Childrens Place, Inc. (NASDAQ:PLCE)

CAPS Rating: 2 out of 5

The Company is a specialty retailer of children's merchandise. It designs, contract to manufactures and sells high-quality, value-priced merchandise under its proprietary 'The Children's Place' and licensed 'Disney Store' brand names.

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Member Avatar OKwarrior (40.24) Submitted: 4/25/2014 4:24:19 PM : Outperform Start Price: $47.55 PLCE Score: +4.25

positive cash flow and buying back shares

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Member Avatar NovaTodd (24.02) Submitted: 4/25/2014 2:05:15 PM : Outperform Start Price: $47.50 PLCE Score: +3.85

Simple, boring and cheap. PLCE consistently generates about $100 million in free cash flow every year, the majority of which goes towards repurchasing shares. The share count has declined by 23% since 2009, and the repurchases show no signs of abating. There's also a modest yield now after the company recently announced they would begin paying a dividend. Very conservatively valued at about 1.7 times tangible book, and just 8 times FCF once you net out the $236 million of cash on hand. Gross margins seem to have contracted a bit over the past few years and sales have been relatively flat, but I think the valuation and shareholder yield are compelling enough to overlook these issues.

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Member Avatar fhfhf (< 20) Submitted: 12/7/2009 3:48:45 AM : Underperform Start Price: $27.45 PLCE Score: -12.39

Childrens place made the unforgivable error of not trusting their cin troubled waters. A small group of employees and disgruntled shareholders betrayed and framed the original founder taking asvantage of his creative and infrastructural genius and stealing the fat of the land.

All the employees protested at the bald mutiny and the best executives left. The company is doomed. The contrite major shareholders will be wise to beg the origanal founder and Ceo Ezra Daba to Return,

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Member Avatar Disda (< 20) Submitted: 7/6/2009 9:30:08 PM : Outperform Start Price: $25.22 PLCE Score: -15.29

Lot's of cash - almost zero debt, good inside ownership, small cap... I like it.

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Member Avatar broker7005 (26.10) Submitted: 6/19/2009 9:12:56 PM : Outperform Start Price: $25.60 PLCE Score: -14.83

bull

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Member Avatar GeordieMc (46.87) Submitted: 11/12/2008 6:08:45 PM : Underperform Start Price: $21.27 PLCE Score: -10.69

It's the economy, stupid.

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Member Avatar cyncoot (< 20) Submitted: 7/24/2008 7:07:14 PM : Underperform Start Price: $37.34 PLCE Score: +23.49

retail is dismal

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Member Avatar CPA2Be (< 20) Submitted: 6/12/2008 5:07:47 PM : Outperform Start Price: $34.81 PLCE Score: -2.65

Excellend B/S, sheltered from unstable economy, recently dumped "Disney Stores" business, this stock says they are focused and are ready to concentrate on their core business. You can expect a big turn around from this company.

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Member Avatar gunark (64.11) Submitted: 5/23/2008 11:48:14 AM : Underperform Start Price: $32.56 PLCE Score: -12.32

Better than expected earnings means buy buy buy, right? Wrong. The worst is yet to come for US retail.

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Member Avatar RetailExpert (92.27) Submitted: 2/26/2008 4:44:04 PM : Outperform Start Price: $21.69 PLCE Score: +95.35

PLCE is a company on the cutting edge of the retail consumer needs and desires. PLCE provides a product that is modern and in style while keeping costs very reasonable compared to their competition. Only down fall is the opportunity to build their brand name to compete with such names as Gap and Gymboree. With the growing need for value based quality made children's clothing there will be nothing but improved results to come for this retail organization.

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Member Avatar DownWithInfidels (29.35) Submitted: 1/14/2008 11:17:14 AM : Underperform Start Price: $16.62 PLCE Score: -175.96

An infidel complained about my hatred of GYMB. I will post this pitch here too as I am score leader proving I am correct! It is not hatred it is reality!

