The Children's Place, Inc. PLCE

Earnings this week? Friday?

Earnings this Friday?

Earnings this Friday?

Earnings recently were released on Friday’s…

When they are going to publish Q4 earnings?

$CRI business update Q4 sales up high single digit. Great news also to $PLCE!

During 2025 we had two squeeze events. I think we will have another two during 2026.

This company earning power is $1.4 billion sales with 35% GM and 5-6% EBIT.
In order to achieve that in 2026 they need to grow sales by mid single digit and improve GM (by small price increase and improve FOB price from suppliers to mitigate tariffs).
In addition, they need to continue to reduce interest expense by improving free CF and benefiting from rate cuts.
This is doable. I am an apparel veteran they just need to execute.
If they succeed the stock will go at first stage to 15$. Investors need to be patient!

Doubled at 4.5$. Q4 will be much better. 2026 will be a good year. I have patience.

Small positive EBIT although sales decline 13% and positive store comps this are the only two positives in the report all the rest are negatives.

Renewal of credit agreement is also positive but it is not changing a lot from the previous agreement.

Bottom line it will have to stabilize ~ 5$ until the next round. I think we may see sales growth in 2026 due to store opening and relatively low results in 2025.