This is more great news! They have signed a deal
with a company that has extensive experience in
launching other brands throughout Asia. The potential in
this deal is quite large.(IMHO)...Singapore is a
sophisticated market, and assuming they open stores in Hong
Kong, and Malasia as well we should see some excellent
growth. With asian economies seemingly beginning to
recover, the timing might be very good!
expectations on everything is kept extremely low
thus the company should always beat expexctations
because thats part of their plan; same store sales.
earnings, revenues. this is good and bad, the bad is lots
of institutional investors go by next years numbers
and since they are low the institutional guy can't
justify the current price because it looks like the
company will not grow that much from this year to next
when we know they'll beat expectations easily. the
quartely upside thing really doesn't work anymore for this
company. also the company is in a period of slowing growth
relative to previous years, this is the point the shorts
are most into= slowing growth is the killer of retail
concepts. i would argue that the growth numbers we've seen
the last couple of months are sustainable and the
stock will move into the low thirties slowly. anyone
who owns bebe should also own URBN, they have alot of
similarities, high profit margins, little competition good
concept for younger adults. do not expect any 'big' short
squeeze, shorts on BEBE are good and will buy back slowly
on weakness, shorts will not make out bug with BEBE
(they don't understand it) but they will keep the
prices cheap for awhile
I liked your post, Rohndjockefeller. My
girlfriend has a black bebe tee shirt that is flattering on
her too. Do you know how much she paid for it? $21.
If BEBE can sell merchandise for prices like that,
it must be doing something right.
mentioned you were interested in WTSLA. I'd wait until it
settled before buying. I think BEBE is going to get
caught in a down draught from here. The market is
punishing fashion retailers right now. But it will be a buy
in the $17 to $19 range. Interest should pick up
come November and the Yule-tide shopping season.
As of August 9th, 1.25 Million shares out of the
2.4 Million (52%) floating shares were SHORT. On
August 25th, BEBE was trading around $25. Don't jump
into this stock yet. I think it will go down
P.S. I am not long or short on BEBE, but would be
comfortable buying it in the $20 - $22 range, if there's no
bad news between now and then.
11.8% per the announcement. I wonder how the
stock will fare today, but its my guess that it was
already priced into the market.
They had a tough
comparison vs. 98 and 97 #'s. Expectations are high
Hopefully $30 a share is not to far away.
Bebe's fashions are primo. My girlfiend, who has
an audacious set of knockers, wears a bebe T-shirt
that drives me wild. You can see the outline of her
bra through the front of it and it allows just the
right jiggle -- neither firm nor bouncy. I think I like
it better on her than off her, and I've never said
that about an article of clothing before! The jealous
side of me doesn't even like her to wear it outside
the apartment. It doesn't just flatter her shape, it
enhances it. How'd they do that? I guess that's fashion.
With "bebe" stenciled in black across the front, she
is the best billboard (though there's nothing flat
about her) that BEBE could have.
closely at buying this stock. I'm inclined to purchase
WTSLA because I think it's bottomed, but the fashion
quality of BEBE is almost irresistible.