Thg Share Discussion Threads

[billionarebob] 27/9/2023 10:47

Frankie but you do know that THG Nutrition is the number one?

Obviously not let me dig out some stats for you

This is defo worth a read and one of the reasons why THG Nutrition is the leading online sports nutrition brand :)

THG Nutrition :

The THG Nutrition customer base is highly engaged, with
over 80% of revenue coming from repeat customers.
In addition, in recent years an increasing share of revenue
has been driven through channels that incur no or very low
marketing costs. A key driver of this has been the launch of
our mobile apps in 2021; mobile apps have contributed an
increasing share of revenue and now account for 15%
of THG Nutrition online revenue.

Influencers remain at the heart of our customer engagement
strategy, and the regular and highly engaging content they
produce is a significant asset to our THG Nutrition brands. The
content they produce is regularly fed into our own marketing
channels, providing authenticity that complements our own
marketing content. Given consumers are increasingly turning
to online channels to educate and inspire themselves around
nutrition and fitness, influencers play an increasingly important
role in engaging with and educating our customer base.
An example of our successful investment in content is our inhouse
The Supplement magazine, which is provided for free to
our online customers. Since its launch in 2021, The Supplement
has proven highly popular with our customers, and is now one
of the highest circulation magazines in the UK, with our most
recent issue reaching a digital circulation of over 500,000.
To further expand the reach and engagement of The
Supplement, we are developing a new range of recipe
magazines in 2023.

Our broad customer base is evidenced by our community
of over 8 million social media followers, with our multi brand
approach enabling us to capture a much greater share of each
consumer’s health and wellness spend and encouraging cross
category purchases. We continue to develop highly engaging
and educational content to ensure high levels of customer
satisfaction and brand awareness. The results of this can be
seen through market research that shows Myprotein ranks
either #1 or #2 in aided brand awareness in 8 key markets, with
significant increases in aided awareness seen in the territories
such as the UAE and Australia.

We continue to explore new ways of reaching our customers,
with our expansion onto Tiktok, where we now have more
than 0.5m followers and host regular shopping events, being
a notable example, and which demonstrates the relevance of
our brand to new consumers. While we look to leverage new
retail and marketing channels to grow our brand awareness
and market share, our direct channels, such as our website,
app and magazine, create a hub for our community that allows
direct engagement with our customers, which is key to building
long-term brand equity and customer loyalty. We continue to
invest in strengthening our direct channels and see this as a
key source of competitive advantage for our brands.

[one_frankel] 27/9/2023 10:35

Are you sure he's not part of your 'Dopey' crew Paddy!

[one_frankel] 27/9/2023 10:34

Forget 130p folks, our renowned technical trader through his 'Missing in transit' detailed analysis has upped his target to 152p now hehe!

...By the way Imperialist, doesnt everything about the tripe seem to be just a 'Rumour' unfortunately!

[havinthelasttoast] 27/9/2023 10:30

Imperialist is part of the dopey Dave ramping crew. I remember him from before.

Just a Chartist.

[the imperialist] 27/9/2023 10:27

Following some detailed analysis I have increased my initial target to 152p.

Any questions, please ask.

[sankshiela] 27/9/2023 10:21

Oh dear
Proven by our in-house program
Imperialist is DSMITH
See you next Tuesday

[the imperialist] 27/9/2023 10:18

Bob as always is just providing honest and balanced updates. The rumoured news will provide the whoosh.

[one_frankel] 27/9/2023 10:07

Not that 'Nutrition' has always been an important part of ones sports regime hehe!

...But keep it up with all the 'Ramp-it-Up' Bobby as the tripe needs all the fu_ckin help it can honestly get!

[billionarebob] 27/9/2023 10:01

Sports Nutrition Market worth 35 billion by 2029

Sports Nutrition Market to Observe Prominent Growth of USD 35.71 billion by 2029,, Size, Share, Trends, Demand, Growth and Competitive Analysis



Data Bridge Market Research analyses that the sports nutrition market was valued at 16.11 billion in 2021 and is expected to reach the value of USD 35.71 billion by 2029, at a CAGR of 10.46% during the forecast period. In addition to the market insights such as market value, growth rate, market segments, geographical coverage, market players, and market scenario the market report curated by the Data Bridge Market Research team includes in-depth expert analysis, import/export analysis, pricing analysis, production consumption analysis, patent analysis and consumer behavior.

