|Ticker symbol||Company||Price as of 7/01/03||52-week high||52-week low||% price change last month||Revenue per share T4Q||% total debt/total capital|
|DIRECT TO CONSUMER|
|JILL||J. Jill Group||16.64||27.50||9.51||9.8||17.66||9.8|
|LVC||Lillian Vernon Corp.||7.23||7.23||3.65||1%||28.49||0|
|DIRECT TO BUSINESS|
|BBOX||Black Box Corp.||$37.36||$51.39||$25.58||(2.9%)||$29.68||13.9%|
|MSM||MSC Industrial Direct||17.34||20.23||9.30||(5.7)||12.01||0.3|
|NEB||New England Business Service||29.21||30.15||19.99||11.2||40.68||52.4|
|SSPY||Sport Supply Group||1.85||2.10||1.28||5.6||11.41||31.6|
|Sources: StockVal, Bloomberg|
Both the publicly traded consumer catalogers tracked and their business-to-business counterparts outperformed the S&P 500 in June. Granted, the S&P rose a scant 1.1% for the month, but an increase is an increase.
The eight consumer catalogers tracked for Catalog Age by Financial Advisory Partners enjoyed a collective 3.0% rise in stock value. Multititle mailer Hanover Direct helped buoy the average with its 40% lift in stock price. Given where the parent company of The Company Store and Domestications had been trading, though, that 40% surge translated to lifting Hanover’s stock price to…$0.27 a share. As we said earlier, though, an increase is an increase. Two other consumer marketers, gifts and home goods merchant 1-800-Flowers.com and women’s apparel cataloger/retailer J. Jill Group, benefited from a nearly 10% boost in share price.
The 12 b-to-b catalogers tracked saw shares rise an average of 6.3%. Educational supplies marketer School Specialty led the pack with a 33% gain, bringing its stock price near its 52-week high. Other big gainers were PC Mall (up 19%), CDW (nearly 13%), and New England Business Service (NEBS; up more than 11%).
“With a higher mix of fixed costs than store-based retailers, these [b-to-b] companies are likely to show sharp profit gains as the economy continues to improve,” says Ken Packer, managing partner of Waukee, IA-based Financial Advisory Partners.