What is the slowest growing population?

Rich white people with babies!

Wehn the Americans who think they are rich are facing foreclosure, will they buy luxury clothes or provide hand me downs to their children?

As an outsider to the Unites States I can tell you only limited growth opportunities for this stupid idea company, maybe in the richest part of India and China which is limited since they much prefer luxury as in gold jewelery or expensive adult clothing not so much baby clothing.

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Member Avatar awellman (74.15) Submitted: 11/26/2007 8:48:26 AM : Outperform Start Price: $23.74 PLCE Score: +80.18

Forming a nice bottom and an incredible value at a PE of 9

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Member Avatar SanDieguito (< 20) Submitted: 8/23/2007 10:48:01 AM : Underperform Start Price: $27.29 PLCE Score: -51.98

Operator of childrens retail stores (apparel, accessories, toys) had a net loss of 27.1 million ($0.93 per share), had violations of policies and procedures by executives, missed deadlines to remodel disney stores that it licenses and is in breach of those licensing agreements. Loss of $6

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Member Avatar rock123444 (32.26) Submitted: 7/16/2007 6:55:22 PM : Outperform Start Price: $44.01 PLCE Score: -16.57

stock fell on bad sales for june oversold buy the stock going into going back to school stock will rip

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Member Avatar NetscribeRetail (91.26) Submitted: 6/6/2007 1:24:51 AM : Underperform Start Price: $55.33 PLCE Score: +44.53

While the fundamental outlook for apparel retailers is neutral, The Children's Place chain is facing weak apparel sales and a resulting increase in markdown levels due to lack of key volume drivers. This is an ongoing problem, as the chain's spring assortment did not perform to the company's expectations repeatedly, which led to higher than anticipated first-quarter markdowns.

During the recent quarter, revenues increased by 12% to $478.9 million due to increased children place brand sales to Disney store and higher income from comparable store sales. Net income of $13.1 million was down by 15% due to higher selling and general expenses and presence of interest expense instead of income. Besides company opened 6 Children’s Place stores but closed four stores. Company is expected to renovate or upgrade a substantial number of Disney Stores over the next 5 years, beginning immediately, and to spend about $175 million, but this is a long term process and would not be great upshot in the near term.

The company made positive comments about recent trends and reiterated its recently lowered annual EPS guidance. Management stated that the summer product was performing better relative to its plan. Further, EPS guidance which was recently lowered to $3.54 - $3.64 was reiterated which is based on comp store sales increases, improved gross margins and leveraging selling and general expenses. But with two consecutive missed quarters behind and more difficult comparisons ahead, the guidance strongly remains at risk.

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Member Avatar OverAnalyze (32.50) Submitted: 3/30/2007 2:29:56 PM : Outperform Start Price: $55.22 PLCE Score: -55.29

PLCE has great products for young parents with young kids. Cool clothes and accessories that make the store look like an American Eagle with mini clothes. The numbers look pretty good, increase in revenue and margins, etc.

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Member Avatar WyattKaldenberg (< 20) Submitted: 2/15/2007 10:47:18 AM : Outperform Start Price: $57.75 PLCE Score: -56.56

A good retailer for kids.

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Member Avatar telawhopper1 (57.79) Submitted: 2/14/2007 9:49:47 PM : Outperform Start Price: $57.25 PLCE Score: -55.57

Disney Stores involved with Children's Place. I like PLCE's 2yr chart, the quarterly rev growth and its margins.

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Member Avatar lanoush (70.19) Submitted: 1/8/2007 2:36:58 PM : Underperform Start Price: $57.91 PLCE Score: +61.65

Can't move cold weather inventory; missed expectations for the holiday season. Probably a short-term problem.

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Member Avatar LVContractor (22.40) Submitted: 1/3/2007 11:50:35 PM : Outperform Start Price: $60.42 PLCE Score: -65.36

They built/remodeled 100 Children's Place

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