Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Stage Stores On Sale Again

Stage Stores (NYSE:SSI) is giving its shareholders a roller coaster ride through retail. I liked the shares in late January, after which they climbed about 20%, and then pulled back a bit on the enthusiasm in early March. The shares have fallen 27% since then and while the company did get the year off to a disappointing start, I think there's a lot of value in this small retailer.

Stage Stores not only has self-improvement potential from new and improved markdown and assortment initiatives, but also from accelerating e-commerce, store refurbishments, and private credit cards. Add to that the fact that Stage Stores is one of the relatively few department store-style retail stories with meaningful square footage growth...

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