I didn't even know that H&M had stock too, so I looked at it today and I'm kinda staring. Leaving aside today's growth on the back of another strong set of results, here we see growth in sales from $187bn in 2020 to $223bn in 2022. It's also great to look at net profits, where we see growth from $3bn (2020) to $7bn in 2022 (not to mention 2021, where net profit was at $15bn).
Anyone here have their stock? What are your thoughts on this company?
Προσωπική άποψη μέλους της κοινότητας, όχι επενδυτική σύσταση. Κανόνες κοινότητας
Their recent growth is mainly due to a change in strategy. They are focusing more on selling their more expensive brands, targeting customers who are less vulnerable to the rising cost of living, and it's working out nicely for them too.
It's still one of the better known brands, perhaps the second biggest in the sector if I'm not mistaken, so this must be a piece of cake for them.
Nominally it looks nice, but when you take the revenues/profits, the margins show me that it's just plain retail without any moat. After 20 years, the stock would deliver you an appreciation of about 47% versus the spy's 300%
I've gotten closer to that too, and it's completely not that attractive, although they're doing great right now.
I know the company, but it's not something I'd like to invest in. On the whole, the results look like a seesaw to me. Even though we've seen growth in recent years, it's kind of a downturn from 2021. But they're doing well to combat the declining number of shoppers, I'll give them that.
You're right about that, the results really are like a seesaw. But whoever picked up the low won't do badly, there's a bounce of more than 50%.
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