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Oh o
Dear Lord are we still on this???
This was a bad day at the office for marketing and advertising at CBX. There was a story that ran that was 100% not accurate. Releases have been made to rectify it. Everyone focusing on the negative rather than positive.
Oh, by the way - free samples of products in Vogue on a cover that will feature the Beckham Wedding. This is likely to be the most well publicised wedding of the year with the greatest uptake of the publication for the year! Just saying!!
Nice little wedding present!
“I do” ??
Here comes the bride!
Ocado Partner internationally. They sell their solution interntaionally. They are already doing this very sucessfully. Coles (Australia), Sobeys (Canada), Kroger (US), ICA (Sweden), Aeon (Japan), Auchan (Poland), Casino (France). They are technically (human capital) - very competent.
?? not sure who’s claiming to be a millionaire and sunk that level of capital into it?
I’m in for 30k - sitting on a hefty loss. This as I have said previously would make me incredibly nervous. I’m not. This is a good product. Everything in my opinion is lining up perfectly.
I’m expecting marketing to ramp up now they have some “visibility” out there! I’m expecting 11th or 12th of April we will know more and get a better sense of direction.
Absolutely do your own research.
Feeling more optimistic. I did go through a period of exceptional frustration!!
https://uk.investing.com/equities/cellular-goods-consensus-estimates
STRONG BUY - have not seen that in a longwhile!
I know what we want but it's unlikley to pan out like that.
Once the influencers come on baord and the marketing strategy more transparent this is going to go stratospheric. Why? This is on a watchlist for the many. Some who made a tidy profit on the IPO, others who cut their losses, and some that are waiting for the bottom and higher sentiment to jump back in. Once this pops, it's going to go up like bubbles in a good quality champagne! Right to the TOP! There will be a stark adjustment (which is typical). However, a stready rise is unlikley this quarter of 2022. Quarter 3 I think it will find it's level. New products to market will keep it bouyanyt but not stratospheric *would be my guess.
Lets talk again in just under two weeks. Let's have the discussion about stratgey then. Speak about this again around the 11th/12th of April 2022.
Think your right. 11th/12th of April 2022. Exiciting times ahead.
VERY
LGO-Fan, I like the way you’ve articulated yourself. You have my attention. Let’s leave it two weeks and let’s come back to this conversation.
Agreed. Way to slow off the starting blocks. Literally face planted!
Rules 1 Marketing - don’t promise what you can’t deliver.
Rule 2 Under promise and over deliver.
Great we have two board up in Manchester and London but to capitalise on these there needs to be a campaign sitting behind it.
If Birchbox come to table (I sound like a scratched record) - then in my opinion we are on the right track. Why?
1. Customer base of over 4 million subscribers
2. U.K. and US customer base
3. Direct to door samples
The above will drive sales.
They seem to have addressed their supply chain with a change in management. Others have criticised this move. Which quite frankly was laughable when I read the comments. It’s exactly the right move and I’m surprised it didn’t come sooner. I mentioned supply chain and logistics in a comment summer/autumn of 2021. This should be in sharp focus as without it there is no point driving sales growths. You have one chance to make a first impression with customers. So for me this is a welcome if not later than anticipated addition.
Give me Birchbox and you give me confidence in sales growth. Give me influencers (proper influencers) and your giving me confidence. Deliver this consistently and you give me confidence. Confidence translates to investment.
Some say Anna is focused on sales. Agree this should be her focus. However, she’s not going to be able to deliver with current cash flow. Somethings positive and aligned with all the promises made needs to happen for this share price to pivot.
Your right premium brands don’t offer discount. It devalues the proposition. This crem de la mere.
Let’s see what this week brings.
BIRCHBOX, BIRCHBOX, BIRCHBOX!!!!
Up 20% by close of play in my opinion!!
Agreed. I have a resistance point it needs to break before I invest again. I’ve 12p resistance barrier. That has to be matched with daily growth over a week. At this point I might get excited.
I think it’s amazing to see some marketing. Hope this is step one of many steps.
I continue to bang this drum- Birchbox is needed to get samples to customers doors. Profile has now been raised. Great. Product is identifiable. Next has to be be about product placement & creating a “buzz” - excuse the terminology. What next? This is the question. One step does not make an omni-channel marketing campaign! So what happened next is crucial.
It’s generally a general preference to release press statements to land on Tuesday. So today could have a lot more to offer! I’m watching with interest!
Closing out short positions. It's normal. Fret not!!
I've been in the doldrums with this share. I'm not counting my chickens just yet.
I'm goimg back to the following observation:
1. Show be growth over a week or more *does not have to be huge just consistent
2. Then once it pushes past it's last resistence barrier of 12p I have another 10K to invest
Point 2 - sounds counter intuative but this is where I'm at with this share. Some might argue that if I think it can break this barrier why not invest now? Good question. I've been burnt. I'm heavily invested already. I need my confidence building back up.