+ Watch FRAN
on My Watchlist
Recent earnings miss and other things convince me this hasn't bottomed yet.
I'm not a fan of retailers, and "boutique" doesn't impress me, I'm from the boonies, not the city....However, Francesca does appear to be catering to where the current "money is", other than dollar stores.....The selloff appeared to me to be a bit severe for a retailer who makes money in all four quarters of the year, versus all seasonal. Reducing the inventory at a few pennies to the EPS is unfortunate, but does make it appear the management is tuned in to current trends and old inventory is simply a drain in this niche. While the $29 52 week high may have been excessive, the 50% decline certainly is. It's hard to know what multiples to give to a retailer, but a P/E of 12-13 doesn't sound excessive for a company with strong institutional holdings, expanding, with 13% margins.Again, not a fan of retail, but am a fan of consistent margins, ROE, and ROA, after a 15% dump. on a few percent revenue miss.Playing the bounce. Not looking for much. Would hold if the economics of retailers were better, but probably not in this climate.
The company has a growth plan that can and will be executed.My wife and daughter actually buy stuff from these people.The boutique store model works.FRAN is currently caught in a market downdraft.Take advantage of it.
Long. Francesca’s. Potential super-performer. Womens boutique retailor. $1.1B mkt cap. Revs up 28%, E up 25%. Annual revs up to almost $300M from $135M in 2011. Great operating margins. Analysts estimates are for $450M revs in 2015. Peg of less than 1. For this kind of growth its cheap at 23x ttm, 16x fye PE. Opening 85 new stores this year. Entered 60 letters of intent for 2014.
Women increasingly have more disable income, and the savvier retailers will capture those sales and out perform as a result.
Its growing fast and PE is down.
The company is growing fast and has backup that with amazing numbers in the last quarters. However, recently their CEO (De Merrit), which was one of the founders of the company, announce his retirement for the end of the year. Although this is a terrible new, the company is leaving in charge a previously sucessful CEO, which has been working with him the last 5 years in Francesca Holdings. Also the company has focus in creating a very talented team through these years, so that's why although Merrit's leaving is an awful new, I think the company has the people to continue bringing the numbers and outperform the S&P 500 in the years to come.
huge sell-off means great buying opportunity.. will monitor this to make a long position
My assistant and both daughters shop here for cool, bohemiann look ... stores feel individually owned ...
This is the next it place from teen to collage aged girls and wemen to shop, they have easy money and are looking to spend. Bottem line explosive growth in teh next few years but in just the last month i have seen 20%+ gains.
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