LOV 4.61% $36.28 lovisa holdings limited

Ann: AGM Trading Update November 2023, page-9

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  1. 234 Posts.
    lightbulb Created with Sketch. 49
    Market could overreact & offer a good buying opportunity.
    If you focus on the actual underlying message here on growing store count & the long term trajectory of the business they are still executing on their plan.
    Who cares if sales fluctuate YoY, there will be some bad years & some great years.
    It is a good business with 80% GM, High ROIC & Low CapEx.
 
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