Road recovery firm AA said this week that it is on track to deliver on expectations — yet market reaction was not great, to put it mildly. AA’s net leverage is worrisome, its interim results on Tuesday showed, but a few other elements also caught our attention. The group is still in restructuring mode,… Read More
Fashion retailer Ted Baker is a good business with strong fundamentals. Its valuation has rallied since last year on the back of a strong growth rate, rising margins and international expansion. Moreover, its brand is powerful, yet its online set-up presents a few issues, according to our preliminary SEO audit. Preliminary… Read More
We covered Wincanton‘s corporate strategy for theloadstar.co.uk today — the article can be found here. Given that the logistics industry has historically paid little attention to online strategy and similar issues — which has become apparent after detailed analysis has been performed across several platforms — we have also produced a SEO audit… Read More
Our SEO audit of Worldpay shows that several key elements of its website, worldpay.com, deserve much more attention than they are being given at the moment. Urgency should also be felt about a new online strategy ahead of IPO — in that regard, its ambitious plans were discussed by our team on Friday. Our Approach Our actionable… Read More
Today’s 7% drop in the market valuate of French Connection is hardly surprising. As we argued last week, the fashion retailer may have to have something up its sleeve to please its stakeholders. Results for the six-month period ended 31 July 2015 were released today. Highlights: Pre-tax losses came in at £7.9m (2014:… Read More
Worldpay confirmed today that it intends to raise net proceeds from a public offering of about “£890m, in order to reduce leverage to 3.75x net debt/Ebitda (as of 30 June 2015).” Its forward net leverage is pretty high. Pre-IPO, even assuming £400m of Ebitda for 2015, net debt/Ebitda would stand at 5.75x, on a… Read More
Crawling tools such as Screaming Frog and Xenu can be problematic at times. They should render your work easier and faster, but in reality you really have to be focussed to achieve the results that you are looking for. This is important because the crawling goes to the heart of the entire… Read More
The shareholders of fashion retailers ASOS and boohoo have not enjoyed the ride for most part of the 2015 — but is there anything else that both companies should do to keep them happy? Quite simply, operationally they must continue to grow revenues while preserving their core operating margins, but it’s… Read More
We looked at the prospects of Wincanton delving into its financials and its online strategy earlier this week. Full details will be released on Monday by theloadstar.co.uk, a news & analysis firm focussed on logistics and supply chain management solutions. Preliminary SEO Audit These are our preliminary SEO findings for wincanton.co.uk and stobartgroup.co.uk: Technical: A stronger technical set-up has been… Read More
“While well-positioned for the future, Verizon’s full-year 2016 earnings may plateau at 2015 levels as the company manages near-term impacts,” Verizon Communications said today. The market wasn’t pleased with that, and the shares of the TMT behemoth fell over 3% in the wake of the announcement. Consensus estimates had pencilled a… Read More