Dusk Online Order Numbers - Tracking, page-13

Why take a guess at $25 when we have evidence in an official company report that ATV is $54. I see no reason why the online order value would be any less than buying in store. If anything, online order values would be more as some would try to get to the threshold for free shipping.

I think trying to work out net profit is a bit more difficult as we don't know the net impact from store closures so let's just work out the revenue.
0.494 million orders times $54 = $26.7m revenue between 27 July and 20 August.

As much as I would like for this to be true, considering revenue for FY21 was guided to be around $150m, it makes no sense that the company would make $26.7m in around 24 days from the online store only which represented around 12% of total sales in 1H21. At this runrate the online store alone would provide a revenue of $393million!!! All of us will be 3 times are wealthy as we are now if that was the case!

I think there is real potential in working out the online revenue by tracking the online orders but I feel we are missing something. Even the most bullish amongst us wouldn't say the monthly online sales are almost triple a record FY21 revenue.

I thought maybe the order numbers go up in increments of 5 but one of the order numbers supplied by het_tien_roi isn't divisible by 5 (i.e. it doesnt give a whole number when divided by 5). It looks like management knew that having order numbers out there can be 'price sensitive' and muddled them up to confuse retail stock holders. If we had some more order numbers it might help. Or knowing someone in their online fulfilment centre would be a huge benefit if they could tell us if there is any logic to the order numbers.