SUPERVALU INC SVU

April 24, 2012 - 1:32pm EST by

member

						2012	2013
Price:		6.10		EPS		$1.25	$1.35
Shares Out. (in M):		212		P/E		4.9x	4.5x
Market Cap (in $M):		1,295		P/FCF		3.3x	3.3x
Net Debt (in $M):		6,099		EBIT		913	925
TEV (in $M):		7,394		TEV/EBIT		8.1x	8.0x

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#	AUTHOR DATE SUBJECT
13	member 7/13/12 7:56PM SVU - Cratering 12
Anyone have any thoughts here with the stock and bonds cratering? No one who attended today's bank meeting felt better afterwards -- it certainly was not your typical sedate bank meeting -- Company refused to... login to read the rest view available tags
7	member 4/25/12 10:27AM RE: Agreed.... but this biz has BIG problems 3
cnm, I think we are largely in agreement. I agree this is a risky situation and needs to be sized accordingly. My thesis, which I think you largely echo, is that all the bad news... login to read the rest view available tags
6	member 4/25/12 10:26AM RE: RE: Store investment 5
Thanks for the clarification Paddy - I hadn't been aware of the licensed nature of the 935 Sav-A-Lot stores, my mistake there. You're right, that does skew the figures a good bit. view available tags
5	member 4/25/12 10:20AM RE: Store investment 2
Par, you are counting the 935 licensed Sav-A-Lot stores in your analysis, which skews the figures pretty significantly. These stores are owned and operated by lecensees who are responsible for capital investment (frankly, this model... login to read the rest view available tags
3	member 4/24/12 7:56PM Agreed.... but this biz has BIG problems
I actually agree that SVU is a buy, but only in a small size as this company is full of issues, including store underinvestment (visit an Acme), underfunded pension fund, a consistent failure to turn... login to read the rest view available tags
2	member 4/24/12 5:21PM Store investment
Thanks for the writeup paddy. You note that "unlike retailers such as Sears that have starved their stores for capital, SVU has maintained a reasonable level of store investment". In the times I've looked at SVU,... login to read the rest view available tags

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