標題: GNC(NYSE:GNC) 健安喜:全球最大保健食品連鎖店
Yvens
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發表於 2016-12-27 12:40  資料 私人訊息 
WBA 跟CVS 是全美最大的藥品通路商...WBA的營在表已經偏貴
CVS這次因為被WBA拿走40M藥單的客戶..所以股票被砍殺...有興趣的同學可以注意一下
營養品這種東西門檻越來越不高...各家都有推出..
恩....現在只希望趕緊有大陸公司花錢要買....
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jingle
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發表於 2016-12-27 13:50  資料 私人訊息 
在下反而覺得商品的同質性不會是問題所在,就好比炸雞排,一樣是炸雞胸肉有人能做到全國連鎖,有人會炸到倒店,全國連鎖的不見得好吃,有的倒店的味道非常好,說穿了,在商言商,就是誰比較會"做生意"而已
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pouiiu
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發表於 2017-1-4 22:51  資料 私人訊息 
最近都去買gnc的產品 感覺不錯 就進場買了11.2元 跟大家一起下海
看看最後結果會怎樣 哈
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Yvens
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發表於 2017-1-5 17:56  資料 私人訊息 
下文跟GNC有關...給手上有GNC的八班同學們...看完後心情會好很多..會更有信心...哈哈


http://seekingalpha.com/article/4034257-favorite-january-effect-stock?app=1&auth_param=1afgdo:1c6q8tb:d3b1e3ecfef9e13e1ad897039da5106d&dr=1
My Favorite January Effect StockSo by the process of default, this leaves our last contestant on the list, GNC Holdings Inc. Now the conventional wisdom is that GNC is a dinosaur competing in an Amazon (NASDAQ:AMZN) world. Their stores are outdated, they lack innovation, and that competition is nipping at their heels from the likes of Wal-Mart (NYSE:WMT), Costco (NASDAQ:COST), and every other stores on the planet. This conventional thinking is so wide spread and well chronicled though out the financial media (see below) that we decided to buy a modest position yesterday at $11.15.
Investopedia

Bloomberg

TheStreet

The well written Bloomberg article by author Stephanie Hoi-Nga Wong was the icing on the cake. My favorite quote within the article is:
Even after the decline, only one of the 10 analysts who follow the stock recommend buying it.
I learned a long time ago that sell side research is a loss leader and a necessary function to support the lucrative underwriting and trading functions. The sell side is notorious for closing the door months after the proverbial horses have left the barn. Given that the new CEO has publicly stated that GNC's platform is burning, I like the dramatic and decisive steps he has taken. Shutting down 4,400 stores for a day is bold and could send the right message to its customers that we screwed up and want to fix it. Look at Domino's masterful turnaround and its CEO former advertising campaign, where he admitted that we got it wrong and want to fix it. Unlike a Sears (NASDAQ:SHLD) which owns way too much square footage, GNC's footprints are smaller and this is actually a good business.

Source: Google Finance
Consensus Estimates

Source: Yahoo Finance
Perhaps I am looking in the rear view mirror, but look at GNC's cash flow from operations before changes in working capital.

I get it that its debt is too high, but this is low cost debt that doesn't mature for a few years. New management could also pivot and use free cash flow to pay down debt instead of buy back stock.

I also liked that Fido has owned a big stake and that BlackRock filed that as of November 30, 2016 that they owned 4.57 million shares.

