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#	AUTHOR DATE SUBJECT
17	member 5/19/22 11:33AM Re: Re: Re: aprovecha413...Congrats 16
Hi aprovecha - are you still involved here? Given the pricing power this particular retailer seems to have, this one seems oversold...though that seems to be a theme here. Curious if anyone has seen credit view available tags
16	member 1/20/22 3:43PM Re: Re: aprovecha413...Congrats 15
Quite a bit of insider selling since 9/21...curious if you have any updated thoughts? Updated guidance to $78 mm with slightly lower sales than expected. $306 mm market cap / EV with pricing power...what's not view available tags
15	member 8/31/21 1:24PM Re: aprovecha413...Congrats 14
Agreed - seems like it deserves to be a winner. Great find and, equally important, superb research and writeup. Wish I'd gotten involved - no excuse since it was one of my favorites. view available tags
14	member 8/31/21 11:24AM aprovecha413...Congrats
Home run...if you have any updates it would of course be appreciated, but what a great call. Thank you. 4 view available tags
12	member 5/28/21 9:18AM Re: Re: Re: Re: Q1 results 10
Thanks for the comments. Tremendous work done here. view available tags
11	member 5/28/21 9:07AM Re: Re: Re: Re: Q1 results 10
*traffic and corresponding conversion view available tags
10	member 5/28/21 8:58AM Re: Re: Re: Q1 results 9
Sure man thanks. Hopefully early innings. Couple follow ups on that note: a) There are several high correlation data soures we use to track the digital part of the business (40% of revs roughly), which accelerated... login to read the rest 2 view available tags
8	member 5/27/21 9:33AM Re: Q1 results 7
On call so more later but ya this is obviously much better than we anticipated. We thought that they'd be slightly above break-even in EBITDA for 1Q vs 14mm they reported, and that then seasonal... login to read the rest 4 view available tags
7	member 5/27/21 7:19AM Q1 results
Great results and great call so far. Looks like the cost reductions have really come through; q1 ebitda is >50% of 2019 ebitda and already fcf pos. Well on track to achieve your $61m ebitda view available tags
5	member 4/18/21 10:03PM Re: Same question 4
The guidance was initially provided in January (prior to sales trends materially improving) and then reaffirmed with 4Q earnings. Guide likely embedded minimal 1H contribution (alternative data indicated sales tracking -30% at the time). For context... login to read the rest 2 view available tags
4	member 4/17/21 4:21PM Same question
company guidance:Financial Outlook Our plans for fiscal 2021 include expected sales of approximately $385.0 million to $402.0 million, adjusted EBITDA of approximately $11.0 to $18.0 million and positive free cash flow. view available tags
3	member 4/16/21 12:26PM Couple Questions
Thanks for the helpful writeup! A couple questions:1. You are expecting revenue of $480 million for F'21 and mentioned EBITDA should be at least $60 million. Versus guidance this implies about $85 million of additional... login to read the rest view available tags
2	member 4/15/21 9:29AM Re: Disclosure: Do you NOT own this as per disclosure? 1
we own. excuse the mis-print on disclosure. view available tags

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			2021	2022
Price:	1.20	EPS	0	0
Shares Out. (in M):	63	P/E	0	0
Market Cap (in $M):	79	P/FCF	1.5	0
Net Debt (in $M):	55	EBIT	43	0
TEV (in $M):	134	TEV/EBIT	1.9	0

Description

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