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PLPLCE

The Children's Place, Inc.

Rising onTrending downwardX chatter picking upPrice and volume picking upBullish-leaning chatter
$PLCE·$32M·Apparel - Retail·Consumer Cyclical
$1.07-6.1%YTD-68.6%1Y-86.0%
Price updated 19m ago·X counts updated 5d ago
PLPLCE
$PLCEThe Children's Place, Inc.
$1.07-6.14%34 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PLCE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

34X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $PLCE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 89% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 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 what X is saying about $PLCE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PLCE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-02

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

Children's apparel retailer at $2.07 with -49% YTD, -67% 12m, Q4 FY25 revenue -19.4%, multiple class-action investigations and a controlling Saudi shareholder.

The Children's Place sells children's apparel through US and international segments, so revenue scales with mall-foot-traffic and the DTC-channel mix — now both compressed.

  • Q4 FY25 revenue $329.2M, -19.4% YoY with -11.7% operating margin and EPS -$2.01; four consecutive quarters of 6.8-19.4% revenue decline
  • TTM: -0.88x earnings (negative), 0.06x sales, 5.3% ROE (distorted), 27% gross margin, -4.3% operating margin, FCF yield -12%, debt-to-equity -9.48 (negative book value)
  • FY26 (ending Jan) estimate: $1.24B revenue, -$2.81 EPS; FY27 $1.08B revenue, -$4.65 EPS — modeling revenue decline continuing with EPS losses deepening
  • YTD -49%, trailing-12m -67% at $2.07 against a $48M market cap — penny-stock levels
  • Sep 30: material definitive agreement filed (creation of direct financial obligation)
  • Mithaq Capital SPC (Saudi) remains controlling shareholder with 13.59M shares; transferred 500K shares to CEO Seemab Aug 14
  • Pomerantz and SBS investigating securities-fraud claims

The equity is at penny-stock levels with persistent revenue decline, negative book value, controlling-shareholder transactions and class-action overhang — the structural case for the equity surviving is thin.

Agrees with X sentimentX frames PLCE as a deep-value play with $3.90-$3.95 buy zone, 'shorts running out of ammo' as buyers load in the $4s. The attention is tactical/squeeze-oriented; the structural read on the operating line is the breaking-down framing — holders may still see value but the DTC-compressed trajectory extends.

What to watch: Nov 12 Q2 FY26 earnings and the Sep 30 material definitive agreement disclosure — whether any new financing or restructure extends the capital-structure runway.

On the calendar: 2026-11-12 Q2 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $PLCE

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

Industry benchmark

10-name peer basket
+6.4%YTD
+38.7%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
Q2 2026Sep 14, 2026$-0.82$-0.93+12.0%
Q1 2026Jun 12, 2026$-2.00$-2.15+6.8%
Q1 2026Apr 10, 2026$-1.86$-0.96-93.2%
Q3 2025Dec 16, 2025$-0.18$0.70-125.6%
Next earningsTue, Dec 15·consensus EPS $0.01

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$1.1B$1.1B – $1.1B-$2.15-$2.15 – -$2.151
FY29$1.2B$1.2B – $1.2B$0.50$0.50 – $0.501

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.1.2×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.0%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.-49.0%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.-64.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.8% 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.β1.985-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.

+ 4 other (2 awards · 1 other · 1 inkind) 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

3New insider — initial holdingsOct 93
8-KOfficer or director changeOct 88-K — Item 5.02: Officer or director change
8-KMaterial agreementSep 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

THE CHILDREN’S PLACE, INC. (PLCE) entered into a material definitive agreement (8-K Item 1.01) filed on 2026-09-30. Also filed under: creation of direct financial obligation. The excerpt contains only the filing cover page; the full terms of the agreement are in the attached exhibit. Material definitive agreements are binding corporate commitments that can alter strategy, capital structure, or partnerships in ways that matter for equity holders.

8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change
AI summary

The Children's Place, Inc. disclosed that controlling shareholder Mithaq Capital SPC transferred 500,000 restricted PLCE shares to Muhammad Asif Seemab (Vice Chairman, President, and Interim CEO) on August 11, 2026 under a Restricted Stock Transfer Agreement. The shares vest in three equal tranches when PLCE's market cap (measured on a 45-day VWAP) hits $265M, $400M, and $600M, subject to Seemab's continued employment, with unvested shares forfeited after five years. This incentive structure directly ties the CEO's compensation to a meaningful market cap recovery for PLCE.

SC 13D/AActivist amendmentAug 14SC 13D/A
AI summary

Mithaq Capital SPC, the Saudi-based controlling shareholder of The Children's Place, Inc., filed Amendment 10 to its Schedule 13D disclosing aggregate beneficial ownership of approximately 13,593,236 shares — 61.1% of the 22,237,067 shares outstanding as of June 8, 2026. The filing also reflects 500,000 shares of shared dispositive power held by Muhammad Asif Seemab (PLCE's President/Interim CEO) under a restricted stock transfer agreement from Mithaq. At 61.1%, Mithaq maintains dominant control of PLCE, making any strategic corporate action effectively subject to its consent.

8-K/AOfficer or director change (amended)Jul 298-K/A — Item 5.02: Officer or director change
AI summary

PLCE (PLCE) disclosed an executive/director departure (Item 5.02, filed 2026-07-29). ure of Directors departed from Directors or Certain Officers. Compensation and transition details are in the exhibits. Leadership changes can signal strategic shifts; investors should assess continuity and the appointee's background.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Children's Place disclosed that director Douglas Edwards resigned from the board, leaving the Audit Committee with only two members—below the NYSE minimum of three independent directors. The company must recruit new independent board members to restore committee composition, adding governance risk during the retailer's turnaround.

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.

+ 6 other (2 10-Qs · 2 8-Ks · 1 SC 13D/A · 1 SD) in window

Recent news

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

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Children's Place, Inc. - PLCEprnewswire.com·1d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Children's Place, Inc. - PLCEglobenewswire.com·3d agoThe Children's Place Announces Appointment to Its Board of Directorsglobenewswire.com·8d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Children's Place, Inc. - PLCEprnewswire.com·8d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Children's Place, Inc. - PLCEglobenewswire.com·10d 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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