THG (LON:THG) Shares Down 8.9% – Here’s Why

THG Plc (LON:THG)’s stock price dropped 8.9% on Wednesday . The company traded as low as GBX 43.64 and last traded at GBX 43.64. Approximately 24,329,576 shares traded hands during mid-day trading, an increase of 294% from the average daily volume of 6,175,089 shares. The stock had previously closed at GBX 47.92.

Key THG News

Here are the key news stories impacting THG this week:

• Positive Sentiment: THG said revenue beat the top end of guidance, prompting an upward market reaction as investors priced in stronger near-term sales and earnings momentum. THG rises after revenue beats top end of guidance
• Positive Sentiment: The company reported record H2 revenue that exceeded management guidance, reinforcing signs of a durable recovery in the business and supporting a higher valuation multiple. THG reports record H2 revenue, exceeding guidance
• Positive Sentiment: Lookfantastic delivered “exceptional” Q4 growth, cited across multiple reports as the primary driver of THG’s stronger revenue and margin recovery. Investors are treating the ecommerce beauty brand as the engine of the turnaround. Lookfantastic’s ‘exceptional’ growth boosts Q4 revenue for owner THG
• Positive Sentiment: THG reported its first full-year sales growth since 2021 (Beauty & Nutrition led by Myprotein), a key milestone that reduces structural growth concerns and supports consensus upgrades. THG Beauty and Nutrition record first year of sales growth since 2021
• Positive Sentiment: Management flagged “strong trading momentum” after a record second half of 2025, which alongside operational initiatives (e.g., Myprotein selecting a standardized MES) points to improving unit economics and execution. THG hails “strong trading momentum” after record second half of 2025
• Positive Sentiment: Operational investment: THG Nutrition (Myprotein) selected Plex Manufacturing Execution System to standardize operations — a sign of management focusing on scalable, margin-accretive processes. THG Nutrition, Led by Myprotein, Selects Plex Manufacturing Execution System to Standardize Operations and Accelerate Growth
• Neutral Sentiment: Market commentary asks whether the recovery is sustainable despite the rally (stock is up ~96% since June in some reports); analysts and investors will be watching margin recovery and order trends to confirm durability. The THG share price is up 96% since June. Is the recovery on?
• Positive Sentiment: Market action: a report notes THG set a new 52-week high after these updates, reflecting strong investor appetite; elevated volume suggests active repositioning by funds. THG (LON:THG) Sets New 52-Week High – Here’s What Happened

Analyst Ratings Changes

Separately, JPMorgan Chase & Co. upped their price target on shares of THG from GBX 43 to GBX 55 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. One research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of GBX 55.

THG Price Performance

The company has a market cap of £646.28 million, a PE ratio of -4.26, a price-to-earnings-growth ratio of -0.08 and a beta of 2.40. The company has a quick ratio of 0.89, a current ratio of 1.25 and a debt-to-equity ratio of 75.19. The firm has a 50 day simple moving average of GBX 44.79 and a 200-day simple moving average of GBX 38.32.

Insider Activity

In other news, insider Matthew Moulding acquired 209,086,400 shares of THG stock in a transaction that occurred on Monday, December 8th. The stock was purchased at an average price of GBX 32 per share, for a total transaction of £66,907,648. 9.54% of the stock is currently owned by insiders.

THG Company Profile

THG (www.thg.com) is a global innovator revolutionising how brands connect to a worldwide consumer base. We are transforming how consumer brands go to market in the digital age.

We have built a portfolio of leading digital beauty, health, wellness, and sports nutrition brands that are capitalising on the global growth opportunities, supported by the accelerating consumer shift to the e-commerce channel.

THG is home to three key divisions: Beauty, Nutrition, and Ingenuity. All brands, whether in-house or third parties are powered by our complete commerce division Ingenuity, which is a flexible and scalable offering formed of a combination of complex e-commerce technologies, physical assets, infrastructure, and brand building capabilities.

THG Beauty is home to leading online pure-play retailers for prestige beauty products and brings together global online multi-brand retail subscription boxes, owned prestige brands along with production and innovation.