Chico's FAS, Inc.

NYSE:CHS 株式レポート

時価総額：US$937.0m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Chico's FAS 将来の成長

Future 基準チェック /06

Chico's FASは収益が増加すると予測されています。

主要情報

n/a

収益成長率

n/a

EPS成長率

Specialty Retail 収益成長10.1%
収益成長率1.5%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日01 Dec 2023

今後の成長に関する最新情報

Recent updates

分析記事 • Sep 29

Do Chico's FAS' (NYSE:CHS) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha • Sep 18

Chico's FAS: A Deep Value Retailer With A Confusing Management Outlook

Summary Chico's FAS is a women's fashion retailer that operates under three brands: Chico's, White House Black Market, and SOMA. Starting in the mid-2010s, CHS has faced challenges, including decreasing store productivity and declining margins. Despite material improvements in sales and margins since the COVID-19 pandemic and solid recent performance, there are concerns about the sustainability of these improvements. The recent management outlook is confusing and discouraging, accentuating the concerns around the sustainability of the turnaround. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Chico's FAS: Pressure On Profitability Continues

Summary Chico's FAS' revenue decreased by 2.4% YoY, while operating margin reached 8.5%. The decrease in traffic in the chain stores due to macro headwinds continues to have a negative impact on comparable sales. I expect pressure on revenue growth and margins to continue in the coming quarters. Despite the attractive valuation, I would like to maintain my hold recommendation for CHS stock. Read the full article on Seeking Alpha
分析記事 • Sep 08

Return Trends At Chico's FAS (NYSE:CHS) Aren't Appealing

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
分析記事 • Aug 15

These 4 Measures Indicate That Chico's FAS (NYSE:CHS) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Jun 29

Chico's FAS: An Undervalued And Underappreciated Retail Growth Story

Summary Chico's FAS trades at a discount to apparel retail peers, despite exceptionally strong fundamentals. Net cash represents approximately 15% of market capitalization. CHS has potential to buyback 15% of its float this fiscal year, given Q1-F23 repurchases and new share repurchase program amount. Shares are likely to be re-rated higher as investor sentiment strengthens for consumer discretionary stocks and the company executes a more proactive investor relations strategy. There is asymmetric risk/reward for CHS shares, with downside to $4 and upside to $11, over the next 18 months. Read the full article on Seeking Alpha
分析記事 • Apr 10

Is Now An Opportune Moment To Examine Chico's FAS, Inc. (NYSE:CHS)?

Chico's FAS, Inc. ( NYSE:CHS ), is not the largest company out there, but it saw a decent share price growth in the...
分析記事 • Mar 23

We Think Chico's FAS (NYSE:CHS) Can Stay On Top Of Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Feb 16

