General Merchandise Retail

THG PLC

THG Ingenuity Partners with Google Cloud to Advance Digital Commerce Transformation

THG Rejects Selkirk's Non-Formal Acquisition Offer for Myprotein

JPMorgan Downgrades THG's Target Price to Reduce Rating

Morgan Stanley Downgrades THG Target Price to 45 Pence, Assigns Underweight Rating

On November 13, 2025, EVP Denise Lowsley sold 1,619 shares of Hanover Insurance (THG) for $293,799. Hanover Insurance reported strong Q3 earnings with a record operating EPS of $5.09, surpassing the $4.22 estimate. Analysts raised price targets due to robust net investment income and growth across various lines. TipRanks' AI Analyst rates THG as Outperform, citing strong financial performance and strategic positioning. The stock has a YTD price performance of 19.79% and a market cap of $6.49B.

Tip Ranks

Top Executive Sells Hanover Insurance Shares in Major Transaction

THG PLC has announced the appointment of Gillian Kent as an independent Non-Executive Director at Crest Nicholson Holdings plc, effective November 1, 2025. This move aims to strengthen THG's leadership and industry influence. The current analyst rating for THG stock is a Hold with a £49.00 price target, while Spark's AI Analyst rates it as Neutral, citing financial challenges but strong technical momentum. THG operates in the e-commerce sector, focusing on health and beauty products, with a market cap of £735.7M.

THG PLC Announces New Board Appointment

JPMorgan Chase & Co. has reaffirmed a "neutral" rating on THG (LON:THG) shares, while Jefferies Financial Group lowered its price target from GBX 58 to GBX 55, maintaining a "buy" rating. THG's stock rose 3.6% to GBX 49.49, with an average rating of "Moderate Buy" and a target price of GBX 39.50. The company reported a quarterly loss of GBX (0.05) per share and has a market cap of £647.36 million. Analysts expect THG to post -6.72 EPS for the current fiscal year.

Market Beat

THG (LON:THG) Earns "Neutral" Rating from JPMorgan Chase & Co.

GOOG

GOOGL

Oct 23 (Reuters) - Alphabet’s (GOOGL.O) Google has agreed to invest in an instrument that could convert into an equity stake in THG Ingenuity, the demerged arm of British e-commerce firm THG (THG.L) , at a valuation of 750 million pounds ($1.01 billion) or more, Sky News reported on Thursday citing sources.Reuters could not immediately verify the report.($1 = 0.7451 pounds)

- Google has agreed to invest in a financial instrument that may convert into an equity stake in THG Ingenuity, a division of British e-commerce firm THG.  
- The investment is reported to be at a valuation of 750 million pounds ($1.01 billion) or higher.  
- The report from Sky News has not been independently verified by Reuters.

Reuters

Alphabet - C

Alphabet

Google plans multimillion pound investment in e-commerce firm THG Ingenuity, Sky News reports

Today, in Manchester, England, and Mountain View, California, THG Ingenuity and Google Cloud revealed a significant partnership on October 22, 2025. This collaboration aims to revolutionize the size, creativity, and prospective expansion of THG Ingenuity and its e-commerce platform. Through this venture, the two companies plan to merge their expertise to drive the evolution and growth of THG Ingenuity on a massive scale.

Unusual Whales

THG Ingenuity and Google Cloud partner for digital commerce growth, scaling, and future innovation. Collaboration announced on Oct 22, 2025.

THG Ingenuity and Google Cloud have announced a collaboration aimed at transforming digital commerce. This partnership will leverage Google Cloud's AI and data analytics to enhance THG Ingenuity's e-commerce platform, focusing on product innovation, a shared go-to-market strategy, and improved customer experiences. Key benefits include faster innovation cycles, smarter insights, and enhanced scalability. The collaboration also involves migrating THG Ingenuity's infrastructure to Google Cloud, ensuring a modern, secure foundation for growth. This strategic alliance is expected to set new standards in digital commerce and drive shared growth and innovation.

prnewswire

03:30 ET
			
			
				THG Ingenuity and Google Cloud Forge New Collaboration to Power the Future of Digital Commerce

THG Plc (LON:THG) shares surged 10.9% during mid-day trading, reaching GBX 42.04 ($0.56) before closing at GBX 41.48 ($0.55). Trading volume increased by 136% compared to the average. Analysts have mixed ratings, with a consensus rating of "Hold" and a price target of GBX 39.50. The company reported a negative EPS of GBX (0.05) and has a market cap of £542.58 million. Despite the recent rise, top analysts suggest considering other stocks over THG.

THG (LON:THG) Shares Up 10.9%  - What's Next?

According to TipRanks, Folan is an analyst with an average return of -7.0% and a 32.39% success rate. Folan covers the Consumer Defensive sector, focusing on stocks such as JDE Peet’s NV, Essity AB, and Puig Brands, S.A.. THG has an analyst consensus of Hold, with a price target consensus of p40.25.

Hanover Insurance

Barclays Keeps Their Hold Rating on THG (THG)

Andrew Wade has issued a Buy rating for THG, citing strong performance in the Beauty and Nutrition segments. The Q3 update revealed a turnaround in the Beauty segment, with growth of 4.2%, driven by robust trading in the UK and US. The Nutrition segment also achieved double-digit growth, aligning with company expectations. These positive trends and strategic investments indicate a promising outlook for THG, supporting the Buy rating.

THG’s Strategic Progress and Growth in Beauty and Nutrition Segments Justify Buy Rating

THG has reported a 6.3% increase in third-quarter revenue, marking its strongest growth since Q4 2021, driven by a 10% rise in nutrition sales and ongoing momentum in beauty. The company returned to the FTSE 250 following a 27% share price increase over six months. CEO Matt Moulding attributed the growth to strategic initiatives and operational changes, with plans for new partnerships to enhance Myprotein's market share and expand retail presence.

cityam

THG reports strongest quarter of growth since 2021

THG PLC reported a 6.3% increase in Q3 revenue, totaling 405.2 million pounds, on a constant currency basis. The growth was driven by strong performance in both business segments, particularly THG Nutrition, which saw a 10.0% revenue increase, the highest in over two years. The Board maintains its full-year performance expectations in line with company consensus.