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Danl90 lets not start this again , Gymshark started 2102 t/o 176m Asos started 2000 t/o 3.26 billion.

I'm not going to get into a debate again but BH and Gymshark, both will suffer set backs in there long journey , whether it be distribution resulting in poor customer service or non compliance etc etc etc its the normal growing pains that young companies face and it will effect their growth, if they ever start to get into the position like Asos where they are turning over billions then growth will of course falter because it's impossible to carry on growing at the rates that you did when you first set out.
Asos as far as i'm concerned is much less at risk from a change in fashion as they have massive broad appeal across the whole sector and really just getting going in the States, last year they faced huge demand and the DC couldn't cope, same happened in Europe, anyway nice problem to have and they have sorted which is one of the reason the share price has come back. BH is 1000000% a one trick pony and this 10000% will also be addressed because JL is a sharp cookie.
Gymsharks rise will start to be chipped away at by the likes of BH, Asos and Primark who are already bringing in similar ranges at less than half the price, be interesting to see where GS is in a few years, it could become a major leisurewear brand or it could just fade away as it doesn't have enough facets to it's offer.

Most Brands are green washing, mentioned it before on here and i'll mention it again, check out Lucy and Yak.

I came across this due to a lecture i was asked to do a De Montford Uni to first year Fashion students, i asked who in the audience shopped looking for Green Creds, these are Gen Z Fashion students, only one put her hand up, she told be she actively searched out Green Brands and mentioned Lucy and Yak.

I'm afraid that Boo Hoo is at the bottom of the ladder re Green, obviously it will change, Danl90 will hate this but again as a market leader look towards Asos who whilst not perfect are doing more than most. Andrew Reaney has a big job on his hands but a green agenda will of course be on his radar.

For a sea change look towards Gen Alpha, this is the generation that is more informed than any other and the customers of the coming decade, which may embrace fully circular fashion, it comes at a price though and not just price because on certain fabrics can be fully circular.
I'm afraid Glamgirl dun't give a s**t, she wants it cheap and she wants it now.

Asos is the marketleader in etail fashion in UK, try finding a Northface puffer on Amazon, youll struggle, Asos selects from the full range each season. Its a mature honed business its much further down the road than Boo Hoo growth rates will be slower its 2.5 times more turnover than Boo Hoo. Think u got me wrong fella, i csme out of Asos when it hit 5050 and put all of it in BH. I wantvthis stock to soar and it is def currently undervalued. Ive lived and breathed fsshion industry for 30 years plus, i can see the fault in the long term offer of pyt and bh , it needs a much more wider demographic . People on hear dismissing Topshop are blinkered this is a match made in heaven, if they secure then it will fly atm its a bit of a one trick poney and has its limitations , it is not apealing to Middle England or as you like to put it Vanilla England.

Why buy Oasis, Karen Millan , Warehouse ?

Topshop Spring Summer 21 range is booked, some of the orders are sitting at ports across the World. They are destined for Wholesale partners from Australia to Asia to Middle East to USA and Europe. They hsve committed orders from Asos, Very, Zalando and Next. They hit an entirely different demographic. If Boo Hoo secure Topshop Topman it will 100000% effect tge share price in a extremely positive way, dont forget John Lyttle worked for Arcadia he knows it inside out and id be shocked if they dont make a huge play for this because he also knows better than most its value

500 stores plus online all trading in the busiest month of the whole year, very conservatively 30k a week for each store .
500 x 30k x 4 food for thought.

Dan190 glad to see your copying some of my earlier posts.

You also keep knocking Asos a business that John Lyttle would give their right arm to emulate.

Fyi info transit leadtime
Turkey 1 week by Truck to DC pending if direct eg no stop offs to consolidate , makes frieght cheap if container is not full.
India 4 weeks ex Mumbai on direct vessel Arcadia shipping matrix.
If from Chennai 5 weeks, as it goes via Sri Lanka, again longer if consolodated.

If you need any more info fella let me know as you have some serious knowledge gaps.

Danl90 lets leave it fella if you dont belive i work in supply whats the point, for the record again 2 weeks Turkey is as i mentioned eatlier 1 week max cmt and packing 1 week by road to UK DC.
This is my last mail on subject havent got a clue what your trying to prove.