Chico's FAS: Attractive Valuation But No Catalysts To Grow

Summary The dynamics of consumer spending on clothing continues to be under pressure. Chico's FAS announced a reduction in guidance in view of macro headwinds. The company is trading below fair growth, however, I do not see any catalysts for the growth of the stock in the coming quarters. Introduction Chico's FAS (CHS) shares have risen 4% YTD. Despite the fact that the company is cheaply priced according to multiples, and the DCF model indicates that there is fundamental upside potential for CHS stock, I believe that now is not the best time to go long. In my personal opinion, rising inflation and a decline in real incomes will continue to affect the company's revenue dynamics in 2023, while the effect of traffic recovery in the chain's stores may have already been exhausted. Thus, I expect pressure on the company's operating and financial performance in 2023. The survey of current trends Rising inflation and declining real disposable income continue to weigh on consumer spending. Thus, total consumer spending on "Nondurable goods" is in the negative zone during 2-4 quarters of 2022. Clothing and footwear spending is one of the Nondurable Goods segments where consumer spending looks a bit better, but the pressure is still there. I believe that in 2023 we will see how lower consumer spending in the discretionary segment will put pressure on the company's revenue dynamics, as the effect of store openings and traffic recovery will be exhausted. On the charts below, you can see the details of consumer spending. Personal expenditures (bea.gov) Projections I made my own assumptions about the future cash flows of the business in order to evaluate the company. You can see the main assumptions of my forecasts below: Revenue growth: in my model, I conservatively assume revenue growth of 5% by the end of 2023 due to rising inflation and a decrease in real income, then I predict stable revenue growth of about 7% per year until 2026. Gross margin: I predict slight pressure in 2023 due to a weakening consumer, so I assume that the gross margin in 2023 will decrease to 39%, then I predict a recovery to 41% by 2026. SGA: I believe that by the end of 2023 we will see a slight increase in spending on SGA (% of revenue) to 33.5% due to reduced economies of scale, then I predict a gradual decrease to 32.5% by 2026. You can see the results of my predictions in the chart below. Yearly projections: Forecast (Personal calculations) Valuation I prefer to use the DCF approach to value a company. First, the company operates in a stable market where the use of DCF is most preferred. Secondly, using the DCF model allows me to make assumptions about the future growth rates and operating profitability of the business. Also, when forecasting, I can rely on management comments and guidance. The main inputs in my model are: WACC: 12.8% Terminal growth rate: 3% DCF model (Personal calculations) Multiples In addition, I calculated the current and future P/S and P/E multiples for the company based on my sales and net income forecasts. You can see the results of my predictions in the chart below. Multiples (Personal calculations) Risks Competition: increased competition could lead to lower market share, lower revenue growth and lower operating margins due to higher marketing costs, competition for labor and failure to raise prices for key products. Margin: decreasing economies of scale due to reduced store traffic and lower average check, as well as rising operating costs, could put pressure on the business's operating margin going forward.
分析記事 • Feb 03

Returns On Capital At Chico's FAS (NYSE:CHS) Have Hit The Brakes

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 • Dec 21

Is Now The Time To Look At Buying Chico's FAS, Inc. (NYSE:CHS)?

Chico's FAS, Inc. ( NYSE:CHS ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
分析記事 • Nov 30

Chico's FAS (NYSE:CHS) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Despite announcing strong earnings, Chico's FAS, Inc.'s ( NYSE:CHS ) stock was sluggish. Our analysis uncovered some...
分析記事 • Oct 23

Chico's FAS (NYSE:CHS) Hasn't Managed To Accelerate Its Returns

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha • Aug 30

Chico's FAS Q2 2023 Earnings Preview

Chico's FAS (NYSE:CHS) is scheduled to announce Q2 earnings results on Wednesday, August 31st, before market open. The consensus EPS Estimate is $0.25 and the consensus Revenue Estimate is $543.9M (+15.2% Y/Y). Over the last 1 year, CHS has beaten EPS estimates 25% of the time and has beaten revenue estimates 25% of the time. Over the last 3 months, EPS estimates have seen 2 upward revisions and 0 downward. Revenue estimates have seen 2 upward revisions and 0 downward.
分析記事 • Aug 26

When Should You Buy Chico's FAS, Inc. (NYSE:CHS)?

Chico's FAS, Inc. ( NYSE:CHS ), is not the largest company out there, but it received a lot of attention from a...
分析記事 • Jun 21

Is Chico's FAS (NYSE:CHS) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 10

Should You Think About Buying Chico's FAS, Inc. (NYSE:CHS) Now?

