Dollar Tree Recently Exercised Option – Proven Location – Corporate Guarantee
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National Retailer & Restaurant Expansion Guide Spring 2016
National Retailer & Restaurant Expansion Guide Spring 2016 Retailer Expansion Guide Spring 2016 National Retailer & Restaurant Expansion Guide Spring 2016 >> CLICK BELOW TO JUMP TO SECTION DISCOUNTER/ APPAREL BEAUTY SUPPLIES DOLLAR STORE OFFICE SUPPLIES SPORTING GOODS SUPERMARKET/ ACTIVE BEVERAGES DRUGSTORE PET/FARM GROCERY/ SPORTSWEAR HYPERMARKET CHILDREN’S BOOKS ENTERTAINMENT RESTAURANT BAKERY/BAGELS/ FINANCIAL FAMILY CARDS/GIFTS BREAKFAST/CAFE/ SERVICES DONUTS MEN’S CELLULAR HEALTH/ COFFEE/TEA FITNESS/NUTRITION SHOES CONSIGNMENT/ HOME RELATED FAST FOOD PAWN/THRIFT SPECIALTY CONSUMER FURNITURE/ FOOD/BEVERAGE ELECTRONICS FURNISHINGS SPECIALTY CONVENIENCE STORE/ FAMILY WOMEN’S GAS STATIONS HARDWARE CRAFTS/HOBBIES/ AUTOMOTIVE JEWELRY WITH LIQUOR TOYS BEAUTY SALONS/ DEPARTMENT MISCELLANEOUS SPAS STORE RETAIL 2 Retailer Expansion Guide Spring 2016 APPAREL: ACTIVE SPORTSWEAR 2016 2017 CURRENT PROJECTED PROJECTED MINMUM MAXIMUM RETAILER STORES STORES IN STORES IN SQUARE SQUARE SUMMARY OF EXPANSION 12 MONTHS 12 MONTHS FEET FEET Athleta 46 23 46 4,000 5,000 Nationally Bikini Village 51 2 4 1,400 1,600 Nationally Billabong 29 5 10 2,500 3,500 West Body & beach 10 1 2 1,300 1,800 Nationally Champs Sports 536 1 2 2,500 5,400 Nationally Change of Scandinavia 15 1 2 1,200 1,800 Nationally City Gear 130 15 15 4,000 5,000 Midwest, South D-TOX.com 7 2 4 1,200 1,700 Nationally Empire 8 2 4 8,000 10,000 Nationally Everything But Water 72 2 4 1,000 5,000 Nationally Free People 86 1 2 2,500 3,000 Nationally Fresh Produce Sportswear 37 5 10 2,000 3,000 CA -
Jan Bormeth Vilhelmsen Og Ma
0 ucvbnmqwertyuiopåasdfghjklæøzxcv Executive Summary The master thesis at hand is a study of the Danish retail store chain Tiger and EQT’s decision to acquire a 70% stake in the company. The aim in this thesis is twofold. Firstly, a valuation of Zebra per June 30, 2015, will be conducted. Secondly, an analysis of the value creation during EQT’s ownership period is performed. The main objective in this thesis is to estimate the fair Enterprise Value per June 30, 2015, through a DCF-analysis. Based on Zebra’s strategic position and its historical financial performance, the expected future earnings and cash flow generations were forecasted and resulted in an Enterprise Value of DKK 8,864 million from which the Group accounted for DKK 8,350 million and the Japanese Joint Venture for DKK 515 million. Based on these figures, Zebra’s fair value of equity comprises DKK 7,789 million. Of this figure, EQT’s share of the equity amounts to DKK 5,219 million and DKK 2,874 million when correcting for the 50/50 owned subsidiaries. At EQT’s entry in the beginning of 2013, the purchase price for its stake was DKK 1,600 million, according to different sources, resulting in an IRR for EQT on 26.48% per year. This IRR is satisfying since it is above the expected return for Private Equity investments which historically has a threshold for an IRR on over 20% per year, and in more recent time a threshold between 12-17% per year. The objective in the second part of this thesis is to analyze how EQT has created or destroyed value during its ownership period based on an IRR for Zebra, excluding the Japanese Joint Venture. -
Schedule 14A Ollie's Bargain Outlet Holdings, Inc
TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (RULE 14a-101) PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy Statement ☐ Definitive Additional Materials ☐ Soliciting Material Pursuant to §240.14a-12 OLLIE’S BARGAIN OUTLET HOLDINGS, INC. (Name of Registrant as Specified in its Charter) PAYMENT OF FILING FEE (CHECK THE APPROPRIATE BOX): ☒ No fee required. ☐ Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. (1) Title of each class of securities to which transaction applies: (2) Aggregate number of securities to which transaction applies: (3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): (4) Proposed maximum aggregate value of the transaction: (5) Total fee paid: ☐ Fee paid previously with preliminary materials. ☐ Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. (1) Amount Previously Paid: (2) Form, Schedule or Registration Statement No.: (3) Filing Party: (4) Date Filed: TABLE OF CONTENTS OLLIE’S BARGAIN OUTLET HOLDINGS, INC. -
Dollar Stores and Grocery
