Steinhoff Informationsforum

Warum kommt keine EQS zu Pepco Zahlen?

Bei Pepkor gab es direkt noch die Info zu Step 3.

Oder kommt heute noch was?

Sowohl bei Pepco als auch bei Pepkor sind die total assets um jeweils ca. 500 Mio. Euro gestiegen. Also könnten auf konsolidierter Basis die total assets bei Steinhoff um ca. 1 Milliarde Euro gestiegen sein im Geschäftsjahr 2022.

www.pepcogroup.eu/investors/financial-reports/

eine Tagesveränderung vom Kurs exakt 0,00 % scheint mir keine große Veränderung zu sein.

da bist Du noch ?  

Veränderungen in der Weltgeschichte!

Umsatz, oder nicht?

aber flatex wo die BaFin ermittelt hat  

Pepco Group annual profit jumps 14.3% on store expansion
www.reuters.com/business/retail-consumer/...nsion-2022-12-13/

die Aktion von heute Morgen mit ca. 1Mio Aktien hat Ihr Ziel deutlich verfehlt. Ein sogenannter Rohrkrepierer.
oder es war halt mal wieder ein geplantes Umschichten von A nach B zu C über D :)

Kurs von Steinhoff?

warum welche Aussage stimmt nicht  

besonders gefällt mir die strategie "bigger, better, cheaper, simpler" im aktuellen "preliminary results pdf" von steinhofftochter pepcogroup, seite 7 und 8.

klare, sauber strategie von ceo trevor master. gefällt mir wirklich ausserordentlich gut.

link: www.pepcogroup.eu/investors/financial-reports/

"Bigger
We have opened a record 516 net new stores through our accelerated store opening programme, the Group's single biggest value creation driver. Pepco is the key driver with 446 openings, including 163 in our strategically important Western European markets. Coupled with solid LFL revenue growth of 5.2%, the Group grew overall revenue by 17%, with Pepco recording a c. 25% increase. The store growth has been underpinned through continued well managed capex investment with €128m spent in the year on new stores and judicious investments in working capital to support new store growth.
We are particularly pleased that the initial positive trading response in our Western European (WEU) Pepco stores has translated to sustained positive financial performance with our Italian stores – a proxy for WEU given their scale and relative maturity – on track to deliver over 50% IRR.
Better
Our strong growth in FY22 was supported by investments into our store and product renewal programmes, with the completion of 727 store renewals in addition to the successful store conversion trial in Spain from Dealz to Pepco. In the year investments in store refits represented €58m, with continued strong investment returns and short payback periods. FY22 also saw our first trials of the Pepco ‘New Look’ programme – an all-encompassing store and brand renewal. Across Warsaw and Wroclaw we invested into 63 stores at an average capex per store of €95,000 seeing an increase in LFL sales versus a control group of over 30 percentage points delivering over 50% IRR.
Alongside our significant investments in stores, we continued to deliver on proposition renewal in both Poundland and Pepco. Notably in Poundland our move to a ‘simple pricing’ approach has resulted in 58% of products being sold outside of the historic £1 price point (both above and below) – a 19pps change versus FY21 – and supported the achievement of a gross margin of 37.6%, which was consistent with that attained in FY21 even against the challenging inflationary backdrop.
Cheaper
In addition to creating a bigger and better business, we have continued to focus on delivering a "cheaper" business model through various cost saving initiatives and leveraging the scale of PGS, our unique integrated sourcing entity.
In the year a 1.6pps improvement in our cost of doing business (CODB) ratio, which has supported an EBITDA margin comparable to FY21 (only 0.5pps lower) in spite of the significant macro headwinds, represents an exceptional achievement which our colleagues should rightly be proud of and sets the business up well to be a more lean and efficient business into future financial years.
Notable examples included the ongoing labour efficiency programmes in both Poundland and Pepco – which have delivered an 8% reduction in labour hours required at a store level and the significant efficiencies in Pepco DCs driven through driven through system and process enhancements, which resulted in Pepco DC costs reducing by 0.1pps as a percentage of sales, with additional savings expected in FY23.
Simpler
Our simpler strategy is underpinned by investments in digital and physical infrastructure alongside process improvements to enable a scalable and efficient business. We made significant steps in simplifying our business by optimising our supply chain, reducing inventory and store staffing levels and optimising markdown management in FY22 driven through investments of €28m.
The year saw the launch of standard warehouse management systems (WMS) in the Pepco business, enabling a ‘One Pepco Way’ blueprint in all of our DCs. This mirrors the work undertaken in the Poundland business in FY21 alongside enhanced stock allocation systems and processes including the delivery of best- in-class stock allocation systems in Pepco. This contributes to a reduction in underlying company inventory of 14 days."

ob Steinhoff und Pepco mitbekommen haben, dass es DGAP nicht mehr gibt?  

geht noch mehr....

was meinst soll noch mehr gehen?

Die einfach Gutmenschen sind und fremde Leute vor ihrem Leid bewahren.
Mit Hinweisen zu Investments, mit denen sie selber nichts zu tun haben wollen.

Wir sollten alle dankbar sein..

Wir warten....

kannst lang warten.
Das Management hat Zeit :-)

Gestern Pepkor, heute Pepco und morgen vielleicht Steinhoff Investment? Gerade nachgeschaut in den SENS. Wurde letztes Jahr auch an einem Mittwoch (15.12.2021) veröffentlicht.