Warpaint London – interims, how confident to be of “expected to be significantly more second half weighted”?

Most recently on colour cosmetics and personal care brands company Warpaint London (W7L), in July with the shares at 182p I questioned on its launch of a share buyback programme, how much “an opportunity to deliver value for shareholders”? including that, with “difficult” trading conditions, it will be interesting to see the second half weighting now required with September-expected half year results. The shares most recently closed at 224p but now the results and what of a current share price response towards 190p?

Warpaint London (#W7L) – H1 adj. EPS down to 4.5p, DPS +6% to 4.25p, argues “timing of larger customer orders and planned rollouts” second half weighting

Warpaint London – launch of share buyback programme, how much “an opportunity to deliver value for shareholders”?

The colour cosmetics and personal care brands company Warpaint London (W7L) has announced “an initial share buyback programme… will commence immediately… up to a maximum aggregate consideration of £2.5 million… provides an opportunity to deliver value for shareholders”. How good does that “opportunity” from the valuation at a 182p share price look?

Warpaint London – “Q2 so far has been more encouraging”, but sufficiently so for the full-year expectations?

Warpaint London (W7L) has announced its quarter two sales so far have been “more encouraging… pleasingly, group sales overall continue to be achieved at an improved margin compared to that achieved in 2025… expectations for the full year remain unchanged”. The shares have currently responded slightly up to 220p, but what about that still comparing to above 270p as recently as February?

Warpaint London (#W7L) – FY expectations “unchanged” but with “significant planned expansion opportunities, particularly for later in 2026”

Warpaint London – states “pleased to announce” 2025 results, but how ‘pleasing’ really?…

Most recently on “cosmetics and personal care” company Warpaint London (W7L), in February with the shares at 225p I questioned how “successfully” it had delivered an “expected strong second half rollout programme” and with also that it looked like, at best, a “very challenging macroeconomic environment” not greatly improved that it still looked most prudent to avoid. The shares most recently closed at 187.5p and what about they currently further lower at 175p on the back of the company “pleased to announce its audited results for the year ended 31 December 2025”?

Warpaint London – “successfully delivered its expected strong second half rollout programme”. Hmmm, how “successfully”?

Warpaint London (W7L) has issued a “Acquisition of Barry M brand & FY25 Trading Update”-titled announcement including that its “revenue for FY25 is expected to be approximately £105 million (2024: £102 million), at an improved gross margin… successfully delivered its expected strong second half rollout programme into new retail outlets, including with Superdrug, Tesco, Boots, Tigota, Etos and CVS” and that it’s “pleased to announce, subject to court approval expected later today, the acquisition of the Barry M brand”. So what about a share price in response up to 225p but comparing to around 500p last year?

Warpaint London (#W7L) – 2025 adjusted EBITDA fall though this year “expect to see a return to organic growth”, acquisition of Barry M brand

Warpaint London – having in June stated “confident… will meet market expectations” despite its AGM Statement detail, now interim results and quelle surprise…

Most recently writing on cosmetics company Warpaint London (W7L), in June with the shares above 400p I concluded to avoid/sell as I considered its AGM Statement detail suggested an obvious chance of an earnings miss despite the company arguing it was “very well positioned to achieve further growth, with additional improvement in margins… remains confident that the group will meet market expectations for the year ending 31 December 2025”. What of now its “Interim Results” announcement?

Warpaint London (#W7L) – H1 adj. EPS -13% to 8.5p, DPS +14% to 4p, FY profit warning despite still expected second half weighting

Warpaint London – AGM Statement confidence it will meet full-year market expectations, but how confident to really be?…

Branded cosmetics company with lead brands W7 and Technic, Warpaint London (W7L) has issued an “AGM Statement” commencing that it “continues to trade robustly with sales for the six months to 30 June 2025 expected to be in the range of £50 million to £52 million (six months to 30 June 2024: £45.9 million)”. In the current macroeconomic environment particularly, that sounds decent – so why a currently approaching 10% lower share price response towards 400p?

Warpaint London (#W7L) – AGM Statement, “even more so than previous years, the group expects sales for FY25 to be heavily second half weighted”

Warpaint London (#W7L) – 2024 EPS up to 23.5p, DPS to 11p, current year expectations “unchanged”

Warpaint London – “pleased with the group's performance”. What the below ‘may prove conservative’ forecasts performance?!…

Colour cosmetics and W7 and Technic brands company Warpaint London (W7L) has issued a “Trading Update” headlined “Strong trading performance for the year ending 31 December 2024 and a positive start to 2025”. So why a current around 450p share price, around 15% down?

Warpaint London (#W7L) – notes 2024 growth and that into 2025 “strong trading performance has continued”

Warpaint London (#W7L) – £1m ‘retail offer’ at 510p per share “very significantly oversubscribed”

Warpaint London (#W7L) – H1 EPS up to 10.37p, DPS to 3.5p, “due to Christmas gifting orders and the group's momentum, sales are expected to again be second half weighted”

Warpaint London (#W7L) – Q1 growth means now expects FY ahead of current expectations

Warpaint London (#W7L) – expects 2023 ahead of expectations as “strong trading performance continues”

Warpaint London (#W7L) – “strong trading has continued”, now expects FY “ahead of market expectations”