Member Info for L1v1ngByNum8er5

Sephora adding second shop in London. Looking to potentially expand in rest of U.k.

https://www.standard.co.uk/business/sephora-beauty-lvmh-stratford-westfield-b1120286.html

They are based in Edison , New Jersey. Which is also where THG's new fulfilment centre is. What are the chances ?

Impressive Company. Maybe one of THG’s best acquisitions.

https://manufacturing-today.com/news/uncovering-the-meteoric-rise-of-us-beauty-products-manufacturer-bentley-laboratories/

Got my skates on , down to my local Iceland today. I was frozen in shock to discover there was now only one Myprotein freezer cabinet ! Not only that but the “3 for £10” offers were no longer available. ( Applies on Iceland’s website too.) Obviously not good for future sales but then again Matt didn’t seem too excited about net financial contribution of the Iceland tie-up.

Incidentally, it looks like it’s a wrap for The Three Bean Wrap…… R.I.P.

Chupa Chups & Myprotein

https://www.foodbev.com/news/myprotein-unveils-chupa-chups-collaboration/

The Myprotein marketing department cranks into full gear.

https://www.youtube.com/watch?v=y597sdT8PWM

Article on Chief Executive Liam Condon :-

https://www.thisismoney.co.uk/money/markets/article-12682877/Is-City-listening-Johnson-Matthey-boss-Liam-Condon.html

Perma-tanned founder. Perma-frosted share price ?

Https://www.thisismoney.co.uk/money/investing/article-12683627/CITY-WHISPERS-Labour-council-debt-downer-THGs-Matt-Moulding.html

Courtesy of Womenshealthmag.com. A positive Look Fantastic Promotion

https://www.womenshealthmag.com/uk/beauty/a45032896/look-fantastic-black-friday/

Licensing and engineering agreement.

https://www.chemengonline.com/bp-selects-johnson-matthey-technology-for-its-first-blue-hydrogen-project/

The Myprotein Monster Truck in all it's glory !

https://retailtimes.co.uk/thg-announces-new-partnership-with-williams-racing-formula-1-team/

Https://retailtimes.co.uk/thgs-performance-improves-but-it-remains-firmly-in-negative-territory-says-globaldata/

Perfect job for Wildtiger to help THG.

With all his wonderful AI "skills" what could possibly go wrong ?

City Index's take:

"THG has had a rather wild year in 2023, having proven highly volatile thanks to takeover interest (that failed to materialise) and a strategic review.

The company announced in July that it was exiting loss-making businesses to streamline and reduce costs, which saw it dump THG OnDemand and ProBikeKit. We may hear more news on the review this week.

Revenue is expected to fall 6.4% from last year to £1.00 billion. This will be largely down to its Ingenuity platform and soft demand for beauty, countered by a more resilient performance in nutrition.

Adjusted Ebitda should be up around 51% at £49 million, with its operating loss seen narrowing to £56.2 million from £89.2 million as margins improve. That is also helping it work toward its goal of being free cashflow generative next year. Sticking to that goal and improving margins is critical if it wants to avoid injecting any fresh doubt over its outlook

Notably, THG said its plans to join the premium segment of the Main Market after the rights attached to the special share held by its CEO expired, so keep a lookout for any signs on timing."

https://www.cityindex.com/en-uk/news-and-analysis/earnings-to-watch-this-week-to-2023-09-15/

New Youtube channel from THG/LABS was set-up last week. Three slick and informative videos , if your at all interested in this aspect of THG's business.

https://www.youtube.com/@THGLABS-sh5fb

Chris Maguire - "Speaking personally I think it’s a really good move. It buys THG and Moulding a place at the media table for a modest outlay. It’s a lot easier to change something from the inside."

BusinessCloud's take on City A.M. purchase is much more positive ....

https://businesscloud.co.uk/news/why-did-thg-buy-cityam/

You can read the paper on the City A.M. website. Click on "Latest Paper"

"That said, I think there’s a lot of value here, and despite any current issues, it’s good to see a British success story in the markets." - Amen to that