Member Info for southcoastbather

Anyone that wants to look the link is below.... The pandemic caused a fast rise which has obviously dropped off but online shopping is far ahead of where it would have been without the pandemic... This chart only covers up until Oct 21.... We know there has been a re-acceleration in Nov Dec as high street footfall crashed 30 percent in Dec!!

https://www.ons.gov.uk/businessindustryandtrade/retailindustry/timeseries/j4mc/drsi

PLT............. UP 14PC https://www.similarweb.com/website/prettylittlething.com/#overview

PLT.US UP 8PC https://www.similarweb.com/website/prettylittlething.us/#overview

BOOHOO UP 8PC https://www.similarweb.com/website/boohoo.com/#overview

BOOHOOMAN UP 30PC https://www.similarweb.com/website/boohooman.com/#overview WOW!!

BOOHOO RETURNS DOWN 15PC https://www.similarweb.com/website/boohoo.returns.international/#overview

DEBENHAMS UP 40PC https://www.similarweb.com/website/debenhams.com/#overview THATS BIG!!

NASTYGAL UP 18PC https://www.similarweb.com/website/nastygal.com/#overview

DOROTHY PERKINS UP 51PC https://www.similarweb.com/website/dorothyperkins.com/#overview

KAREN MILLEN UP 49PC https://www.similarweb.com/website/karenmillen.com/#overview

MISSPAP UP 32 PC https://www.similarweb.com/website/misspap.com/#overview

WALLIS UP 50PC https://www.similarweb.com/website/wallis.co.uk/#overview

BURTON UP 30PC https://www.similarweb.com/website/burton.co.uk/#overview

WAREHOUSE UP 50PC https://www.similarweb.com/website/warehousefashion.com/#overview

From Quiz

Strong online growth with a 43% increase in sales through QUIZ's own website and a 27% uplift in total online salesActive customers increase 30% on the prior financial year

Revenues in the two months to 30 November 2021 up 108% on the prior year and consistent with levels generated prior to the COVID-19 disruption

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Certainly seems like online is BOOMING!!!

We are witnessing the death of the high street – but here’s why we don’t need to be sad about it

https://www.google.com/amp/s/www.independent.co.uk/voices/high-street-arcadia-group-philip-green-amazon-delivery-a8961771.html%3famp

Don't be sad about it as boo will smash the whole market...... Boom!

LOOK AT THOSE GROWTH NUMBERS..... PHENOMENAL COMPANY.....

Revenue...................PBT...........................EBITDA (%of revenue)
2012 - 67 million...... 3.2m ........................
2013 - 109 million... 10.7m ......................
2014 - 139 million... 11m.......................... 10.1
2015 - 195 million... 15.6m ...................... 12.1
2016 - 294 million... 30.9m ...................... 10.6
2017 - 579 million... 43.3m ...................... 9.8
2018 - 856 million... 59.9m ..................... 9.9
2019 - 1.2 billion..... 92.2m ..................... 10.2
2020 - 1.75 billion... 124.7m .................... 10
2021 - 1st half revenue 975 million ( I can see full year being 30 percent more than 2020 so 2.275 billion)

SHOPPERSS CONTINUE TO SHUN HIGH STREET WHILE ONLINE NUMBER SOAR.....

RE: THINGS TO REMEMBER IN THE XMAS RUN UP.....

https://www.google.com/amp/s/www.scotsman.com/business/record-period-for-uk-sales-declines-as-online-takings-soar-reaction-3428777%3famp

Record period for UK sales declines as online takings soar

Shoppers continued to shun the high street with UK sales volumes falling for the fifth consecutive month, marking the longest continuous stretch on record, official figures have revealed.

But while shoppers opted to avoid high streets, sales online continued to rise and now account for 28.1 per cent of all spending - up from 27.9 per cent in August. There was a particular surge in department store sales online, up by 3.8 per cent.

"Despite the lifting of restrictions, in-store retail sales remain subdued, with many consumers still opting to shop online."

“Despite September’s slowdown, we are still confident about retail’s prospects ahead of the all-important Golden Quarter in the run-up to Christmas. Consumers still tell us that they have money in their pockets.”

Susannah Streeter, senior investment and markets analyst at financial services group Hargreaves Lansdown, noted: “The snap back in sales in bricks and mortar stores has also faded, with the novelty of a trip to the high street wearing off

NOVELTY OF A TRIP TO THE HIGH STREET WEARING OFF.

BIG SECOND HALF COMING UP!!

The overhead expenses associated with the brands acquired towards the end of the previous financial year are not as fully absorbed in revenue as the more established brands, and the effect on profitability is that the new brands' overheads are running at a rate of £11 million more than that of the established brands in the first half of the year. As revenues increase, these overheads will become a smaller percentage of revenue and hence profitability will increase.

WEB TRAFFIC IS NOW 40 PERCENT ABOVE SEPT...

Demand accelerating in September

Consumer demand has been improving through August, principally in the UK but also in key overseas markets such as Ireland and France, where there has been a re-acceleration in the rate of growth. This has again improved in September, where the rate of gross sales growth has increased compared to that achieved in the second quarter of the financial year.

WAS THERE A PANDEMIC IN 2017??

OR HAS BOOHOO MANAGED STAGGERING GROWTH EVERY YEAR WITHOUT A PANDEMIC??

ASKING FOR A FRIEND.....

CHRISTMAS TRADING PERIOD GROWTH BY YEAR.....

