boohoo shares slip on weak trading update and restructuring costs

Published 11/03/2025, 10:50
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Investing.com -- Shares of boohoo.com plc (LON:BOO) fell 1.2% today following the company’s announcement of continued weak trading in its Youth Brands and a significant restructuring that includes renaming the group to Debenhams Group.

The company reported a roughly 25% drop in second-half revenue and reduced its FY25 EBITDA forecast to £40 million, down from an earlier estimate of £46 million by Jefferies. Additionally, boohoo disclosed a new £40 million exceptional charge for stock write-offs, indicating that FY25 trading EBITDA could essentially reach breakeven.

The fashion retailer is accelerating its shift towards a Debenhams-led model, which promises a stock-light, capital-light approach with potentially higher margins. This move comes as part of a broader restructuring effort to improve the company’s financial position, which has been bolstered by an equity raise, the sale of freehold property, and £50 million in savings from reduced headcount.

Jefferies analysts commented on the transition, noting the robust growth in Debenhams’ FY25 Gross Merchandise Volume (GMV) of +34% and an improved medium-term EBITDA margin guidance to approximately 20%.

However, they also pointed out the modest +10% growth in Debenhams’ revenue and the small scale of the pure platform component, excluding the BOO ’labels’ and Beauty, which could be as little as £50-60 million in revenue.

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