Vitamin Shoppe Inc (VSI) 銘柄情報

Let’s gooo!

$VSI partners with $CVSI CV Sciences, Inc. (CVSI) (the “Company”, “CV Sciences”, “our”, “us” or “we”), a preeminent supplier and manufacturer of hemp cannabidiol (CBD) products, is pleased to announce further expansion of its industry-dominating PlusCBD™ Oil brand to a total of 515 The Vitamin Shoppe locations in 36 U.S. states and Puerto Rico.

CV Sciences’ expansion increases distribution and availability of a broad assortment of the Company’s best-selling PlusCBD™ Oil products. Distribution across The Vitamin Shoppe’s national footprint includes both topical products, such as PlusCBD™ Oil Extra Strength Balm and recently launched PlusCBD™ Oil Roll-On, as well as PlusCBD™ Oil full spectrum hemp extracts including Gold Formula Softgels, Gold Formula Drops, and Total Plant Complex Sprays and Capsules. https://www.globenewswire.com/news-release/2019/10/17/1931262/0/en/CV-Sciences-Inc-Announces-Expanded-Distribution-Partnership-With-The-Vitamin-Shoppe.html

News: $VSI The Vitamin Shoppe® Provides Update on "Go-Shop" Process

SECAUCUS, N.J. , Sept. 9, 2019 /PRNewswire/ -- Vitamin Shoppe, Inc. (NYSE: VSI) (the "Company" or "The Vitamin Shoppe") today announced that the "go-shop" period provided for under the terms of the previously announced merger agreement (the "Merger Agreement") by and among the Compan...

In case you are interested VSI - The Vitamin Shoppe® Provides Update on "Go-Shop" Process

News: $VSI ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Vitamin Shoppe, Inc.

NEW YORK , Aug. 8, 2019 /PRNewswire/ -- Rowley Law PLLC is investigating potential claims against Vitamin Shoppe, Inc. (NYSE: VSI) and its board of directors for breach of fiduciary duty concerning the proposed acquisition of the company by Liberty Tax, Inc. Stockholders will receive $6....

Find out more ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Vitamin Shoppe, Inc.

News: $VSI Vitamin Shoppe Merger Investigation: Halper Sadeh LLP Announces Investigation Into Whether the Sale of Vitamin Shoppe, Inc. is Fair to Shareholders; Investors are Encouraged to Contact the Firm - VSI

NEW YORK, Aug. 08, 2019 (GLOBE NEWSWIRE) -- Halper Sadeh LLP, a global investor rights law firm, is investigating whether the sale of Vitamin Shoppe, Inc. (NYSE: VSI) to Liberty Tax, Inc. for $6.50 per share is fair to Vitamin Shoppe shareholders. On behalf of Vitamin Shoppe shareholders, H...

Got this from Vitamin Shoppe Merger Investigation: Halper Sadeh LLP Announces Investigation Into Whether the Sale of Vitamin Shoppe, Inc. is Fair to Shareholders; Investors are Encouraged to Contact the Firm - VSI

News: $VSI Vitamin Shoppe (VSI) Stock Rockets On Acquisition News

Vitamin Shoppe Inc (NYSE: VSI) is rocketing in the market this morning, trading on gains of more than 40% this morning. The gains come after the co...

Got this from Vitamin Shoppe (VSI) Stock Rockets On Acquisition News

News: $VSI Vitamin Shoppe (VSI) Alert: Johnson Fistel Investigates Proposed Sale of Vitamin Shoppe, Inc.; Are Shareholders Getting a Fair Deal?

SAN DIEGO , Aug. 8, 2019 /PRNewswire/ -- Shareholder rights law firm Johnson Fistel, LLP has launched an investigation into whether the board members of Vitamin Shoppe, Inc. (NYSE: VSI) ("Vitamin Shoppe") breached their fiduciary duties in connection with the proposed sale of the Company ...

Find out more Vitamin Shoppe (VSI) Alert: Johnson Fistel Investigates Proposed Sale of Vitamin Shoppe, Inc.; Are Shareholders Getting a Fair Deal?

News: $VSI The Vitamin Shoppe® to be Acquired by Liberty Tax

The Vitamin Shoppe Shareholders to Receive $6.50 Per Share in Cash, Representing 43% Premium to Last Closing Price Transaction Will Deliver Long-Term Benefits to The Vitamin Shoppe Associates, Customers and Business Partners While Further Positioning The Vitamin Shoppe as a Leader in H...

