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Non-Tech : Gymboree "GYMB"
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To: Marty Rubin who wrote (148)1/10/1999 9:10:00 PM
From: JAG  Read Replies (2) of 189
 
You better do some more research regarding the high inventory levels. Everyone knows that Gymb has had big sales since August. I visted the stores almost daily in December and my opinion is that the company was very promotional. Everyone knows that they have been very promotional. Call investor relations and ask to speak to the person who answers calls, she will tell you that one of Gym's problems is that they have trained their customers to wait for the 50% off sale. She will tell you that inventories are down about $10,000 to $15,000 a store. In my opinion, that is still way to high on a historical basis. Pull last year's 10K and look at G&A expense. Then pull this most recent quarter 10Q and annualize the G&A expense. Buddy, you will be shocked. While your at it, look at inventory for each quarter for the past two years. Then please report back to me on this site.
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