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3 Crucial Factors For
Lightinthebox Investors
1) Different Companies, Different Products
VIPShop focuses
exclusively on daily
“flash sales” of 30%
to 70% off name-
bran...
1) Different Companies, Different Products
• Lightinthebox obtained 29% of its revenue from
apparel sales in 2013.
• The o...
2) Where Business Gets Done
Both Dangdang
and VIPShop
conduct
“substantially all”
of their business
with Chinese
consumers...
2) Where Business Gets Done
While headquartered in China, Lightinthebox does it’s
business with global customers.
– Europe...
3) Business Momentum
But the most important difference
between Lightinthebox and the others:
It’s growth is slowing down i...
3) Business Momentum
Dangdang’s Revenue Growth
3) Business Momentum
VIPShop’s Revenue Growth
3) Business Momentum
Lightinthebox Looked Good in Its Prospectus
3) Business Momentum
But Revenue Growth Has Cooled Considerably
Before Investing in Lightinthebox…
You need to carefully consider three things:
1. Remember that the company’s business mo...
There are better ways to profit from China.
• We quickly forget that American companies have a strong presence
in China.
•...
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LITB

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Transcript of "LITB"

  1. 1. 3 Crucial Factors For Lightinthebox Investors
  2. 2. 1) Different Companies, Different Products VIPShop focuses exclusively on daily “flash sales” of 30% to 70% off name- brand products. Dangdang gets 67% of revenue from electronic media, the rest from merchandise
  3. 3. 1) Different Companies, Different Products • Lightinthebox obtained 29% of its revenue from apparel sales in 2013. • The other 71% came from electronics and other general merchandise
  4. 4. 2) Where Business Gets Done Both Dangdang and VIPShop conduct “substantially all” of their business with Chinese consumers. All About China
  5. 5. 2) Where Business Gets Done While headquartered in China, Lightinthebox does it’s business with global customers. – Europe accounted for 62% of all revenue. – North American clocked in with 19% of revenue. – South America provided 9% of revenue. – All other countries came in with 10% of revenue.
  6. 6. 3) Business Momentum But the most important difference between Lightinthebox and the others: It’s growth is slowing down in a major way.
  7. 7. 3) Business Momentum Dangdang’s Revenue Growth
  8. 8. 3) Business Momentum VIPShop’s Revenue Growth
  9. 9. 3) Business Momentum Lightinthebox Looked Good in Its Prospectus
  10. 10. 3) Business Momentum But Revenue Growth Has Cooled Considerably
  11. 11. Before Investing in Lightinthebox… You need to carefully consider three things: 1. Remember that the company’s business model is fundamentally different than Dangdang and VIPShop. 2. Almost all of its customers reside outside China. 3. Revenue growth has come to a standstill, with only a 27% jump while operating expenses have increased 47% over the past 12 months.
  12. 12. There are better ways to profit from China. • We quickly forget that American companies have a strong presence in China. • Apple is one of those companies. • Click on our special free report to find out what Apple’s next product might be.
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