Got this from The Vitamin Shoppe® to be Acquired by Liberty Tax

News: $VSI Vitamin Shoppe, Inc. Announces Second Quarter 2019 Results

SECAUCUS, N.J. , Aug. 8, 2019 /PRNewswire/ -- Vitamin Shoppe, Inc. (NYSE: VSI), an omni-channel, specialty retailer of nutritional products, today announced preliminary results for the three months ended June 29, 2019 (second quarter) and that it has agreed to be acquired by Libert...

Got this from Vitamin Shoppe, Inc. Announces Second Quarter 2019 Results

Doesn't look like the Board followed proper protocol

I called 3x on this... $4 - $12 in less than 4 months. Value play

Anyone have any ideas on what’s going to happen with vsi?? Been doing DD and not coming across any type of news

The lease obligations that VSI has may preclude a serious buyout offer, imo.

Could there be a buy out coming
$VSI buyout coming? SHAH CAPITAL MANAGEMENT (China connections) bought a bunch of shares. Now #2 holder of shares; only behind Blackrock.— M&A Finance (@investpro2000) November 27, 2017

Selling to take a loss in VSI will be the overriding factor going into the end of this year. The shorts will not cover this year to delay their cap gain until next year.

Most VSI shareholders have been pounded, Pigeon.

VSI could go the way of Circuity City and HH Gregg. I use Amazon occasionally, but I still want to see what I am buying first. Especially if I have a risk of needing to return the merchandise.

But with vitamins, you research about that on the net and the chances of you not getting what you thought you were getting and wanting to return it is very low.

So why not buy your vitamins on the internet and get easier prices and quality comparisons with user reviews on Amazon?

Then that is realized

Amazon is killing them and many other brick and mortar retailers. Didn't think they would get hit so hard though.

Between the pressure from e-commerce sites and the increasing doubts about the benefits of most vitamin supplements, it is no wonder that VSI and other similar bricks and mortar stores are having problems.

The shorts are not helping the situation either.

Wow just lost half my investment in 2 months!

VSI pounding the table at 11.90

What a day !

The stock has done great after the earnings. The momentum has taken it 35% above the 52 week low made in September. It looks good for more, but its performance in subsequent quarters needs to be good. This time it beat analyst estimates of earnings by just one cent. The stock had been correcting for many months, and the level of shorts was extremely high. That could have been one factor for such a strong reaction. Goldman Sachs recently upgraded the stock from buy to a conviction-buy, and analysts at Jefferies Group reiterated their hold rating with a price target of $42. Deutsche Bank also increased the target price to $55 from $52 with a buy rating. An article on Motley fool was positive about the future prospects of the company, and expected it to do better compared to GNC Holdings (GNC). The analyst's opinion was primarily based on better performance of VSI over the last few years. The valuations of VSI are still okay compared to some peers, though further rise in the stock price could lead to some stretching on that account. The ttm P/E is 25 and the forward P/E is 21. Growth in vitamins and supplements market is likely to be robust, and players like VSI can leverage the opportunity to their advantage. The growth potential is evident from the performance of MusclePharm (MSLP) which has moved from scratch to $100 million in revenues in a few years. For Vitamin Shoppe, the ttm revenues are $1.05 billion and the net income is $65 million. This indicates prospects of moderate improvement compared to 2012 when the revenues were $950 million and the net income was $60 million. It needs to be more consistent in its performance so that the uptrend is sustained. Next few quarters will be important.

The sentiments have become more negative after the second quarter earnings. This is the third time in a row that analyst estimates have not been met, and the earning release has led to a correction. Now the stock has corrected 37% from the 52 week high made in February, and made its 52 week low in the last trading session. This is despite the fact that the company was able to meet the EPS estimate. However, the topline came in slightly short of the consensus estimate of $284.28 million. However, after such a huge correction, the valuations have become better, and it ultimately depends on expectations of future growth. The growth rate for Vitamin Shoppe has not improved, and that is one reason for the negative sentiments. Further, companies like GNC Holdings (GNC) have higher margins because most of its products are proprietary. Vitamin Shoppe is more dependent on sale of other products. Comparatively, Vitamin Shoppe is better on P/E, price to sales and price to book, and it has no debt. It has decent expansion plans and has high hopes from the e-commerce segment. The management expects to open 50 new stores during the year. It expects low to mid single digit comparable store sales growth in 2013. Contribution from super supplements is also expected to help the growth. For improving margins and pace of growth, the company needs to identify new products with potential. Here, high growth potential offerings from smaller companies can be considered as better margins can be negotiated. Chromadex Corporation (CDXC) has launched a couple of high potential molecules recently. Vitamin Shoppe can look for other companies / products which may be more in line with its product line and growth strategy. Vitamin Shoppe needs to show marked improvement in the next couple of quarters to change the sentiments.

