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SHU portfolio holdings
#23
We're buying 2500 shares Stage Stores at $3.27
  • While the reduced guidance is certainly disappointing, the bulk of the conversion to the offprice format which is the driver of the improvement is still in front of us. 
  • Only a fraction of the +17% comps in Q3 was produced by conversions, we never fully understood where that came from and it was likely to be a one-off sales effect.
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Messages In This Thread
SHU portfolio holdings - by admin - 04-25-2018, 02:48 AM
RE: SHU portfolio holdings - by admin - 11-19-2019, 05:38 AM
RE: SHU portfolio holdings - by admin - 01-14-2020, 12:36 AM
RE: SHU portfolio holdings - by admin - 02-06-2020, 05:51 AM
RE: SHU portfolio holdings - by admin - 02-13-2020, 03:30 AM
RE: SHU portfolio holdings - by admin - 02-15-2020, 12:45 AM

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