Added to YB: 2026-03-24
Pitch date: 2026-03-22
THG.L [bullish]
THG Plc
+1.39%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
THG Plc operates as an online retailer in the United Kingdom, the United States, Europe, and internationally.
Market Cap
GBP 467.5M
Pitch Price
GBP 0.29
Price Target
0.70 (+140%)
Dividend
N/A
EV/EBITDA
13.67
P/E
-1.93
EV/Sales
0.56
Sector
Broadline Retail
Category
growth
Buying Opportunity or the Beginnings of a Recession? - THG Plc
THG.L (added to position): MyProtein +10% YoY, accelerating to 100K global stores in 2026; Beauty +5-10% on competitor exits. Expecting 8-10% rev growth w/ operational gearing to beat profit forecasts. Short interest at listing low; CEO bought £8.5M at 35p. Risks: non-essential spend, elevated whey prices. 12-24mo PT 70p vs 29p today.
Read full article (2 min)