Boohoo

Our Short recommendation on Boohoo highlighted the significance of thorough on-the-ground research. During visits to its suppliers in Leicester, we identified a need for the company to professionalize its supply chain, and our detailed cost analyses emphasized the material impact of labour costs. These findings, along with concerns regarding corporate governance, led us to make a Short recommendation to our clients.

Initiation: 2020-03-30

Recommendation: Short

Price: £–

Price Target: £–

Forecast Return: ~60%

Initiation Video

Boohoo Research Journey

16 Aug 2021

Shein: Growing Threat to Boohoo and ASOS

We take a closer look at Boohoo and ASOS’s rapidly rising competitor, Shein.

30 Jun 2021

Boohoo Group: Visit to Leicester

Jack Stonehouse is in Leicester, reporting on Boohoo’s suppliers and progress on Boohoo’s new factory.

20 Aug 2020

Boohoo: Testing Times

We had some laboratory tests run on Boohoo clothing and summarise our findings while discussing our current corporate governance concerns.

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