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British Fashion Ecommerce divided by geography and sector

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British Fashion Ecommerce divided by geography and sector

Posted by Thomas Andersson, March 7, 2017. When looking at the UK fashion e-commerce landscape (excluding multi-channel retailers) it is interesting to note that the marketplace is divided by latitude as well as by consumer preferences. The value fashion sector led by Boohoo.com is primarily based in North England around Manchester whereas the mid-market fashion sector is spread out in middle-England. All of the luxury and high-end fashion e-commerce companies are based in London. More 'experimental' fashion e-commerce companies also tend to gravitate towards London, possibly due to its networking opportunities and existing start-up infrastructure. What can be learned from...

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Why Liberty and Farfetch should merge

Why Liberty and Farfetch should merge

We have recently written on Farfetch and their plans to IPO in 2018 and were about to start writing on IPO plans for Liberty, acquired by BlueGem Capital in 2010, when we thought - yes, why not? They are so different but operate in the same sector! So we have thought and thought about this, and the more we think, the more it makes perfect sense. However, will Farfetch and Liberty staff think the same? More importantly, what will investors think? Our opinion is that the merged entity will be far better placed to push a valuation in excess of...

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How will Trump's tax on non-US manufactured goods hit robots?

Artificial Intelligence Robotics Taxes

How will Trump's tax on non-US manufactured goods hit robots?

 Thomas Anderssontom@styleintelligence.com Most things are more complex than we think they are. It just struck me that Trump's fight with companies that open up factories overseas or outside the US is just this - more complex. If you add a tax on jobs that are moved outside of the US should there not also be a tax on machines and robots that are replacing US labour inside the US? So... the question is perhaps how this will impact the "Made in China" vs "Made in the US" labels? Or, how are robotics manufacturers setting themselves up for a possible fight...

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Boohoo Christmas trading update Jan 10, 2017

Boohoo Christmas trading update Jan 10, 2017

Boohoo [AIM: BOO] announced its four months trading to December 31st, 2016 earlier today. The share closed the day [Jan 10, 2017] at 144.75p, less than 1% up from its 143.50p close the day earlier suggesting a mixed bag of news. While revenues in the four months were up by 55% the share may have been dragged down by concerns over its gross margin which fell to 53.1% During the Christmas period, the company announced its two-thirds acquisition of Prettylittlething.com (a company founded by the son of one of the joint-CEO's of Boohoo.com) and a $20m bid for the customer...

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Boohoo plc aims from the hip with $20m bid for NastyGal crown jewels

boohoo ecommerce M&A

Boohoo plc aims from the hip with $20m bid for NastyGal crown jewels

Boohoo plc incorporated "Nasty Gal Ltd" in the UK on November 21st, 2016. This was renamed "Boohoo F I Ltd" on December 22nd, prior to the company announcing its $20m bid for the Nasty Gal brand name and its customer database on December 28th, 2016. Could the company have placed a bid for Nasty Gal Inc property using Nasty Gal Ltd as a bidder? Well, they could, but it might not have looked proper in the eyes of many industry observers. Our View: So why did Boohoo plc incorporate the company "Nasty Gal Ltd" in the first place, before announcing...

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