HG Vora Capital and Galloway Capital Partners deem their stocks undervalued. Galloway applauds Regis' expense cuts and franchise shift, but argues these are unaccounted in the stock price while seeking board representation. Riposte Capital critiques SilverBow's acquisition of Chesapeake Energy's South Texas assets, calling for board refresh.
After losing ground to e-commerce, bricks-and-mortar stores are back in style. Retailers this year are expected to open more stores than they close for the first time since 2017, according to an analysis of more than 900 chains by IHL Group, a research and advisory company. Most of the growth is coming from mass merchants, food, drugs and convenience chains. The stores that retailers are opening today are different. Some are smaller, and more of them offer experiences beyond browsing.$迪克體育用品(DKS.US)$is adding to its fleet of more than 800 stores by opening newer concepts that include House of Sport, Public Lands and Golf Galaxy stores. $李維斯(LEVI.US)$plans to open 100 of what it calls "next-generation" stores in the U.S. in the next three to five years that are smaller than existing full-price locations and have tailor shops where consumers can customize T-shirts or add patches, embroidery, or colored rivets to their jeans. $美國達樂公司(DG.US)$$美元樹公司(DLTR.US)$$Five Below(FIVE.US)$$Regis(RGS.US)$$CHRSTOPHR BNK CP(CBKC.US)$$Caseys General Stores(CASY.US)$$奧萊利(ORLY.US)$$兒童之家(PLCE.US)$
Regis股票討論區
any idea dividend paid out??
upside
專欄E-commerce needs real store locations now more than ever
Retailers this year are expected to open more stores than they close for the first time since 2017, according to an analysis of more than 900 chains by IHL Group, a research and advisory company. Most of the growth is coming from mass merchants, food, drugs and convenience chains.
The stores that retailers are opening today are different. Some are smaller, and more of them offer experiences beyond browsing. $迪克體育用品(DKS.US)$ is adding to its fleet of more than 800 stores by opening newer concepts that include House of Sport, Public Lands and Golf Galaxy stores.
$李維斯(LEVI.US)$ plans to open 100 of what it calls "next-generation" stores in the U.S. in the next three to five years that are smaller than existing full-price locations and have tailor shops where consumers can customize T-shirts or add patches, embroidery, or colored rivets to their jeans.
$美國達樂公司(DG.US)$$美元樹公司(DLTR.US)$$Five Below(FIVE.US)$$Regis(RGS.US)$$CHRSTOPHR BNK CP(CBKC.US)$$Caseys General Stores(CASY.US)$$奧萊利(ORLY.US)$$兒童之家(PLCE.US)$
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