The ChildrenÂ's Place Inc. (NASDAQ:PLCE) Q4 2020 Earnings Conference Call March 9, 2021 8:00 AM ET Â Company Participants Jane Elfers – President and Chief Executive Officer Mike Scarpa – Chief Financial Officer Rob Helm – Senior Vice President-Finance Conference Call Participants Dana Telsey – Telsey Advisory Group Jay Sole – UBS Jim Chartier – Monness, Crespi, and Hardt Susan Anderson – B. Riley Paul Lejuez – Citi Marni Shapiro – The Retail Tracker Operator Good morning, and welcome to The ChildrenÂ's Pla ...

The Children's Place, Inc. (NASDAQ:PLCE) Q3 2020 Earnings Conference Call November 19, 2020 8:00 AM ET Company Participants Jane Elfers – President and Chief Executive Officer Mike Scarpa – Chief Financial Officer Conference Call Participants Dana Telsey – Telsey Advisory Group Jim Chartier – Monness, Crespi, Hardt Adrienne Yih – Barclays David Buckley – Bank of America Susan Anderson – B. Riley Marni Shapiro – Retail Tracker Operator Good morning and welcome to The ChildrenÂ's Place Third Quarter 2020 Earn ...

型工程 | INVESTOR PRESENTATION AS OF Q2|2020 SAFE HARBOR STATEMENT Forward Looking Statements This presentation contains or may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to the Company's strategic initiatives and adjusted net income per diluted share. Forward-looking statements typically are identified by use of terms such as "may," "will," "should," "plan," "project," ...

The Children's Place, Inc. (NASDAQ:PLCE) Q2 2020 Results Conference Call August 25, 2020 8:00 AM ET Company Participants Anthony Attardo - Director, Investor Relations Jane Elfers - President and Chief Executive Officer Mike Scarpa - Chief Operating Officer and Chief Financial Officer Conference Call Participants Dana Telsey - Telsey Advisory Group Jim Chartier - Monness Crespi Hardt Adrienne Yih - Barclays Jay Sole - UBS Paul Lejuez - Citi Susan Anderson - B. Riley David Buckley - Bank of America Marni Sha ...

The Children's Place, Inc. (NASDAQ:PLCE) Q1 2020 Earnings Conference Call June 11, 2020 8:00 AM ET Company Participants Anthony Attardo - Director, Investor Relations Jane Elfers - President and Chief Executive Officer Mike Scarpa - Chief Operating Officer and Chief Financial Officer Conference Call Participants Adrienne Yih - Barclays Tiffany Kanaga - Deutsche Bank Jim Chartier - Monness, Crespi Hardt Dana Telsey - Telsey Advisory Group Paul Lejuez - Citi Susan Anderson - B. Riley FBR David Buckley - Bank ...

PLACE | INVESTOR PRESENTATION AS OF Q1|2020 SAFE HARBOR STATEMENT Forward Looking Statements This press release contains or may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to the Company's strategic initiatives and adjusted net income per diluted share. Forward-looking statements typically are identified by use of terms such as "may," "will," "should," "plan," "project ...

