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Looks like the maybe the falling inflation data was priced into a lot of stocks, though could still recover later today.

I believe this will come out at 13:30

I guess on the flip side maybe there more complaints coz they are dealing with an increasingly large number of customers.

I'm very bullish on THG and am (probably too heavily) invested here but one of the few things negatives I see is whenever I go on cult beauty/look fantastic insta the comments are very negative about orders etc. Has anyone noticed this? I realize to some degree this is probably the case with most companies but it feels like cult has slightly more than other beauty pages.
Other THG departments such as myprotein do not have these negative comments just seems to be a lot with cult and look fantastic.

https://www.instagram.com/p/Cm6XFMkqrMX/?hl=en

https://www.instagram.com/p/CnPgOrijrIH/?hl=en

Whey price is lower than it was in Jan 2021 when THG sp was around 700p (obv I'm not saying this means it should here amidst all the other factors but worth mentioning).

Maybe their 3 followers are Buffet, Bezos and Musk. Got to be positive.

I'm still partly pondering the reason for Nutrition still no longer being under the departments on the site. However it seems perhaps a bit too basic of a thing to base a division sell out thesis on - https://www.thg.com/job-search/?keywords=&exclude_keywords=Apprentice%2C+Internship%2C+Graduate&location=all&department=all

Don't think it was the city spy who started the rumour, he seems to be downplaying it a bit here: https://twitter.com/TheCitySpy/status/1612468306744643586

I don't fully get the debt argument, why would shareholders care if THG would be saddled with debt? If their shares are being bought out they would not longer own THG so the debt wouldn't be their problem.

This has to be the best day so far percentage wise since the day after the rejected offers notification?

It does seem it would have to be some kind of rumour or knowledge of something considering THG is up 18% while Boohoo is up 3.88% and Asos up 1.54%.

Great THG days have been a rare thing for the last year so this is enjoyable, lets hope 2023 really is the inflation to deflation story with THG making a strong re-rate.

Could some of it be speculation on the THG nutrition disappearing as a department from the THG jobs page or it this crazy talk?

If it's just a generic reply from them then perhaps the 'few more weeks" part may have been created earlier than last week, meaning an update could come any day. Obv I'm just hoping for this out of impatience.

The ever optimistic part of me did wonder that 2Phevs but then I saw other nutrition job still being advertised on linked in, but yes it's strange the department not being on the list of departments on the page unless it's an error.

For better or worse, there's quite a cut in the number of jobs being offered on the jobs page now from memory unless I'm missing something? Could be that they are looking at the bottom line as people hoped or maybe are just happy with positions filled now?
It doesn't seem to have THG nutrition offered as one of the departments, website glitch?
https://www.thg.com/job-search/?keywords=&exclude_keywords=Apprentice%2C+Internship%2C+Graduate&location=all&department=all

I agree Steve I think Moulding could carry on with growing revenue focus if we were listed in the US but if we are to stay listed in the UK then a change to slower sustainable growth as you say would likely do wonders for the share price. UK investors and financial media love a profit, not so much growth.
It is interesting though that the main cause of the the mass sell off in tech was inflation which was mostly driven by energy prices and those energy prices have now retreated significantly. I think therefore at the moment we are at a lag point where the falls are not seeping through or being seen tangibly yet the same way the gas price had reached where it is now in June 2021 but tech didn't really sell off until the end of 2021 because wholesale price changes take a while to impact things. Am obv happier to be in growth stocks for this potential reverse upside.

https://tradingeconomics.com/commodity/natural-gas

US natural gas prices have now fallen back to where they were in December 2021, but also where they were in June 2021, around the time THG was raising £770 million odd from softbank at 596p a share.

It's clear the wholesale prices have fallen back, wheat is back to pre-Russia/Ukraine price. It's just waiting on the dual lag of energy and food companies reducing their prices to reflect this (hopefully there is enough pressure put on them that they do this) and then the lag of the official inflation data always being a bit behind by the time it's reported.
Soon the headlines will increasingly change to "inflation falls again", hard to see growth stocks not recovering.

Probably a smart move by the industry to charge for returns. Recently energy companies and supermarkets have been acting like cartels by not passing on the wholesale price drops to the consumer, why not online clothing/beauty act a little more cartel-ie? At the moment it's the opposite with constant discounting.