Encouraged by your latest informative and entertaining podcast for more reader comments I thought I would help out.

 Since the Retail Week nomination in 2020 for Emerging Retailer I have followed Sosandar with a mixture of curiosity, enthusiasm, disappointment and a then a degree of 'I'm right about this one smugness'.  I did mystery shop it , a couple of times , for which my wife was delighted, and hence bought some shares. I saw them as a modern day rival to the M and S market of old. As an aside I was even more delighted with the logistics and bought some Clipper  -- remember them ? Then the pandemic came  and wow if they were emerging in 2020 then then this period was made for take off!!!! Two years later and I had moved into the third stage of the affair i.e.  disappointment , with increasing inventory. more glossy marketing gaining numbers, no profit, and seemingly a weak financial grip on the two people who actually run the company. They remind me of 'Thresher' --- run by Marketing with  financial interference tolerated rather than adding steely business acumen. The ladies are great at the top line, it's there speciality and so they should be. Giving shareholder value though I think not.

Paul, you think they can go further with international expansion, and maybe , just maybe they might actually make some money for shareholder's significant patience. This however, will be down more to  Herculean and Machiavellian effort on the part of the recent FD, but will they never be a retailer in the M and S mould of blue chip. So I sold, did well on my modest holding,  and bask in smugness.......................knowing I am right.

Hopefully well meaning, constructive, and tongue in cheek ---- and please do your own research, it is just an opinion.

NC

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