RE: Worth investing?7 Aug 2020 11:43
Hey all,
I had a quick look at the brands Traffic numbers in comparison to Boohoo,
Last 3 months traffic (sessions)
Boohoo- 9m -30% YOY
Simplybe- 3m - 15% YOY
Jd williams- 2.8m - 34% YOY
Jacamo- 900k - 44% YOY
Some other interesting take outs
- 33-46% of N brown's website traffic comes from Direct ( ie customer types JDwilliams into URL bar) suggesting a fairly high customer recognition/loyalty . this is 30% at Boohoo
- Boohoo Wins on Organic search vs N brown - which links into their younger demographic, who tend to use google search more and shop around0
- N brown look to be doing double the paid search activity as Boohoo, which will be because they cannot rely on organic search like boo hoo can.
- N brown brands have a much large gender and age profile than Boohoo. ( 70 % of Boohoo are women, 60% below the age off 44.) Giving a broader market scope/ less suitable to fashion change!?
If I was running N brown's websites I would drive organic search in a big way as they are losing in this space, I would also be watching my paid return on investment very closely, as overall market demand is down,so every customer that comes in needs to pay up!!
Re: Why invest.. From a technical perspective, the charts look bullish! but tight stop loos required!