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I hope you all had a pleasant weekend. Another week begins tomorrow. I’m leaving you with a brief analysis of $CELH, a company showing potential for a reversal that appears to be underway. ​The Evolution Celsius Holdings is transitioning from a single-brand growth story to a multibrand holding model. The integration of Alani Nu and Rockstar is a tactical move: while Celsius covers the wellness segment, Alani Nu targets "flavor-obsessed" consumers, and Rockstar provides a foothold in motorsport and "edgy" demographics. This diversification is key to mitigating concentration risk. ​Operational Efficiency The critical indicator is margin expansion. The 24.9% EBITDA margin in Q1 ( 370 bps YoY) signals successful extraction of synergies. Management’s goal to push gross margins toward 50% reflects significant pricing power and a robust, asset-light business model, supported by a clean balance sheet with minimal debt. ​Distribution Moat By leveraging the existing infrastructure of PepsiCo (U.S.) and Suntory (International), Celsius has achieved massive market access without the burden of heavy CAPEX for proprietary logistics. ​My Take...🧐 The market currently prices $CELH through the lens of "transition uncertainty." However, if sentiment shifts to value the firm as a high-margin profit engine, a return to the $50 level would simply represent a P/E multiple realignment to historical norms. This isn't speculative target-setting; it is a calculated assessment of fair value post-volatility. Time will tell 🤷‍♂️ ​Just something to watch and in my opinion, a technical reversal is currently in the making..👀 DYOR. NFA.
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Ma i negozi di quel tipo possono essere dati in franchising o in multibrand? Perché sembra quello il caso, considerato che a quanto dice la Taccia erano consenzienti, cioé un'allegra brigata. In quel caso non lo, ma forse è il negozio che rischia
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Replying to @kateferguson4
And our make believe King of the North has laid out, his unachievable aims. Probably consisting, of Mad Ed Multibrand as Chancellor ehhh. Wonder what has been offered to boy Streeting... we can see the writing on the wall ...The End is Nigh.
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Replying to @LeeHarris
Ahh yes Multibrand & Burnham, what a cheesy pair, not a pair that you would trust your money with !!
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Replying to @android_fhd
You can easily grab one for 137000 in offline multibrand mobile outlets
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Replying to @lbrewer190
If Andy B gets in & he wins a fight with Starmer, what has he promised?? Angela... back on front bench Dep PM Streeting..back on front bench Multibrand more power. It's a frightening, possibility The mis management of Manchester will be nothing.
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If leaving was a mistake, why are luxury brands still opening their doors? Tods. RL at the Australian Open & Beijing Polo Cup. Roland-Garros. Cannes. LV. Miu Miu. Tiffany & Co. at her Netflix lead-actress gala. Sirivannavari on the world stage. That's multibrand demand. 🤭
Replying to @wtvwnvr
Ella habrá tenido la opción entre renovar y no renovar contrato con C, y lo mejor que pudo haber hecho fue lo segundo, porque ahora ella tiene la libertad de trabajar con cualquier marca de lujo
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Replying to @hawkins_carole
Yes The brothers Multibrand are worth circa £20m Angela Raynor = £8m Streeting. = £16m
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Replying to @citiesofvisions
The other one should be Boucheron in my humble opinion, but I'm totally not against a good multibrand fight for Mark's favor😆
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Meri khud ki multibrand shop hai aur 2 franchise hai
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Malavika P retweeted
Most vc funded retailers are in breach of FEMA as multibrand retail and inventory based e-commerce can't have FDI. But our government care of nothing but ghoos. Chai pakoda khilaenge kirana maar ke jaenge. Modi hai to mumkin hai.🤭moneycontrol.com/news/busine…
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Ho anche specificato che è multibrand e abbraccia tutta la platea di consumatori. Se per questo anche i cinesi si stanno allineando ai prezzi brandizzati pur offrendo articoli di dubbia origine e manifattura.
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Se prendi marca "PIOMBO" arrivano anche a 80€, fidati. È normale che li trovi anche a 19.90, perchè OVS è negozio multibrand per tutte le tasche.
