Member Info for Hoss13

JohnJo1

Not for U.K. comparison it isn’t. Go take a look in a U.K. footlocker then head to JD & Footasylum.

Maybe US is a comparable, but FL are losing a money consistently, they have lost their way hugely with the customer.

TomBeef,

Add this Courir rev, onto JDs infrastructure including (eventually their Belgian DC) not to mention rebranding stores for full JD experience and it won’t be long before we see £13-14B rev & 10%+ net.

Anyone getting in now, is in for an incredible mid term ride. I’m averaged at £1.14 but incredibly comfortable with that. Will continue adding small amounts…

One thing that I totally missed mentioning earlier, is that we really shouldn’t be comparing JD to any other business (UK alone) other than Footasylum. Almost a carbon copy of JD, but U.K. only. That’s where our eyes should be , on their updates, although I don’t believe they are obliged to update regularly being privately owned now

JohnJo1,

Understand all that however Frasers rely heavily on Flannels, & luxury fashion is in freefall. JD have 53,000 UK staff so I agree naturally there will be an impact on the bottom

Line for NI increase, UK is fast becoming a smaller & smaller slice of the JD global pie, so more weight needs to be given to territories outside UK issues on our doorstep.

Fraser’s have given a profit warning at H1, JD in effect held guidance (albeit at the lower end of estimated) at Q3.

At a guess, a minimum of 80% of Frasers revenue comes from UK alone (happy to be corrected here), but comparing them both……isn’t apples for apples

Don’t you worry about that Smokey old boy 😘

JohnJo1,

it seems you are trying your best to drive sentiment down on here!!

Brands like HoodRich are essential to the product mix at JD, street/fashion brands are always 'finished off' with the lastes pair of nikes/adi/similar. Running with specific streetwear brands is all part of the game that is JD, they arent called JD sports FASHION for no reason.

More new sports/outdoor brands are now taking more market share (in UK) Montirex, Technicals (JD Own Brand) etc....mixed in with the usual, Nike, Under Armour, Asics etc......

You're way way off with your brand assumptions, this market moves faster that you think, and each territory does things differently. Hoodrich is just getting a proper hold in the US after being aquired by Iconix.

JD are very much of the opinion of selling a whole outfit to a consumer with high AOV, hence the mix of sports and fashion brands, I know, I had a brand in there in UK and across Europe for 5+ Years, they do it better than everyone and their buyers are top of their game. MASSIVE opportunity at this SP, I'm £200k in with another £100k to throw in a little lower than todays price. itll double within 2-3 yrs.

Mary,

As stores give you the opportunity to try before you buy, most do only offer exchange to keep the money in the till. Online, businesses are obliged to offer a minimum 14-day returns window from the date received (not purchased) due to distance selling regulations and not having the ability to try before you buy.

ASOS have fallen foul of making it too easy (and free) to return online, but I guess that’s their game being online only. My brand was once stocked in ASOS & the buyers regularly said that they are scared to turn free returns off as they felt it supports so much of their business, I think they have changed it now. Zalando for example expect a 40%+ return rate!!!!

Maximillian

😂👏🏽👏🏽👏🏽👏🏽

Swingman,

The trump tariff will depend on varying factors for JD. JD will buy the likes of UA, Nike, Adidas, Puma etc…..all as landed into the country. The brands will see the biggest uplift in cost.

UA & Nike already U.S. companies so will be interesting to see how this affects them…..

JD does have several own brands, supply & Demand etc…..where JD will be exposed to any increase in import tariff’s. Unsure how S&D actually does in the US though.

Markets…..

“Whoops, I think we over-reacted again to JD”

Groundhog Day but a fantastic playground for day traders

Itsyourgo,

So what? JD have absolutely no exposure in India or China. 🤷🏻‍♂️

GazTop

Slimming the business down? 10% net (circa £1b) is damn impressive in global retail. Explain where & what they should be slimming in your view? Also don’t forget it’s not just UK government to consider

Maximillian,

You know that JD don’t sell Slazenger? The brand is owned by Frasers group, therefore you’ve likely found yourself in Sports Direct. Do pay attention chap 😂

Fat profits…

This is Falcons 3rd account, noted by the 3 at the end of his handle. He’s been on this board quite some time

Yoyo guy,

This is falcons 3rd account, I can vouch he has posted hundreds of times, and is one of us 🫡

Fundamentals are all still there as they always have been.

JD still showing incredible resilience in the market. I’m down today, as many are…..but it’s an opportunity to load up for a very good Medium-Long term return.

I said im selling my house if it dips below £1, for-sale board going up in the morning 😉

Dereshi17,

You’re in at a VERY good price. Just be patient & you’ll be rewarded IMO.

Allessandro,

I think JD will be very cautious about upgrading its outlook pre-xmas trade, as this period is what de-railed the guidance last year....unless of course they are going to considerably smash through it, if any guidance is to be upgraded I'd guess this won't come until Jan TU.

I truly believe that there could well be an upgrade in Jan, after holding guidance this month, as I just feel there could already be surplus they are 'banking' until Nov/december is over.

IMO of course.

I’m back in at similar levels BoxTheFox

I got greedy a while an ago and kept trying to catch the ‘bottom’ & missed it after a double day rally. I now just get back in at adequate levels that ‘should’ see a decent return in 2-3 months.

TOMBEEF,

I see, very sneaky. Good thing mine is all in ISA’s. Shame you have to cough up 10%. Ba*tards eh?