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Foot Locker, Inc. Message Board

retailexecutive 41 posts  |  Last Activity: Mar 2, 2015 11:44 PM Member since: Dec 20, 1998
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  • They provide value and trendy merchandise for $5 or less. A winning formula. Hang around for earnings. And please do not cover your shorts prior to earnings.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Mar 2, 2015 1:49 PM Flag

    eom table pounding buy at this price.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Feb 20, 2015 1:30 PM Flag

    update the progress and outlook in 4 weeks. Look for some very good things. Economy is improving and retail is beginning to pull the nose up.

    Sentiment: Strong Buy

  • This company offers solutions. The problem is that they offer solutions to problems that can be deferred when income is pinched. That is the environment that we are in. Government statistics make a lot of claims about the economic rebound. They can be deciphered if you know how to find the data and understand the perfect old bromide of "Liars, Damn Liars and statistics. The economy is somewhat better than 6 years ago. Nice. The economy is so far below par however that it is not supporting excess in consumption, TCS unfortunately sells to people who invent problems that many times can be solved by thought other than reaching for their master card. The mix, the assortment do not reflect the needs of today's consumer base in an adequate manner to provide robust growth.

    Sentiment: Strong Buy

  • Highly successful. Best retail turnaround CEO in the business ? Certainly a candidate

    Sentiment: Strong Buy

  • Reply to

    Zacks upgrade

    by fabricone1 Feb 10, 2015 1:28 PM
    retailexecutive retailexecutive Feb 13, 2015 4:35 PM Flag

    Good call . New high and shorts are beginning to cover all over the market. We could see a major rally next week.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Feb 12, 2015 11:42 AM Flag

    You have it correct. The company is still showing strong profit growth through new stores and comp sales growth. The estimated growth is still in the high 20%-30% range. There are strong institutional owners here and two clowns who want to short. It is almost funny. Jefferies reiterated their buy here as well. These short posters have been drinking too much cheap chianti and using their hope strategy of trying to scare institutional buyers. Too funny . This stock could be bought out . While the PE is high so is the growth and doing it without debt. That is correct no debt. Positive free levered cash flow and they try to treat retail investors as if they are chumps. Good sign to buy. Earnings are coming and you will love them if you are a long holder.

    Sentiment: Strong Buy

  • Reply to

    West Coast ports slowdown

    by florida4evr Feb 10, 2015 1:37 PM
    retailexecutive retailexecutive Feb 11, 2015 10:53 PM Flag

    stores certainly look stocked well.

    Sentiment: Buy

  • retailexecutive by retailexecutive Feb 10, 2015 3:07 PM Flag

    have delivered a promise and it has moved the stock. I chose to sell out during my silent period. I will buy on dips if we get back to the low 5 area. If not no problem. Good trade. I have been moving to the chip area and my old favorite AAPL. Good luck to the longs. There could still be some run here for you.

  • retailexecutive by retailexecutive Feb 10, 2015 12:01 PM Flag

    The company has an outstanding selling format with a lively, fun shopping experience which is hip, cheap and fun to shop. There is room for a minimum of 3000 stores in North America. With there proven expansion program of new markets and a strong market fill back strategy the new stores hit a payback of all costs in less than 1 year. The are doing this all without debt. Growing both revenue and profits rapidly and with a strong dollar their product products will have a lower purchasing cost. Excellent seasonal merchants and some very cool merchandise with a price of never more than $5. Outstanding concept and it is proven. Professional proven management team ensures the success that they are experiencing in this rough retail environment only gets better as the lower gas prices begins to filter into the retail economy. They have achieved a terrific distribution strategy that is low cost and can easily scale to accommodate growth of over 100 new stores a year.. Now here is the bonus . There is actually a large short position against this stock and there are strong buy opinions from the analysts. This is a recipe for long term success. Look for a breakout by mid year. Last year we opened 60 new stores and around 90 for 2015. Texas alone can handle more than 100 stores. The train is ready to leave the station.

    Sentiment: Strong Buy

  • Reply to

    A great thesis to go long here and do it now

    by retailexecutive Jan 27, 2015 12:18 PM
    retailexecutive retailexecutive Jan 28, 2015 11:16 AM Flag

    You are correct. They could easily have 2x and the potential for even 3x the 2000. Does not matter as this will sneak up on the street over time and would sound way over the top. I believe that they will be acquired by Dollar general and here is why :
    1. Dollar General is still smarting from the sting of rejection from the failed Family Dollar acquisition.
    2. Dollar general would have had to close too many stores ultimately so the FTC saved them .
    3. They could acquire a new very profitable concept with no need to close any stores.
    4. They would get a younger management team to blend with their current team and they need a stronger bench.
    5. A new concept that could grow unrestricted in any market that they would choose in the future as the competitive nature of this business is different than the basic needs driven format of the basic dollar store format does not endanger the format of the trendy value driven proposition of Five Below.
    6. The payback on the new stores is so rapid that the acquisition even at a 50 % premium would be cheaper and better long term for the enterprise business than Family Dollar due to store closings and more of the same. The new concept has strong legs under it as displayed already in the beginning of their roll out strategy.
    7. There is no debt at Five Below. Makes for a clean and quickly accretive transaction for Dollar General.

