Member Info for southcoastbather

You're bonker if you think shein will list on any uk or usa stock exchange.

"Environmental impact

SHEIN gets our lowest score of “We Avoid” for the planet. Aside from using a couple of lower-impact materials here and there, there is no evidence the brand is taking any meaningful action to reduce its substantial impact on the environment.

From hazardous chemicals to carbon emissions to microplastics, SHEIN is making zero effort that we can see. It follows an unsustainable fast fashion model with quickly changing trends and regular new styles. On top of that, brands mass-producing such cheap, poorly-made clothing perpetuate a throwaway fashion culture simply by existing. SHEIN would have to do a complete 180 to raise its score in this area."

" Labour conditions

It should come as no surprise that SHEIN makes as much effort for people as it does for the planet—next to none. It is rated “We Avoid” here, too.

Again, aside from auditing some percentage of its supply chain, it is making no headway on improving its labour conditions. It also received the lowest score of 0-10% in the 2022 Fashion Transparency Index. Workers should have the right to a living wage, collective bargaining, an abuse-free work environment, and some protection from the impacts of COVID-19. Do better, SHEIN."

"The website comittment states that they will showcase through our manufacturing centre of excellence that our products can be made legally ethically and safely in the UK"

The imagine you provided clearly shows that was for 2023... Literally right above that statement.

The website clearly states that was for 2023, they achieved that goal. We are now in 2024.

"UK companies sharing their data for the first time this year included The Body Shop"

Then this happened...

"The Body Shop will close 75 stores over the next four to six weeks after falling into administration earlier this month"

"The Body Shop collapses into administration in UK"

😂😂

Https://careers.boohoogroup.com/life-at-boohoo-group/our-sustainability-promise

Boohoo are ahead of the pack on this...

Fast fashion is just being singled out currently...

Remember 30 years ago when a pair of nike air max or nike Jordans were made to last? Not anymore - they're absolute junk these day's and no better than fast fashion.

I agree with you west, you find this a lot on the chats, people buy right at the peak and go in far to heavy, then wait for it it to fall before they start posting blaming management for poor decisions etc etc....

I've seen it all before - there was a poster over on the glen board that blamed management for stupid decisions yet they were to blind to see it was the pandemic causing the drop....

Scared to buy more on the drop, scared to sell and miss the recovery... They end up a real emotional wreck and start believing they have friends online desperately trying to seek emotional stability from people they don't know.

Even more hilarious is they then start advising what management should be doing - management teams running companies with billions of pounds of revenue and thousands of staff... These posters couldn't run a tap.

I have loads of dosh in here and I don't deny it.... Then you have posters posting more than me saying it's a fun punt?! Give over, you've been wolloped... Be brave and buy more 😘

Every single thread here is littered with shein posts.... Yes we know shein exists.... It has done for over a decade.

Do you think share holders of burger king spend 20 hours a day saying what about McDonald's?

Or shareholders of sportsdirect doing the same about jd sports?

Boohoo now has facilities to nearly treble its revenue in a market thats set to nearly treble over the next 5 years.....

I can't say I have ever heard or read of a single analyst asking what a company spends on influencers.... I suspect if you were to mention it to any analysts they would laugh thinking it was a joke.

Slightly more informational than a random post on reddit is this.....

"The UK E-commerce Market size is estimated at USD 280.55 billion in 2024, and is expected to reach USD 750.80 billion by 2029, growing at a CAGR of 21.76% during the forecast period (2024-2029"

Pretty little FLING!!

https://retailtimes.co.uk/indiyah-polack-hosts-new-krispy-kreme-x-prettylittlething-youtube-series/

To celebrate these new sweet treats, Krispy Kreme and PrettyLittleThing are also launching ‘Pretty Little Fling’; a new and exclusive YouTube series, produced by Cowshed Collective that combines dating and doughnuts. Hosted by ‘IT GIRL’ of the moment and PLT ambassador; Indiyah Polack, love could be in the air this spring for the show’s guests as we see Indiyah try and match-make a mix of the general public and familiar faces.

Hosting the series, Indiyah said; “I am so excited to be the face of the new PrettyLittleThing and Krispy Kreme dating series. It was so much fun hosting my own dating show – I can’t wait for you to watch the series and see what we got up to!”

Https://www.krispykreme.co.uk/pretty-little-thing

That's some pretty clever marketing to get brand awareness....

Unhooked....

https://www.mordorintelligence.com/industry-reports/united-kingdom-ecommerce-market/market-size

"That sentence is a contradiction because to return to steady growth with a good margin absolutely requires Boohoo competing with Shein - there is no avoiding it"

Unhooked - did you read that the e-commerce in the uk alone is set to nearly treble in the next 5 years?

Based on that, Boohoos market share could shrink in that time yet the revenue could double... As I said boohoo doesn't need to compete with shein for shareholders to make money from these levels.

"The UK E-commerce Market size is estimated at USD 280.55 billion in 2024, and is expected to reach USD 750.80 billion by 2029, growing at a CAGR of 21.76% during the forecast period (2024-2029"

Im not telling anyone to buy or sell, I literally don't care what other people do with their money.

And you're right everyone's patience has a limit but trading on patience isn't exactly a great way to trade.

Shein’s Years of Explosive Growth Are Over. What’s Next?

The fast-fashion retailer has seen sales decline in six of the last seven months, as the novelty of its endless selection of trendy, ultra-cheap clothes wears off.

https://www.businessoffashion.com/articles/retail/shein-peak-slowing-growth/

Shein sales are slowing down. Is the end near for the fast fashion giant?

https://www.npr.org/2023/02/15/1157280019/shein-sales-are-slowing-down-is-the-end-near-for-the-fast-fashion-giant

Chinese fast fashion brand Shein could have its wings clipped before it IPOs as France mulls 50% tariff and U.K. retailers call for closure of tax loophole

https://finance.yahoo.com/news/chinese-fast-fashion-brand-shein-120606486.html

A lot of "holders" here that give all the reasons why they and others should sell (yet they still keep holding and posting)

The main reasons being shein and the fall back in revenue plus the swing to a loss for the company.

