Innovaderma Share Discussion Threads

[tallprawn] 01/2/2019 15:29

Protect and Glow launched today via DTC. Priced at a premium starting at 19.95 inc free Aftersun.My wife and a couple of her mates are ST fans - They've ordered to try this out.Very much hoping IDP get this product into Boots quickly. It's a product that could do very, very well in Boots airport stores across UK and ROI particularly.

[beetroot juice] 31/1/2019 23:31

Great Stock

[beetroot juice] 31/1/2019 23:28

Perfect...

[tallprawn] 31/1/2019 21:49

The biggest combination of brand/distributor for self-tan in the UK market is St Tropez in Boots. Sales are well north of 10m a year. Feb onwards could well be huge for IDP if they can start taking Boots customer share away from St Tropez. Looks like some decent self space in Boots has been secured looking at pictures on FB today - I'm expecting some exclusive ST products for Boots to be launched very soon also.

[doc robinson] 31/1/2019 21:34

Feb could be a big month?

[tallprawn] 31/1/2019 21:24

They've been selling bundles of products for £30 a time - It soon accumulates.

[carlo sartori] 31/1/2019 18:58

Thanks TP. Those seem very high sales for a couple of ST products over 1-2 days?

[carlo sartori] 31/1/2019 14:57

TP why do you say the "with DTC sales already flying"?

Carlo

[coldspring] 31/1/2019 12:29

Saw the Fb post this morning and all looks very positive. Quite a few responses in less than an hour. I also like that the company page responds quickly to queries or suggests other products.

[tallprawn] 31/1/2019 12:23

ST range is available on Click & Collect from Boots stores from tomorrow. New Tan & Protect range also launches tomorrow - This has the potential to be a huge addition to the ST range imo.Results in Feb will hopefully give an insight on initial sales.Also worth remembering that Hair MD and Prolong are both on sale and no doubt selling in the US and Australia now.Could well be a very decent start to H2 with DTC sales already flying.

[muzmanoz] 29/1/2019 14:15

Growth reported by PZ Cussons in Europe in its beauty department.

These statements caught my eye

"Particularly pleasing has been the strong growth of St. Tropez in the United States, which now accounts for approximately 15% of the Beauty division's revenue".

"Good growth in particular was achieved in the Australian Beauty portfolio with both St. Tropez and Fudge"

Is there still an ongoing skinny tan operation in the states? I recall that skinny tan was withdrawn from the Australian discount retailer but have not heard of a replacement.

[boffster] 29/1/2019 12:20

Let me assist with your confusion.
H1 Revenue 2017 was £4.2m
H1 Revenue 2018 was £3.9m

It doesn't surely take a 'fund manager' to see that the second number is smaller than the first one. This quantifies my 'declining sales' comment.

I don't appreciate the attempts of some Jonny-come lately 'fund manager' to denigrate me. Let me ask you this, who has made more from IDP, this 'small private retail punter' or your 'fund'?

Spoiler: It's me.

[ny boy] 29/1/2019 09:25

Smart money buying at these levels, more discipline buying bottoms but easy to buy near tops.

This one and (STX) are my main banker bets to double in 2019

[doc robinson] 28/1/2019 21:22

Improving a bit on best sellers at Boots also for roots products. Will be very interesting to see how well the skinny tan range sells in boots following the launch next month.

[tallprawn] 28/1/2019 18:03

MM's been ticking this up in very little volume over the last week. Again today, only one buy knocks the Bid up by a point this afternoon.This could easily get back to a quid plus with some sensible volume ahead of results next month. The outlook associated with results for how H2 has started will be an interesting read - DTC volume looks to have really picked back up again.

[conversev2] 28/1/2019 09:39

its been good to see the recent uptick in the stock
. its always nice when a company goes up steadily and then holds the level until the next event.
Personally im excited about the new product launch of the sun cream. Its a great sector of the market that in time can also be moved into the male grooming products (C&L).
more quality products, a more diverse range, and hopefully a larger than expected order from boots all liniment. the share price really should get re weighted and start to move.
Lets not forget, twelve months ago IDP was 200p, now with all the positives; cash in the bank, and a new senior guy at the helm this is one of the cheapest companies in my portfolio.

[boffster] 27/1/2019 22:05

Any predictions as to what the half-year loss / cash balance will be?

[boffster] 27/1/2019 21:50

Given that sales of the product are declining via its existing sales channels, what makes you think that getting it into Boots is going to be some sort of game-changer? The product seems to be losing popularity, and shelf space is for popular products..

[shandypants2] 27/1/2019 21:24

Boff - here is a single reason.

Skinny Tan which accounted for 90% of IDP sales in 2018 will in a few weeks increase its retail exposure by over 150% (from 800 stores to over 2000).

Furthermore Boots is an ideal fit for ST as Boots has a older shopper than SD which gets a younger clientele.

[doc robinson] 27/1/2019 18:12

Flash Jan sale this week end for skinny tan

[connor23] 26/1/2019 19:49

This is what you ponder at 7.30 on a Sat night? Strange...

[boffster] 26/1/2019 19:37

I do wonder how many times this company will be able to miss forecasts / disappoint the market, and still keep its mindlessly optimistic band of disciples!

I can't see a single reason to buy here. As I predicted the forecast of flat sales in the first half was missed, despite roll out of Roots in Tesco, its utterly embarrassingly bad!

Sales dropping, chairman dumping stock, a CEO with no shares at all. Some vague promise that things are about to get better. I'm sure I've heard that before?

[doc robinson] 25/1/2019 14:53

Someone is accumulating .!