DSK 6.20% 68.5¢ dusk group limited

Yes you are right - these are all just considerations which form...

  1. 29 Posts.
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    Yes you are right - these are all just considerations which form a better appreciation of the company. We will only find out on the next report day.

    I guess my question/challenge was more directed towards those who are forecasting. @SethKlarman was critical of the forecasts because they didn't accomodate for those options, and I saw this as a reasonable point. Whilst they didn't do it in the past, they could of learned their lesson and look for better opportunities moving forward, especially with a new CEO. If they don't, that may be something shareholders write to Dusk about.

    Dusk is able to open and close with 1 person. They then have a second person that assists throughout the day for a couple hours. But the surging I see at the stores can increase to 4 people. So lets assume that no surge is needed and the base case is 2 employees every month for 12 month. And the surge case covers 2 extra employees for 6 weeks per store. 11.5% of the year they are doubling their labour costs. Whilst this is an extreme example, because a. I didn't see 4 employees at every store, and b. some stores do need more employees (like Penrith), I think it shows that the forecasts are making an overly pessimistic case without including this as an assumption on a potential EPS forecasts. I guess to give this assumption a bit for weight for inclusion is that they already do this in retail as a course of action (maybe not Dusk yet, but I don't think its too out there to consider).



 
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