/2022 09:36

Looking good.🚀

[mally6] 24/2/2022 09:22

Gone blue someone's picking these up

[glavey] 24/2/2022 01:23

And if that comes to fruition for Eve, expect ebay to be flooded with (even more) soiled returns.

[smraynot] 23/2/2022 21:11

Well we all look at the deal with different perspectives. I believe this is the way forward, as DFS have a massive order book going forward.

[outlawinvestor] 23/2/2022 20:43

Not even David Blaine can conjure up the words "transformational" or "joint venture" into that announcement! Cheryl Calverly wouldn't dare use those words unless she fancied a trip down to HMP Holloway...

The announcement was released as RNS Reach i.e. not financially significant or material... pretty much equivalent to a blog post or tweet.

BUT prime fodder for speculators! Yaay!!!

[sentiment riles] 23/2/2022 20:39

Hmm very educated understanding of it. Cheers for that

[outlawinvestor] 23/2/2022 20:34

Quite a backward step IMO. EVE had previously walked away from similar distribution deals in the past because they don't generate enough revenue and eat up too much margin. It supports the view that EVE is finding it harder to grow UK&I without additional marketing spend.

Appears as well, at least for now, that EVE either can't or don't project significant revenue from the partnership hence releasing the news as RNS Reach.

[sentiment riles] 23/2/2022 20:17

Be a dilution announced soon to finance the brilliant deal haha

[smraynot] 23/2/2022 20:00

Non-Regulatory

TIDMEVE

eve Sleep plc

23 February 2022

eve Sleep plc ("eve" or the "Company")

New retail partnership with DFS

eve Sleep, the direct to consumer sleep wellness brand operating in the UK, Ireland and France is pleased to announce a new retail partnership with DFS, the market leading retailer of living room and upholstered furniture in the United Kingdom.

.

Initially the partnership will cover the dfs.co.uk website, which receives an average 2.7 (1) m unique visitors per month. There are also plans to extend the partnership to the DFS showroom estate later in the year. DFS will stock a range of eve mattresses, including eve's Original and Premium Hybrid models rated the two best mattresses in the UK by consumer champion Which?, as well as a range of eve bedframes. Plans are in place to extend the ranges at a later date.

Retail partnerships are a tried and tested pillar of eve's omni-channel strategy to be available where its customers shop. The new partnership is expected to drive profitable sales, raise eve's brand and product awareness with its target customer base, and offer DFS customers additional mattress options to choose from, to accompany its bedroom furniture ranges.

The partnership is expected to go live on the DFS website from 3 March.

John Rastall, Head of DFS Home, commented:

"At DFS, we strive to help customers furnish their homes with high quality, stylish and affordable furniture. Our range of bedroom furniture, including our wide choice of upholstered bedframes, is a key and growing part of our offer. We are delighted to be partnering with eve to add their best-in-class mattresses to our range, to support awareness of our bedroom furniture products; deliver even greater choice for our customers; and provide the opportunity for customers to conveniently add an eve mattress to their DFS furniture order."

Cheryl Calverley, CEO of eve Sleep commented:

"This is a very exciting partnership for eve as DFS seek to extend their 'comfort' positioning beyond the living room and bring eve's award winning mattresses to a wider audience. We're incredibly proud to announce this partnership with the UK's foremost furniture retailer, which recognises the strength of the eve sleep product range and brand, continuing the momentum in our UK&I business."

THE ABOVE RNS IS AN AMAZING MOVE AND IMHHO REPRESENTS A MULTI BAGGER BEING THE MONOPOLY GO TO STORE. Must test 5p+ this week as the sensational potential becomes reality.

[lukehold] 23/2/2022 19:48

Is Rodney the terminator ok? Anyone seen him.

[smraynot] 23/2/2022 19:48

Think will will surge on opening when the joint venture has sunk in. DFS has the monopoly (20 weeks kead in proves the demand) Add bedtimes to the successful recipe, and boom we have a monster success combination.4p++ tomorrow imhho. Happy times ahead.

[smraynot] 23/2/2022 19:43

Liam the stalker and loser. Go back to you beloved eua and buy some more because you know more than anyone "it's a good time to top up"NOT. Leave us professionals to make the money. Think you may need a restraining order.

[1liam] 23/2/2022 15:12

Smraynot, you need to change your name to liealot.

[sentiment riles] 23/2/2022 14:15

DFS down nearly 30% in a short time and a stock really gone nowhere in 5 years

probably a desperate deal for all to escape

[glavey] 23/2/2022 14:11

Positives: Exit opportunity.

[sentiment riles] 23/2/2022 14:09

What i mean is, they are selling before nearly every investor here, can break even re move at near ATL

nice but no cigar

Looks like an escape rns for the lads