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Hudson's Bay Co. HBAYF

Hudson's Bay Co, or HBC, is a Canadian retail business group. The company operates department stores throughout Canada, Belgium, Germany, and the United States under various banners. These banners include Saks Fifth Avenue, Hudson's Bay, Lord & Taylor, and Off 5th in North America and Galeria Kaufhof, Galeria Inno, and Sportarena in Europe. HBC also has investments in real estate joint ventures. In Canada, it has partnered with RioCan Real Estate Investment Trust in the RioCan-HBC joint venture.


OTCPK:HBAYF - Post by User

Post by Nossy45on Jan 12, 2017 1:19am
199 Views
Post# 25697798

$1.50 - $4.50 will not happen. HERE ARE THE FACTS

$1.50 - $4.50 will not happen. HERE ARE THE FACTS
Here are the reasons for the fall.
  • Analyst appraise REIT spin off at $12 - 15 per share.
  • Analyst appriase Retail component at $8 - 13 per share.
  • Poor Retail environment means delay on REIT spin off (no longer included in valuation)
  • Since buying Kaufkof in 2015, expansion into Europe underway (140+ stores ready to go in 2018 - 2020)
  • HBC Europe, and SAKS brands will be introduced to Euro market in 2017 - 2020
  • Euro expansion has cost money (250 million per year), this is weighing on earnings
  • EURO weakness is eroding results out of Europe

ADDITIONAL FACTUAL INFORMATION
  • SOME SAKS STORES IN PRIME LOCATIONS ARE BEING RENOVATED IN ORDER TO TACKLE THE COMPEITITON
  • THIS MAY HAVE NEGATIVELY IMPACTED EARNINGS
  • NEW FAST ROBOTIC DISTRIBUTION CENTERS NOW ONLINE IN CANADA AND IN 2017 IN THE USA WILL IMPROVE AND HASTEN ONLINE SALES
  • ONLINE SALES ARE UP DOUBLE DIGITS
  • NEW BRAND HBC EUROPE TO OPEN IN 2017 (I THINK THIS WILL BE VERY SUCCESSFUL)
  • US DOLLAR STRENGTH WILL BOOST EURO SALES



 
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