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An Activist Target In Retail

Per the weekly precog feature of Activist Strategy last week, we talked about a retailer that could be an activist investor target. Outlined below is an excerpt. You can get the full piece and more by subscribing, or get a 2-week free trial...

Last year, the retailer put in place a buyback, fending off activists. Its core business remains stable and less discretionary than other parts of retail. It basically runs a store in a store format, although many don't realize this. It's sales per sq. ft. are industry leading and its distribution network is unique to its business model.   
The retailer has a unique enough offering and set up to get private equity buyers to the negotiating table, and the turnaround aspect and growth opportunities to potentially get the buyout consummated.
BWIPrecog, Activist target