Market Definition

Nutrition is an important part of many sports training regimens, mainly in strength and endurance sports. Sports nutrition refers to the foods and beverages consumed by athletes to meet their bodily nutrition needs. Athletes’ performance is improved by sports nutrition, which provides the body with essential vitamins, minerals, fats, carbohydrates, and proteins.

WHAT PRICE THG NUTRITION ?

[one_frankel] 27/9/2023 09:49

Stevie from that hole called Hull, is Wayne Brown of Liberum part of your du_mb English brigade buddy as it would make an awful lot of sense hehe!

[one_frankel] 27/9/2023 09:39

A JV on Nutrition hehe!...Firstly who would be fo_olish enough to do business with the tripe but I thought you goons listened to the Q&A presentation or was it that you couldn't grasp what the Mould was telling you!

...And it's just brilliant how the bloody buffoons on LSE think Liberums broker note is of any real value when they were telling their clients to 'Buy Buy Buy' with a target price of what was it again 1080p and now the tripe resides at an incredible 72p or so!

...So get with the fu_ckin program hey unless you're looking to emulate the resident PaddyWhack and his contingent of mu_g punters!

[one_frankel] 27/9/2023 09:11

Is that more whispers from PaddyWhack Sankshiela!...But you should have realised by now that his 'Connections' like to play him like a rag doll unfortunately...Actually what connections hehe!

[the imperialist] 27/9/2023 09:06

Watch and learn son, watch and learn.

[sankshiela] 27/9/2023 09:05

Watch out young Frankie. There’s speculation on a nutrition JV coming

[one_frankel] 27/9/2023 09:01

We're off to the races today folks with first reaching 80p and then 130p in no time at all, if the goons on here can be believed hehe!

...Are you a du_mb or just a fo_ol Imperialist!

[seball] 27/9/2023 08:46

I think a bid will be put forward to shareholders as MM has given up his golden share. Either part of the group or group as a whole. Apollo could also launch another bid as its now been 4 months since last bid so they can bid again now.Rules ment they needed to wait 4 months. Good luck.

[sankshiela] 27/9/2023 08:41

I like imperialist
But I worry it’s the bull sitter DSMITH in disguise

[the imperialist] 27/9/2023 08:29

We have lift-off. It must be tough for a fundamentalist like frankie to cope in today's markets. :-)

[the imperialist] 27/9/2023 08:03

Rumours circulating. 130p initial target.

[billionarebob] 27/9/2023 06:52

THG Nutrition, numerous bids, from multiple comps, last year and this year.

The company stance is Not For Sale but still, they keep bidding

We all know every business is for sale.

And to acquire the businesses not for sale you have to pay a premium!!!

Someone wants THG Nutrition in their portfolio or at least a chunk of it.

IYKYK :)

[leoneobull] 27/9/2023 06:08

Just listened to the Q&A on webcast from recent results. Interesting that 2 analysts upgraded and Liberum held firm at 220p too. ....

[billionarebob] 27/9/2023 05:15

Sorry posted wrong link on Liberum post try this onehTTps://citywire.com/funds-insider/news/expert-view-jadestone-energy-phoenix-group-thg-devolver-digital-central-asia-metals/a2426550

[billionarebob] 27/9/2023 05:10

MYPROTEIN REBRAND



An incredibly exciting time for Myprotein as more and more countries launch their rebrand,
including Romania, Greece and Croatia from my region today.

We've achieved so much over the last four and a half years l've been here and we are only getting started.

[billionarebob] 27/9/2023 05:06

The outlook is bright for THG, says Liberum



E-commerce platform THG  could create fast value for shareholders by spinning out its nutrition platform, where the outlook is the best it has been for two years, says Liberum.

Analyst Wayne Brown retained his ‘buy’ recommendation and target price of 220p on the stock, which in a falling market on Monday firmed 1.7% to 70.3p.

Brown said topline performance in nutrition and beauty has been ‘creditable’ in the first half of the year ‘given the weakness in online retail’. The ‘strategic shift’ in Ingenuity, the digital commerce solutions arm of the business, was ‘sensible and plays to the company’s point of differentiation in what is an intensely competitive market for digital commerce services’.

‘Layering on cost-cutting and cost of goods sold tailwinds, THG’s pivot to profits and free cash flow is going according to plan,’ said Brown.

‘A sale or separate listing of the nutrition division would be the fastest way to create value for shareholders. On an organic basis, all the infrastructure projects are done, the outlook for beauty and nutrition is better than any other time in the last two years and free cash flow generation and return on capital employed should rise from here.’