Arvadia is not just retail , its online on its own site, Asos, Very , Zalando and othrrs its has z biv wholesale business which includes Asia, Australia , Mid East and US. 30 mill was to get it through xmax, PGhas sold off this year pretty much all of his freeholds , covid has destroyed any reserves they had, it was starting to recover in Jan this year but LD2 was straw that broke a weak camels back. Ive already said on here TM/ TS is a shoe in for Boohoo , it opens up a whole new young custmer base that doesnt go near them, Kamani doesnt need a parternship i suspect they have already been talking but couldnt strike a deal , this news is flushing out and was probably intended to flush out other parties, all to play for the share price really should soar if they manage to secure, i wouldnt be surprised to see BH cherry pick a flagshire store or two BH PYT et al along with Topshop Topman Miss S all under one roof at Oxford Circus is a compelling offer to even the most ardent on line shopper but they will fsce stiff competition

@jongle , its' starting, this is just the beginning, this is going to be one almighty battle, PG , i think we can drop the Sir now, is rumoured to hate Mike Ashley having had previous with him over BHS takeover and Mike Ashley once said he wouldn't pay more than one pound for Arcadia, well lets see how that works out for him.
Posted this earlier , WHICH ONE IS EVERYONE BACKING, I'M ALL IN FOR B/H 2/1
Contenders, ARE YOU READY!
No1 Boohoo there were rumours before all this that they were in discussions, JL knows PG very well.
No2 Mike Ashley , Arcadia have stocked Debenhams and Ashley is desperate to get his hands on Debs and add to Fraser Grp
No 3 JD and Peter Gowgill in a battle for Debsb with Mike Ashley, for JD get TM/TS would be a real coup
No4 Asos they will be looking over there shoulder at this, they stock alot of the Arcadia Brands and they are very good for them. If B/H bags TM/TS then this launches them head on to do serious battle with Asos as the demo graphic for TM/TS is pretty much in line with Asos own brand, will Asos let this happen, there is cross fertilization from B/N to Asos to Arcadia, many of the people at Asos worked at Arcadia as did JL so they all know the value of the TM/TS Brands
No 5 Amazon rank o/s but again i heard rumours a month back that Arcadia was trying to do a deal with them.

@danl90 what's your point , what are you trying to conclude?
1) I say Asos turn orders around in 2 weeks if they need to, actually planning is really sharp honed over many years so in reality they only do it when required. You say they cant. I actually make for them, not in Turkey, and we turn stuff in under two weeks, i know Turkey do same because we all follow same template for approvals on a critical path to enable us to hit the deadlines of shipping matrix's and i have given you and explained how already. If you don't believe it then no worries, you can drag a horse to water but you can't make it drink.
2)Amazon =Fast Fashion nuff said, again as explained nothing going on here
3)Asos own buy, you don't get it, this is their own brand verses the many others, total of other adds up to more in total but Asos own brand takes more than any other Brand on there by a country mile and none performing Brands are dropped in favour of newer and up and coming, its not the other way round as you have suggested.

So to conclude, as i'm losing the will to live, Asos T/O fy 20 =3.26 m Boo Hoo T/O fy 20=1.23

If your saying B/H better than Asos then i refer you to above, if your saying B/H turn more styles around in 2 weeks than Asos fine , thats because they have no choice , up till now there business model is based on this to keep the revenue flowing but its caused a hole heap of s*** that you just keep ignoring. If your saying B/H in a few years time will overtake Asos then i would say if the latest events go their way then its def possible, but it wont be because of crappy quality 2 week turn around from Leics which is actually fundamentally flawed, if it wasn't the bloody share price would have already hit £5, so if they bag TM/TS yes then they nail that other demographic that i keep banging on about that you again just dismiss because they are not into that Garage, Fendi Flexing, Glamgirl Gucci wearing rip off glasses look.
Start getting excited about what might happen with Arcadia Group because its a game changer and stop looking at one trick poney Gucci Girl who gets a crappy dress in 2 weeks, it's unsustainable and won't make up the 2 billion plus that they are still shy of to catch up Asos anytime soon , however if B/H bag PG's Golden Goose then they may actually start to challenge Asos very very quickly.
I'm done,