The growth in the vitamins & supplements industry is expected to help companies like Vitamin Shoppe to maintain good growth in the top line. Improvement in the overall economy will also have its positive effects. So the turf is pretty good, and the performance in the last two quarters has been okay. The guidance has been a bit muted, and that has led to some disappointment. This is reflected in the performance of the stock which is now about 27% below the high of ~$65.9. However, the last one month has been good with a 8% rise. The upcoming earnings will determine the short term future of the stock. While the growth is likely to continue, the margins will be the key metric to watch. In the last earnings, the revenues had increased by 12.5% and the net income had increased by 14% on a yoy basis. Sequentially, the growth in revenues and net income was much higher. The key to success is launch of new products which can bolster growth and improve the margins. It is expected to launch a couple of new products later this year. There is no dearth of innovative products in the market. Chromadex Corporation (CDXC) recently launched Nicotinamide Riboside, a vitamin derivative expected to be used in a wide variety of indications, including obesity. Growth in the direct channel segment is likely to add to the pace of growth for Vitamin Shoppe, and the contribution is going to increase over time. In Q2'13, revenues are expected to increase by around 16%, and the EPS is likely to grow by 9.1%. This indicates that there may be some pressure on margins. If the company can beat these expectations, the stock may gain strength. The full year's average estimate for revenue is $1.10 billion ($951 million in 2012), and that for EPS is $2.29 ($2.03 in 2012).

The stock has managed to remain stable for the last few weeks. The earnings had led to a fall, but $43 level held and it seems that the stock may remain around the current levels till the next major news flow. In fact, the last two earnings have led to large declines and taken the sheen out of the decent performance of the stock over the years. It has now fallen by 33% from its 52 week high made in February. The market for vitamins is expected to grow over time, and that growth may help Vitamin Shoppe in the long term. As per the recent survey, the number of Americans who take vitamin / supplement increased from 63% in 2012 to 64% in 2013. But for the stock to perform in the medium term, the company has to deliver positive surprises. This is especially true as the sentiments have been hit by the recent earnings. Viewed in isolation, the earnings were not bad with ~12.5% growth in revenues and ~14% increase in net income. More growth can be achieved through inorganic and organic expansion, and the margins can be increased by remaining open to new high margin products. Chromadex (CDXC) recently launched Nicotinamide Riboside commercially, and that molecule is expected to have a lot of potential. Similarly, other companies are also bringing out new interesting molecules from time to time. The smaller companies can sometime offer better margins, and if the products have potential, it becomes a good deal for both. The guidance was more responsible for the dampening of the sentiments. Lack of dividends is also another factor. However, the drop in price of the stock has made the valuations even more attractive. Now it is trading at 16.5 times forward earnings and price to sales is 1.35. The debt free balance sheet is also one more reason to be positive for the stock.

The earnings & guidance led to another sell-off, and the stock is now trying to stabilize around current levels of $45. For the next year the company plans to open 50 new stores and has given a guidance for low to mid single digit growth. This guidance is substantially lower than what was achieved in 2012 when the revenues increased by around 11% and the net income went up by 33%. The last two earnings have led to declines in the stock and the sentiment has been dented. The corrections make the valuations better, but the growth prospects make it appear expensive compared to better growing and dividend paying peers. So the prospects are not looking that great for the stock. Unless there is some great positive surprise in the next quarters, the stock is likely to sulk around current levels. It is crucial that these levels hold otherwise the cut can be much deeper. To improve growth VSI may have to add new products or increase the efforts on the marketing front. Low margins in the business make things a little difficult. It can use its networks power to get better products on its shelves, especially from smaller companies. Many such companies like ChromaDex Corporation (CDXC) are coming up with innovative proprietary molecules which can have good growth potential. VSI can select those products which are in line with its strategy and segment focus. Smaller companies can give it a better deal, implying better margins. The recent acquisition of Super Supplements is likely to show results in the next few quarters. It is good that Vitamin Shoppe is debt free and still has $31 million cash on books. However, the recent events have done damage to the faith and robust growth in the stock price seems to be very difficult in the short term.

