Transcript
Transcript

Primark – Challenges to UK LFL & Margin Growth

  • Public Equity
  • Consumer
  • Europe

Specialist

Former Head at New Look Retail Group Ltd

Agenda

  • Drivers of Primark's (LON: ABF) LFL decline, examining UK bricks-and-mortar competitive landscape – including Inditex (BME: ITX), H&M (STO: HM B), New Look – and the threat of online
  • Gross margin sustainability – pricing architecture, inventory management and buying flexibility
  • UK bricks-and-mortar retail expansion strategy

Questions

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