Revolution Beauty Share Discussion Threads

[northwards] 26/11/2024 09:04

You can buy online for less than selling online.

[northwards] 22/11/2024 17:01

That's my view. So many good things about to kick in. It's been sold down to crazy levels. But when the market is against, it's against. I've got time to wait for the turn.

[punterjim] 22/11/2024 14:42

Panmure Liberum, which has a 75p price target for Revolution Beauty’s stock, said ‘the shares are available at a significant discount to peers reflecting execution risk, but we think the strategic shift is progressing well and should deliver improved results soon.’

[punterjim] 22/11/2024 14:41

I’m topping up here northwards, Panmure still bullish and got some great new outlets in the new year Amazon etc , think it multi bags from here..

[northwards] 22/11/2024 13:58

Market cap now just under 40m. Value of goods / stock 62m.

[p@] 19/11/2024 07:44

"This is a year of transformation for Revolution Beauty, and our performance in the first half reflects the steps we have taken to position the Group for long-term, profitable growth. Since launching our new strategy in February, we have substantially cut a long tail of unproductive SKUs, improved our operational delivery and made good progress with our cost savings programmes. Consequently, we now have a core portfolio that is growing globally with a significantly improved underlying gross margin.

[terminator101] 19/11/2024 07:41

Oh dear gerbils. Revenue down. Losses massively up. But don't worry because "underlying adjusted ebitda expected to be at least in line". Phew. Think I got away with hiding the stench. the gerbils won't notice ;-)

[northwards] 18/11/2024 21:16

Well, let's see what tomorrow brings in terms of further guidance on trading moving forwards.

[northwards] 11/11/2024 07:44

Rev released its new Toy Story range over the weekend on Insta. Very good social engagement numbers. And a few days before that, it's Metalic range also doing very well on Insta. Let's hope this trends cross to sales.

[john09] 06/11/2024 19:55

Get some proper shares and make money lol 🇺🇸

[northwards] 06/11/2024 19:53

Metallic Muse collection getting good traction on socials.

[throgmortonstreet] 06/11/2024 13:11

BOOHOO LIQUIDATION SALE MEANS EVERYTHING MUST GO !!
----------------------------------------------------

Despite reducing the asking price to just £50 Million, nobody is prepared to buy Boohoo's London Office in Soho. Not a single Offer has been forthcoming and no one wants it.

Similarly nobody is willing to buy Boohoo's 27% stake in Revolution Beauty PLC. Boohoo's 86 Million shares are now available for a knockdown price of just £12 Million (Boohoo previously wanted £15 Million)

Any interested parties should immediately contact Boohoo's Chief Financial Officer, Stephen Morana on [phone]

[throgmortonstreet] 06/11/2024 11:37

BOOHOO LIQUIDATION SALE MEANS EVERYTHING MUST GO !!
----------------------------------------------------

Despite reducing the asking price to just £50 Million, nobody is prepared to buy Boohoo's London Office in Soho. Not a single Offer has been forthcoming and no one wants it.

Similarly nobody is willing to buy Boohoo's 27% stake in Revolution Beauty PLC. Boohoo's 86 Million shares are now available for a knockdown price of just £12 Million (Boohoo previously wanted £15 Million)

Any interested parties should immediately contact Boohoo's Chief Financial Officer, Stephen Morana on [phone]

[john09] 29/10/2024 18:08

Junk status

[millennialinvestor] 29/10/2024 15:28

Ouch for any longs.

[trader465] 22/10/2024 20:36

Let the fundamentals and price turn before buying, far better to buy on the way up rather than the way down. It may be a long wait, or it may never turn

[northwards] 22/10/2024 20:29

I guess time will tell trader. If the co delivers, it will enter growth in December, accelerating across 25 and beyond. No doubt it needs to prove itself. But if it does, there is money to be made.

[trader465] 22/10/2024 19:50

It’s no wonder you’re on your own, the shares have lost 50% in 6 months and are at 52 week lows, will you still be compounding the loss at 10p?

Cut losses and compound winners, why do people not understand? Average “up” never (ever) average down 🤷‍a94;️

[northwards] 22/10/2024 08:01

Feel like I'm on my own here. Bought a few more this am. Feeling very contrarian.

[northwards] 10/10/2024 07:44

The coming few months are key. If Q4 can demonstrate a return to growth, the share price will respond. Germany, Amazon, Boots & US new routes to market all about to hit.

[aishah] 10/10/2024 06:20

AJ Bell: Revolution Beauty results are ugly

Revolution Beauty (REVB) has delivered an ugly set of results that AJ Bell says only adds to investor disappointment with the make-up brand.

The group reported a 20% decline in sales to £72m in the first half of the year, blaming stock clearance as part of a streamlining of its product portfolio, and expects a return to sale growth early next year as it continues its turnaround. The news sent the shares down 13.4% to 15.5p, marking a 91% decline since it listed in 2021.

Analyst Russ Mould said expectations were ‘hardly set high given the disappointments the company has served up since joining the market in 2021’ but saw fit to serve up further punishment after the interim update.

‘The one saving grace is the poor performance relates to sales of non-core products as the company shifts focus to its core brand and this might explain the volatile response to today’s update, with the shares recovering somewhat from their intraday lows,’ Mould said.

He said profit is on track ‘for now’ despite the lower revenues, which reflects improved profitability and it is progressing on strategic initiatives with product launches and tie-ups with retailers.

‘However, it has very little credit in the bank with investors and it will be interesting to see what major shareholder Boohoo does with its stake as it reportedly considers selling off assets in the wake of its own indifferent performance,’ he said.

[northwards] 09/10/2024 16:19

Reasonable summary here: https://www.voxmarkets.co.uk/articles/revolution-beauty-group-plc-hy2025-trading-update-e17aed9/

[trader465] 09/10/2024 11:24

Best to come back next year for this one.

Total net sales in the first half of FY25 declined 20%

Sales for FY25 are now expected to decline