Superdry Share Discussion Threads

[srpactive] 03/7/2019 10:28

Hopefully shaking out before tomorrow's figures.

[1bonanza] 03/7/2019 09:59

Not looking good here, broken through the 450 !

[tongostl] 25/6/2019 17:52

Just bought my first ever piece of SDRY of clothing (a jacket via SDRYs ebay store). Its fantastic, im very pleased with it. It fits perfectly and is clearly of high quality.

[ianood] 25/6/2019 09:20

Bookbroker, what do you justify that comment on? Is it just another bulletin board off the cuff remark made without substance?

[bookbroker] 24/6/2019 17:53

SPDY - a very low quality brand with low quality appeal and low quality garments!

[niggle] 24/6/2019 11:46

The top chart shows the declining website visitor number according to SEMrush - I stress that this is just the UK!

-38%

The bottom chart shows Google Trends visibility 21 vs 27 -29%

At a thime where online is seen as a success in many businesses and is still experiencing good growth, neither chart augurs well. Both charts are UK June 2018 to June 2019

[the white house] 17/5/2019 20:47

The Brighton branch has already seen a big improvement in layout & display that had worsened over the last 12/18 months. Blocking the changing room area for months with 4 full clothes racks of clothes was ludicrous & now we just need the benches to return so we can try on more stuff at a leisurely pace and therefore buy more...

[j0sekl] 17/5/2019 18:30

All depends on design. Some fashion brands die a horrible death. Otherwise survive if they can innovate their product and are well-managed.

Moncler sells ski jackets, nice share price.

[kpe] 16/5/2019 14:52

I'm not convinced of a turnaround. One trick pony springs to mind.A business can not survive on t shirts, fleeces and jackets.

[j0sekl] 12/5/2019 08:24

There is time to see how he manages the business hereon. He succeeded once before.

RCT, winter weather is seasonal so Q3 Q4 are the major periods.

Having said, there are reasonable questions about their online sales. Execution there is critical. But if the concept is that this is about design, Dunkerton needs to focus on their strength. And convert that revival into sales growth in China.

[salpara111] 09/5/2019 10:21

Interesting market reaction.
Clearly the feeling is that all bad news is in the share price
I am not putting any money in until I see the next set of figures.
IF Dunkerton......and that is still a big IF, is able to demonstrate a turnaround there could be quite a bit of money to be made and he certainly has plenty of incentive!

[rcturner2] 09/5/2019 10:18

Q4 is February, March and April, not sure Q4 is relevant for winter sales.

[j0sekl] 09/5/2019 09:50

They put out statements before saying winter was unusually warm. And weak numbers are what prompted the boardroom scuffle. Don't be late to the party if you want to move around short-term.

[rcturner2] 09/5/2019 09:11

I'm not sure the Q4 deterioration was known before, that has got to be a serious worry.

[fishking1] 09/5/2019 09:09

Nothing new here

[ade45] 09/5/2019 08:21

Weak sellers. News already known

[gswredland] 09/5/2019 07:53

Terrible statement

[1bonanza] 09/5/2019 07:09

Down she goes !

[j0sekl] 27/4/2019 08:24

stokiematt 12 Apr '19 - 14:08 - 477 of 484
0 0 0
"At least the founder is aligned with shareholders" wasn't it the case that 75% of the shareholders who weren't the founders voted against him? Or were you being tongue in check?
--------
Matt I hadn't seen your post...

Nope the founders are aligned, well obviously not on a vote to stop themselves coming back. But more on the fact that they are major shareholders and are completely tied into the success and growth of this company. Their decisions and actions are aligned to protecting shareholders and regrowing earnings and profitability. The previous board claim Dunkerton was behind the problems, but they themselves are not without fault. So if this is a chance to go back to the drawing board, I don't mind Dunkerton getting a shot. This was his vision, his baby.

In fairness the ousted directors may have some validity in their criticism, but they weren't delivering and it is easy to pass the blame. I hold them accountable.

And let's not forget why Dunkerton has come back. He is aligned as already mentioned, hence the share price drop massively hurts his wealth. Plus he loves the company, cares about Superdry. This is what I like about caring founders. They do whatever it takes. If consumer surveys say Japanese words are no longer marketable, he'd ditch it imo..

Personally I believe trendy street retail continues to have great potential, millennials are the growth market. Superdry is actually in the demographic sweet spot. Just need to tweak its appeal. Prime example...

North Face, established but dull winter wear. And. Then look at North Face Supreme collaborations, check out the price of their jackets.

Dunkerton understands product and branding, and the clothing quality has always been strong. So I don't see why many people conclude he can't turn this around.

[j0sekl] 23/4/2019 14:58

Good first move by Dunkerton to stop the kids line. This gives an indication he is not unaware of the problems the firm faces.

[jackson83] 14/4/2019 00:49

Super Dry have lost a lot of the original street credibility & cloths / life style .. hardly any one it these days ?? Shane that this happens when management have a conflict in Design and future branding .. This is going be a long road & many unsure dunk can tern it around this time .. Top up on the dips or wait for the growth or plan next year .. This kids range being launched is going again Superdry's future as was a fatal mistake by management that have now all gone to ramp up sales and try to get the old profits back in ? They need to cut many stores and soon .. Time will tell but don't expect 2000p for a number of years now .. Maybe more bad news and another chance to rebuy or top up 400p - 300p this year .. The marketing , constant sales and poor decisions now very floored & who know how bad things really are .

[lageraemia] 13/4/2019 10:03

The point I'm making is that it seems daft chasing the Kid's clothes markets, when your adult clothes exclude a significant proportion of the population due to sizing.

I'm not extreme. I went to gig last weekend and bought a T-Shirt from my favourite band (Massive Wagons) - an XL. Not an XXL or XXXL. It's not a tight fit either.

I've got money. Kids generally haven't.

In the meantime Phil Vickery can have mine.

[bookbroker] 13/4/2019 07:36

No point making clothes for the minority extreme large, might as well start making clothes for dwarfs and midgets in that case!

[lageraemia] 12/4/2019 23:09

clocktower

We have another local brand - Raging Bull - owned by Phil Vickery (ex England and Lions Rugby). It makes clothes that fit people of my build (i.e. inverted triangle/back row forward) with a chest significantly wider than my waist:

hxxps://www.ragingbull.co.uk/big-and-tall

My waist to hip circumference (a more informative measure than BMI) is 1:1 or less.

I know its a bummer, but there are some massive muscled Adonises out there........