2015 +45 %
2016 +55 %
2017 +100 %
2018 + 44 %
2019 + 44%
2020 + 40%

REVENUE BY YEAR BELOW....

2012 - 67 million
2013 - 109 million
2014 - 139 million
2015 - 195 million
2016 - 294 million
2017 - 579 million
2018 - 856 million
2019 - 1.2 billion
2020 - 1.75 billion
2021 - 1st half revenue 975 million ( I can see full year being 30 percent more than 2020 so 2.275 billion)

(Bloomberg) -- Boohoo’s targets around sourcing more sustainable materials and increasing supply chain transparency are more ambitious than peers, and the shares should rerate as the apparel retailer rebuilds credibility in environmental, social and governance issues, according to RBC.

10% of ESG funds own Inditex, 8% own Zalando, 4% own H&M and 2% own Asos, analyst Wassachon Udomsilpa writes in a note The figure for Boohoo is 0%, “which has the potential to rise as the market increasingly recognizes the group’s ESG progress” RBC says the progress that H&M and Asos have made on supply chain sustainability is “underappreciated by the media and investors” Sees scope for internet retailers to offset investments in supply chain sustainability with improved buying margins and operating leverage

https://www.google.com/amp/s/news.sky.com/story/amp/black-friday-set-to-be-a-mixed-bag-with-bumper-sales-but-dismal-high-street-turnout-12479614

Black Friday set to be a mixed bag with bumper sales but dismal high street turnout

Initial figures from payment providers on Friday afternoon suggested that 2021 was set to be a bumper year for shopping, even as physical shops continued to suffer, pointing to the continuing importance of online purchases.

customers had made 1.3m purchases by 9am, 24% up on last year, while noting that typically, the busiest times for shopping were at lunchtime and in the evening, after work.

But despite payment volumes surpassing pre-pandemic levels, footfall at the UK’s largest shopping destinations this year remained depressed when compared with 2019

The below includes the biggest rising trends in UK consumer search behaviour this November. In other words, where we’ve seen a significant rise in Google searches around particular products in the lead up to Black Friday 2021. Throughout the month, the likes of Amazon, Argos, Currys and Boots have been in fairly high demand. Retailer-wise, we’ve also seen pretty high interest in PRETTY LITTLE THING, EE and Pandora.

The 7 most wished for deals this Black Friday by the UK public

https://www.radiotimes.com/technology/black-friday/most-wanted-black-friday-deals-2021/

Footfall in town centres across the uk was 30 percent DOWN.... That's a massive reduction.... We will soon see more high street shops failing.

Anyone saying towns/shops are busy is just a fantasist.

Boohoo are going to break all records this year..... There will be staggering numbers!

WOW THAT'S A BIG INCREASE IN ONLINE SPEND......

ONLINE THIS YEAR HAS SMASHED LAST YEAR!!!

Analysts have put Black Friday’s total at a record £3.4billion — with the online sales at £2.24billion.

The previous top online shop days came last year with Black Friday’s £1.93billion and Boxing Day’s £1.78billion.

SO FOOTFALL IN BRICKS AND MORTAR DOWN 28 PERCENT AND ONLINE RETAILERS GIVING LESS DISCOUNT...... ONLY MEANS ONE THING!!!

I CANNOT WAIT FOR BOO TO RELEASE THEIR FIGURES!!

Discounts were also less robust this year as retailers grapple with record high inflation and pass some of the rising costs onto consumers.

Apparel was marked down by 15 percent compared with 20 percent in 2020

Amid the shift toward online spending, foot traffic at brick-and-mortar stores on Black Friday fell 28.3 percent from pre-pandemic levels, CNBC reported,

https://www.google.com/amp/s/nypost.com/2021/11/29/62-8m-shoppers-expected-on-cyber-monday-to-cap-holiday-weekend/amp/

THIS IS BIG NEWS BELOW.... WE ALSO KNOW FULL PRICE SALES ARE BIG THIS YEAR AS DISCOUNT RATES ARE LOWER THIS YEAR.....

FUNDAMENTAL RE-RATE COMING SOON!!

However, report Bloomberg,

"U.S. online spending from Nov. 1 through Nov. 28 rose 13.6% from a year ago to $99.1 billion. The total for November and December combined is set to reach $207 billion, up 10% from last year’s pandemic-fueled record, Adobe said."

It doesn't;matter which days the sales come in, the point is online sales are up 10% on last year's record figure.

Great news for online-only companies such as BooHoo.

Terrible news for Primark.

........

The whole market is fooked!!

People think they're clever currently sitting in shares that haven't yet been hit.... Have a look at the single fastest recovery stock from last year.... BOOHOO 150 to 433 in 10 weeks.....

You watch in the next few weeks there are going to be loads of deaths attributed to omnicron... It's coming... Any death after a positive omnicron test will be marked as a omnicron death!! 50 "deaths" a day by xmas then lockdowns after xmas.

Wait until shops close after xmas..... Lockdowns are coming whether people like it or not....

Death rates are soon to be fudged to show omnicron is a deadly killer....

Finderskeepers...

The company itself is an amazing growth company that is still growing amd will be double the size within a few years....

How ever like i said - people are judging the company by it's share price now.... There is no rationale.

There is a new variant of covid allowing the government to tske people's freedom's hence all the markets falling today but people think this drop is down yesterday's article lol....

I will be here in a year's time looking at a 400p share price.... Most here will have bailed and ran though