Transaction log
Mar 19, 2020 - Bought 50 @ $18.14 (1.15% wtg, opportunistic)
Apr 27, 2020 - Bought 35 @ $21.18 (85 shares, 1.73% wtg)
December 4, 2023 - Sold 45 @ $20.31 (40 shares, 0.51% wtg)
Zumiez
Location: Lynnwood, Washington
Profile
Symbol: ZUMZ
Industry: Apparel retail
Sector: Consumer discretionary
Themes: Retailers survive Amazon.com threat, millennial consumer
Annual gross profit: $336 million
5-Year gross profit growth: -5.4%/year
5-Year shareholder growth: +6.9%/year
Estimated fair value: $34
Valuation assumption: 1.25 x annual gross profit
Operating income/gross profit: 6.0%
Insider ownership: 26.7%
Estimated fair value history
Jan-25 - $33 (1.50 x annual gross profit)
Apr-25 - $32
Jul-25 - $35
Oct-25 - $36
Jan-26 - $37
Apr-26 - $40
Jul-26 - $34 (1.25 x annual gross profit)
