Member Info for TomBeef

150p by June 2025

Huge footfall in all there new stores being opened, week after week we’ve got bigger and better stores opening, did anyone see the new Waitrose / Go Outdoors store having its brand opening this Saturday!

Falcon-Flyer-03, you’re spot on!

Tariffs are a huge concern for stocks and inflation.

Cool story, pal.

It would seem the Pets At Home shorting hasn’t gone to plan for you has it…

I’m in a JD Sports store right now at 18:37pm, and there’s been a queue at the tills for the last 10 minutes soooooo, I think we’ll be alright aye!

I might even buy some trainers!

Thanks for that Hoss13, plenty of headroom for us then in the FTSE100, FF3 could you kindly give us an update on the shorts?

Many thanks

Generally in business it’s easier when you control the whole progress, design > manufacturing > sales to end consumer, hence my comment.

Look at the success at GymShark.

Pentleland Group need to apply a 10% additional discount in all new purchase orders JD Sports make, this would provide an uplift in the bottom line whilst also paying dividends for Pentleland.

Of course unless Nike/Addias buy this company for anywhere between 120p-200p per share. ;)

The article below paints a difference picture doesn't it.

Dealmaker1, you don’t half talk some rubbish.

October 2024

Retailing giant JD Sports Fashion said it achieved record earnings in the first half of the year despite having to contend with a “volatile global marketplace.”

The London-listed retailer, which is controlled by the Rubin family’s Pentland Group, reported Wednesday that its revenue had climbed to more than £5 billion ($6.6 billion), a 5.2% jump from a year earlier.

https://www.forbes.com/sites/robertolsen-1/2024/10/02/billionaires-jd-sports-unveils-record-results-despite-market-volatility/

FY24 Full Year Results show

53w to 3rd Feb 2024

Operating profit of £927m - the CEO of said profits were up 3.4% - 4 months ago on an interview compared to last FY. Which means around

£31m more = £958m for the JD Sports Group.

Courir generates €50m in profits annually with sales of €725m

Hibbett generates £131m in pretax income with sales revenue of £1.73bn

Therefore next year we should look roughly as below based on current revenue from JD before they purchased the two brands mentioned.

FY26

£12.9bn in revenue at minimum

£1.1bn in gross profits at minimum

I see most of our customer base spending more after their pay rises for younger persons, I don’t see revenue reclining as such, I see larger discounts from wholesalers due to our buying power too.

That’s my prospective, please don’t shoot the messenger on the numbers, I got these from FY result files, there could be some errors on my part.

2019 - Share price around £1.25

Rev was £6.11bn - Gross Profit - £2.87bn

2025 - Share price around £0.80

Rev is £10.54bn - Gross Profit - £5.05bn (in 2023)

We’re double the size so fair value should be £2.00-£2.50 a share really.

Currently in Abergavenny and it’s very busy.

My brother is a manager for another clothing retailer and they are also rammed. Pay day is tomorrow, airports are busier than ever and people need clothes for their travels, we’re going to be just fine here!

Ignore the wafflers. DYOR

Share buyback will drive this high.

You can’t even spell at the best of times and you change your mind every 5 minutes soooo.

Jeez. Give it a break dealmaker1.

65,750 shares at a 99p average for me. Erkkk.

Yeah that’s me on TRADING212 hahaha

Sorry I meant to say up 10% this week (5/6% today is correct)

Hopefully good news for us soon.

Always amazes me when people say I got left behind when this went up to 150p a few months back, having sold at 130p, awwwwh!

Anyways, what’s everyone’s averages at the moment?