The figures looked impressive and I was thinking of buying so I did a Peter Lynch analysis on this company (ie ask your wife and teenage daughter).
My wife said Temple & Webster used to be really good and she bought stuff from them however now there are cheaper options online so she hasn't been looking at Temple & Webster any more.
You have to wonder how big their moat is. What is stopping competitors taking their customers?
Oonline furniture shopping will get a short term sugar hit and long-term structural tailwind accelerated by the lockdowns .
My conclusion: the market for online furniture will grow strongly but TPW's market share may fall. Overall still a nice runway for TPW but maybe not as much as the bulls are expecting. I'll watch from the sidelines. GLTAH
Online traffic in April increased by 70%, page-4
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Last
$11.51 |
Change
0.110(0.96%) |
Mkt cap ! $1.368B | |||
| Open | High | Low | Value | Volume |
| $11.45 | $11.76 | $11.33 | $1.221M | 106.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2289 | $11.50 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $11.53 | 898 | 1 |
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| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| TPW (ASX) Chart |