Happy January Effect hunting. GNC is my January Effect pick and as I mentioned, we got long yesterday at $11.15.
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daedalus53
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發表於 2017-1-19 23:02  資料 私人訊息 
今天跌了13.4%耶,發生什麼事了?太刺激了
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weyzhiro
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發表於 2017-1-22 00:17  資料 私人訊息 
川普要廢了歐巴馬健保,又認為美國藥價定價太貴,所以中槍了?這些健康保健食品不是都在中國撈錢嗎?
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pouiiu
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發表於 2017-1-22 11:07  資料 私人訊息 
http://seekingalpha.com/article/4038085-gnc-living-wellPoor Asset Composition and Massive Debt
1.5 billion dollars in long term debt looms imposingly on GNC's balance sheet, a majority of which bears interest at variable rates. The largest loan, with a balance of 1.17 billion as of September 2016, matures in March, 2019. GNC lacks the assets pay off this debt in full. As of 3Q 2016, the company holds cash of $37.2 million down a staggering 77% from the same quarter last year. Additionally, inventory is up 13%, from $551.8 million as of 3Q 2015, to $621.9 million as of 3Q 2016. These trends are extremely concerning for a firm so highly leveraged. PPE and intangibles comprise a majority of the remaining asset balance, both which provide little utility in alleviating the company's liquidity issues. Management will likely make every effort to extend the maturity date on its note, but in order obtain favorable terms, they need to demonstrate operational and financial improvement. The firm could raise cash through the issuance of common stock, but doing so would severely dilute the value of shares currently outstanding.
資產組成不良和巨額債務
1.5億美元的長期債務強加在GNC的資產負債表上,其中大部分債務以不同利率計息。截至2016年9月,最大的貸款餘額為11.7億美元,到2019年3月到期。GNC缺乏資產償還這筆債務。截至2016年第三季度,該公司持有現金3720萬美元,比去年同期的77%下降驚人的。此外,庫存增加了13%,從2015年第三季度的55180萬美元增加到2016年第三季度的6.2190億美元。這些趨勢對如此高度槓桿化的公司非常關注。 PPE和無形資產佔剩餘資產餘額的大部分,這兩者在緩解公司的流動性問題方面幾乎沒有用。管理層可能會盡一切努力在其票據上延長到期日,但為了獲得有利條件,他們需要展示運營和財務改進。公司可以通過發行普通股籌集現金,但這樣做會嚴重削弱目前尚未支付的股票的價值。
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Ren
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發表於 2017-1-22 12:41  資料 私人訊息 
此時的新聞感覺GNC超爛,不過也只有此時會給你一個低到不合理的價位
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Joe
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發表於 2017-1-22 18:19  資料 私人訊息 
股票大跌時總是利空不斷
多種果樹,不要淨買這支
如果還是想買要有被電得準備
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mikeon88
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發表於 2017-2-16 20:19  資料 主頁 文集 私人訊息 
盤前跌了20%


GNC reports 4Q loss

Associated PressFebruary 16, 2017


PITTSBURGH (AP) _ GNC Holdings Inc. (GNC) on Thursday reported a fourth-quarter loss of $433.4 million, after reporting a profit in the same period a year earlier.
The Pittsburgh-based company said it had a loss of $6.35 per share. Earnings, adjusted for one-time gains and costs, were 7 cents per share.



The results fell short of Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for earnings of 37 cents per share.
The nutritional supplement retailer posted revenue of $569.9 million in the period, exceeding Street forecasts. Three analysts surveyed by Zacks expected $569.7 million.
For the year, the company reported a loss of $286.3 million, or $4.12 per share, swinging to a loss in the period. Revenue was reported as $2.54 billion.
GNC shares have decreased 25 percent since the beginning of the year. The stock has declined 70 percent in the last 12 months.
_____
This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on GNC at https://www.zacks.com/ap/GNC
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Brian (Brian)
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發表於 2017-2-16 21:14  資料 私人訊息 


QUOTE:
原帖由 mikeon88 於 2017-2-16 20:19 發表
盤前跌了20%

GNC reports 4Q losshttp://https://s.yimg.com/ny/api/res/1.2/ERAHXOKWMaFalEIt8H6N3g--/YXBwaWQ9aGlnaGxhbmRlcjtzbT0xO3c9NDA7aD00MDtpbD1wbGFuZQ--/http://l.yimg.com/os/152/2012/04/21/ ...

今晚又要挫著等了嗎....
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sun
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發表於 2017-2-16 22:48  資料 私人訊息 
再大跌13.6%驚驚
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Arthur
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發表於 2017-2-16 23:02  資料 私人訊息 
跌到已經沒什麼感覺了..
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Ren
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發表於 2017-2-16 23:11  資料 私人訊息 
慘慘慘再度明白多重果樹不能重壓的道理
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pouiiu
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發表於 2017-2-16 23:24  資料 私人訊息 
希望今晚5元可買到,開心
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