SEPTEMBER 8, 2016 Dollar Stores and Grocery: New Challenges A $45 BILLION SECTOR As we have noted many times before, US retailers at the high end and in the budget segment have outperformed in recent years, while those in the middle have been squeezed. It is what we have characterized as the Weinswig Hourglass model of retail. One notable aspect of this trend has been growth in the dollar-store segment. In this report, we analyze the sector’s growth, with a focus on the share these retailers have carved out in grocery and the headwinds they now face in this category. Our analysis focuses on the five biggest dollar-store chains in the US: Dollar This fiscal year, we expect the General, Dollar Tree, Family Dollar (which was acquired by Dollar Tree in top five US dollar-store chains to 2015), Fred’s and 99 Cents Only. Of these, only Dollar Tree sells items at a turn over some $47 billion. fixed, $1 price; 99 Cents Only sells mainly at 99.99 cents, but includes some higher-priced items, while the others sell at variable prices. We do not include other chains such as Five Below in our analysis here, as they are either minor players in the segment or less clearly defined as dollar stores. Source: shutterstock DOLLAR-STORE SECTOR GROWS 31% IN FOUR YEARS Here are our top-line takeaways on the sector: • This fiscal year, we expect the top five US dollar-store chains to turn over some $47 billion. Our estimates are based principally on consensus estimates from S&P Capital IQ. -
Tennessee Retail Academy Partners
TENNESSEE RETAIL ACADEMY PARTNERS 10% of overall Retail Sales are conducted Online US Census Bureau Q4 2018 retail is not dying it’s changing The high level of confidence reflects a sturdy economic Consumer Confidence expansion in the U.S. that’s about to turn nine years old. Job openings are at a record high and unemployment is at a record low.” 18 Year High The Conference Board Consumer Confidence Index® The Real Story Retail Decline Plans for 2018 Retail Stores Decline Rite Aid Stripes C-Stores Toys R Us Mattress Firm Best Buy Radio Shack The Bon Ton Sears/Kmart Signet Jewelers Ascena Retail Charming Charlie Gymboree Payless Shoesource The Children’s Place Orchard Supply Perfumania Source: IHL Group, CompanyReports • Many of these Retailers Have been Shrinking for a Decade • Outdated Business Models or Market Issues? Source: Lee Holman & Greg Buzek, IHL Group, Beyond the “Retail Apocalypse” to a bright Future, August 2018 Retail Growth Plans for 2018 Retail Store Count Growth Walgreens 7-Eleven Dollar General Couche-Tard Dollar Tree O’ Reilly Great Clips Autozone Fantastic Sam’s Five Below Ulta Beauty Sherwin Williams MINISO Marathon Oil Harbor Freight Tractor Supply Source: IHL Group, CompanyReports • Fastest Growing Retailers: Dollar, C-Stores, Beauty, and Specialty Hardgoods • What’s Growing Mirrors the Incomes of Consumers: • More Discounters • Less Mid-Range Luxury Source: Lee Holman & Greg Buzek, IHL Group, Beyond the “Retail Apocalypse” to a bright Future, August 2018 Every 5 Hours in America a New Dollar Store Opens Twitter: -
Dollar Tree, Inc
Dollar Tree, Inc. April 2019 Michael Zhu Will Smith Company Background Company Overview Key Trading Statistics . Dollar Tree, Inc. operates discount retail stores under the brand names Dollar Tree, Dollar Tree Canada, and Family Dollar Ticker DLTR . Closed acquisition of Family Dollar for ~$9.4 billion on July 6, 2015 Date 4/5/2019 . Led by Executive Chairman Bob Sasser and Chief Executive Officer Gary Price 105.99 Philbin Market Cap 25.25B . Operates more than 15,000 retail locations in 48 states and 5 Canadian 52 Week High 106.90 provinces 52 Week Low 78.78 . 7,001 Dollar Tree stores Adjusted EPS 5.45 . 8,236 Family Dollar stores P/E Ratio 19.4x . 225 Dollar Tree Canada stores EV/EBITDA 12.0x . Dollar Tree offers merchandise at a fixed price point of $1 while the Beta 0.54 Family Dollar prices generally range from $1 - $10 Dollar Tree Locations Family Dollar Locations 2 Source: Company website, Capital IQ Investment Thesis Family Dollar The market has grown weary of Family Dollar’s struggles and is Struggles currently ascribing little value to that segment Given recent activist involvement, Dollar Tree will be forced to either turn around Family Dollar and become more profitable, spinoff the Activist Investors segment, or sell it to a private equity firm or strategic buyer – all of these options would create significant shareholder value Investors have been worried about the effects of e-commerce on the Unique retail industry, but Dollar Tree is uniquely insulated from this threat Resistance to E- compared to other retailers due to the -
Catalog of Data
