RE: 1rst Retailers outside the narrative of Doom and Gloom5 Jan 2023 13:46
48p is pricing THG as distressed it’s just crazy considering all the positives tailwinds Whey, FX, Iceland meals deal, lower freight cost, lower fuel cost government business energy subsidy, peers results, top 5 online retailers LF Cult, age verification points to a potential Whale ingenuity, GS expires this year, QIA billions spare cash on sidelines, Seperation complete, Inflation falling, Interest rates pause cut 2023 etc etc Look forward not back..