Research
FORUM TRANSCRIPT

Boohoo – UK Growth & Margin Outlook

  • Public Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Senior executive at Missguided Ltd

Agenda

  • Organic growth outlook across brands in the UK, including volume and pricing dynamics
  • Competitive dynamics with players such as Inditex (BME: ITX) H&M (STO: HM B), Shein and Asos (LON: ASC), touching on test-and-repeat model dynamics
  • Gross margin pressure, highlighting freight rates and raw material costs plus returns patterns
  • Boohoo’s (LON: BOO) operating margin outlook, discussing opportunities to offset cost increases through pricing and cost reductions
  • Integration and growth of newly acquired brands

Questions

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