Nice write up and I totally agree with the conclusion. My only 2 cents I would like add is:
- Adores moat is the eyeballs it attracts and retains. A new entrant would require many years and incur significant customer acquisition costs to replicate the Adore business.
- I was looking at some Euromonitor sales data in the beauty and personal care sector & specialist beauty retailers. 2 things stood out to me:
1. Specialist beauty retailers are winning market share from the likes of Chemist warehouse etc.
2. Projected CAGR growth rates in the BPC sector in the next 5 years appear reasonably attractive compared to other industries.
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85.0¢ |
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Open | High | Low | Value | Volume |
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1 | 6846 | 0.835 |
1 | 19504 | 0.830 |
1 | 115 | 0.820 |
1 | 650 | 0.810 |
Price($) | Vol. | No. |
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0.890 | 1250 | 1 |
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