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Added to YB: 2024-05-09

Pitch date: 2024-05-08

BOOT [bearish]

Boot Barn Holdings, Inc.

-95.63%

current return

Author Info

Spruce Point Capital Management is an activist investment manager specializing in forensic short-selling. Sign up for the newsletter.

Company Info

Boot Barn Holdings, Inc. operates specialty retail stores in the United States and internationally. The company’s specialty retail stores offer western and work-related footwear, apparel, and accessories for men, women, and kids.

Market Cap

$5.0B

Pitch Price

$104.64

Price Target

51.40 (-75%)

Dividend

N/A

EV/EBITDA

12.78

P/E

27.77

EV/Sales

2.87

Sector

Specialty Retail

Category

N/A

Show full summary:
Spruce Point Capital Management Announces Investment Opinion: Releases Report and Strong Sell Research Opinion on Boot Barn Holdings, Inc. (NYSE: BOOT)

BOOT: Spruce Point sees 40-50% downside to $51-$62 on concerns: CEO modified edu claim, omits key role; execs tied to scandals; outlier expansion masks competition; inventory build & markdowns; fading celeb tailwinds from Taylor Swift, Beyoncé, Yellowstone; falling new store productivity

Read full article (10 min)