H&M Surges Most in 17 Years on Revenue Growth

The video discusses H&M's recent sales performance, highlighting a 4% increase in local currency terms and a 9% increase when accounting for currency effects. Inventory issues are a major concern, with a significant backup in stock. The video explores the potential for margin improvement if inventory is managed effectively. It also considers the possibility of a management buyout, given the company's market cap and family control. The discussion includes the impact of inventory on margins and the implications of a buyout.

What factors contributed to the recent sales increase for H&M?

How does the inventory situation of H&M compare to that of Inditex?

What implications does a reduction in inventory have for H&M's gross margin?

What challenges does H&M face regarding its inventory days?

What are the potential consequences of a management buyout for H&M?