What podcasts say about Temple & Webster
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Temple & Webster
19 statements · 4 positive · 14 negative · 1 mixed
Investors should avoid Temple & Webster among these retailers.
“Temple Webster is like, that's not the good one in this category at all. So that's one, you know, we think we should, we should avoid that one.”
Open the episode · Retail Deep Dive: Kogan shows the money and Cettire close to the edgeListen at 13:39
Temple & Webster could fall at least another half from its current level.
“I think you can keep shorting Temple Webster. You've got another at least half.”
Open the episode · Retail Deep Dive: Kogan shows the money and Cettire close to the edgeListen at 29:03
Temple & Webster’s 10% growth is notable in the current environment.
“to have an undifferentiated retailer grow 10% in the current macro environment, furniture retailer, it's not a small achievement”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 17:08
Temple & Webster’s negative early-year comparable growth is a serious problem.
“this is a real problem.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 18:40
Temple & Webster was never worth $3 billion as a business.
“it was never a $3 billion business.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 19:57
Temple & Webster operates a commoditized business facing difficult, highly scaled competition.
“this is a massively commoditized business in an incredibly difficult space, competing against hugely scaled competitors.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 20:39
A $500 million valuation for Temple & Webster appears too high.
“it was like, even the 500 feels like it's a bit of a stretch, to be fair.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 21:00
Temple & Webster can still reach a $300 million valuation.
“I think, I think 300 still is definitely achievable.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 21:17
Temple & Webster’s approximately 40-times pretax multiple is very expensive.
“they're trading on about 40 times profit before tax. And what do I think about that? I think that is very expensive.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 23:29
Temple & Webster’s business conditions will worsen before improving.
“I think it's going to get worse before it gets better.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 23:42
Temple & Webster lacks sufficient margins and safety for purchase at any price.
“I might not buy this business at any price because it has such thin margins and such a lack of what Warren Buffett will call a margin of safety”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 28:24
Temple & Webster’s management operates well, but the business remains exceptionally difficult.
“These guys run this business as well as anybody could, but just too hard to run it”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 29:34
Temple & Webster has not achieved lower customer-acquisition costs through its brand.
“They're definitely not getting reduced acquisition costs.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 31:14
Temple & Webster has no pricing power because its products are commoditized.
“you have zero pricing power because they're selling a commoditized product essentially.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 31:54
Temple & Webster is currently an unattractive business.
“I think this business is no good.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 34:14
Temple & Webster should stop its buyback and fund differentiated offerings to gain pricing power.
“Stop this ridiculous share buyback because like it's going down and go and buy some stuff and spend some money on stuff that gives you a fundamentally differentiated offering in the market that you can use to actually get some pricing power”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 37:20
Brand marketing is ineffective for Temple & Webster without product differentiation.
“You can't run brand marketing with an undifferentiated product line. It's pointless.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 37:58
Temple & Webster should pursue product differentiation alongside brand marketing.
“I think this is what Temple and Webster needs to try and achieve. Product differentiation and brand marketing to go along with it.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 38:39
Temple & Webster is unlikely to pursue the recommended differentiation strategy.
“By the way, they're not going to do it.”
Open the episode · OpenAI Burns Billions, Temple & Webster Gets CrushedListen at 38:46
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.