If the share price was 300 - 400p today then i would agree - but it isn't is it. (It's currently less than half of its ipo price and over 25 times the size)

On the other hand I see reasons to buy and that's why I continue to add.... Ill base my reason's to buy on the current sp of 33p....

Half the price of ipo day

Over 25 times the revenue of when it ipo'd

Automated warehousing

Increased warehousing for 4 billion revenue

Usa distribution centre up and running

Reduced shipping costs with usdc

Huge opportunity in usa

Growing online market customer base

Shrinking highstreet footfall

13 plus brands vs 1 at ipo

17 million customers

Debenhams

Revolution beauty (could be huge on its own)

Fast return to profit with cost deflation

There's no denying its been a crazy 4 years with the covid boom and then the drop off post covid, then the shipping times extended to 10 days plus, the problems at the usa ports just getting parcels in, shipping prices going up 10 fold. Using air shipping at crazy prices. The increased shipping put a 60 to 80 million dent in the company profit alone. Increased cotton prices etc etc - you name it and the cost had increased.

Boohoo doesn't need to compete with shein to make shareholders money from these levels, all it needs to do is return to steady growth with a good margin and we will get exponential sp growth from here...

Experts say.... "After the pandemic, when consumers had the chance to return to physical venues to shop for fashion, online sales slowed accordingly. While the development was still positive, growth was marginal through 2022 and projections for 2023. However, from 2024 onwards, revenue forecasts predict a return to growth for the online fashion market. This encompasses an increase from revenues of US$167.9 billion in 2024 to US$212.5 billion in 2027."

In 2023, global retail e-commerce sales reached an estimated 5.8 trillion U.S. dollars. Projections indicate a 39 percent growth in this figure over the coming years, with expectations to surpass eight trillion dollars by 2027.6 Feb 2024"

"The UK E-commerce Market size is estimated at USD 280.55 billion in 2024, and is expected to reach USD 750.80 billion by 2029, growing at a CAGR of 21.76% during the forecast period (2024-2029)."

The UK economy picked up in January, raising hopes it could be on its way out of recession. The economy grew by 0.2%, official figures show, boosted by sales in shops and online and more construction activity. The Office for National Statistics (ONS) said the services sector led the improvement.

3 user's one whack job.... Wont be around long though I hear..... Old mr food tube lol!

Roll on the 2024 growth train....

Fira says... "E-commerce market increases"

Experts say.... "After the pandemic, when consumers had the chance to return to physical venues to shop for fashion, online sales slowed accordingly. While the development was still positive, growth was marginal through 2022 and projections for 2023. However, from 2024 onwards, revenue forecasts predict a return to growth for the online fashion market. This encompasses an increase from revenues of US$167.9 billion in 2024 to US$212.5 billion in 2027."

In case you can't work it out fira.... The e-commerce market is set to nearly treble in the uk by 2029....

The usa is market is set to grow over 39 percent by 2027...

Hope this helps.

"Thira2011

Posts: 87

Price: 33.44

No Opinion

PlateauToday 08:33

Boasty

Where is the growth going to come from, can't be alot left on the high st etc to take sales from.

So from where?"

"In 2023, global retail e-commerce sales reached an estimated 5.8 trillion U.S. dollars. Projections indicate a 39 percent growth in this figure over the coming years, with expectations to surpass eight trillion dollars by 2027.6 Feb 2024"

"The UK E-commerce Market size is estimated at USD 280.55 billion in 2024, and is expected to reach USD 750.80 billion by 2029, growing at a CAGR of 21.76% during the forecast period (2024-2029)."

Imagine being so thick that you ask "where's da grof comin from m8"

2019 boohoo were guiding to report revenue of 1.18 for the full year with ebitda margin of 10 percent.

(33 to 38 percent growth on the previous year proving boohoo doesn't need a pandemic to report growth, after all the company has reported stellar revenue growth for much of its existence)

This gave the market confidence to value the sp at around 300p - right before the pandemic caused market chaos.

The question is where do you see the sp going with revenues at a minimum of 1.5 billion and ebitda margin improving to around 6 to 8 percent then aiming for 10 percent in the medium term.

I believe we are going to see some price rises in the coming year/years which will itself give revenue growth.

Next has increased prices by over 20 percent in the last 2 years to bolster their revenue and profitability. In sept 2023 next also stated the cost of shipping and fabric had fallen faster than expected.

There is a strong chance that boohoo come in far better than people are expecting. There has been a lot of deflation on the costs that have pummelled the margin here....

2019 boohoo were guiding to report revenue of 1.18 for the full year with ebitda margin of 10 percent.

(33 to 38 percent growth on the previous year proving boohoo doesn't need a pandemic to report growth, after all the company has reported stellar revenue growth for much of its existence)

This gave the market confidence to value the sp at around 300p - right before the pandemic caused market chaos.

The question is where do you see the sp going with revenues at a minimum of 1.5 billion and ebitda margin improving to around 6 to 8 percent then aiming for 10 percent in the medium term.

I believe we are going to see some price rises in the coming year/years which will itself give revenue growth.

Next has increased prices by over 20 percent in the last 2 years to bolster their revenue and profitability. In sept 2023 next also stated the cost of shipping and fabric had fallen faster than expected.

There is a strong chance that boohoo come in far better than people are expecting. There has been a lot of deflation on the costs that have pummelled the margin here....