Member Info for 2phevs

Down - 1.5% against consensus of up 0.1
Should now be completely off the table as a BOE concern along with the recent release of mortgage applications figures
Retail sales down in some European areas this morning but personally not of concern anymore after boots results

Nicely confirms posters here take on the results Oke and fits the Fox Intelligence report on UK retailers Black Friday growth the Nestle CMO posted THG beauty looking good
Nutrition headwinds should look after that side of the qtr 4 results and a nice little extra bunce on this Iceland on the face of it successful launch should add to the momentum building here
6 more trading days for shorts to make a move

Did you see the little comment from him stating ice-cream launch at Easter stockbroker

Nice buying pokerchips roll on 17th

Thanks very much brass0

Nice to see you back here pokerchips you aren't the trapdoor spider that keeps grabbing shares on any dip the spider keeps upping it's snatching level the past few days

Algo programmers might actually see soon that there circle of shares are diminishing

Yeah OSG there's just a few trapdoor spiders wait to pounce on any sort of dip grabbing shares to store away in their den

I thought we'd quashed the Mon thing the other day Anacott the Good Samaritan
Never mind

Seems huge increase in leisure and hospitality could well be people taking second jobs happens a lot in the US

While the goods-producing sector increased by a relatively meager 22,000, service providers added 213,000, led by leisure and hospitality, which added 123,000 positions.

Cheers Anacott
Nice to see confirmation from Boots local Exec of what we've gleaned from the results.

above consensus hopefully that means huge jump in people wanting to be employed which was a worry of most developed markets perhaps because of inflation some people going back to work

Thanks very much Stockbroker tempted myself will give view once tried

CNBC
The company also saw a boost in beauty and personal care sales, which helped offset losses from a dip in demand for Covid vaccines and home-test kits, which drove profits in previous quarters.

Also Stockbroker Walgreens Boots Alliance have had to set aside $6+ bill for opioids litigation and huge reduction in Covid 19 related sales have really hit the pharmacy side of the business
Beauty part of the business has really helped this company report decent results luckily for them. This imo really bodes well for THG with none of the above pharmacy issues

defo stockbroker LookFantastic and Cult Beauty just behind Boots RECORD digital sales ever as posted by the CMO of Nestle
1st Boots
2nd LookFantastic
3rd Cult Beauty
4th John Lewis
5th The Perfume Shop

don't care what happens between now at the 17th Jan results looking really good

nice solid QTR please look up this company definitely fits My Protein especially after Iceland deal

https://www.marketscreener.com/quote/stock/THE-SIMPLY-GOOD-FOODS-COM-37430562/news/The-Simply-Good-Foods-Company-Reports-Fiscal-First-Quarter-2023-Financial-Results-and-Reaffirms-Full-42664973/

Overall I'm very very happy with how Boots BEAUTY driven not pharmacy Black Friday RECORD digital sales announcement WILL reflect on THG beauty figures

THG don't do pharmacy luckily beauty more than offset a huge drop in Covid 19 sales for Boots

here's the full boots summary
The International segment had first quarter sales of $5.2 billion, a decrease of 10.8 percent from the year-ago quarter, held back by an adverse currency impact of 15.4 percent. Sales increased 4.6 percent on a constant currency basis, with Boots UK sales growing 4.3 percent, and the Company's Germany wholesale business growing 4.2 percent.

Boots UK comparable pharmacy sales decreased 0.9 percent compared with the year-ago quarter, due to lower demand for COVID-19 services compared to the year-ago quarter. Boots UK comparable retail sales increased 8.7 percent compared to the year-ago quarter, growing market share for the 7th consecutive quarter. Footfall improved by around 8 percent, compared to the year-ago quarter. Boots.com continued to perform well, accounting for 18 percent of retail sales in the quarter compared to 9 percent pre-pandemic. In November, Boots.com percent of sales reached almost 23 percent, including the biggest ever single day of digital sales for the business, on Black Friday.

Gross profit decreased 13.0 percent compared with the year-ago quarter, including an adverse currency impact of 15.1 percent. Gross profit increased 2.1 percent on a constant currency basis, reflecting higher UK retail sales growth, and strong execution in our Germany wholesale business, partially offset by lower demand for COVID-19 related services in the UK and the adverse gross margin impact of National Health Service pharmacy funding.

SG&A in the quarter decreased 18.2 percent from the year-ago quarter to $944 million, reflecting a favorable currency impact of 14.9 percent, lower acquisition-related costs, and lower costs related to the Transformational Cost Management Program compared to the year-ago quarter. Adjusted SG&A increased 5.6 percent on a constant currency basis, reflecting increased in-store and marketing activities, higher inflation, and the expiration of temporary COVID-19 related rental reductions received in the year-ago quarter.

Operating income increased 96.5 percent from the year-ago quarter to $106 million, reflecting lower acquisition related costs and restructuring activity, partially offset by an adverse currency impact of 18.8 percent. Adjusted operating income decreased 28.9 percent to $116 million, a decrease of 20.3 percent on a constant currency basis compared with the year-ago quarter, as strong growth in UK retail and Germany was more than offset by lower demand for COVID-19 related services in the UK, the adverse gross margin impact of NHS pharmacy funding, and the expiration of COVID-19 rental reductions received in the year-ago quarter.