Innovaderma Share Discussion Threads

[nicksime] 10/4/2017 10:53

Don't think those figures have been published but if IDP have an overall margin of around 60% and a roughly even split between DTC and indirect it will still be decent on the latter.

I have figures of £6.95m sales and £700k PBT for the current year. Given the margins this suggests the tipping point here is around £5.8m (£480k per month) so apply the margin to any sales above this level.

Do the math.

[boonboon] 10/4/2017 10:03

It will definitely be a lot higher for direct sales.

[king kong dong] 10/4/2017 09:56

It would be good to know the margin on the product itself from cost of production to what IDP make. One suspects it will be good.

[boonboon] 10/4/2017 09:42

Does anyone know what the average margins are for sales through third parties compared to direct to consumer sales?

[boonboon] 10/4/2017 09:39

So what can we expect sales from stores to be. At nearly 3,500 stores average sales of just £10 a day is £35,000 a day. Of course we have to factor in the retailer margin so we might only get a quarter of that.

[kemche] 10/4/2017 09:29

I suspect that the results will be "materially" ahead of current market expectations. And then some.

Thanks croas for your detective work - appreciated.

[croasdalelfc] 10/4/2017 09:26

A quick post - tracked sales on ST.co.uk from Friday pm to Sunday pm were £32k or £16k a day - well up on previous figures.NB I can't monitor 9 special offers - though I can monitor the 2 biggest current offers.Add the £4K sales from SD.com. That's £20k tracked sales a day from 2 websites.Add the rest of the world . SD stores . Professional sales, feel unique etc etc

[croasdalelfc] 10/4/2017 09:18

Boon - correct!

[boonboon] 10/4/2017 09:16

I don't think feelunique can be tracked.

[andyr42] 10/4/2017 09:14

The MM's are playing in the range and the spread so no chance of selling and buying back cheaper. It's a good consolidation exercise.

[andyr42] 10/4/2017 09:13

I think Croas will be giving figures for Feelunique as well.

[andyr42] 10/4/2017 09:10

Good work again. Thanks Croas.

[boonboon] 10/4/2017 08:57

Then there's Feelunique and the imminent launch on lookfantastic as well.

[doc robinson] 10/4/2017 08:56

This is going to pop on those figures. Keep topping up shares not tan!

[ny boy] 10/4/2017 08:36

Yeah.. spill the ST beans, the suspense is killing me, I noticed Trump has turned a darker shade of tango must be slapping the ST on,like there's no tomorrow, all we need is Kim Jong to get addicted and sales will really sky rocket 😉

[bookbroker] 10/4/2017 08:30

With our weather ur natural tan will last approx. a week, most women do have to dress sensibly at work, so it is only time off when they sunbathing in their in backyards in their birthday suits that they will develop a very pale hue of buff! Sounds like a promo. for a carry on film!

[croasdalelfc] 10/4/2017 08:24

Andy - thanks - ok first one is Superdrug.com ... see next post

[andyr42] 10/4/2017 08:23

Croas - good man. Stay in you will be rewarded and keep sending your snippets as your work is based on actual numbers not hearsay. I don't call it ramping, its simple facts. Please let us know your latest figures. Ta.

[croasdalelfc] 10/4/2017 08:23

Boon - girls don't want to get the flesh out in the sun or warmer evenings and be as white as a milk bottle - so until they actually get a real tan - fake tan is the way to go.April, May and Jun is prime time

[nw99] 10/4/2017 08:20

No a lot of people buy it to boost their tan before going on holiday

[boonboon] 10/4/2017 08:19

I would have thought the use of fake tan would tail off as the weather improves as people get a natural tan from the sun. Am I wrong?

[croasdalelfc] 10/4/2017 08:16

I've bought back in this morning and put in a couple of limit orders in case it drops.I don't want to be accused of ramping so I'll drip feed the information I've gathered this weekend - let's just say sales in the U.K. at least are accelerating - but then again it was a beautiful weekend and we are entering the prime tanning season

[nw99] 09/4/2017 13:17

Express 1 hour tan launched nice