June 24th, 2021 | 11:10 CEST
About You, RYU Apparel, TUI - Short and simple: Cool returns!
Table of contents:
ABOUT YOU HOLDING AG - Stock exchange welcomes you
Last week, About You, the fastest growing digital fashion platform in Europe, entered the Frankfurt trading floor. At the issue price of EUR 23, the Hamburg-based Company was valued at EUR 3.9 billion. Currently, the shares are trading at just under EUR 26. The Company plans to use the majority of the issue proceeds, around EUR 657 million from the placement of new shares, for the international scaling of the offering to accelerate its software-as-a-service (SaaS) business in the technology, media and enabling segment. In addition, the Company's technical infrastructure and distribution centers are to be strengthened.
The Company, which is majority-owned by mail order Company Otto, was only launched in 2014. Various strategic partnerships have greatly accelerated its growth. In the past fiscal year, the Group generated sales of EUR 1.17 billion, making it one of the largest online fashion retailers in Germany. The Hamburg-based Company sees itself as Europe's first shopping destination, where customers can discover fashion from a range of more than 2,000 brands. The focus of the customer experience is on personalization, inspiration and mobile shopping. In other words, the classic shopping trip is shifting to the smartphone. Currently, the online fashion store is represented in 23 European markets. With 30 million active users, the Company has already attracted a large following. We think that given the innovative approach and the forced expansion and market penetration, a growing fan base will undoubtedly gather soon on the stock exchange as well.
RYU APPAREL INC - The foundation for long-term growth has been laid
Mid-month, COO Rob Blair provided an update on the Company's growth strategy. The Canadian "athleisure" company has built up an organization made up of industry veterans, exceptional creative minds and external agency partners over the past few months. RYU believes it has laid the foundation for long-term growth. Nevertheless, the manager acknowledged that 2020 was a challenging year.
The maker of modern, high-quality athletic and functional apparel worn in everyday life has aspirations to evolve into an iconic brand leader that resonates across generations. The Company aims to revolutionize the athleisure industry, as well as the emerging travel wear sub-category. Design, quality, innovation and customer experience are specific focus areas. The goal is to generate a gross margin of over 70% in the next few years and grow at an average of at least 80% p.a. over the next 5 years. In this context, growth will come almost exclusively from online. For 2025, RYU has set a net revenue target of CAD 50 million, with EBITDA above CAD 15 million.
Every Company, no matter how large and established, has started small. At a share price of CAD 0.10, the micro-cap brings just CAD 19 million to the stock exchange scales. The strategic and operational goals set for the next three to five years are ambitious but realistic. Anyone who believes in success based on passion and innovation should urgently add a few shares to their portfolio and follow the growth story.
TUI AG - Bright or cloudy?
TUI Group is the leading tourism group in the world. Under the Group's umbrella, an extensive portfolio is bundled from around 1,600 travel agencies and several online portals. In addition, 5 airlines, over 400 hotels and 15 cruise ships belong to the "empire." The entire tourism value chain can thus be found here. With this integrated offering, weakness in individual areas can theoretically be cushioned by other areas. Very theoretically - that is the conclusion in Corona times.
In the meantime, TUI was in serious trouble and had to be saved from imminent collapse by several capital injections. Now that life is returning to normal and booking and travel figures are rising, this gives the share price a positive boost. However, new mutations of the coronavirus, or setbacks in global vaccination campaigns, can hit the minds of stock marketers at any time. The title is interesting for trading.
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