|Ticker symbol||Company||Price as of 8/05/03||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||14.11||26.71||9.51||(15.9)||18.22||9.8|
|DIRECT TO BUSINESS|
|BBOX||Black Box Corp.||$40.46||$51.39||$25.58||12.1%||$29.07||13.9%|
|MSM||MSC Industrial Direct||19.75||20.23||9.30||12.6||12.27||0.3|
|NEB||New England Business Service||28.75||32.00||19.99||(2.2)||41.39||52.4|
|SSPY||Sport Supply Group||1.86||2.10||1.30||(0.5)||11.50||31.6|
|Sources StockVal, Bloomberg|
Winners outnumbered losers by more than 2-1 in July, with 13 of the 19 publicly traded catalogers tracked posting higher stock prices than they had the previous month.
Ken Packer, managing partner of Waukee, IA-based Financial Advisory Partners, who tracks the stocks for Catalog Age, credits “slowly improving economic news regarding business spending and investment” for the gains among the business-to-business marketers.
PC Mall, for one, gained 76%, and fellow computer reseller PC Connection gained nearly 36%. While the share price of medical and dental supplier Henry Schein increased a less dramatic 11%, that boost brought it to within spitting distance of its 52-week high of $59.75 a share.
Three of the 12 b-to-b companies tracked saw their value slip. But none of them — New England Business Service, School Specialty, and Sport Supply Group — lost more than 3%.
Among the six consumer marketers tracked, however, the month was more contradictory. “The direct-to-consumer sector continues to struggle overall,” Packer says, “with market share gains and losses driving individual companies’ share prices.”
Women’s apparel cataloger/retailer Coldwater Creek, for instance, enjoyed a 30% lift in share price. But multititle mailer Spiegel, still mired in Chapter 11, lost nearly 27% of its value, ending at a 52-week low of $0.05 a share. Overall, the seven consumer stocks gained a median 2.7%, compared with the median 10.3% increase enjoyed by the b-to-b stocks.