Member Info for Gary1976

Warpaint London reported record 2025 revenue of £105.1m (up 3% year-on-year), bolstered by the Brand Architekts acquisition. However, challenging conditions caused adjusted EBITDA to drop 15% and pre-tax profit to decline by 24%. Despite this, they improved gross margins to 45% in H1, doubled cash to £16m, and remain debt-free.Key details:Performance: Record sales were driven by European and UK growth, though impacted by softer US sales and a £3m hit from a customer insolvency.Outlook: Management noted a tough start to 2026 but expects a second-half weighted recovery with further margin gains.Dividend: The total dividend was increased to 13p per share.Acquisitions: The company recently acquired the Barry M brand from administration to expand its portfolio.Stock Activity: Analyst sentiment remains 'Buy', though the share price has experienced volatility and a decline over the past year.Note: Data is as of April 29, 2026.

JP Morgan upgraded to overweight. 😊

I’m actually pleased O’Leary made those comments last week as it gave me an opportunity to top up at £5.08! If he hadn’t I wouldn’t have brought anymore!