Naked Wines
Organization
An online wine retailer and subscription-style wine club that connects customers with independent winemakers.
What experts have said about Naked Wines
8 statements · 8 negative
Naked Wines has no clear path out of its profitability and capital problems.
“I struggle unfortunately to see the way out.”
Open the episode · IC031 Profit Warnings – Nvidia's Growth, Buffett's Triumph, H&T Group, Focusrite, Aquis Exchange & Much MoreListen at 23:22
Naked Wines would be heavily indebted if angel subscribers withdrew their funds.
“If all of them said, no, we've had enough, we want out, they'd be heavily indebted.”
Open the episode · IC031 Profit Warnings – Nvidia's Growth, Buffett's Triumph, H&T Group, Focusrite, Aquis Exchange & Much MoreListen at 24:23
Naked Wines faces a very difficult turnaround.
“I struggle to really see a way out. And good luck to management if they can work this one through.”
Open the episode · IC031 Profit Warnings – Nvidia's Growth, Buffett's Triumph, H&T Group, Focusrite, Aquis Exchange & Much MoreListen at 24:57
Naked Wines’ online-only retail model remains questionable.
“we still question an online-only wine retailer like this”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 18:06
Simultaneous customer withdrawals could leave Naked Wines without cash.
“Everybody starts doing that broadly at the same time. Naked's going to find itself out of cash.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 19:19
Excluding customer advances, Naked Wines would have approximately $60 million net debt.
“you're in suddenly a net debt of $60 million compared with a net cash of $20 million.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 20:13
Naked Wines’ online-only standard-product business model may not work effectively.
“we remain unconvinced that the business model, an online wine retailer, online only like this, of standard product can work effectively.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 20:30
Naked Wines’ customer-acquisition costs are high relative to customer retention potential.
“The cost of acquiring a customer is so high relative to the potential retention of that customer.”
Open the episode · IC019 Investor's Champion Investment Ideas & Weekly Wrap Up Covering Nvidia, PCI-PAL, Marks & Spencer, Mitchells & Butlers, Young & Co, Naked Wines, XP Power, Keywords Studios & BloomsburyListen at 20:38
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring Naked Wines
UK Small/Mid Caps with Paul Scott
Paul Scott marks 58th birthday in brief podcast opening
The episode is a short personal opening whose main significance is its candid glimpse of the presenter before the programme turns elsewhere.
Jun 12, 2026 · 34 min
Investor's Champion Podcast
Buffett’s model meets a tougher test in UK small caps
The episode contrasts Nvidia’s AI-fuelled expansion and Berkshire’s patient compounding with warning signs across several smaller UK-listed companies.
Aug 31, 2024 · 30 min
Investor's Champion Podcast
Investors weigh turnarounds, takeovers and AI valuations
The discussion tests whether attractive investment ideas still exist across companies facing litigation, debt, technological disruption and takeover bids.
May 26, 2024 · 31 min