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Eve Sleep plc

eve Sleep PLC, formerly eve Sleep Limited, is an e-commerce company.

Industry: Internet & Catalogue Retail

Ticker Exchange ISIN Name
$EVE LSE AIM GB00BYWMFT51 ORD 0.1P

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Latest twits on Eve Sleep plc (EVE)

4

Barry Gardiner 01 Jun 2017, 21:39

$EVE the stock is quietly tanking: 96p today vs. 101p at IPO #sell

4

Barry Gardiner 29 May 2017, 20:43

$EVE Assumptions used:
- Average price £374
- COGS 51%
- CPA 27% (£100 as their target vs. 245 now)
- Distribution 10%
- Ignore G&A
- EBITDA=£43/mattress
- EV/EBTIDA=6x
- 200m/43=540k mattresses to sell
- 540k*374=£202m Revenue

+1 (1)

4

Barry Gardiner 29 May 2017, 20:32

For $EVE to justify its current valuation they need to reach £200m revenue which would be tough for the addressable EU market of £5 billion (4% market share). But investors in such risky companies want growth. So to get 50% return they need to reach 6% market share which would be very hard for so fragmented market where they still sell very expensive mattresses vs. say IKEA #bearish

+1 (1)

5

Ray McNamara 24 May 2017, 19:51

$EVE this made EVE Sleep deeply unprofitable #bearish



+2 (2)

5

Ray McNamara 24 May 2017, 19:49

$EVE the company focused on pumping up revenues before IPO: conversion fell from 0.9% in 2015 to 0.6% in 2016, CPA increased from £176 to £245. This means 2017 will not be good in either revenue growth or profitability #bearish

4

Stephen Dixon 23 May 2017, 20:26

Like Telegraph correctly notices, "many investors were also quick to dismiss Fevertree $FEVR and Purplebricks PURP when they joined the stock market for having unrealistic growth ambitions... Now Fevertree is up 1,139% since floating on the stock market in November 2014; and Purplebricks has risen by 253% since its IPO (initial public offering) in December 2015." $EVE has real chances #bullish www.sharesmagazine.co.uk/...rth-140m

4

James Disick 21 May 2017, 15:34

$EVE some data about EVE Sleep's competitor Simba www.ft.com/content/85c7e5...11ef3198

5

David Lyons 21 May 2017, 12:03

$EVE they are not unique at all - there is Simba mattresses with almost exactly the same business model and prices. Also, there are tons of competitors selling mattresses online, especially on Amazon #bearish www.independent.co.uk/ext...396.html

+2 (2)

4

Flor Crowley 20 May 2017, 22:36

$EVE Eve Mattress's business model makes a lot of sense for me, and I tried to check prices. Eve's 160*200 matress price is £749 while Memory foam mattress MORGEDAL from IKEA has a price of £180. Does EVE have competitive advantages? #sell

+1 (1)

4

Adam Taylor 20 May 2017, 13:36

Here is almost complete strategic analysis of $EVE Sleep. It tells me to #sell

www.businessinsider.com/e...h-2017-5

5

John O'Donoghue 19 May 2017, 19:34

$EVE is a European copy of US online mattress seller Casper uk.businessinsider.com/ca...7-2017-4