Duckwall-Alco Stores, Inc. (DUCK)

[littlefish]

I was a bit disappointed in the Aug figures. I think the other 3 months (May-July) had more favorable YOY comps because previous year they mismanaged inventory and missed some more high margin seasonal biz.
The other driver to help them going forward is the expense reduction in interest cost (150 basis points) that should help.

I think Q2 is seasonally stronger because of the higher margin seasonal offerings (spring-summer) like outdoor camping, yard furniture/items (like plants/landscaping/tools), etc. Not sure on how many sales days are in that Q and don't have time to look it up, that might also play a factor.