Reitmans Ord Shs V.RET

Thoughts on RCL Market

[IRAM99]

I think this has the potential to be significant for the company. I would suggest you go on their websites now and click on "Brands". This option is new and the tab gets labelled RCL Market Brands. They are now offering things like Bigatti bags, Loola Costmetics, MarsQuest Sunglasses, Torgeis Shoes, Soja & Co products, Sterling Forever jewelry, etc. 
The RW&Co website lists 25 offered brands and the Reitmans website offers 30 brands. I would expect the offering to grow. 
I'm going to buy a couple of these products to see what the customer experience is like and if it matches the Reitmans online experience of fast and quality shipping. 
The more brands they get signed up for RCL Market, the stronger the market becomes and could have a flywheel type of impact. On the vendor site for RCL Market, they say Reitmans attracts 1 in 3 Canadian women to shop at their brands and gets over 100 million website visits per year. You can see why certain comapnies will want to parnter with them. 
What is unclear right now is the economics to Reitmans from the marketplace and the value of the Mirakl SaaS platform. Any insights on potential revenue and margin contribution from RCL Marketplace sales?

[TheCount11]

I think the major benefits to Reitmans management early on will be all the things that don't show up on financial statements.  My bet is there will be a ton of surprises and insights into their customer base. Consumer demographic characteristics of like age, race, size, marital status, location and income provide significant differences between expectations and perceptions. Reitmans does

[Torontojay]

My wife recently made a purchase online and received free shipping on her order. The items were ordered on Feb 16th and arrived on Feb 20th. She paid $58.46 including tax and the items were shipped for free. I asked her if she would buy again and she said yes! Of course, a typical lady :)  Its interesting to note that on her order it specified how much money she saved by making the

[TheCount11]

Glad to hear she will be a repeat shopper and got free shipping!  Cheers

[Lllennn]

The spread between RET and RET.A should at least be $3, having a vote has meaning even if your a small retail investor with a few hundred shares, that is what RET needs is a ton of small investors having a say imo.

[nozzpack]

The Reitmans own the majority of RET shares, so it cannot be outvoted. Otherwise , Both RET and RET.a are treated exactly the same  including dividends. Thats why in the past both share prices were the same and such will be the case here too..

[flamingogold]

You couldn't be more wrong. I own BBD which has a dual share structure. As of this morning, the A shares (voting) are $65.85 and the B's (non-voting) are $65.70. A total spread of a miniscule 15¢ or 1/10th of 1%. In fact, there is a possibility that the more available non-voting shares could surpass the voting ones as demand for shares increases. It has happened before. The only time