| Ticker symbol | Company | Price as of 7/2/02 | 52-week high | 52-week low | % price change last month | % price change year to date | Revenue per share T4Q | % total debt/total capital |
|---|---|---|---|---|---|---|---|---|
| DIRECT TO CONSUMER | ||||||||
| BL | Blair Corp. | $25.57 | $26.65 | $13.05 | 11.6 | 13.1 | $73.14 | 6.2 |
| CWTR | Coldwater Creek | 23.06 | 29.19 | 13.13 | 22.2 | 8.9 | 43.16 | 0 |
| FLWS | 1-800-Flowers.com | 10.00 | 17.86 | 8.20 | (0.7) | (35.9) | 7.29 | 11.9 |
| HNV | Hanover Direct | 0.26 | 0.54 | 0.15 | (32.4) | (29.7) | 2.64 | 43.9 |
| JILL | J. Jill Group | 23.66 | 26.35 | 6.80 | 16.5 | 64.8 | 15.57 | 13.5 |
| LE | Lands’ End | 62.00 | 62.00 | 28.05 | 23.2 | 23.5 | 50.50 | 0 |
| LVC | Lillian Vernon Corp. | 7.00 | 9.10 | 6.25 | (13.6) | 5.3 | 30.87 | 0 |
| SPGLA | Spiegel | 0.73 | 10.72 | 1.01 | (45.4) | (84.0) | 24.98 | 52.5 |
| DIRECT TO BUSINESS | ||||||||
| BBOX | Black Box Corp. | 38.21 | 69.95 | 36.57 | (19.6) | (27.7) | 35.71 | 25.2 |
| CDWC | CDW Computer Centers | 43.99 | 60.00 | 28.35 | (10.2) | (18.1) | 44.56 | 0 |
| HSIC | Henry Schein | 42.93 | 50.59 | 31.61 | (10.3) | 15.9 | 59.74 | 28.1 |
| MALL | PC Mall | 3.19 | 5.10 | 1.38 | (8.4) | (21.5) | 66.45 | 4.1 |
| MSM | MSC Industrial Direct | 18.00 | 24.36 | 13.90 | 4.8 | (8.9) | 11.49 | 0.4 |
| NEB | New England Business Service | 25.67 | 29.31 | 15.86 | (5.0) | 34.1 | 44.55 | 61.8 |
| PCCC | PC Connection | 5.00 | 17.79 | 3.83 | (58.0) | (66.3) | 44.72 | 5.1 |
| PFP | Premier Farnell | 7.15 | 10.10 | 4.58 | (15.4) | (18.3) | 4.39 | 72.3 |
| SCHS | School Specialty | 25.85 | 35.40 | 21.25 | 0 | 13.0 | 38.87 | 45.2 |
| SSPY | Sport Supply Group | 1.28 | 1.35 | 0.76 | 17.3 | 34.7 | 11.62 | 34.7 |
| TESS | Tessco Technologies | 10.25 | 18.96 | 7.65 | (26.3) | (40.2) | 54.39 | 31.6 |
| ZONS | Zones | 1.22 | 1.98 | 0.55 | 26.1 | 54.4 | 35.49 | 5.2 |
| Source: Financial Advisory Partners and company filings | ||||||||
April may have been the cruelest month for T.S. Eliot, but June wasn’t great for publicly traded catalogers either. For the consumer mailers tracked for Catalog Age by Waukee, IA-based Financial Advisory Partners, the stock price slipped an average of 5.2% in June. Business-to-business and computer catalogers had it even worse: Their stock price fell an average of 8.2%.
“On the business side,” says Ken Packer, managing partner with Financial Advisory Partners, “weak year-to-date results at technology-driven Black Box, CDW, PC Mall, and PC Connection have been partially offset by modest strength at medical and dental distributor Henry Schein and at school suppliers Sport Supply Group and School Specialty.”
But compared with the market at large, catalog stocks didn’t fare so bad. The S&P 500 Stock Index dropped 9.0% in June; the Dow Jones Industrial Average, 7.6%. And year to date, Packer adds, the catalogers tracked have outperformed the S&P 500 and the Dow. For the first half of 2002, the S&P 500 dropped 16.2%, and the Dow fell 9.7%; on average, the stock price for b-to-b mailers slid 5%, while consumer catalog stocks dipped 3.9%.
Generally, Packer says, “retail and direct marketing stocks have outperformed the market because the strength of consumer spending has outpaced strength in other sectors.”