The Children's Place, Inc.

NasdaqGS:PLCE 株式レポート

時価総額：US$73.5m

Children's Place マネジメント

マネジメント 基準チェック /04

Children's Placeの CEO はMuhammad Umairで、 May2024年に任命され、 の在任期間は 2.25年です。 の年間総報酬は$ 1.72Mで、 37.9%給与と62.1%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.17%を直接所有しており、その価値は$ 127.71K 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と2.3年です。

主要情報

Muhammad Umair

最高経営責任者

US$1.7m

報酬総額

CEO給与比率37.90%
CEO在任期間2yrs
CEOの所有権0.2%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間2.3yrs

経営陣の近況

Recent updates

Seeking Alpha • Dec 17

The Children's Place: Disaster Quarter

Summary The Children's Place, Inc. delivered a disastrous Q3, with revenue and earnings missing expectations by wide margins. PLCE's net sales fell 13% to $339.5 million, with comparable sales down 5.4% and gross margin contracting 240 basis points. Operating income and EPS collapsed, with an adjusted net loss of $0.18 per share versus $2.04 income last year. Cash burn and mounting debt, alongside strategic and executional missteps, prompt a clear recommendation to avoid PLCE stock at current levels. Read the full article on Seeking Alpha
分析記事 • Nov 02

Children's Place (NASDAQ:PLCE) Is Doing The Right Things To Multiply Its Share Price

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • Oct 04

The Children's Place, Inc.'s (NASDAQ:PLCE) Shares Climb 44% But Its Business Is Yet to Catch Up

The Children's Place, Inc. ( NASDAQ:PLCE ) shareholders have had their patience rewarded with a 44% share price jump in...
分析記事 • Jul 23

We Like These Underlying Return On Capital Trends At Children's Place (NASDAQ:PLCE)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Apr 14

The Children's Place: Upgrading My Bearish View Following Further Improvements

Summary Children's Place released Q4 2024 results unexpectedly on a Friday; strange timing after a tumultuous week for investors. Despite a 10% sales decline, profitability has improved significantly under new CEO Muhammed Umair, with operating profit turning positive and net losses decreasing. High inventory levels and low turnover remain concerns, but the focus on margins and potential merchandise strategy changes could improve the situation by year-end. Given the new strategic direction and improved profitability, I upgrade PLCE to a Hold, though the tough competitive landscape for Children's Place remains. Read the full article on Seeking Alpha
Seeking Alpha • Mar 28

The Children's Place: Tread Carefully Ahead Of Earnings

Summary PLCE stock surged on well-received quarterly results last September, but shares in the children's apparel retailer have since coughed back the bulk of these gains. Yet while uncertainty about the company's turnaround has increased over the past six months, shares have inched higher, ahead of The Children's Place's scheduled April 11 earnings release. A post-earnings return to PLCE's 52-week high, more than double current price levels, isn't out of the question, but various factors suggest it's highly uncertain this happens. PLCE is a cautious buy at the current level, but not as a wager on earnings. Rather, as a longer-term bet on earnings stabilization. Read the full article on Seeking Alpha
Seeking Alpha • Dec 28

The Children's Place: A Good Turnaround Play

Summary I maintain a hold rating for The Children's Place due to Mithaq Capital's focus on profitability and improved balance sheet leverage. Mithaq Capital's strategic actions, including a $90 million rights offering and favorable loan terms, are strengthening PLCE's financial position. Operational improvements, such as eliminating unprofitable free shipping and expanding distribution, have already led to better gross margins and increased sales. Despite a weak balance sheet and potential sales decline, PLCE's core business remains healthy, with a potential valuation of $500 million if the turnaround succeeds. Read the full article on Seeking Alpha
Seeking Alpha • Dec 21

