RE: Forget the margin. Growth as usual.13 Jan 2019 20:50
Still can’t decide what I’m going to do tomorrow, buy back in tomorrow after selling Friday or not, half punt, or wait to analyse results Tuesday morning. I’m sure the growth will be great, probably higher and possibly further upgrade on that front. I’m worried slightly about boohoo brand itself, PLT will be the absolute shining light yet again and international growth exceptional. Margin is the big worry for me if they do the same as last year with the trading update and we saw how the share price sank, I have been watching all the brands “sales” over the last couple of weeks and they have been high but can pepper that with a little of counter comments. What’s everyone’s thoughts on the margin? I didn’t analyse discounting last year so can’t compare
If margins are kept the same even with the same growth, this will fly as the shorts still open are high for here and they will close.
Long term boohoo group is going to be massive, PLT is now the go to 16-30 brand for women.
Just regarding all the “analysts” and coverage over the weekend they are just making good guesses like we all have. 38% as one said would be at the lower end of the revised growth. Jefferies and many got next results predictions massively wrong by saying 13% down and was like 1.something % down.