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Reitmans Ord Shs V.RET

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

Reitmans (Canada) Limited is a Canada-based specialty apparel retailer for women and men, with retail outlets throughout the country. The principal business activity of the Company is the sale of women’s wear. The Company operates three different brands: Reitmans, Penningtons and RW&CO. The Reitmans banner is a specialty fashion destination. The Reitmans has an online presence and store locations across the country. Penningtons is a destination for plus-size fashion, ranging from sizes 14 to 32. Penningtons operates stores across Canada, as well as an ecommerce site at penningtons.com. RW&CO. operates stores averaging 4,500 square feet in premium locations in shopping malls, as well as on their e-commerce site. Specializing in menswear and womenswear, the brand delivers versatile, well-crafted collections and brand experiences. It operates approximately 391 stores under three distinct banners consisting of 226 Reitmans, 85 Pennington, and 80 RW&CO.


TSXV:RET - Post by User

Comment by Mephistopheles3on Apr 25, 2022 2:08pm
91 Views
Post# 34629708

RE:RE:RE:RE:RE:Pre market

RE:RE:RE:RE:RE:Pre marketRight, the reason Reitman's came to mind for me is that wife just went shopping there with her sister and they are in the 30+ age bracket.  So they don't do online shopping like most women that age and they are looking for good value clothes which look good. 

The shopping mall they went to was completely packed. So when I was reviewing the financial statements, they are making a good recovery and I expect the cash flow to continue.  

I did some consulting work for Aldo Group in Montreal back in the early 2010's and I see a very similar story to Reitman's.  Over-expansion everywhere trying to get explosive growth, which led to a lot of sub-optimal stores being opened.  Instead of pivoting, management doubled down and kept opening stores  (I think Aldo had opened something like 200 stores in 1-2 years in the US when the US market just didn't really like their clothes).  


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