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richiesta di lavoro Offerte Lavoro Logistica magazzino: Offerta su San Cesareo. Per consultare l'offerta di lavoro clicca sul link in basso. Chi siamoSiamo una realtà retail multibrand con 5 punti vendita fisici e… cercolavoro.com/offerta-lavo… clicca per info #lavoro #offertedilavoro
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La metamorfosi dei concessionari auto: da monomarca a multibrand. A #SmartCar con Elisa Giubilato analizziamo i dati del #DealerDay: con il raddoppio dei marchi sul mercato e l'arrivo di SUV sostenibili, i dealer italiani diversificano l'offerta 🎧tinyurl.com/33xe2cz9 #Radio24
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🚨 $ELF - e.l.f. Beauty Delivers Strong FY2026 RECAP Results with 25% Sales Growth — Raises Portfolio Power e.l.f. Beauty reported robust fullyear growth driven by its expanding brand portfolio (e.l.f., rhode, Naturium), despite acquisitionrelated accounting impacts and higher costs. 📊 KEY HIGHLIGHTS Fiscal 2026 (Full Year) 🔹 Net Sales: $1,636.5 million ( 25% YoY) 🔹 Gross Margin: 71% (50 bps, impacted by tariffs) 🔹 Adjusted EBITDA: $335.2 million ( 13% YoY, 20% margin) 🔹 Adjusted Net Income: $185.9 million 🔹 Adjusted Diluted EPS: $3.13 🔹 GAAP Net Income: $26.3 million (hit by $57.6M rhode contingent consideration adjustment) Q4 Fiscal 2026 🔹 Net Sales: $449.3 million ( 35% YoY) 🔹 Gross Margin: 73% ( 140 bps) 🔹 Adjusted EBITDA: $58.8 million (13% margin) 🔹 Adjusted EPS: $0.32 Balance Sheet Cash: $289.7 million Total Debt: $841.7 million (increased due to rhode acquisition financing) 📈 WHAT’S DRIVING THIS 🟢 Strong growth across all five brands, especially rhode and Naturium 🟢 Expansion in both retail and ecommerce channels, US and international 🟢 Pricing benefits helping offset tariff pressures 🟢 Continued market share gains — 7th consecutive year of sales & share growth Headwinds: Higher SG&A (marketing, distribution, compensation) rhode earnout fair value adjustment ($57.6M) Increased interest expense from acquisition debt ⚡ FISCAL 2027 OUTLOOK 🔹 Net Sales: $1,835 – 1,865 million ( 12% to 14% YoY) 🔹 Adjusted EBITDA: $379 – 385 million 🔹 Adjusted Diluted EPS: $3.27 – 3.32 🔹 Weighted average diluted shares: ~60.5 million 👉 Core takeaway: e.l.f. continues to prove the strength of its multibrand strategy and “best of beauty at accessible prices” model, with significant whitespace remaining across categories and geographies. ⚡ IMPLICATIONS For Investors: Solid topline momentum and confident FY27 guidance, though debt levels and SG&A investment are elevated postacquisitions. For the Sector: Highlights resilience in beauty amid tariffs — pricing power and portfolio diversification helping. Growth Drivers: rhode and Naturium performing strongly; international expansion accelerating. Risks: Continued tariff exposure and integration/execution on acquired brands. 💭 CONCLUSION e.l.f. Beauty capped Fiscal 2026 with 25% sales growth and another year of market share gains, reinforcing its position as a highgrowth disruptor in beauty. The FY2027 outlook signals sustained doubledigit expansion while investing behind its growing brand portfolio. 👀 KEY QUESTION Can e.l.f. maintain its strong growth trajectory and margin discipline in FY2027 amid higher tariffs and elevated marketing spend, or will the rhode/Naturium integration drive even faster upside?
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Itne multibrand ikhatte kr rkhe h koi anaadi bhi shaq kr lega ye peene k liye nhi h
यह एक जानी-मानी बात है कि बिहार के लोग खास तौर पर शराब पीने के लिए वाराणसी जाते हैं। ऐसे ही एक मामले में, वाराणसी पुलिस ने एक ऐसे व्यक्ति को पकड़ा जिसके पास भारी मात्रा में शराब मौजूद थी—और इसके बाद जो बातचीत हुई, वह काफी मज़ेदार थी। ज़रा सुनिए।
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📌กล่อมสุ่มเสื้อ Multibrand📦✨ - รับประกันได้ 1-3 ตัว - ทุกแบบเป็น unisex ช/ญ ใส่ได้ - ฟรีไซส์ Oversize : อกได้ถึง 44” - คนไซส์ S-XL ใส่ได้ค่ะ 🌷ปกติตัวเดียวก็เกือบพันละ😭 💥 1 สุ่ม = 490฿ 💥รับรอบเดียว เมนชั่นจอง เช่น 1 สุ่ม , 2 สุ่ม ล็อคแอคทักไลน์ page.line.me/winkwink_store
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แฮนน่า CEO สาวจริง ๆ เปิดร้าน Hanari เป็นmultibrand ที่ลาว แล้วก็มี Hanari art cafe เป็นคาเฟ่ที่เปิดชั้น2ของร้าน แล้วก็ทำแบรนด์ CHU.CAN.HAVE อีก มีทั้งเสื้อทั้งกระเป๋า เร็ว ๆ นี้ก็จะมีคอลเลคชั่นใหม่แล้วน้าาา 🥺💕 แล้วขยันมาก โปรโมทเก่ง ทำคอนเทนต์เก่งสุด ๆ 🤏🏻✨ #Hannah4EVE
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