Catalog of Data Volume 5, Issue 10 October 2013 AggData LLC - 1 1570 Wilmington Dr, Suite 240, Dupont, WA 98327 253-617-1400 Table of Contents Table of Contents ................................................................................................... 2 I. Explanation and Information ............................................................................ 3 II. New AggData September 2013 ........................................................................ 4 III. AggData by Category ........................................................................................ 5 Arts & Entertainment .......................................................................................... 5 Automotive ......................................................................................................... 5 Business & Professional Services ......................................................................... 8 Clothing & Accessories ........................................................................................ 9 Community & Government ............................................................................... 13 Computers & Electronics ................................................................................... 13 Food & Dining ................................................................................................... 14 Health & Medicine ............................................................................................ 23 Home & Garden ............................................................................................... -
Dollar Stores
Urban Planning and Land Use 701 North 7th Street, Room 423 Phone: (913) 573-5750 Kansas City, Kansas 66101 Fax: (913) 573-5796 Email: [email protected] www.wycokck.org/planning To: City Planning Commission From: City Staff Date: February 8, 2016 Re: Proposed Ordinance Amendment definitions and a new provision to Section 27-593(a), Planning and Development of Kansas City, Kansas Code of Ordinances, requiring a special use permit for small, discount dollar retail stores. GENERAL INFORMATION This is a request of staff from the Board of Commissioners to prepare and process the following: • Ordinance amendment to require a special use permit for small, discount dollar retail stores • New definition for “dollar retail store” Purpose: To better regulate the total number and proximity of dollar stores Advertisement: Wyandotte Echo – December 17, 2015 Public Hearing: February 8, 2016 Public Opposition: None expressed to date. Ordinance Amendment – Dollar Stores February 8, 2016 1 PROPOSAL This ordinance recognizes that dollar retail stores may serve needs that are not being served by other businesses in the neighborhood. However, the proliferation of dollar retail stores in close proximity to each other can negatively impact the character of the neighborhood. The following guidelines are meant to preserve the character of each neighborhood while still allowing dollar retail stores to operate under certain conditions. Currently, a high number of dollar retail stores exist, with many in close proximity to each other. In the proposed ordinance, -
Dollarama Inc. (DOL-T)
Equity Research Consumer Discretionary Dollarama Inc. (DOL‐T) Strong Top Line and Margin Growth Merits A Higher Valuation Stock Rating: Buy Investment Summary 12‐Month Price Target: C$113.49 ■ Solid Revenue Growth Driven by Consistent Store Openings: DOL currently has 1,069 locations and it has provided guidance to expand its footprint to 1,400 stores. We expect Current Price DOL to reach its store count target by end of FY2022 assuming an average of 65 stores (02/16/2017): C$102.08 opening per annum. This should continue to support its robust revenue growth (CAGR of 13.3% FY11 – FY16). We are projecting DOL to grow its sales by 10.4% CAGR into FY2022 Implied Return: 11.2% and maintain a SSSG of 5.0% into FY2019 (and 4.5%/4.0% after). ■ Best‐In‐Class Operational Performance Remains Intact: DOL’s roll‐out of debit payment system, coupled with the gradual introduction of higher price‐point items have been largely favored by consumers as shown in its resilient average basket size growth. DOL’s operational strategy has proved to bode well for the business and this is reflected Trading Data in its continued improvement in Gross Margin (from 37.5% in FY12 to 39.0% in FY16) and Market Cap (Mil): C$11,854 Operating Margin (from 16% in FY12 to 21% in FY16). Enterprise Value (Mil): C$13,041 Shares O/S (Mil): 116.4 ■ Strong Financials Continue to Support Shareholder Return: In addition to its resilient 52‐week High: C$104.94 revenue growth and operational performance, DOL has been able to generate consistent 52‐week Low: C$74.38 EBITDA (CAGR of 24% FY11 – FY16, and 22% EBITDA margin for FY2016), which allows the Fiscal Year End: January firm to produce robust free cash flows and distribute most/all of them to shareholders Current Quarter: Q4 2017 through share repurchases and dividends. -
Discount Stores & Specialty Retailers
