Initial Equity Trading Comments - 19 February 2024

boohoo Group (BOO LN) - FY24 trading in-line, new CFO

Boohoo has released an update confirming FY24 trading is in line with market consensus and announcing the appointment of Stephen Morana as Group CFO.

boohoo Group (BOO LN) - Margins expand despite macro headwinds

H1 FY24 Results: H1 FY24 performance reflects the challenging macro-economic backdrop, with weaker consumer sentiment impacting demand through H1. Group revenue of £729.1m is 17.4% lower YOY (H1 FY23: £882.4m), with decline across all geographies (UK: (19.0)%, USA: (11.4)%, ROE (16.0)%, ROW (23.2)%). Revenue from core brands (Boohoo, Boohoo Man, PLT, Karen Millen and Debenhams) is down 10%YOY, in line with previous management guidance. Sales have fallen more sharply across the Group’s other labe

LIBERUM: SAS UK SMID Monthly: Should we expect a rally in retail stocks?

Hybridan Small Cap Feast - 16 May 23

16th May 2023 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectiv

Initial Equity Trading Comments - 16 May 2023

boohoo Group (BOO LN) - Building back to growth

FY23 revenue and EBITDA is a marginal beat vs. estimates with cash generation the standout beat. Market conditions are challenging, reflected in lower FY24 growth, but strategic progress is delivering improved profitability, with medium term guidance confident in a return to double-digit growth and increased profitability.

Initial Equity Trading Comments - 15 May 2023

Boohoo Group plc (BOO LN) - Controlling the controllables

• Trading update: Group revenue of £637.7m is 10.7% lower YOY (P3 FY22: £714.5m), in line with previous guidance and Zeus forecasts. Performance was softer across all markets and almost all Group brands and reflects the normalisation of the channel shift online over the last twelve months. UK revenue of £400.8m is down 11.1% YOY (P3 FY22: £451.0m) suggesting a softening in demand versus H1 FY23: (4.4)%, but against a strong prior year comp (P3 FY22 UK revenue growth: 26.4%) as the outbreak of Om

Hybridan Small Cap Feast 28/09/22

Joiners: No joiners today. Leavers: Brewin Dolphin Holdings has left the Main Market. Caretech Holdings has left AIM. What’s cooking in the IPO kitchen?** Streaks Gaming plc, a UK-based provider of conversational gaming products intends to join the Standard Segment of the Main Market this autumn. The flotation is expected to value Streaks at approximately £10.2m (pre-money) and will make it the first LSE-listed "pure-play" conversational gaming company. Raising between £5-10m. Independent Living