Update with CEO Adam Minto and CFO Andrew Clark of Revolution Beauty

After posting best-in class H1’22 results, Revolution Beauty’s CEO Adam Minto and CFO Andrew Clark take me through:
The company’s key USPs – Start
Magic formula behind the 39% LFL H1 sales growth – 03:00
Speed of innovation at lower risk – 06:55
Possible $30m revenue uplift in FY23 from new 2,800 US retail agreement – 10:00
Highlights from the interims – 11:45
How much of the growth is coming from volume vs price – 13:40
How REVB is managing global supply chain issues & input cost inflation – 16:30
£27m acquisition of Medichem – 21:05
Current Q3 trading & outlook for H2 – 21:50
Incredible popularity of Halloween, Black Friday & Xmas Beauty Advent calenders – 22:30
Typically how loyal are customers to the brand – 26:20
What’s the visibility like given the new European lockdowns – 28:00
How big could REVB become over the next 5/6 years’ time – 31:20
Future newsflow – 35:00

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