Children's Place Is Highly Volatile But Still Represents A Speculative Buy

Summary Children's Place has seen significant corporate developments, including disappointing 3Q24 results, improved November-December sales, and a rights offering pricing. Despite sales declines, the company has improved gross margins, making it attractively priced; I maintain a Buy rating on PLCE. The rights offering could significantly alter PLCE's capital structure, reducing debt but with uncertain interest savings. PLCE remains volatile and risky, but management's focus on margin recovery and cost-cutting offers a speculative Buy opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

The Children's Place: The Turnaround Hiccup

Summary The Children's Place has shifted to a value price brand, sacrificing low-margin revenue to improve profitability, despite a significant sales decline. Q3 sales dropped 18.8% due to reduced online promotions, but gross margins expanded by 180 basis points, showing improved operational efficiency. Adjusted net income was $2.04 per share, down 30% from last year, but the company is on a promising path to long-term profitability. Despite cash burn issues, the stock is a speculative buy for a swing trade, with a strong Q4 expected to boost sales and support a turnaround. Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

The Children's Place: All Eyes On Hopeful Q3 Turnaround Momentum

Summary The Children's Place, Inc. has struggled immensely from a weak consumer, the company's weak profitability, and high debt, leading to very rapid store closures and a shifting focus to ecommerce. The Children's Place Q2 report showed signs of a turnaround, and improvements critically needed to carry onto the soon-to-be-reported Q3 report. In a base financial scenario, I estimate a turnaround to not create significant upside from the current PLCE stock level. Read the full article on Seeking Alpha
分析記事 • Oct 07

Optimistic Investors Push The Children's Place, Inc. (NASDAQ:PLCE) Shares Up 195% But Growth Is Lacking

The Children's Place, Inc. ( NASDAQ:PLCE ) shares have had a really impressive month, gaining 195% after a shaky period...
Seeking Alpha • Sep 12

The Children's Place: A Phoenix Rises From The Ashes

Summary The Children's Place, Inc. saw a surprise profit due to cutting unprofitable promotions, reducing marketing spend, and ending free shipping, despite a 7.5% sales decline. Gross profit surged by $24 million, with gross margin expanding by 960 basis points, driven by lower costs and higher prices on units sold. Adjusted net income turned positive at $3.9 million, or $0.30 per share, a significant improvement from a $26.5 million loss last year. Despite challenges, the company’s operational changes suggest a potential turnaround, making it a speculative buy at $9. Read the full article on Seeking Alpha
Seeking Alpha • May 28

Children's Place: Situation Is Improving, But The Stock Is Still A Hold For Conservative Investors

Summary Children's Place has high leverage and operational losses, but a new controlling shareholder and management team are attempting a turnaround. PLCE stock fell over 50% in April due to late financial reporting, but doubled to close to $14 after presenting its 10-K. The new management team is focused on long-term cash flow generation and returns on capital, with small strategic shifts in pricing and distribution center expansion. The company's liquidity situation is much better than in March, but the execution and market risks are still high. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

Children's Place Can Recover And Could Be A Speculative Buy

Summary PLCE is an American apparel retailer focused on children's apparel. Bad decisions drove the company to its knees, with historically low gross margins and hard to pay debts. A new controller shareholder emerged after the panic caused when the company released its preliminary 4Q23 and announced that it had breached debt covenants. I believe PLCE's problems are self-inflicted and can be cured. With new equity raises on the horizon, it can reduce the risk of bankruptcy. PLCE is a hold and does not qualify for a concentrated bet, but may qualify for a speculative buy at these prices. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Children's Place: Mithaq Capital's Aggressive Buying Will Lead To Either A Buyout Offer Or A Short Squeeze

Summary PLCE has increased viability as a meme stock due to Mithaq Capital's aggressive buying and upheaval of the company's leadership team. Mithaq Capital has purchased 7 million of PLCE's 12.5 million shares outstanding. Most of those shares being purchased in a week-long buying spree this month. Mithaq's behavior around its attempted takeover of Aimia provides evidence that a takeover offer on PLCE may come soon. With 2 million shares short and 4 million shares in the float, the short interest is at least 50%, making PLCE a prime short squeeze candidate. Mithaq will likely provide more favorable options for debt financing, removing insolvency risk and decreasing interest payments for PLCE. Read the full article on Seeking Alpha
分析記事 • Feb 02

