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1. Company Snapshot

1.a. Company Description

boohoo group plc, through its subsidiaries, operates as an online clothing retailer in the United Kingdom, rest of Europe, the United States, and internationally.The company designs, sources, markets, and sells clothing, shoes, accessories, and beauty products for 16-to-45-year age customers.It provides its products under the boohoo, boohooMAN, PrettyLittleThing, Nasty Gal, MissPap, Karen Millen, Coast, Oasis, Warehouse, Dorothy Perkins, Wallis, Burton, and Debenhams brands.


boohoo group plc was founded in 2006 and is headquartered in Manchester, the United Kingdom.

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1.b. Last Insights on BOO

Negative drivers behind boohoo group plc's recent stock performance include: * Declining Gross Merchandise Value (GMV) and increased net debt, as reported in the H1 2025 earnings call, indicating challenges in navigating the competitive online fashion market. * The company's debt pressure has increased, as seen in the article "Boohoo debt pressure rises as bidder for London office walks away", making it difficult to refinance and manage its balance sheet. * The recent failure to sell its London office for a higher price, as reported in "Boohoo sells London office for £49.5m to pay off debts", may have resulted in a loss for the company. * The call by Mike Ashley to oust the founder following "catastrophic" financial results may create uncertainty and negatively impact investor confidence. * The company's recent refinancing strategy, including the repayment of £50m from its term loan, may not be sufficient to alleviate debt concerns.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Boohoo to pursue Debenhams Group rebrand despite Frasers’ rejection

Mar -31

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Boohoo rebrands as Debenhams in battle with Mike Ashley

Mar -11

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Boohoo Group rebrands as Debenhams after overhaul at department store brand

Mar -11

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Boohoo rebrands as Debenhams with surprise recovery strategy explained

Mar -11

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Boohoo to Rebrand as Debenhams in Turnaround Plan

Mar -11

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Boohoo renames itself Debenhams in major revival of former department store brand

Mar -11

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Boohoo millionaire accused of controlling female colleague amid boozy office culture

Feb -14

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More Bad Blood Between Boohoo, Frasers

Jan -24

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (2.00%)

6. Segments

Online Clothing Retailers

Expected Growth: 2.0%

Boohoo Group PLC's 2.0% growth in online clothing retail is driven by increasing online penetration, strong brand recognition, and effective social media marketing. Additionally, the company's ability to offer trendy and affordable clothing, fast shipping, and easy returns has contributed to its growth. Furthermore, Boohoo's focus on celebrity collaborations and influencer partnerships has helped to attract a younger demographic.

7. Detailed Products

Boohoo

Fashion clothing and accessories for women, men, and kids

BoohooMAN

Fashion clothing and accessories for men

PrettyLittleThing

Fashion clothing and accessories for women

Nasty Gal

Vintage-inspired fashion clothing and accessories for women

MissPap

Fashion clothing and accessories for women

Karen Millen

Luxury fashion clothing and accessories for women

8. boohoo group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Boohoo Group PLC operates in the online fashion retail industry, where substitutes are readily available. However, the company's strong brand recognition and competitive pricing strategy help to mitigate the threat of substitutes.

Bargaining Power Of Customers

Boohoo Group PLC's customers have some bargaining power due to the availability of substitutes. However, the company's strong brand loyalty and wide product range help to reduce customer bargaining power.

Bargaining Power Of Suppliers

Boohoo Group PLC has a diverse supplier base, which reduces the bargaining power of individual suppliers. The company's large scale of operations also gives it negotiating power over suppliers.

Threat Of New Entrants

The online fashion retail industry has low barriers to entry, making it relatively easy for new entrants to join the market. However, Boohoo Group PLC's established brand and large customer base provide a competitive advantage.

Intensity Of Rivalry

The online fashion retail industry is highly competitive, with many established players competing for market share. Boohoo Group PLC faces intense competition from rivals such as ASOS, Zara, and H&M.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 54.46%
Debt Cost 5.38%
Equity Weight 45.54%
Equity Cost 12.72%
WACC 8.72%
Leverage 119.59%

11. Quality Control: boohoo group plc passed 1 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
About You

A-Score: 4.7/10

Value: 6.5

Growth: 6.3

Quality: 2.7

Yield: 0.0

Momentum: 9.5

Volatility: 3.3

1-Year Total Return ->

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Stock-Card
Believe

A-Score: 4.5/10

Value: 3.4

Growth: 5.3

Quality: 4.1

Yield: 0.0

Momentum: 6.5

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
Fastned

A-Score: 3.4/10

Value: 4.8

Growth: 5.2

Quality: 2.2

Yield: 0.0

Momentum: 5.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
ASOS

A-Score: 3.0/10

Value: 9.6

Growth: 2.2

Quality: 2.8

Yield: 0.0

Momentum: 1.5

Volatility: 2.0

1-Year Total Return ->

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Stock-Card
THG

A-Score: 2.7/10

Value: 8.1

Growth: 2.2

Quality: 2.9

Yield: 0.0

Momentum: 2.5

Volatility: 0.7

1-Year Total Return ->

View Full Report
Stock-Card
Boohoo

A-Score: 2.7/10

Value: 6.5

Growth: 1.2

Quality: 2.1

Yield: 0.0

Momentum: 3.0

Volatility: 3.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.26$

Current Price

0.26$

Potential

-0.00%

Expected Cash-Flows