Chico's FAS, Inc. (NYSE:CHS)

CAPS Rating: 3 out of 5

The Company is a specialty retailer of casual-to-dressy clothing, intimates, complementary accessories, and other non-clothing gift items under the Chico's, White House | Black Market and Soma by Chico's brand names.

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Member Avatar mhmiskin (41.68) Submitted: 2/6/2014 9:12:03 AM : Outperform Start Price: $16.48 CHS Score: -22.16

Chicos Fashions appeals to women who are not well served by our stores who compete for younger customers. Well run company with no debt. Careful and targeted expansion plans.

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Member Avatar gfischer13 (84.82) Submitted: 9/15/2013 11:02:37 AM : Outperform Start Price: $15.98 CHS Score: -22.24

Barron's 09-14-2013:

The Activist Spotlight

Chico's FAS (ticker: CHS)

Business: specialty retailer of privately branded casual-to-dressy clothing, intimates, and accessories
Investor's Avg Cost: $13.93/share
Stock-Market Value: $2.5 billion ($16.24/share)
What's Happening: Blue Harbour Group acquired a 5.6% position for investment purposes.

Key Numbers:
$250 million-$300 million: estimated sales of CHS' Soma intimate-apparel stores
$10 billion: size of intimate-apparel industry yearly sales
$2.5 billion: annual sales of intimate-apparel leader Victoria's Secret

Behind the Scenes: Blue Harbour Group is run by Clifton Robbins, a former partner at KKR. It applies a private-equity model to public investing and avoids adversarial situations. Chico's is a retail clothing company with four brands: Chico's, White House/Black Market, Soma Intimates, and Boston Proper. The Chico's brand has 722 stores and generates most of the company's cash. WH/BM, Soma, and Boston Proper—with 468, 235, and two stores, respectively—are where the growth opportunities are, and particularly at Soma, which competes with Victoria's Secret, the intimate-apparel industry leader that in turn competes primarily with department stores and superstores.

Taken together, Chico's has the brands, management, and balance sheet it needs to fuel growth. David Dyer, CEO since 2009, was CEO of Tommy Hilfiger until it was sold to Apax Partners in 2006, and prior to that was CEO of Lands' End until it was sold to Sears Holdings . So, he has a history of fixing, growing, and selling companies. With its $302 million of net cash and $384 million of Ebitda, Chico's has the ability to grow substantially while still executing on its $300 million share-repurchase program.

-- Kenneth Squire

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Member Avatar 2trpop (92.69) Submitted: 7/16/2013 12:29:15 PM : Outperform Start Price: $16.50 CHS Score: -27.98

fstg experiment

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Member Avatar ksquared64 (< 20) Submitted: 2/15/2012 2:54:30 AM : Outperform Start Price: $12.00 CHS Score: -21.16

I like the products and think this will be a turn-around.

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Member Avatar rfoben (< 20) Submitted: 5/20/2011 2:09:32 PM : Outperform Start Price: $13.23 CHS Score: -35.04

Same store sales up, new store openings, no debt, managed growth, SOMA to profitability by year end 2011 then continued growth.

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Member Avatar BBRAF (< 20) Submitted: 5/1/2011 7:20:51 AM : Outperform Start Price: $14.03 CHS Score: -42.53

Very interesting.Goldman just decided to elevate chs to neutral while it had a conviction sell from 3.5 to 15.It almost scares you out of it.Yet this company grows its earnings at a 30 percent clipp it is expanding rapidly on three different fronts and it has half a billon of cash.All this for 16 times earnigs.Wellcome goldman.Now that you have looked at it maybe you will call it a buy.

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Member Avatar Silvertip7 (< 20) Submitted: 1/11/2011 2:30:36 PM : Outperform Start Price: $10.11 CHS Score: -6.72

Retail turnaround with good demographics. $1.00+ EPS potential a few years out, GM 57% and OM capable of returning to 12-15%, once SS sales at core concept (CHS) reach mid single digits and growth concept (WHBM) continues. no debt, $505 mm cash on BS ($2.75/sh). as fundamentals improve, PE multiple expands, just need to be patient. Legit upside to $20 and downside risk $8-9, if not broken.

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Member Avatar owenlhjphillips (< 20) Submitted: 11/29/2010 6:06:59 PM : Outperform Start Price: $9.17 CHS Score: -1.99

As we climb out of the recession consumers will be more willing to spend money on retail items. Apparel will have the biggest increase in climb out of the recession. Chico's itself has marketed itself in a way for older women to feel comfortable and stylish in their clothing.