The Children's Place, Inc.'s (NASDAQ:PLCE) Share Price Not Quite Adding Up

It's not a stretch to say that The Children's Place, Inc.'s ( NASDAQ:PLCE ) price-to-sales (or "P/S") ratio of 0.2x...
分析記事 • Jan 04

Health Check: How Prudently Does Children's Place (NASDAQ:PLCE) Use Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Aug 10

Health Check: How Prudently Does Children's Place (NASDAQ:PLCE) Use Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • May 20

Children's Place (NASDAQ:PLCE) May Have Issues Allocating Its Capital

What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...

CEO報酬分析

Children's Place の収益と比較して、Muhammad Umair の報酬はどのように変化したか？
日付総報酬給与会社業績
Jan 31 2026US$2mUS$650k

-US$88m

Nov 01 2025n/an/a

-US$52m

Aug 02 2025n/an/a

-US$27m

May 03 2025n/an/a

-US$54m

Feb 01 2025US$2mUS$438k

-US$58m

報酬と市場: Muhammadの 総報酬 ($USD 1.72M ) は、 US市場 ($USD 627.70K ) の同規模の企業の平均を上回っています。

報酬と収益: Muhammadの報酬と会社の業績を比較するにはデータが不十分です。

CEO

Muhammad Umair (39 yo)

2yrs
在職期間
US$1,715,000
報酬

Mr. Muhammad Umair was Independent Director of The Children's Place, Inc. since March 2024 until May 20, 2024 and serves as its President and Director since May 20, 2024 and was its Interim Chief Executive...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Turki Alrajhi
Executive Chairman of the Board2.3yrsデータなしデータなし
Muhammad Umair
President2yrsUS$1.72m0.17%
$ 127.7k
Muhammad Seemab
Executive Vice Chairman2.3yrsUS$307.50k0.47%
$ 342.9k
John Szczepanski
CFO & Principal Accounting Officer1.2yrsUS$1.13mデータなし
Jared Shure
Chief Administrative Officer4.8yrsUS$1.25m0.15%
$ 107.7k
Rajendra Karamcheti
Senior VP & CTO1.3yrsデータなしデータなし
Smeeta Khetarpaul
Senior VP & Head of Marketing1.3yrsデータなしデータなし
Bradley Cost
Senior Advisor4.8yrsUS$2.60mデータなし
Philip Ende
GVP & Head of Real Estate1.5yrsデータなしデータなし
Kristin Clifford
Senior VP1.3yrsデータなしデータなし
Tiffany Whitford
GVP & Head of Stores1.3yrsデータなしデータなし
Aleksandra Kinney
Group Vice President & Head of Global Planning & Inventoryless than a yearデータなしデータなし
1.3yrs
平均在職期間
43yo
平均年齢

経験豊富な経営陣: PLCEの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
Turki Alrajhi
Executive Chairman of the Board2.3yrsデータなしデータなし
Muhammad Umair
President2.3yrsUS$1.72m0.17%
$ 127.7k
Muhammad Seemab
Executive Vice Chairman2.3yrsUS$307.50k0.47%
$ 342.9k
Kim Roy
Executive Directorless than a yearデータなしデータなし
Rhys Summerton
Independent Director1.3yrsUS$234.38kデータなし
Douglas Edwards
Independent Director2.2yrsUS$260.00k0.043%
$ 31.5k
Hussan Arshad
Independent Director2.3yrsUS$277.50k0.038%
$ 28.0k
2.3yrs
平均在職期間
41.5yo
平均年齢

経験豊富なボード: PLCEの 取締役会 は 経験豊富 ではない ( 2.3年の平均在任期間) ため、新しい取締役会が必要であると考えられます。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/15 07:59
終値2026/05/15 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Children's Place, Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Stacy PakBarclays
John MorrisBMO Capital Markets Equity Research
David BuckleyBofA Global Research