While Chico's FAS, Inc. ( NYSE:CHS ) might not be the most widely known stock at the moment, it saw a decent share...
Seeking Alpha • Apr 28

Chico's FAS Is A Strong Buy Thanks To Post Covid Recovery

Chico’s FAS Inc. is an American omnichannel retail business dealing primarily in women’s dressing and complementary accessories. CHS, along with the wider women’s apparel industry, took a significant hit as a result of the Covid-19 pandemic, which was then followed by a remarkable recovery in 2021. 2021 brought Chico’s a remarkable financial performance, surpassing its pre-covid performance, and delivering its highest earnings since 2017. The strategic planning and execution by the company’s management ensured growth through digital transformation and more robust cost control.
分析記事 • Feb 23

Does Chico's FAS (NYSE:CHS) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Feb 13

Chico's FAS: Valuation Beginning To Improve

Chico's FAS has declined 15% year-to-date, and is now down more than 35% from its Q3 peak. However, fundamentally, the company continues to put up solid results, with the turnaround thesis clearly intact, and FY2021 set to be the first year of profitability since 2018. Based on the most recent decline, Chico's now trades at barely 11x FY2022 earnings estimates, and a high double-digit free cash flow yield, with the valuation clearly improving. Given the improving profitability, and what should be another strong year ahead, I would view any pullbacks below $3.95 as speculative buying opportunities.
Seeking Alpha • Nov 30

Chico's FAS: A Winning Ticket

A year ago, we said a bet here could pay off, but it was a gamble, and those who have huge gains should consider playing with house money. Management has done a solid job to keep the business afloat, and transition to profits in 2021. The best Q3 in five years, despite sales lower than the pre-COVID 2019 period. Shaving expenses while improving margins. Stock is priced for performance, and new money should wait.
分析記事 • Oct 16

Chico's FAS (NYSE:CHS) Has Debt But No Earnings; Should You Worry?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

業績と収益の成長予測

NYSE:CHS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/20252,156N/A44N/A2
1/31/20242,145N/A40N/A1
10/28/20232,10911257113N/A
7/29/20232,12213177128N/A
4/29/20232,136114126173N/A
1/28/20232,142109120162N/A
10/29/20222,1141123258N/A
7/30/20222,05010586105N/A
4/30/20221,963905367N/A
1/29/20221,810464963N/A
10/30/20211,700-444454N/A
7/31/20211,598-1181826N/A
5/1/20211,432-191-10-4N/A
1/30/20211,324-360-109-98N/A
10/31/20201,465-286-59-38N/A
8/1/20201,598-238-106-78N/A
5/2/20201,800-193-104-71N/A
2/1/20202,038-13-133N/A
11/2/20192,036-25747N/A
8/3/20192,051-103179N/A
5/4/20192,087850102N/A
2/2/20192,13135104158N/A
11/3/20182,19478133191N/A
8/4/20182,22788149199N/A
5/5/20182,26094163212N/A
2/3/20182,28299118167N/A
10/28/20172,29585142181N/A
7/29/20172,36091N/A177N/A
4/29/20172,41792N/A215N/A
1/28/20172,47689N/A231N/A
10/29/20162,50755N/A212N/A
7/30/20162,55621N/A207N/A
4/30/20162,6061N/A188N/A
1/30/20162,6612N/A200N/A
10/31/20152,686-8N/A231N/A
8/1/20152,70629N/A241N/A
5/2/20152,69156N/A257N/A
1/31/20152,69463N/A282N/A
11/1/20142,62994N/A243N/A
8/2/20142,61940N/A247N/A
5/3/20142,59753N/A241N/A
2/1/20142,58664N/A237N/A
11/2/20132,62895N/A253N/A
8/3/20132,609164N/A286N/A
5/4/20132,601174N/A295N/A
2/2/20132,581177N/A368N/A

アナリストによる今後の成長予測

収入対貯蓄率: CHSの予測収益成長が 貯蓄率 ( 2.2% ) を上回っているかどうかを判断するにはデータが不十分です。

収益対市場: CHSの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です

高成長収益: CHSの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。

収益対市場: CHSの収益 ( 1.5% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: CHSの収益 ( 1.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CHSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2024/01/06 04:59
終値2024/01/04 00:00
収益2023/10/28
年間収益2023/01/28

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。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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

Chico's FAS, Inc. 2 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。33

アナリスト機関
null nullArgus Research Company
Elizabeth Pierce LaddAscendiant Capital Markets LLC
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