The Children's Place, Inc. PLCE

Guys it is going to 1$ and we will start to see reverse split again and again. They don’t know how to fix the business. It is sad that Mithaq did not succeed.

They don’t know how to fix the business. It will continue to go down look at the 2 or 5 years charts. Going to 1$ and then reverse split again and again. They will have to infuse capital or convert owners loans to equity. Massive dilution is coming. Sorry guys this stock is dead.

I have listed lots of negatives and forgot to mention that cotton price is very high.
See you in 1$. Will consider to buy after capital raise and an appointment of a new CEO.

Negative comps (high double digit!)
Wholesale is down sharply
GM just ~20% (ex one time tariff income)
SG&A is up although sales are down
Sales down more than 40% in 3 years and continues to fall…
Heavy expensive financial debts!
Management is weak and has no proven track record in turnaround
Negative cash flow although inventory is down and a tariff credit received
Company has huge capital deficit mast do capital raise which will dilute the stock
I did not find not even one positive sign in the Q2 earnings.
Going to 1.0$ and then reverse split again and again. Sorry this is the reality.

Negative equity… who cares how big is the inventory. The business is not managed. They are losing a lot of money and soon will violate all covenants. They need infusion of fresh capital at lease $150 million it means huge dilution.
The stock is on the way to 1$ and then reverse split and you know the story.

Another rights offering is coming. They must infuse money to raise capital.
Gross margin is much lower excluding the tariff refund. The business is not managed they continue to deteriorate.
See you at 1$ by year end.

Since Mithaq bought it they always release on Friday after trading hours. Seems like it suits Mithaq to release over their weekend.
It doesn’t necessarily means bad earnings but unfortunately most of them have been bad so far…
Apparel companies had good Q1 and most players expect continued growth throughout the year. Let’s hope PLCE will also show similar pattern.

BTC will be great. Mondial (world cup) will have huge positive impact. Q2 and Q3 can see double digit sales growth.

Earning probably next week as usual in the last minute… if they will release them this week we will see good numbers. Most apparel companies enjoyed high growth during Q1 2026.

The squeeze failed but there will be another one.