Professional
Added to YB: 2024-08-22
Pitch date: 2024-08-21
BEBE [bullish]
bebe stores, inc.
-71.76%
current return
Author Info
River Oaks Capital is an investment fund that invests in a concentrated number of small, underfollowed micro cap & small cap public companies. Sign up for the newsletter.
Company Info
bebe stores, inc. does not have significant operations. Previously, it was engaged in the design, development, and production of women’s apparel and accessories.
Market Cap
$15.4M
Pitch Price
$0.86
Price Target
N/A
Dividend
23.53%
EV/EBITDA
N/A
P/E
-0.42
EV/Sales
N/A
Sector
Specialty Retail
Category
special_situation
River Oaks Capital New Position: bebe stores, inc.
BEBE: $32M mkt cap. Owns 50% bebe brand, 28.5% Brookstone, 64 Buddy's stores. $8M FCF from brands (25% yield). Buddy's struggling but turnaround potential. Worst case: sell Buddy's for $15M, pay debt. B. Riley owns 75%+. Risks: B. Riley reputation, less reporting. Upside: 25%+ FCF yield, $83M equity value vs $32M mkt cap.
Read full article (6 min)