Member Info for Holy1

I expected strategy updates in Jan and Apr, and at the June AGM, so I’ve low expectations. The current SP & market value also limits options.
& I don’t think they’ll announce anything big without an RNS.
Hope I’m wrong.

Part of me thinks Golden is right and Thursday will be pretty vanilla. Although not sure how they get through the Q&A. I’m at least hoping they can up profit guidance, to positive YOY.
Fingers crossed for a massive RNS that will blow the market away on the 16th - the IPO anniversary.

On the flip side, if they’re US based, they could save hundreds of millions based on the current exchange rate.

Thanks Sp. Good to see you back.

They forecast full-year sales and profit below estimates, due to a hit from COVID-19-related lockdowns in major market China. But analysts expect China lockdowns to be a near-term impact and remain optimistic about demand for beauty products in the region over the long term.

Meanwhile, strong demand from higher-income consumers in the Americas helped the company beat fourth-quarter results as consumers in the region splurge on beauty products.

I take that as positive for the markets THG play, with only 18% classed as Rest of world.

POSTI, sorry, but what drivel. Have you read the guys posts, he just slates companies to big up Primark. Which he proclaims to be the best, although avoids the point their SP has also dropped (50)% in the past few years.

You can get to the article here with no paywall: https://www.washingtonpost.com/business/what-to-do-when-softbank-says-not-for-us/2022/08/05/4766c01c-147c-11ed-8482-06c1c84ce8f2_story.html

Just yesterdays THG share price action. Good write up on Beiersdorf results though, supported by strong growth in skincare.

I haven’t read the results but MakeUp Revolution, whilst a brilliant disrupter story in the make up world, they’ve had a big stock problem for years, driven by the fast fashion model. The constant change is great for customers, but leaves them & retailers with overhang. I heard it was a massive problem. That’s why I’ve stayed clear.

A strange article for the Times, you’d have thought they would have had more to say on SoftBank, share buy etc. Feels like they’re guessing MM’s next move as much as we are…

16th Sept is two years since IPO, I hope we get a nice anniversary gift at the half year results. The timing would be sweet.

THG Nutrition grew +36% in FY20 & gym’s were closed for half the year. If you’re into fitness, you’ll still want protein. People will run, ride or head to the garage instead of the gym.

Goldenyears, I agree a Beauty partnership with WBA makes sense from both a market share and capability POV. I assume WBA would need to be majority stakeholder to avoid conflict of interest and to realise synergies? From what I’ve read on WBA there focus is US healthcare, & spinning off Boots, so this may not be a priority for them?
I assume you could apply similar logic to a few other retail partners, who are looking to grow share, drive online, realise synergies and /or gain access to new brands… M&S, Next, Frasers, Amazon, Tesco to name a few? Not sure if any have money to invest?

Thanks for the thread Hosai/MSG. A few more strengths for THG:
1. Ocado Retail is 90% of Revenue and is impacted more by food inflation, which is ahead of overall retail inflation driven by Ukraine conflict (cereals price up 37%). BRC measure Health & Beauty at c. 2.0%.
2. Toluna Cost of Living Survey shows some indication that consumers are less likely to cut back on H&B categories and claim to be less impacted by them compared to grocery, which was No1 in the study.
3. Despite the doom and gloom on the economy the health & beauty market is continuing to hold up well. Last month, Total market up +6% YOY, with Beauty up +11.5% (High growth in all areas, especially Cosmetics and Fragrance).
4. Despite winning online last year, THG still have relatively low share so lots of opportunity to grow, especially with the decline/closure of Department stores.
5. THG Ingenuity has the opportunity to grow much faster, is attracting a lot of interest from big H&B brands / retailers as they look to save costs, through both logistics and digital capability. I'm hoping they reveal some big names soon.

The Ted LSE board only has two posts today!
I wish we could learn from them, we don’t need a running commentary of the share price & then despair and arguing for +50 posts.
Switch off, enjoy the sun, wake me up when it’s +£1

Don't assume a Q2 update.... From THG investor relations…

Thank you for your email.

The Group is currently expecting to release its Half Year Results for the period ending 30 June 2022 on a date to be confirmed in mid-September (in line with last year). The calendar will be updated when the date is confirmed.

With kind regards,
THG PLC, Investor Relations

The statement last year quoted that MM would give up his golden share in 2022, alongside a premium listing.

I can’t see this happening at the current SP. It naturally expires Sept 2023, 3yrs after listing, so I assume he’ll need to get the SP into a solid position to avoid a hostile takeover or do a deal pre.

Sit it out until Sept results, knowing the H&B market is still buoyant, they’re on track to deliver results inline with the last update & directors have skin in the game.

Good article on strength of the Beauty market…https://britishbeautycouncil.com/prestige-beauty-sales-boosted-by-changing-consumer-behaviour/

Feels like I’ve just been given the dictionary definition of a creative agency six times. Very odd.

Just like Feb-April
We’re back at all time low’s
The SP feeling controlled
No real connection to the market or business
Shorts are back
Believers vs FUD
Waiting/hoping for news pre results
Trying to guess what THG are playing at
Sunday press ‘click bait’ stories
Having to filter Rock8 again.

Hold the line
The business is solid, the share price is broken
Try and stop watching the share prices every move
Turn on an alert
Don’t assume anything pre September
We will be rewarded
Enjoy the summer. GLA.