The margins had fallen significantly in the last quarter on a sequential basis. Q4'12 margins were 4.4% compared with 6.8% for Q3'12. For the full year 2012, the margins were 6.4%. The earnings for Q1'13 are expected on 7th May. If we remember, after the disappointing Q4 earnings, the stock had fallen from $63 to $51 in one day. This time, if the company can beat expectations, then there may be some stability in the stock. If it disappoints, then the recent lows can be tested. In addition, there is a bit of an overhang of the investigation for misstatements by officers and directors of VSI over the last year or so. That is a serious issue and it will be great if the company can come out with some clarification on that in some manner. Fundamentally, it is trading at slightly high valuations (24 times earnings). Price to sales is 1.52 but the low margins in the business make even this figure a little high. Importantly, P/B is 3.2. However, the forward P/E of around 17 indicates expectations of growth over the next couple of years. Growth has to come from inorganic growth, like the acquisition of Super Supplements in 2012 or through launch of novel products. A smaller company, ChromaDex Corporation (CDXC) had recently launched an energy drink containing a combination of its proprietary ingredient pterostilbene and caffeine. The combination makes it possible to achieve same levels of energy with very low dose of caffeine. This ingredient has ben successful for ChromaDex in the past with a product called BluScience containing the ingredient being sold for $6.2 million. Investor Barry Honig increased his stake in ChromaDex after the launch. VSI would do well to get new products in the market so that it can take maximum advantage of its stores expansion plan for 2013. It had opened more than 50 stores in 2012, and had indicated a similar expansion plan for 2013.

If one looks at the long term chart of VSI, the story is quite different from the story of the recent month. From around $18 in October 2009, the stock went to $65.93 in February 2013 (nearly 4 times in 3.5 years). After that, there has been a correction of more than 25%. The drop which started on the earnings day (Feb 26), had a lot of momentum. It broke through short term averages, and is presently quiet weak. It is trading below the 200 day moving average of $57 and the 50 DMA of $55. The results were okay and the management was pretty confident of the immediate future prospects. The strategy for 2012 included acceleration of new product development, improving online shopping experience, testing small market stores and expansion into Canada. Out of these, the key would perhaps be development of new products which can add volumes to the sales and also improve the bottom line. Companies like MusclePharm (MSLP) have grown from $1 million to $78 million from 2009 to 2012. Products like BluScience from Chromadex (CDXC) have been remarkably successful for the respective companies. There is no reason why VSI can not produce better products. If VSI is able to develop better products faster, the future can become even more bright. This is because this is a growing market, and the competition is increasing all the time. Acquisitions like that of Super Supplements in 2012 would help it in inorganic growth. With negligible debt on books and around $31 million cash (after paying for the Super Supplements acquisition), the company is comfortably placed for future capex. The performance in the last quarter and year indicates that the company is on track to continue on the growth path. The fall in the stock can be taken as an opportunity for buying with a long term horizon provided the stock starts to consolidate. Levels of $45 would could be an entry point.

VSI way under valued. VSI and GNC are going to breakout hard in march like they always do. Trend shows it. These are very profitable companies. Screaming buy down here

VSI is going to sky rocket. Company is building 50 stores a year plan on hitting 900 stores and go international soon. This stock is just going to consistently keep climbing up for years to come. Especially in the industry that its in. Very profitable. Wish more people would know about this amazing stock company and stock.

61.00 so far nice earnings
no peep anywhere, even on yahoo
loool
MK

VSI has only grown stronger and rapidly. Guarantee it hitting 80 by the end of the year

VSI is going to have the nastiest run once earnings are posted for its third quarter.

~ Monday! $VSI ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $VSI ~ Earnings expected on Monday *
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Vitamin Shoppe, Inc. (VSI) is a specialty retailer and direct marketer of vitamins, minerals, herbs, supplements, sports nutrition and other health and wellness products. The Company markets approximately 700 different brands, as well as its Vitamin Shoppe, BodyTech and MD Select brands. The Company sells its products through two business segments: retail and direct. The Company offers variety of products among VMS retailers with approximately 8,000 stock keeping units (SKUs) offered in its typical store and an additional 12,000 SKUs available through its Internet and other direct sales channels. During the fiscal year ended December 25, 2010 (fiscal 2010), the Company opened 47 stores and closed one store.

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