Member Info for southcoastbather

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....

"PS - Sloppy wording there by investopedia but otherwise good to see they back up exactly what I was saying about the price."

As I said..... God like personality.

There you go Hexam.... "the stock price is diluted"

You have some serious god like personality... You're wasted on this board... You could be advising on dragons den

https://www.investopedia.com/investing/understanding-rights-issues/#:~:text=Key%20Takeaways,and%20will%20likely%20go%20down.

"A rights issue is one way for a cash-strapped company to raise capital often to pay down debt. Shareholders can buy new shares at a discount for a certain period. With a rights issue, because more shares are issued to the market, the stock price is diluted and will likely go down."

"The etailer said its return to profit was aided by inventory improvements, such as “reducing stock obsolescence and clearance activations,” celebrity collaborations, and “a more effective return on marketing investment”."

Boohoo will swing to a profit quicker than the trolls expect.

"You only post on three on here - by far the majority on this basket case BOO."

The highest post count poster is the one and only mr multi name troll himself....

Dateroll coming in at nearly 300....

Add them multiple names together though for a total post count and you get the jist of how mental this poster is.

Sad pathetic life that is getting shorter by the day🥰

Crawshaw you may wish to contact admin, im sure they will advise you to filter me since you are posting on an OPEN forum for all to see and respond.

Pretty silly huh.

"Tell me you've never bought something from China without telling me you've never bought something "from China."

Imagine typing that and then accusing others of being a child.... What a classic Internet bully

Oh now please don't tell me that the business adviser extraordinaire use the phrase

Straight out of the Internet warriors book!!

"Tell me you've never bought something from China without telling me you've never bought something from China."

"crawshaw

Posts: 3,257

Price: 33.30

No Opinion

RE: A few years backToday 08:57

" you buy something from China you’ll receive it in the middle of next month"

"Tell me you've never bought something from China without telling me you've never bought something "from China."

I do sit back laughing when i see the "usual suspects" talking to each other...

"absolutely" and "your right" and "correct"

Shame that the recovery is going to be like a good dose of chemo and we won't see them after...

Let's hope the treatment is strong and really does the trick..... Wouldn't want them coming back eh.

Fira I'll leave you to your media posted figure.

Meanwhile I'll stick to the facts of who got what and how much it was.

But you are of course aware that the biggest single beneficiary of the sale was outside the "K family" as you put it?

Id be interested to know that figure also fira - do you have it to hand?