TCM if you were younger i suspect you would be bullied

@Hillsy I'm not sure that many people on here appreciate how big this is for B/H and Asos.
Arcadia wholesale brands on Asos are big players. We actually supply TS/TM, beginning of the year they were actually fighting back but Covid has destroyed them, we had started to pull back from them, today we were due the last of our debt, doubt we will see it and we are sitting on quite a bit of inventory for SS21 but i'm sure we can off load at cost at some point so whilst damaged it's nothing terminal, in fairness its a bit of relief its come to a head.
The out come of this as you say will be VERY INTERESTING, contenders.
No1 Boohoo there were rumours before all this that they were in discussions, JL knows PG very well.
No2 Mike Ashley , Arcadia have stocked Debenhams and Ashley is desperate to get his hands on Debs and add to Fraser Grp
No 3 JD and Peter Gowgill in a battle for Debsb with Mike Ashley, for JD get TM/TS would be a real coup
No4 Asos they will be looking over there shoulder at this, they stock alot of the Arcadia Brands and they are very good for them. If B/H bags TM/TS then this launches them head on to do serious battle with Asos as the demo graphic for TM/TS is pretty much in line with Asos own brand, will Asos let this happen, there is cross fertilization from B/N to Asos to Arcadia, many of the people at Asos worked at Arcadia as did JL so they all know the value of the TM/TS Brands
No 5 Amazon rank o/s but again i heard rumours a month back that Arcadia was trying to do a deal with them.

I fear for Burtons, DP's, Evans, Wallis as for Miss Selfridge , they are pretty much on line only now, this could be another great Brand for B/H to nab as it's more in line with the current Demographic albeit less in your face.

So we are set for a battle royal, lots at stake, biggest change in the fashion industry in a lifetime and BH could could be set to capitalise big time.

dan190 Dude lets leave it , your knowledge about Asos is plucked from god knows where and is simply not correct and yet again you have ignored all my other points.
Quote "Amazon can blow Asos out of the water" LoL they have been trying for years the guy who is heading it up worked for Arcadia then Primark and has been trying to position it compete for the last few years but has not even come close, have you seen there offer!!!! as we have been debating it's really not that easy, simple to bring stuff in and sell but to design and deliver to the demographic we are talking about and be on point al the time is another ball game.
HOWEVER GIVEN TODAY BIG NEWS RE ARCADIA THIS IS A SIESMIC CHANGE
If BH manage to secure then this is a massive game changer, if you look back on my posts from week or so you will see i mentioned about them possibly putting in bid as Arcadia is in distress, this opens up the demographic i was talking about. Topman/Topshop are the biggest Brand on Asos, far bigger than BH btw, they also have a large growing wholesale business around the world and JL knows Arcadia very very well, if they secure these Brands then they will start to move towards threatening Asos as the no1 fashion e-tailer in the UK but there is going to be one hell of a battle for these two Brands , possibly Amazon might even enter the fray!!!

Do not dismiss Topman and Topshop, they still have massive appeal not just here but around the World with a very large growing wholesale business.
There will be a fight for these Brands If Boo Hoo manage to get these brands it opens up a whole new demographic.

Boo Hoo buying Topshop Topman will be a huge huge game changer!!!!!!

danl90 you can def disregard some of what JP Morgan say, whilst they are an investment Bank they are not a Clothing Manufacturer that supplies the demographic,
I set out clearly the dynamics of both B/H and Asos, majority of which you ignored instead you are fixating on a quick turn around which as i have explained Asos are already achieving on sealed blocks, clearly from what you have written below you do not understand these processes, from design to delivery i will say again, Asos are achieving two weeks, if your friend is on speaking terms with SP @ Asos (she will know who i mean) he will confirm that they are delivering in 2 weeks from COMPLIANT Factories out of Turkey.
As i mentioned Asos is an aggregator and i again will re iterate this, whose biggest Brand by far is their own Brand, as you quite rightly pointed out other Brands may sell more collectively but Asos's own Brand is the biggest most successful Brand on their site, having an insight into how each of these other Brands perform on their site is a massive massive benefit.
I'm really not sure what point you are trying to make, the fact that B/H relied on Leics so heavily has been shown to be flawed concept, which is one of the main reason they bought in Andrew Reaney, to give them more of a dynamic COMPLIANT wider sourcing base, so whilst you can keep banging on about lead times the actual small qty and crap remnant fabrics that B/H PLT used enabled them to do this, however, this has caused a whole heap of pain that is still being felt , Kamani has to now go before the EAC to give evidence and has dragged AR along to hold his hand. All that said they are a maturing company, through planning they can and will expand their supply base and make it TOTALLY COMPLIANT, as i have also laid out they need to broaden there appeal and not just shout out to GlamGirl that she can have this chavvy top tomorrow for 5 quid because actually it is unsustainable. Asos is a far more mature business, this is shown in the figures and the compliance and the broad offer of own buy and Brands. B/H will get there, i do think prices will have to slowly inch up but that's no bad thing, they have the right people to move this business forward. Like i say not sure what you trying to actually achieve ?

