Added to YB: 2024-03-04
Pitch date: 2024-02-29
TCS [bullish]
The Container Store Group, Inc.
-99.31%
current return
Author Info
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Company Info
The Container Store Group, Inc. operates as a specialty retailer of organizing solutions, custom spaces, and in-home organizing services in the United States.
Market Cap
$484.8K
Pitch Price
$20.40
Price Target
7.00 (+4884%)
Dividend
N/A
EV/EBITDA
5.51
P/E
-0.00
EV/Sales
0.75
Sector
Specialty Retail
Category
value
The Container Store (TCS): From Clutter to Order
TCS: Specialty organizer retailer, $848M FY23 rev, $169M net debt, 30% owned by Leonard Green. $12B market growing 3.6% annually, Amazon-resilient w/ Custom Spaces. Profitable w/ $40M+ Adj EBITDA in downturns vs BBBY bankruptcy. 70+ store expansion, 300-600% return potential, $4-$7 fair value. -70% YTD, 0.26x EV/Rev. Risks: small-cap, macro, growth limits, 2026 debt. Catalysts: FY24 guide, growth visibility. 3% max allocation.
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