SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (62369)12/16/2019 3:55:56 PM
From: Mario :-)  Read Replies (3) of 78774
 
Keep the names coming. Remember Buffet sitting on tons of cash, so I expect he is looking at a lot of names too.
Well, if you insist ;-)

SSI -- Stage Stores (retailer)

multi bager potential, ! IF ! they execute. You guys are covering retail, stores... what do you think?

3q already saw a 7.6% increase in adjusted EBITDA margin yoy.
Annualized, that equates to an improvement of $129 mm in EBITDA

$SSI generates sales per square foot of $100. SSI is converting all of its stores from dept store to off price format. That will sharply boost sales and earnings.

Same store sales surged 17% in the most recent q, lead by a 40% gain at their 158 price stores. The remaining 550 stores will convert to off price in 2020.

EV/sales of 0.3x vs. peers range 1.8x –2.2x.

static1.squarespace.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News