Added to YB: 2025-09-25
Pitch date: 2025-09-24
QVCGA [neutral]
QVC Group Inc.
-9.02%
current return
Author Info
No bio for this author
Company Info
QVC Group Inc., together with its subsidiaries, engages in the video and online commerce industries in North America, Europe, and Asia.
Market Cap
$56.3M
Pitch Price
$13.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.58
P/E
-0.01
EV/Sales
0.64
Sector
Broadline Retail
Category
special_situation
$QVCGA: Grandma’s Favorite LME
QVCGA (overview): Distressed cable TV retailer faces 10-15% revenue decline as elderly customers cord-cut/age-out. Has $1.3B cash but $5B OpCo debt maturing Oct 2026 & $850M deferred tax bomb from LINTA exchangeables due 2029. LME likely using cash tender for debt buybacks at discounts. 2027/2028 stub notes interesting at 58-70c for par redemption. LINTA exchangeables at 8c offer 4yrs coupons+upside.
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