RE: Intention!30 May 2026 00:06
I did a bit of channel checking... and ultimately management need to share some granularity on their beauty brand businesses. Have a look at Perricone and the likes, they're being flogged through TJ MAXX and Costco, discount heavy channels...74% discounts in TJ Maxx Uk. feel a right mess if that's a primary channel. I guess given the cash flow picture, you'd probably hope they could sell some brands, but feels like no one would want em.