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Coldwater Creek, AŞ Message Board

  • chuckpalot chuckpalot Mar 14, 2013 10:17 AM Flag

    If Last Q was Strike One, this Q is a Bloop Single.

    Tighter inventory controls, lower expenses and a small comp store bump offsetting lower revenues and increased promotion expense (discounting) puts CWTR on the Governor's list for a stay of execution; they'll get more time to prove they have the right stuff for a turn around.

    Hard to fathom a company with multi-channel DNA calling "omni-channel" a key initiative - as in, how did they lose their way in the first place?

    Still, good signs of growth and healthy margins on the direct selling side is a positive, as is their customer loyalty program that seems to be bringing in new (younger?), high value shoppers.

    As an investor, I'm holding my remaining shares and will reconsider adding on weakness given the SLIGHTLY improved fundamentals. Of course, having Leonard Green waiting in the wings gives me a feeling (however delusional) there's a solid floor and natural buyer around this stock.

    Today's market reaction is positive, but there's miles to go before CWTR is out of the woods. Sad, only two analysts were on the call. Interest will increase if future results are solid. Which means this is the time for the little guy to get in before any crowd arrives. Just understand the risks!

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