Rzym jest już otwarty. Nie spodziewaj się czegoś spektakularnego po italii w tym roku. Szeptucha podpowiada na razie tylko 1 sklep w Udine. Lepiej może być w hiszpanii. Szeptucha wie o szykowanych 5 nowych sklepach. W połączeniu z 8 istniejącymi da to 13. Przy otwarciu pierwszych sklepów w Hiszpanii opowiadali w tamtejszej prasie branżowej o otwarciu ponad 20 sklepów do końca roku obrotowego więc coś jeszcze może dojdzie.
W 2q w HP nie chodziło tylko o wynik ale też przychód i mocno ujemne lfl.
W pełnym raporcie Ninja nie omieszkał zwrócić uwagi na zaprzestanie publikacji i twórczo to wykorzystał
"3.2. CCC’s Retail Business is Shrinking: Negative Same-Store Sales Like-for-like (LFL) sales growth is the single most important metric of a retailer's health, as it measures sales at existing stores and strips out the impact of new openings. For CCC, this metric proves that the core business is in decline. After a period of strong growth in 2024, same-store sales fell off a cliff in the first quarter of fiscal 2025.79 The core CCC banner saw a decline of 1.3%, while the supposed growth engine, HalfPrice, collapsed with a decline of 6.3%.80 This resulted in a total group LFL decline of 4.7%, see Figure 15 below.81 This data proves that there is no organic demand for the products within the existing stores. Same-Store Sales Period CCC HalfPrice Total Newly Opened Stores CCC HalfPrice Total Q1 2024 23.31% 11.82% 20.50% Q2 2024 Q3 2024 16.01% 14.26% 3.91% 4.58% 12.96%-7.36% 4.45% 247.67% 157.81% 88.21% 56.02% 11.82% Q4 2024 N/A N/A N/A Q1 2025-1.30% 9.50% N/A 98.88% N/A 46.75% N/A-6.30%-4.70% 5.95% 258.01% Q2 2025 ---- CCC stopped disclosing Same-Store Sales in Q2 2025 ---- Figure 15: Same-Store Sales82 for CCC and HalfPrice stores, source: CCC S.A. 54.41% A particularly bizarre data point further highlights the brand's lack of momentum. Historically, at CCC stores, newly opened locations showed weaker growth than established ones.83 84 85 This defies all retail logic, which dictates a "honeymoon period" of high growth for new stores driven by initial customer excitement. It strongly suggests that the CCC brand has no traction and that new locations are failing from day one. This combination of a failing expansion and negative LFL sales is a death spiral for a retailer. It indicates the company is spending capital, much of it borrowed, to build a larger version of an already failing business model. Unsurprisingly, CCC ceased to report same-store sales in its Q2 2025 report, breaking with its own reporting standard set in 2020"