RE: NEW USA distribution Centre11 Feb 2022 13:24
Yes I know rag is bullish on Asos alongside BOO, but if he also knows the inside workings at Gymshark and MDV etc than all good with me as these all face similar sector demands.
My view is that suplly chain issues improve when both international and internal flights continue to increase back to normal.
This is something all sectors face, not specific to BOO but the bears did a great job making out like it was.
Slowly folk are waking up to the hit job done on BOO, & I'm starting to see more positive articles emerge now which is also encouraging.