Member Info for Mudis

https://www.essentialretail.com/interviews/boohoocom-legacy-systems/
https://www.google.com/amp/s/www.telegraph.co.uk/business/digital-security/how-asos-saw-the-future/amp/

From their fy presentation most of Asos capex went in to platform and tech transformation 88m. Warehouses only 28m. I would like to hear more from Boo about their "platform". Their social media game seems to be running out of fashion too. Website traffic and instagram followers not looking good for Boo and nastygal lately.
Debenham will take at least 2 years to get it up and running properly, so i am not too excited about it. They need earnings enchanting acquisition instead of another rundown brand. All previous acquisitions shows that it takes years to resurrect them and yet to be proven it was worth all the effort

What is so special about Boo platform? Thg and asos spending a lot of money to improve their platforms. Boo hardly spends anything on technology compared to them. All i see is same template they put on every brand they buy.
https://www.essentialretail.com/news/hut-group-tech-talent-after-year/
Asos will invest almost 200m this year.

Feels such different companies now. Asos feels more innovative and technology driven. Boo is like online version of Mike Ashley

Now all they need is to buy Slazenger for a sports brand. Share price will be 900 instantly

I don't think my grandma or grandad is on instagram watching what their most favorite influencer wearing. Sounds like a very weird purchase. Feels like Boo is running out of fashion.

Thanks, i missed that comment. I guess it makes a lot of sense for Asos to pay extra to get it. They already selling Topshop on their website, so margins could should go up + they want new warehouse. Doesn't feel like Boo getting it, unless they are willing to overpay and potentially get delisted from Asos.

It got its own warehouse. Might be reason why Asos so interested according to rumours
https://www.retailgazette.co.uk/blog/2019/10/sir-philip-green-separates-topshop-topman-logistics-arcadia-group/

There is also this website stating topshop.com global net sales 134m in 2019
https://ecommercedb.com/en/store/topshop.com#:~:text=In%20the%20Fashion%20market%20in,US%2450m%20in%202019.

Pp1
https://craft.co/topshop-topman/metrics

I just wanted to correct you when you said Arcadia sales 1.8bn and most of it is Topshop, which is far from truth. Instead of counting points you should focus more on research, as you suggest to others

Glad to help. Next time try to do some research before posting misleading facts.

TED is selling their clothes trough their own stores, website and other retailers, which they call wholesale.

But if these companies wanted to double or triple their orders would Boo say no? Because its 4% -6% of total revenue

They were selling clothes on Next and Zalando too. I doubt Boo would refuse, if these companies wanted to list them again.

I Did some research as you suggested. Topshop revenue in 2019 850m. A bit far off from 1.9bn

https://www.toptal.com/finance/market-research-analysts/esports this tells a bit about esports. They get bigger viewership than traditional sports now and it keeps on growing

I used to play competitive games a lot. League of legends and CSGO. Gamers very passionate community, they are all over reddit, twitch and discord. Discord got valued at 7bn recently btw. Gamers community always was considered as losers and geeks who plays video games by prime media, so brands who supported community growth got rewarded. It is basically same as sports. Fans loves supporting brands that supports their favorite esports players/teams. Even car manufacturers like mercedes are trying to crack gamers market, because brands finally noticed it is not just bunch of jobless losers who plays video games all day. I play mobile game now, because i dont have time anymore to play competitive games. i know some people who spends $10k-$60k per month on it. Own businesses and so on. It is very lucrative market, with ever growing market/following that will last for generations. Wont be surprised if gaming will become more mainstream soon, but at the same time they not that interested anymore as online technology is at the point where you dont need old boomers ways, with their rules to broadcast matches and tournaments. Hardly anyone watching tv these days anyway :)

I do agree that all 3 brands are pretty much same stuff. I would like to hear more from Boo about their scalable platform. What exactly it is. Right now it seems they just slap same website/app template on each of the brands they buy and advertise for particular group of people. To me it feels if you buy more upmarket brand it will devalue it if its same design as Boo. TikTok i feel 50/50. I would rather see them focus communities like twitch. TikTok craze will end eventually, once new hot stuff comes out, but i guess its a good place to catch a lot of customers in the mean time.

At least it is working on ios. But i see some issues going forward with Boo.
Dan,
My thinking is how much money will they have to spend promoting all different brands?
On Asos people can share their saved styles with friends now, this is one of new features they created. Talking about AI and so on. Boo seems to be only talking about buying more brands. I doubt some old brands like Dorothy Perkins and so on will bring big money. Gymshark and the likes are the future. People are not attached to faceless brands anymore. Gymshark is exploding because of Ben Francis and his story.
Anyway, im bad at expressing my thoughts in writing :)