  • This stock has been largely manipulated by the short interest but I see an end coming to their strategy. The wind down of that strategy is already in force and it will not soon abate. Buy now and here is my thesis. Argue with me .....Please..... A strong American dollar has no negative impact on this business model. In actual fact it has a very strong positive impact as a large portion of the goods are imported and a stronger dollar ensures lower costs and that translates to both a better consumer value and an improved gross margin. A lower gas pump price puts more income in the consumer's hands with discretionary income being enhanced. Value is a key driver and nothing in these stores sells above $5. Having said that due to the fresh, dynamic assortment the average sales transaction is rising. Comp stores are growing very well on a basis of comparison to the over all retail sector. Profits are growing very fast as well as the total growth is very high and likely to improve due to a great real estate strategy which favors fill backs and a new market strategy which signals the strong reach of the concept as a fun, trendy product assortment with an excellent seasonal focus. They have excellent shop keeping skills with an excellent store layout. They have barely scratched the surface with regard to on-line sales which gives them another wing to fly on. The new store strategy is sensational due to their strong real estate strategy which is key to driving first year sales at an unheard of level that equals the total of an average mature store in sales revenue. And get this they return the investment for a new store in less than one year. They have built a distribution center that has the capacity to drive growth far into the future. And get this they have augmented their management team for the future growth of the company. A transition plan that appears to be excellent. Now for the final piece of the thesis. No long term debt at this time. Zero debt !! GLTA

    Sentiment: Strong Buy

  • Reply to

    President Obama's Free Army.

    by ndfirstsection Jan 26, 2015 9:55 AM
    retailexecutive retailexecutive Jan 26, 2015 10:04 AM Flag

    you have it correct imo

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Jan 24, 2015 4:48 PM Flag

    Of course you do not understand it.It goes up because the company poops money. And it mints more money every time it opens a new store. The store on average returns the capital expenditure in 9-10 months. This is unheard of in retail. A new store opens at the average base sales of a mature store. The comps are growing at a faster pace than most retail chains as well. They have an outstanding management team and a trendy fun store to shop . Margins are getting stronger due to the US Dollar strength as well. This is a near no brainer for the long side . Going back to a 4 Handle soon. Sorry about that. Maybe you should sell some in the after hours to try and drive the price red once in a while. This is probably the last year that they will open less than 100 stores a year.
    80 stores this year. Going to have 0ver 2000 stores before we flatten out the growth curve. Hang on to those shorts boys. Dollar General taken a 30,000 foot view and it is just a matter of time since they lost the FDO deal. A strategic investor could spend a nice premium to revitalize their growth strategy and keep their relevance as an exciting growth strategy. I am in no hurry for this but it will happen sometime in the future. If it does not then they will have themselves a nice $2 billion a year revenue company in any case still cheap . Very cheap .

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Jan 20, 2015 10:18 AM Flag

    Breakout on strong earnings and volume. watch and learn or buy and profit.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Jan 14, 2015 8:58 PM Flag

    The PE you should be evaluating a high growth company on is the future PE which is only 31 and the earnings look to be growing faster than the PE ( future ) It frankly should trade at around 40 on the future and probably will in the future. A stumble is a stumble but it is only a stumble . No one fell down and got hurt here. The EPS missed by a penny against a forecast of $0.60. This stock is going back up. I suggest you read the presentation on their web site. I know you are a short and really play the ain't it awful game but a miss of a penny and still growing between 25-30 % is far from a stock that should drop 25 % on that kind of announcement. With a 23 -25% short outstanding I like the prospects to go back to 40.

    Sentiment: Strong Buy

  • There is an excellent presentation on line that paints an excellent picture of the future. Many of the points which have been made by the Bulls here but it is great to see them stump pounding this great strategy. Close your eyes and think about what this chain looks like in another year to 18 months and ask yourself. Have I committed enough to this company's stock ? How much money do I want to make here ? I look forward to the conference call on the earnings. I would expect a very clear picture of continued growth and that comps are driving very well again for 2015. I love this company and the stock is going to be loved as well imo.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Jan 13, 2015 10:03 AM Flag

    don't ask us to save your bacon , When does a bear turn into a pig ? Then a hog and then the bacon ? You are sounding desperate already and there is at least another 5% coming behind this.

    Sentiment: Strong Buy

  • Reply to

    To be clear, Lulu is fully valued at this price

    by eringotlieb Jan 12, 2015 10:09 AM
    retailexecutive retailexecutive Jan 12, 2015 10:45 AM Flag

    To be clear you are wrong. Dead wrong.This company knows what they are doing. They do not dispense merchandise such as there key competitors , they engage the consumer, the advocate for style, and a cool, healthy, casual lifestyle for customers seeking the best products. Value = price + quality and they deliver and they also have a soul that bends towards the social conscious set. GPS, NKE, UA all good companies but they do not offer the in store experience and solid marketing programs. Hate me for being the truth teller. Shorts always do but this run has a tailwind.

    Sentiment: Strong Buy

  • Reply to

    Good company...rebound inevitable

    by bowersm87 Jan 9, 2015 7:06 PM
    retailexecutive retailexecutive Jan 11, 2015 7:49 PM Flag

    This could be the very best retail stock to buy next week. Way overdone on the sell off. It brought me back in for another serving.Good luck to the longs. I want to read the first comment about being a bag holder. I will laugh all the way to the bank. I read that Jefferies analyst reaffirmed his buy rating on Friday.

    Sentiment: Strong Buy

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