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PLPLCE

The Children's Place, Inc.

$PLCE·$66M·Apparel - Retail·Consumer Cyclical
$2.99-0.5%YTD-26.0%1Y-40.7%
Mentions · last 7 days
2026-07-09: 2 posts2026-07-10: 0 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 3 posts2026-07-14: 2 posts2026-07-15: 1 posts10+43%
Price updated 10h ago·X counts updated 10h ago
PLPLCE
$PLCEThe Children's Place, Inc.
$2.99-0.50%10 posts+43%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PLCE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-14

Falling on heavy selling — points lower unless it turns around.

Children's apparel retailer missing on every recent print with law-firm probes and Saudi optimism.

The Children's Place is a specialty children's apparel retailer working through a multi-year distressed period — declining comparable sales, negative EPS, and now a law-firm investigation cluster. The recent print pattern is uniformly negative: Q1 EPS was -$2.40 vs -$2.15 expected (-12% miss), Q4 -$1.86 vs -$0.96 (-93% miss), Q3 -$0.18 vs $0.70 (miss), Q2 -$0.15 vs -$0.10 (miss).

  • Consensus revenue moves from $1.24B this year to $1.11B next then $1.16B and $1.21B — a genuinely challenged top-line arc; EPS is deeply negative (-$2.81 to -$4.65) before eventually turning positive to +$0.55 in the outyear.
  • A specific expansion catalyst hit the tape: The Children's Place announced a strategic partnership with Al Othaim to re-enter the Saudi Arabian market — a small international-expansion angle in the middle of the North American reset.
  • The offset: Johnson Fistel encouraged shareholders to reach out about "potentially recovering their losses" — a legal-investigation flag that typically dampens flows.
  • X sentiment (six posts) is bullish and deep-value framed — the crowd sees $3.90-$3.95 as a buy zone and expects shorts running out of ammo; the bear voice acknowledged is the recent DTC-hammered move.
  • Insider activity is not in the bundle.
  • Next reset is the September 4 Q2 print — consensus wants -$0.90 EPS.

This is a broken-story setup where the equity could work as a distressed-value bet if the North American comp trend inflects. The Saudi partnership is small. Watch inventory levels, DTC gross margin, and any refinancing or capital-structure announcements.

What to watch: September 4 Q2 print vs -$0.90 EPS consensus; comparable sales and inventory levels; DTC gross margin; any refinancing or capital-structure updates; law-firm probe developments.

On the calendar: 2026-09-04 — Q2 earnings (consensus EPS -$0.90)

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-06-08

Children's Place is being framed as a deep value play: $3.90-$3.95 the buy zone, holders 'down a lot but not giving up,' and bulls expect 'shorts running out of ammo' as buyers load in the $4s. The bear voice is the recent DTC-hammered moves.

Read the AI verdict + X sentiment for $PLCE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Children's specialty apparel retailer operating ~500 US and Canadian stores alongside a growing digital channel.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $PLCE.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $PLCE

Partial — Children's specialty apparel retailer operating ~500 US and Canadian stores alongside a growing digital channel; this segment overlaps with the off-price market share gains from excess inventory liquidation but is not the dominant revenue driver.

Industry benchmark

12-name peer basket
+4.3%YTD
+60.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-10.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-4.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-9.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 12, 2026$-2.40$-2.15-11.6%
Q1 2026Apr 10, 2026$-1.86$-0.96-93.2%
Q3 2025Dec 16, 2025$-0.18$0.70-125.6%
Q2 2025Sep 5, 2025$-0.15$-0.10-46.8%
Next earningsFri, Sep 4·consensus EPS $-0.90

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$329.2M-19.4%20.4%-11.7%$-2.01$72.4M
Q3 FY25$339.5M-13.0%30.9%1.2%$-0.19$-3.4M
Q2 FY25$298.0M-6.8%31.4%2.0%$-0.24$-31.9M
Q1 FY25$242.1M-9.6%25.8%-9.9%$-1.57$-46.4M

Forward consensus

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B-$2.81-$2.81 – -$2.811
FY27$1.1B$1.1B – $1.1B-$4.65-$4.65 – -$4.651
FY28$1.2B$1.2B – $1.2B-$2.05-$2.05 – -$2.051
FY29$1.2B$1.2B – $1.2B$0.55$0.55 – $0.551

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-38.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 7.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 6 other (4 awards · 2 inkinds) in window

See when $PLCE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 108-K — Item 5.02: Officer or director change
AI summary

Children's Place (PLCE) filed an 8-K on July 10, 2026, disclosing an executive personnel change under Item 5.02. The specific details of the appointment or departure were not contained in the excerpt. Investors should refer to the full filing for the identity and terms associated with the executive change.

SC 13D/AActivist amendmentJul 8SC 13D/A
AI summary

Mithaq Capital SPC, the investment vehicle of Saudi businessman Turki AlRajhi, filed an amended Schedule 13D disclosing that it holds approximately 61.1% of the outstanding shares of Children's Place, Inc., equivalent to approximately 13.6 million shares. Mithaq has been steadily accumulating Children's Place shares and is now firmly the controlling shareholder of the distressed children's apparel retailer. As the majority owner, Mithaq's plans and intentions regarding strategic direction are central to Children's Place's future, including any decisions around restructuring, capital infusion, or management changes.

8-KMaterial agreementJul 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 5.02: Officer or director change
AI summary

Children's Place entered into its third promissory note with Mithaq Capital, its controlling 61.1% shareholder, borrowing $15 million at an interest rate of SOFR plus 9%, maturing April 2031. This high-cost related-party debt from its majority shareholder underscores the company's constrained access to external financing, with the SOFR+9% spread reflecting Children's Place's distressed credit profile. The transaction is a near-term liquidity measure; Mithaq's continued lending to the retailer it controls is a signal of continued support but also of the severity of the company's financial situation.

8-KOfficer or director changeMay 68-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

PLCE (PLCE) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeFeb 278-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 128-K — Item 5.02: Officer or director change
+ 5 other (1 10-Q · 1 SD · 1 proxy · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Children's Place Reports First Quarter 2026 Resultsglobenewswire.com·34d agoThe Children's Place to Release First Quarter Financial Resultsglobenewswire.com·36d agoThe Children's Place Announces Strategic Partnership with Al Othaim to Re-Enter Saudi Arabian Marketglobenewswire.com·80d ago

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Voices on X · last 7 days

No standout posts about $PLCE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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