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Member Avatar ramboris (< 20) Submitted: 10/19/2010 5:04:13 PM : Outperform Start Price: $9.51 CHS Score: -8.89

Solid fundamentals, will outperform the market in the future.

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Member Avatar djweaver64 (< 20) Submitted: 10/16/2010 10:19:06 AM : Outperform Start Price: $10.13 CHS Score: -20.08

They look to have turned a corner. Will they return to the 40s tomorrow? Probably not. But their debt and returns are looking better, and they should come back

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Member Avatar carolsdream (< 20) Submitted: 9/28/2010 12:24:39 PM : Outperform Start Price: $10.00 CHS Score: -23.13

CHS has changed their clothing design to fit their core customer of women 54 years old. Stopped in three stores last week and salespeople said they haven't had so much traffic and sales in three years. Their real customers are working professionals and are coming back and they are not worrying about thye recession.

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Member Avatar beinstks1 (44.49) Submitted: 9/4/2010 2:40:17 PM : Outperform Start Price: $8.52 CHS Score: -2.58

As employment picks up, the beaten-down retailers will outperform.

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Member Avatar ValueDragonStyle (93.09) Submitted: 7/31/2010 8:02:03 PM : Outperform Start Price: $8.90 CHS Score: -7.75

Chico's FAS, Inc. (CHS)
The Company is a specialty retailer of casual-to-dressy clothing, intimates, complementary accessories, and other non-clothing gift items under the Chico's, White House | Black Market and Soma by Chico's brand names.

Currently, CHS is 44% off 52W high, actually just a few cents over its 52W low.
However, CHS is still up approximately 400% from its Nov. 2008 low.
Value play.

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Member Avatar dadbags (< 20) Submitted: 7/1/2010 6:39:18 PM : Outperform Start Price: $9.62 CHS Score: -36.83

great store,my wife and her friends love it-

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Member Avatar COOLSTOCK (71.70) Submitted: 6/29/2009 2:18:11 PM : Outperform Start Price: $8.87 CHS Score: -46.52

Shares of Chico's FAS Inc. rose on Monday, after an analyst said the women's apparel retailer's turnaround plan is working and raised estimates on the stock.

Shares rose 60 cents, or 6.6 percent, to $9.70 during midday trading. The stock has traded between $1.72 and $10.71 during the past 52 weeks.

As the recession has eaten into Chico's sales, the Fort Myers, Fla.-based company has implemented a turnaround plan, including cutting expenses, eliminating 180 positions and closing up to 25 stores.

Sterne Agee analyst Margaret Whitfield said management is on the right track with the turnaround.

She said she is confident "not only that the right initiatives to restore the Chico's brand have been identified, but also that management has acted with a sense of urgency and significant progress seems to have been made sooner than planned."

Specifically, the company's system enhancements will help improve inventory levels and productivity levels beginning in the second half of the year, sales in stores open at least one year, or same-store sales, are improving, the company is working to save money on store rent, and merchandise and marketing are improving, she said.

She affirmed her "Buy" rating on the stock, and raised her fourth-quarter earnings estimate to breakeven per share from a loss of 7 cents per share.

Analysts polled by Thomson Reuters, on average, predict a loss of 3 cents per share in the fourth quarter.

good retailer turnaround plan is working its a great retail stock

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Member Avatar OldEnglish (28.23) Submitted: 5/26/2009 8:29:17 AM : Underperform Start Price: $7.73 CHS Score: +32.65

Based on the move, I'd say WS is expecting an earnings beat on May 27. That's nice but this stock will be crushed by November.

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Member Avatar MRSTARBUCKS (99.30) Submitted: 5/19/2009 2:57:46 PM : Outperform Start Price: $7.59 CHS Score: -19.87

GOOD WOMAN RETAIL

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Member Avatar rolpres (< 20) Submitted: 4/3/2009 12:55:34 PM : Outperform Start Price: $5.96 CHS Score: +13.83

Rising, but low, share price for company that has no debt and a good customer base, particularly when the economy improves.

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Member Avatar fellahdog (< 20) Submitted: 3/16/2009 5:04:09 PM : Outperform Start Price: $4.47 CHS Score: +75.39

Pent up high scale consumerism should bring revenues back. Prosperity will soon be in vogue again.

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Member Avatar RaymondMiller09 (47.97) Submitted: 2/23/2009 12:24:11 PM : Outperform Start Price: $4.12 CHS Score: +105.50

Chicos is making needed changes on upper management and approach to branding. They are cash heavy, and are still producing cash flow in a postive direction. Speciality clothing industry usually begins its comeback before general retailers. FTR - I own this stock.

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