@dan190 your friend is head of supply chain mmmm , so not head of sourcing or Director of Sourcing ?
2 week turaround is possible on up to about 3000pcs depending on size of factory.
Garment must be already sealed, all lab dips or print already approved , fabric on floor in stock , all trims and labelling approved and again in stock, if garment is washed depenfing on wash 1 week tricky but still doable, most of B/H garments not washed.
B/H qtys btw far smaller than Asos so for say a 500pc order for Asos this can be made and packed in 2 days again depending on size of factory , 1 week to UK by truck.

@Pmoran LoL yep perhaps i was a bit harsh in my u/s that she didn't have the ability to obtain a real one.

@Hillsy I'd be shocked if they don't import already from Turkey, Andrew Reaney has a list as long as his arm of Compliant Manufacturers , me being one of them!!! point i was making was to danl90 who said Asos can;t turn orders quick enough, they can from Turkey but i suspect the probably do pay more, of course the supply chain for B/H will change for the good i'm not knocking them, it just takes time but at least they have now appointed credible inspection agencies. I'm a long term investor and when i saw JL bring in AR i new that they were serious about sorting out issues. I'm more concerned about them broadening there appeal, yes they have bought in other brands, not exciting ones old ones, i'd be more excited if they bought in an up and coming Gymshark, this is where the really clever spot is. I'm sure if they run the Brands they have away from Cheshire set of North with separate buying teams then they will do ok but would be much more impressed if they had bought someone who is around the bend that is away from there current appeal, i keep banging on about it but check out Lucy and Yak, polar opposite to B/H, not suggesting they would even u/s them but it's a Brand that's becoming well known and gaining traction ticking all the boxes inc current fixation with gender, one for the future. B/H are going places just not sure how far and some way to reach Asos.

danl90 Not sure it's worth clogging up the board with this but for what its worth.

Firstly i don't want you to think this is not about one being better than the other they both have their place but Asos is over 2.5 times the turnover of B/H @ 3.26m.
They are poles apart in terms of target audience, very interesting you consider Asos not as on trend (vanilla), you would rarely see a Balenciaga and Gucci garment on a trend board for for Asos however the opposite for B/H anything brash in yer face, flexing, is a given. Some young Garage Glamgirl coming out of Moss Side who is all over YT wearing a rip off Gucci sweat maybe on trend in the North West but that doesn't meant to say it's on trend across the Country. Asos can turn goods around in 1 week from Turkey and 1 week by road, no duty, price point bit higher but compliant ethically and socially from a very well planned supply chain honed over the years that JL would give his right arm for. Most of Gen Z walk a middle road on fashion, Asos offers both sides of the road and the middle, you cannot dismiss them the way you do, they appeal to all parts of the country, towny and indie demographic. B/H and co are def more Northern based, the same Demo that Juice Corp came from, which at the time was much lauded, B/H has an opportunity to get to the heights of Asos and it def has the right CEO now but it will need to broaden it's appeal from wanna be flexers bleating on about Fendi/ Balenciaga and Gucci because most of the country just thinks its Chavvy as f*** , if however they manage to broaden their appeal then skys the limit.

Danl90 think we will leave it there, i'm at the coal face of supply to most of the Brands mentioned on here and whilst I won't dismiss all of what you say a lot of it is wrong or Miss Guided!