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| Author | Topic: eToys (ETYS) |
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daffy |
posted 08-13-1999 04:09 PM
 
eToys has smart management, and they obviously know that this holiday season is going to be huge for them. They obviously can't predict exactly how big, but with as much money as they're spending on marketing, I suspect they'll try to err on the side of caution and make sure they have enough capacity to handle whatever comes their way. I think they'll do pretty well, but the market cap is keeping me on the sidelines - even with the big drop it's still no bargain. |
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netinvestor |
posted 08-13-1999 10:48 AM
I agree with jhirsch, I think Etoys is doing well and it continues to position itself as the market leaders. This holiday season will be a showdown, and etoys is getting ready. The recently continued and increased deal with AOL is a key to their marketing plan and it will garner them lots of sales I think. What do others think about this company? Are they building up their infrastructure enough to handle the load as well (see gatsby's comment) as they did last year? |
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JHirsch |
posted 08-04-1999 11:06 AM
“EToys will also grow by adding customers outside the U.S. and by adding such new services to the site as the online gift registry launched a few days ago, Lenk said.“ I think this will be a major competitive advantage for the EToys Site although there is no real reason the other sites couldn't do this as well. I think this holiday season will be the showdown to see who gets the most market share. With that market share companies can begin to do more locking in of customers using things like the gift registry. Jake |
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gatsby |
posted 07-30-1999 08:49 AM
Don't give up on eToys just yet. Remember, in this crazy time of fluctuating stock prices, we really can't base a company's future just on 'a falling stock price'. Amazon itself has fallen 100 points over the past couple months, and they've been public awhile. Some things eToys still has going for it: 1. During the 1998 Christmas season, over 98% of eToys' orders were shipped within 24 hours, and 95% during the December crunch time. This is always a good sign. 2. eToys' site is much easier to navigate and offered a stellar selection, much better than Amazon or Toys R US. 3. eToys is preparing increased distribution capacity for the holiday season 4. The company has does a good job rolling out new products. In the last month, eToys has added a children's bookstore with 80,000 titles and its Baby Store with 3,000 items, such as car seats, clothes, bottles, and nursery decor. |
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Art Vandelay |
posted 07-28-1999 09:48 AM
The numbers are in: sales of $7.9 million, losses of $20.7 million. I don't think they're growing fast enough to fend off the flood of competitors (Amazon, Toys R Us, KBKids, Wal-Mart, etc.) |
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daffy |
posted 07-23-1999 11:32 AM
eToys continues to fall. Now it's at 37. It looks like the earlier posters were right on the money about the stock being overpriced. Personally I think it still has further to fall... |
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Art Vandelay |
posted 06-15-1999 10:54 AM
6/14/99 (Reuters): EToys CFO Steven Schoch said today he was comfortable with estimates the company would lose $0.77 to $0.78 a share in the current fiscal year vs. a pro forma loss of $0.35 last year. He also said in an interview he was comfortable with analyst estimates the online retailer would generate more than $112 million in revenue for the year ending March 31, 2000, compared with $30 million a year earlier. Schoch said fiscal 2000 figures were less clear but he said estimates that the company will generate more than $215 million in revenue represented a "target we would be comfortable with." The figures exclude the impact of the company's planned acquisition of BabyCenter, worth $750 million at current stock levels, which Schoch said would be completed in early July with only paperwork remaining. The net loss estimates from two of the four brokerages that initiated coverage of eToys excluded a planned non-cash charge against earnings to account for deferred compensation to employees in the form of stock options, which Schoch said could amount to $0.14 a share. Schoch spoke to Reuters at the expiration of a federally mandated "quiet period" following the Santa Monica, Calif.-based company's May 19 initial public offering of stock, which raised a net $180 million. Analysts, reflecting a turbulent market for Internet stocks, gave only a lukewarm welcome to eToys, with three investment banks rating it a "buy" and one of the company's underwriters ranking it a market performer or "hold." None of the banks gave it their highest "strong buy" recommendation. |
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smario |
posted 06-15-1999 09:29 AM
I read this on the TheStreet today: "Making things worse of course, was the news that eToys (ETYS:Nasdaq) had less visibility in its business than when it did its deal. This was not the day to announce that things aren't what they seemed a few short weeks ago." Does anyone know exactly what was announced by eToys? And why it is negative? |
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InvestorGuide Weekly Administrator |
posted 06-14-1999 12:01 PM
Toys R Us relaunched its site as it prepares to do battle with eToys. http://www.toysrus.com |
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trendy |
posted 06-09-1999 08:41 AM
Yesterday's WSJ reported that Amazon plans to have a toy store on their site within the next month or so. eToys will be the next CDnow, not the next Amazon. |
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Lee R |
posted 06-08-1999 09:25 AM
Just a guesstimate, based on: + size of market opportunity (big) - current revenues and losses (small and big) - barriers to entry (low) - eventual margins (low) - lead on competition (zero) Add those up and you get 12  Not as quantitative as you were hoping for... |
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smario |
posted 06-03-1999 12:57 PM
Lee R, assuming you weren't just throwing a random number out there, it would help me alot (and probably others as well) if you could explain how you decided on the number 12 as the more accurate value (as opposed to the inflated number it's currently at). Thanks. |
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Lee R |
posted 06-03-1999 10:23 AM
smario, Not yet. It's gone from a high of 85 to 47 today. I think it's probably worth about 12, so I'll start watching when it falls to 15 or 20. |
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smario |
posted 06-03-1999 09:18 AM
I wonder if Lee R is ready to buy yet, with how low eToys has gone. I wouldn't be surprised if it fell even lower this week with the ipo for Zany Brany (look for a pricing today?). |
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Jane Doe |
posted 05-26-1999 09:11 AM
Consolidated Stores Inc just announced that it will link up with privately held web retailer BrainPlay.com to operate its KBToys site, a deal that aims to capitalize on the growing online toy retailing business. No cash will change hands in the deal, but Consolidated Stores said it will invest $80 million in the venture. The existing BrainPlay.com Web site will become KBToys.com, Consolidated also said it plans to offer shares in the new KBToys.com in a public offering at some point. |
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