Superdry Share Discussion Threads

[tomboyb] 12/12/2018 11:46

I like the brand -

However there is too much uncertainty here -

Couple that with all external factors then regardless unless institutions start mopping up this looks like further to fall -

[this_time_its_different] 12/12/2018 11:41

Superdry sell overpriced goods to clientele who have found other brands superior (such as Canada Goose). Fashion always has trends, Superdry was hot 5 years ago. Not so much now. Same will happen to Canada Goose.

[cluelessbugger] 12/12/2018 11:41

I'm neither bullish nor bearish on Superdry. In fact there is a definite trading opportunity at this price if that's your thing.

I got lucky selling in January. I had almost doubled my money but I didn't have a massive holding and wanted to use the cash elsewhere. Had I not needed the cash I would probably still be holding.

It is the macroeconomics that I'm more concerned about and for that reason I've moved over 80% of my portfolio into cash in the last 4 months.

I'm staying out of equities until the Brexit carcrash has run its course or there's a share about which I can hold a lot of conviction in the face of this.

[arthur_lame_stocks] 12/12/2018 11:33

The balance sheet is strong and it's not trading at a huge premium to NCA now. It doesn't look like another DEBs to me.

[tsmith2] 12/12/2018 11:28

undemanding valuation given overseas growth opportunities?

[unnavailable] 12/12/2018 11:17

I swear I had paragraphs

[unnavailable] 12/12/2018 11:16

As usual, the bears arrive with their hindsight analysis. If this were to bounce 20% tomorrow, it would be bullish here. With comments like.... Well, it has net cash, revenues are still up, its paying a dividend and look at that ev/ebitda. Has anyone ever seen a Superdry store packed with people?. I've never seen comment here suggesting this, even when the share price was booming. Stores have always seemed too empty to justify the outstanding performance it had been achieving. Its only now being pointed out when the shares drop. It's too easy to say no one buys this stuff anymore and give your anecdotal assessment but store revenues are only down just over 2% from 181m to 177m. While Ecommerce and wholesale are up 7-8%ish respectively, bringing group revenue UP 3% to 416m Gross profit for the period was UP at 234m but S&D costs along with central costs increased by around 16m which done most of the damage to profits.I hold a few of these from £10-£11 and I'm not bullish at all, these results are poor. I just think there's more to it than some empty stores and nobody likes it anymore.Anyone bold enough to give a bullish narrative?

[cluelessbugger] 12/12/2018 11:08

Thankfully sold my shares in January.

Dubbed recently by the Financial Times as a brand "for cool dads". I guess that's wishful thinking by the dad writing the article at the FT.

I'm a grandad and I like the quality but the conspicuous branding is ridiculous. Overpriced as well; I never buy the stuff full price.

I certainly wouldn't want to buy/receive any gift vouchers from Superdry this year. And the same goes for a lot of other retailers. Give your loved ones cash would be my advice. Maybe dollars.

[this_time_its_different] 12/12/2018 10:41

STRONG SELL, do not try and catch a falling knife, especially in UK Retail. Everything is moving online, if Primark of all people is struggling, how on god's green earth is something like Superdry going to get out. STRONG SELL, it has further to fall, market has seriously mispriced this stock. Board of directors should be sacked.

[opodio] 12/12/2018 10:31

They have warned of worsening outlook

I suspect we may see 190p in new year

[tomboyb] 12/12/2018 10:16

At this rate this is looking like 330-350p -

[tomboyb] 12/12/2018 10:01

I would not buy this at these levels to be honest -

Very difficult to predict High street and visibility -

That is the problem isn't it -

Loved the brand when it came out and still do to an extent -

[porsche1945] 12/12/2018 09:55

I did call this right, but shocked how fast its got there, uk high street like rest of uk shot to pieces, and with brexit insanity only gonna get worse and people poorer, weak currency to buy in stock, iffy brand, chavvy, could see these at under a quid....

[tomboyb] 12/12/2018 09:51

We'll see where this goes -



Superdry warns worse to come as profits plunge
10 minutes ago

[tsmith2] 12/12/2018 09:46

fruit cakes in town

[opodio] 12/12/2018 09:38

just a load of empty shops with mssive lease obligations and high st tsunami killing retail



will go way of carpetrigfht to 10p

[opodio] 12/12/2018 09:31

could warn again in feb

[only who?] 12/12/2018 09:29

Another one for Mike Ashley's shopping list at 50p

[ny boy] 12/12/2018 09:26

Always been an up market gap with fancy Japanese logs etc printed on, no wonder it’s fallen from 2000p to 400, just another bubble bursting, I don’t know any teenagers or youths that buy this brand? Just a passing fad

[opodio] 12/12/2018 09:24

dunkerton will oust ceo

take it private now

bouncing

[escapetohome] 12/12/2018 09:06

I did a simple test , a year ago i looked through their shopwindow to guague the footflow.

No one in the shop and to boot drab simple clothes with a name written on the back.

Result : i didnt buy the shares.

Not any financial analysis, but it worked.

[only who?] 12/12/2018 09:04

Got to bounce a bit at this level, even temporarily