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28	member 6/19/14 3:27PM RE: Author Exit Recommendation 27
I am closing this cause I didn't realize it wasn't closed. Not everyone know this, but the Close Button wasn't always on VIC. So some obvious distortions in individual results (good and bad) for anybody posting view available tags
26	member 8/01/06 3:37PM Store visit on today's big sal
Just returned from a 90 minute soiree into the Saratoga Tuesday Morning store. Our associates visited some other stores around the Bay Area as well. This store was a little smaller than their usual size.... login to read the rest view available tags
25	member 7/06/06 4:22AM Northeast
Could the difference in avg customer income be due to the fact that Ross has not expanded yet into the Northeast? Tuesday Morning is already in the NE so its average benefits from all... login to read the rest view available tags
24	member 6/26/06 3:01PM My two won reply
Tuesday morning claims its customer has a median income household income of $65k. This is derived through a temporally independent series of randomized, stratified, statstically significant samples of a team of in-house actuaries' Free... login to read the rest 1 view available tags
23	member 6/26/06 3:55AM My 2 cents available for 1 cen
TUES claims to have a higher-end shopper. I was sketpical because the very few stores I have seen have been in less-than-premium spots (I'd be surprised if the stores I saw naturally got higher... login to read the rest 1 view available tags
22	member 6/24/06 2:46PM Update
For those who don't follow the story, TUES reported on Jun 12 that comps for Q2 were trending in the -8 to 9.5% range, with earnings expectations of 7 to 10c (1c options) vs 25c... login to read the rest view available tags
21	member 6/20/06 11:08AM all pretty much irrelevant
I shouldn't have posted an idea that had a really solid chance of going down unless it was a short. The bloated inventory, which I took special care to mention, clearly indicated that there... login to read the rest view available tags
20	member 6/19/06 10:31AM Dress for Less Snobs
I've enjoyed the lively discussion regarding the product overlap between TUES and the TJX/ROSS closeout kings. Without a site like this, I'd probably have to buy a condo in a retirement community to get... login to read the rest 1 view available tags
19	member 6/01/06 6:41PM Whoops
I read my earlier post and saw that I wrote the wrong thing. I meant that one of the Tuesday Morning (NOT Ross) stores I went to was dead. That was where I view available tags
17	member 5/30/06 10:17PM oh
one other thing I forgot to mention, and I would take this with a grain of salt: when I was in the stores I was mostly surprised that this stuff turns as fast as it... login to read the rest view available tags
16	member 5/30/06 9:50PM Paul118 more . . .
Continuing on other random observations: The Ross stores are much larger and although most of the square footage is dedicated to clothing, there was still plenty of space dedicated to Tuesday's type of inventory. And,... login to read the rest view available tags
15	member 5/30/06 9:29PM paul118
I enjoyed the tidbits so I'm sad to hear they're the last. I happened to stop by a couple stores this weekend so I'll return the favor. ROST does have a fair amount... login to read the rest view available tags
14	member 5/26/06 7:46AM claustrophobic
would be the correct word choice...TUES made her feel that way... view available tags
10	member 5/22/06 9:51PM big typo
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7	member 5/22/06 8:31PM not done yet
3. TJX and Ross have scale advantages over TUES. I'm sure this helps them in purchasing but it also helps in advertising. TJX and Ross's advertising expense equals about 1% of sales... login to read the rest view available tags
6	member 5/22/06 7:59PM questions
Hi Paul, I've liked your writeups on retailers in the past and I happened to be looking at this one, too. I've been compiling a list of concerns. I thought I'd share and... login to read the rest view available tags
5	member 5/22/06 10:59AM p.s.
nothing like the virtue of timing - post this idea, have it go down 6% (so far) on the CFO's resignation and a downgrade. If you follow retail, this is getting to the 'piling... login to read the rest view available tags
4	member 5/22/06 10:47AM 2nd reply
-1. Besides BLI, what other peers operate in this space and how do they compare on an EV/Revenue and EV/EBITDA basis? IMO BLI is not a peer. They sell discounted toys, that’s true, but little... login to read the rest view available tags
3	member 5/22/06 10:35AM 1st reply
-1. Madison Dearborn's Ownership - Do you view this as a positive (a well respected PE firm that still has significant skin in the game and 3 Board seats) or a negative (a PE firm... login to read the rest view available tags
2	member 5/22/06 9:39AM Questions
Paul, Have some questions: 1. Besides BLI, what other peers operate in this space and how do they compare on an EV/Revenue and EV/EBITDA basis? 2. Any insight on how they have been able to achieve average profit... login to read the rest view available tags
1	member 5/21/06 9:11PM MDP Ownership/Margins/Leverage
Thanks for the posting. I happened to meet mgmt once about 2 years ago - they seemed very capable so the inventory issues and 50% decline in the shares is a bit surprising... login to read the rest view available tags

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			2022	2023
Price:	197.40	EPS	8.03	9.95
Shares Out. (in M):	54	P/E	25x	20x
Market Cap (in $M):	10,610	P/FCF	35x	28x
Net Debt (in $M):	520	EBIT	600	740
TEV (in $M):	11	TEV/EBIT	19x	15x

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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