2013 Profile & Analysis: Discount Stores & Specialty Retailers® TABLE OF CONTENTS INTRODUCTION Executive Summary ......................................................................................................2 Details & Definitions .....................................................................................................9 Explanation of Data Elements ..................................................................................... 11 Statistical Analysis of Contents ...................................................................................14 Indexes of Leading Companies ...................................................................................33 Major Mergers & Acquisitions ......................................................................................41 Major Trade Associations ............................................................................................42 Calendar of Major Trade Shows ..................................................................................51 Exclusions Index .........................................................................................................56 WARNING: It has come to the attention of Chain Store Guides, LLC that subscribers to som e of its publications have, on occasion, used these publications to compile mailing lists, marketing aids, and/or other types of data, which are sold or otherwise provided to third parties. Such use may be illegal and a violation of the federal copyright laws. Chain Store Guides, LLC intends to exercise -
Net Opening Stores Vs Net Closing
Retail is a Catalyst for Economic Development Retail’s Impact 1 in 4 jobs are retail Source: National Retail Federation sales tax revenue average fast food restaurant annual sales exceed $1M Top 10 Retail Per National Retail Federation States by Impact Retail is 15% of GDP retail IS economic invest time & development resources in retail We started in 2011, when we saw communities who needed a retail advocate, someone who understood real estate and could negotiate connecting retailers and brokers. We now serve over 200 communities, maintaining a 5 client to 1 employee ratio. Experience + Team work “The high level of confidence reflects a sturdy economic expansion in the U.S. that’s about to Consumer Confidence turn nine years old with no end in sight. Job openings are at a record high and unemployment is at a 17- year low.” The Conference Board 18 Year High ® Consumer Confidence Index retail is not dying it’s changing Jeff Bezos, Eddie Lampert, Founder Amazon President, CEO & top shareholder of Sears Holdings Catalyst Apocalypse ADAPT or DIE Radio Shack in 1991 13 products advertised $3,055 $6,000+ Today Economic Apocalypse Twitter: @BeasleyLacy [email protected] = Twitter: @BeasleyLacy [email protected] 9% of overall Retail Sales are conducted Online US Census Bureau 80/20 RULE Number of U.S. cities, towns, villages by population size UNDER 10,000 16,470 10,000 TO 24,999 1,555 25,000 TO 49,999 726 50,000 TO 99,999 452 100,000 TO 249,999 220 250,000 TO 499,999 48 500,000 TO 999,999 24 1,000,000 OR MORE 10 0 2,000 4,000 6,000 -
H1 2021 Operating and Financial Results
H1 2021 OPERATING AND FINANCIAL RESULTS 12 August 2021 DISCLAIMER IMPORTANT: This document does not constitute or form part of, and should not be because they relate to events and depend on circumstances that may or may not occur the results of the Company's operations presented under IAS 17 after 1 January 2019 construed as an offer for sale or subscription of or a solicitation or invitation of any in the future. The forward-looking statements in this document are based upon various have not been audited or reviewed by the Company's independent auditors. In addition, offer to subscribe for or purchase any loans or securities of the Company or any other assumptions, many of which are based, in turn, upon further assumptions, including the Company reserves the right to change its approach to presentation of its results of member of the Group or any other entity in any jurisdiction, and nothing contained without limitation, management’s examination of historical operating trends, data operations going forward. Therefore, you are strongly cautioned not to rely on the therein shall form the basis of or be relied on in connection with any contract or contained in the Company’s records (and those of other members of the Group) and results of the Company's operations presented under IAS 17. commitment whatsoever, in particular, it must not be used in making any investment other data available from third parties. Although the Company believes that these decision. assumptions were reasonable when made, these assumptions are inherently subject to Furthermore, certain companies mentioned in this presentation, report under generally significant known and unknown risks, uncertainties, contingencies and other important accepted accounting principles in the United States ("U.S.