Transformation ahead for this UK high-street retailer

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Transformation ahead for this UK high-street retailer

30 November 2023

Today's research report deals with an investment thesis that has been years in the making.

In 2021, the CEO of the company in question predicted that a growth initiative which he had started in 2019 would really come into its own from 2023.

As it turns out, he was right.

The trouble is, anyone who read about this years ago will by now have forgotten about it.

My in-depth analysis explains how the featured company is likely going to experience much more dynamic growth going forward.

There are a few surprises:

  • The investing public knows the company as a high-street retailer, but it now employs as many people in its technology teams as it does in its buying and merchandise departments.
  • Its brick-and-mortar stores have long been perceived as ballast, but they are now emerging as a critical competitive advantage for the company's e-commerce strategy.
  • Though British at heart, the company suddenly has plenty of potential for expanding internationally.

It has a well-known brand name, and a very liquid stock that is easily accessible through the London Stock Exchange.

I expect the new, emerging strategy to create plenty of headlines in 2024, and I wanted Members to read about it first.

The relatively conservative stock could trade 40-50% higher in 12-18 months, because of specific triggers that are explained in today's report.

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