Thg Share Discussion Threads

[money mad] 09/3/2024 08:25

Growth for many was lost last year. Including my business. We are up 50 percent so far this year, whose to say things haven't turned around for Thg - looking at Myproteins market - media says it's in growth - According to the International Food Information Council's 2024 trends report, plant proteins and protein-fortified foods and beverages will become even more popular this year. Beauty online revenue should be up 3.3 percent this year. I am expecting Thg brands in this space can ride above the average and start to take market share! With partnerships increasing by the day in both nutrition and beauty this is going to help direct bottom line numbers but also build brand equity leading to further growth!

[one_frankel] 08/3/2024 16:13

All this nonsense about the real conversion rates, the marketing mix model has little value when you consider the overriding picture of the company's 'Bottom Line' which demonstrates growth is all but dead, it's quite simple MoneyMad but much like Alistair Crane, did you also play a ruse with your suitor in selling your mediocre App buddy!

...By the way, a Data Scientist hey that struggles to understand to real meaning of informed decision-making with Data but take it from someone that is incredibly lively in that sphere hey!

[havinthelasttoast] 08/3/2024 15:04

Disco you know I love you so I’m going to leave it for a while.

Reach out to me on telegram and I’ll let you know privately how it is going. Cheers buddy. Don’t mind the handle it’s just easy to remember. Promise I won’t comment for a while. At least 18th of month. Lovya x

@Thgwoof

[money mad] 08/3/2024 14:14

It wasn't hard to pick a downtrend in the current macro market. They maybe using this data as a guide but I would be interested to see how many got caught out using this in a period of less macro volatility. You don't have to be using this data to know last year wasn't gonna be a good year. Anyway as long as you are happy it's accurate for you then great. All I am saying is you shouldn't come on these sites and say this with such authority as this sort of data is flawed nowadays and incorrect if clients change their marketing strategy and how and where they spend budget , campaigns they run and devices they drive traffic too! Good luck also. Guess we will see who is right in a few months .

[havinthelasttoast] 08/3/2024 14:00

Think you are right.

Time to load up?

[money mad] 08/3/2024 13:51

That reads to me you don't want to share your methodology as you know it's flawed. Anyway I am a data scientist at heart and this last few years of this unreliability in the things you have shown me is why I sold . AI and privacy have disrupted the marketing world. I wish I hadn't exited as my revenue is up 50 percent this year, could have doubled but does mean will hit my earn out - agencies do sell for more than 20m go and ask GPBULLHOUND or jegclarity if you want clarity on that.

[havinthelasttoast] 08/3/2024 13:25

So money mad, you ask me to explain to you how it works but you have already decided it’s not accurate in the same reply hehe.

“ Remind me again what/ how they are using in this data for conversions ?”

I have an expression I try to keep to. Don’t argue with the stupid. Nothing more dangerous than a little knowledge. Now get back to your job and keep dreaming on that big pay day exit :)

[havinthelasttoast] 08/3/2024 13:24

So why do you spend all day and night monitoring here if you think that’s true ?

I have answered what you said. I asked Frankel about indice trading did I not.

Have you anything useful to add? You know I still love you but the data says I can’t join your ramping team yet.

[money mad] 08/3/2024 13:24

I could manipulate those figures quite easily if I wanted to to the upside by investing heavily into a brand / traffic campaign versus conversion campaign

[disco1984] 08/3/2024 13:23

Do you come here to gloat?

Do you need your ego rubbing?

Is that what money can’t buy you?

Really thought better of you, nothing to do with how you play, it’s how you act.

[money mad] 08/3/2024 13:23

Those channels display , paid search etc are exactly my point. These aren't reliable anymore and certainly not if you read through their change in digital strategy - being more mobile app focussed. I would not base decisions on this unless the client was web only and even then I would be careful about using this as a revenue guide. Remind me again what/ how they are using in this data for conversions ?

[disco1984] 08/3/2024 13:21

Learning from this board?

Pull the other one.

You have no answer to what I have put.

Unless you think you can manipulate people, anyone with half a brain cell wouldn’t invest from here, hopefully they do their own research for shorting/long.

[havinthelasttoast] 08/3/2024 13:14

Deleted for my friend disco.

[havinthelasttoast] 08/3/2024 13:05

I covered all this but as I say I am not wishing to make this publicly available.

I’m going to show you one limited example data set for asos, another company i was shorting and I will post it at 13.20 and I will delete it 5 mins later. I can’t believe you think I am using google search data like seo rush data which is extreme inaccurate to make investment decisions. Tut tut.

By the way I have google app engagement, I can get iOS but it’s a load more money and we can even get basket values from credit card data. I know it isn’t fair but it’s out there. Nielsen sell till data weekly for all the big supermarkets to hedge funds and then release data publicly just before results which is always correct.

[money mad] 08/3/2024 12:57

Haveinthelasttoast - I sold my company to a AI tech company that doesnt have the issues with privacy and tracking. Because this is the future.

You are missing my point totally though. You dont know what they are doing with regards to budgets being spent which are the key driver of traffic and conversions on site/in app (outside of CRM programmes). ie if you look at google trends and see Myprotein search traffic down in ie UK year on year, well thats likely because they have invested more in retention marketing - spending to drive people in app (which they have said was the plan) and send a lot of CRM ie email campaigns. I do get a lot of emails (more so than ever) and never need to google them to come to site to purchase. So all the traffic we see in Google search is just non-customers. THG will have a digital budget per year - normally 10% of rev for ecom brands. THG have stated historically they have been investing in mobile app adoption so maybe they have focussed on this, of which you wont be able to track conversions - even clients who have a MMP struggle here so you who has no access is not going to get this info! On top of that moving away from traffic =, their partnership campaigns that launched more aggressively twoards the end of last year will be rampant this quarter - 36M last year with late ramp to starting this year - i am expecting this to help growth in 2024. This is not trackable in your data and you dont mention this!

[havinthelasttoast] 08/3/2024 12:34

I’ve learned a lot today :)

Hehe

[money mad] 08/3/2024 12:03

I didn't see your ASOS example as i was in meeting. Just to be clear, I am not saying revenue etc is up. I hope it is as I am invested here. All I am saying is the data you have access too is not as accurate as it was last year and the years before that amd should be used as a authority of performance. Gdpr, cookie depreciation,IOS updates has meant website data and conversion data are not as accurate or useful to guide insights. We don't even use that info anymore to plan for media budget spends - we use something called MMM or marketing mix modelling which guides brands on where to spend budget - we do not use conversion data or website traffic because it's not accurate enough and does not accurately represent what drives revenue anymore . If you watch their marketing team updates on meta events THG also do talk to this point!

[one_frankel] 08/3/2024 11:56

Have you seen the significant selling by the institutional shorts today folks!

...So how low will it go hehe!

[havinthelasttoast] 08/3/2024 11:30

Hehe.

The 6 people that viewed the proof before I changed the convo and deleted the proof know that isn’t true x

Can’t have the mugs knowing too much.

Yeah I got owned x

[the imperialist] 08/3/2024 11:27

Tony just got owned. Hilarious. :-)

[havinthelasttoast] 08/3/2024 10:57

Glad you helped me out there. Time to load up ? :)

[havinthelasttoast] 08/3/2024 10:49

Wow. That’s amazing.

Think maybe it’s load up time :)