Financial Data and Key Metrics Changes - Adjusted EPS for Q3 was $3.03, at the high end of guidance, compared to $3.07 last year [49] - Net sales were $525 million, slightly above last year's $523 million, but below the guidance range of $530 million to $535 million [50] - Adjusted gross margin decreased by 130 basis points to 37.8% from 39.1% in Q3 2018, primarily due to increased e-commerce penetration [51] - Adjusted SG&A was $117 million, down from $122 million last year, leveraging 110 basis points to 22.2% of sales [52] - Cash and short-term investments decreased to $66 million from $93 million last year, with outstanding revolver increasing to $184 million from $65 million [54] Business Line Data and Key Metrics Changes - E-commerce sales grew by 23%, representing a record 35% penetration of total sales, a 650 basis point increase year-over-year [9][50] - Comparable sales increased by 0.8%, with U.S. comps up 1.2% and Canada comps down 2.8% [50] - Inventory levels increased approximately 3% year-over-year, with seasonal carryover inventory down double-digits [13][54] Market Data and Key Metrics Changes - The company noted a significant disparity in traffic trends between mall and outlet stores, with mall traffic trending significantly below outlet traffic [66] - The Canadian market showed a slightly positive comp trend quarter-to-date, contrasting with the U.S. market [67] Company Strategy and Development Direction - The company plans to relaunch the Gymboree brand in early 2020, focusing on a digital experience and shop-in-shop locations [14][17] - The strategy includes opening new TCP locations in centers previously occupied by Gymboree, with six new locations opened in Q3 [23] - The company is investing $50 million in digital transformation, aiming to extend personalized content to 80% of its customer file in the first half of 2020 [27][29] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from prolonged warm weather affecting sales of colder weather products and increased promotional activity in the kids' apparel space [12][41] - The outlook for Q4 was lowered due to weaker-than-planned mall traffic, with expected sales between $504 million to $509 million [56] - The company anticipates a decrease in comparable retail sales for Q4, projecting adjusted net income per diluted share between $1.48 to $1.68 [57] Other Important Information - The company has identified 40 locations that were productive for Gymboree, where TCP does not currently have a presence, allowing for potential market share capture [24] - The integration of Radial, a third-party logistics provider, has improved shipping times and reduced backlog significantly [96] Q&A Session Summary Question: Reasons for continued headwinds in Q4 - Management noted significant differences in performance between U.S. malls and outlets, with a shift in consumer behavior towards off-mall value retailers [66][67] Question: Growth margin dynamics - The decline in gross margin was primarily driven by e-commerce fulfillment costs, while store merchandise margins were slightly higher due to higher AURs [75] Question: 2020 outlook for comp reacceleration and margin recapture - Management indicated that they would wait to see how the holiday season plays out before providing a 2020 outlook [80] Question: Managing sales and gross margin equation - The company is focused on balancing sales and gross margin, with expectations for margin increases in Q4 due to improved inventory management [83] Question: Customer loyalty and pricing strategy - Management emphasized their success in gaining market share and maintaining customer loyalty through effective product offerings and loyalty programs [89] Question: E-commerce shipping performance post back-to-school - The integration with Radial has improved shipping efficiency, with a significant decrease in backlog days compared to the previous year [96]

The ChildrenÂ's Place, Inc. (NASDAQ:PLCE) Q2 2019 Earnings Conference Call August 21, 2019 8:00 AM ET Company Participants Anthony Attardo – Director-Investor Relations Jane Elfers – President and Chief Executive Officer Mike Scarpa – Chief Operating Officer and Chief Financial Officer Conference Call Participants Dana Telsey – Telsey Advisory Group Jen Redding – Wedbush Securities Susan Anderson – B. Riley FBR Tiffany Kanaga – Deutsche Bank David Buckley – Bank of America, Merrill Lynch John Morris – D.A. ...

PLACE COMPANY OVERVIEW AS OF Q2|2019 SAFE HARBOR STATEMENT Forward Looking Statements This press release contains or may contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to the Company's strategic initiatives and adjusted net income per diluted share. Forward-looking statements typically are identified by use of terms such as "may," "will," "should," "plan," "project," "exp ...

The Children's Place, Inc. (NASDAQ:PLCE) Q1 2019 Results Earnings Conference Call May 15, 2019 8:00 AM ET Company Participants Anthony Attardo - Director of Investor Relations Jane Elfers - President and Chief Executive Officer Mike Scarpa - Chief Financial Officer and Chief Operating Officer Conference Call Participants Dana Telsey - Telsey Advisory Group Adrienne Yih - Wolfe Research Susan Anderson - B. Riley FBR David Buckley - Bank of America Merrill Lynch John Morris - D.A. Davidson Paul Lejuez - Citig ...