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Gap Inc.’s financial performance has been bleak over the past few quarters with many of its core brands, namely Athleta, Banana Republic, and Old Navy, performing quite low. The only category worth mentioning has been the women blazers of Banana Republic that has outperformed expectations, especially in high emotion and novelty colours. The company is looking at some key areas: growth of the loyalty program and using first-party data to monetize its customer relationships better. From the perspe
Companies: Gap (GPS:NYSE)Gap, Inc. (GPS:NYS)
Gap Inc. delivered a relatively weak result with many of its core brands, namely Athleta, Banana Republic, and Old Navy, performing quite low. The only silver lining in the recent results has been the women blazers of Banana Republic that have outperformed expectations, especially in high emotion and novelty colours. The company is looking at some key areas: growth of the loyalty program and using first-party data to monetize its customer relationships better. From the perspective of category mi
Gap Inc. delivered a weak quarterly result with most of its core brands including Gap, Old Navy, Banana Republic, and Athleta performing below expectations. The company has been experiencing supply chain disruptions caused by the two-and-a-half-month closure of its top manufacturing country, Vietnam, as well as port congestion. This took a heavy toll on the company's ability to source inventory for its stores and impacted its ability to fully meet the customer demand. It is worth highlighting th
Gap reported a better-than-expected result with rising comps and improving top and bottom-line numbers for second quarter of fiscal 2021. The company’s top-line benefitted heavily from continued strength at Old Navy and Athleta brands along with excellent momentum of Banana Republic on account of the receding Covid-19 headwinds. The management continues to invest in marketing, brand management, and advanced technology which continue to be important growth drivers. Gap’s integrated loyalty progra
Research Tree provides access to ongoing research coverage, media content and regulatory news on Gap, Inc.. We currently have 12 research reports from 2 professional analysts.
• Financial performance: Group revenue of £1,982.8m is +13.6% YOY and +41.3% versus FY20, representing significant market share gains versus global apparel markets that remain below pre-pandemic levels (UK: +27.3% versus market -3%, US +3.8% versus market -9%). The UK delivered a standout performance +27.3% YOY with strong growth across both established and new brands. Demand in international markets has been impacted by extended delivery times due to constrained airfreight capacity, a headwind
Companies: boohoo group Plc
What’s cooking in the IPO kitchen? Lift Global Ventures plc to join AQSE Growth Market. The Company's investment strategy is to operate as an enterprise company seeking acquisition or investment opportunities within the financial media and technology industries. Within these broad industries, areas of focus may include: Financial news websites and other forms of “new media”, Investment research providers, Financial PR, IR, design and marketing agencies, Production studios and visual content prov
Companies: BSE CFX DPP EOG SEE SOLI SML
Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen? Lift Global Ventures plc to join AQSE Growth Market. The Company's investment strategy is to operate as an enterprise company seeking acquisition or investment opportunities within the financial media and technology industries. Within these broad industries, areas of focus may include: Financial news websites and other forms of “new media”, Investment research providers, Financial PR, IR, design and marketin
Companies: XPF TON SCE NMT ECR MIRI BIRD DCTA
According to Proactive Investors, Bridgepoint is said to preparing to list Burger King UK on the London Stock Exchange as early as this spring. A valuation of £600m is expected. Lift Global Ventures plc to join AQSE Growth Market. The Company's investment strategy is to operate as an enterprise company seeking acquisition or investment opportunities within the financial media and technology industries. Within these broad industries, areas of focus may include: Financial news websites and other f
Companies: SYS1 IGR SPEC RCN BEM BZT EME
We publish our more detailed forecasts for Victoria following the FY trading update and completion of the carve-out and acquisition of the Rugs and UK Carpets division of Balta Group NV. FY2022E has been flagged with revenues in excess of £970m, underlying EBITDA in excess of £155m and underlying EBIT in excess of £100m. For FY2023E, management expect EBITDA in excess of £200m. Whilst demand into FY2023E has remained strong, the shares have weakened on thoughts of tightening consumer expenditure
Companies: Victoria PLC
Companies: Made.com Group PLC
The Character Group (Character) reported a 22% year-on-year (yoy) increase in sales and an improvement in profits in the first half to February 2022, despite the ongoing impact of Covid in China (where most of the group’s manufacturing is conducted) and supply chain issues. Investment in finished goods has significantly increased to ensure product availability in H2 but the Group still generated operating cash, ending the period with net cash of £21.5m after a £13.6m share buyback.
Companies: Character Group plc
Joiners: No Joiners Today. Leavers: No Leavers Today. What’s cooking in the IPO kitchen? EnSilica, intends to join AIM. EnSilica is a designer and supplier of mixed signal Application Specific Integrated Circuits (ASICs). ASICs are integrated circuits or semiconductor chips developed for a particular use or product rather than for general purpose usage. ASICs help differentiate products through optimised hardware thereby making products smaller, faster, lower power and more secure and can provid
Companies: HZM SPA AVO DMTR PXC SOLG TRT
A reassuring trading update confirms that SuperGroup continues to deliver attractive top-line growth. Admittedly, the superior wholesale performance means (as previously flagged by the company) that there is likely to be some gross margin erosion, but the focus on operational leverage should still ensure a modest improvement in operating margins going forward. Management’s commercial and pragmatic approach to expansion should mean continued success as the brand rolls out beyond its core markets
Companies: Superdry PLC
Joiners: RC365 Holding has joined the Main Market (Standard). Founded in Hong Kong in 2013, the Group is a fintech solutions service provider in China and Hong Kong, and is looking to expand its payment gateway services into Europe and the UK. In connection with Admission, the Company successfully raised approx. £2m for the Group at a price of 6.2p per ordinary share. At the Issue Price, the Company's market capitalisation will be approx. £6.7m. Leavers: No Leavers Today. What’s cooking in the I
Companies: WAND ABDP CRPR PEN QTX RWS
The FY22 results came in slightly below the consensus expectations. The weak Q1 23 net bookings target accounts for a back-catalogue-driven performance. The guidance for FY23 was sharply below expectations as the consensus seemed to have missed the higher-than-average marketing spend for the release of a strong pipeline of new IPs during the year. The latter disappointment calls for a cut in FY23 EPS but is unlikely to have a major impact on the consensus expectations for FY24 onwards.
Companies: Ubisoft Entertainment (UBI:EPA)Ubisoft Entertainment SA (UBI:PAR)
SDY has reported Underlying PBT and 2018/19 guidance in line with its preclose update issued on 10th May. Additionally it has announced a 25p special dividend and an 11.4% increase in its ordinary dividend. Accompanying commentary suggests further emphasis shift to capital light distribution but commitment to the physical estate despite current difficult trading.
Mixed signal but some re-assurance on most recent patterns Further range extension and availability enhancements in prospect Marketing spend to accelerate as brand grows.
Shoe Zone is upgrading FY21E Adjusted PBT expectations to £8.0m, a 22.7% upgrade to our previously published forecast of £6.5m, following initial work done as part of the ongoing yearend review process. The benefit of this upgrade also flows through to FY23E where we increase our forecasts by the same quantum. Despite the recent share price rally, we continue to believe Shoe Zone trades at a deep discount to its fair value, with a return to the dividend list anticipated in the current financial
Companies: Shoe Zone PLC
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