Bullboard - Stock Discussion Forum Reitmans Ord Shs V.RET.A

Primary Symbol: V.RET Alternate Symbol(s): RTMNF | RTMAF

Reitmans (Canada) Limited is a Canada-based women's specialty apparel retailer with retail outlets throughout Canada. The principal business activity of the Company is the sale of women’s wear. The Company operates through the sale of women’s specialty apparel to consumers through its retail banners. The Company operates under three banners: Reitmans, Penningtons and RW&CO. Reitmans is a... see more

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Reitmans Ord Shs > Apparel golden age coming

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Post by TheCount11 on Mar 25, 2024 12:36pm

Apparel golden age coming

In aggregate there are less suppliers than customers.

Different apparel firms have different costs. Store, Shipping, Interest on Debt, etc.

The gap between cost and revenue mean the least efficient will lose money and may go bankrupt. If the entire industry has a similar cost like shipping increase they will raise prices on unprofitable customers lowering demand.

Accounting looks at the past while Finance focuses on the future.

Example:
TJX Canada does not do e-commerce so industry raising e-commerce prices which lowers e-commerce demand has no effect on them. TJX Canada Q4 was $1,468B USD and increase of 13% over the prior year!