Thanks on that canada info. I didn’t realize variable rates were that prevalent. It’s about 5% in the US. I do keep a pretty close watch on statistics Canada for consumer spending data. No doubt the possibility of a deep recession is terrible for retail in general. Personally I think the exchange rate is less about Canada and more about the US Fed. The dollar is going parabolic against everything.
After exiting CCAA they had leases with a smaller base with the landlord getting a percentage of revenue. They have been renegotiating to flat leases. In general that seems bullish to me in terms of how they see their prospects. If you prefer your landlord to get a flat rate rather than participating in upside you must think there is meaningful upside you don't want to share. That of course doesn't mean they are right, but I would rather see that then the opposite.
Retail sales in Canada don't look good of course. I'd be all in plus otherwise. Also I do follow the SH board. I've picked up some interesting tidbits there. I was pissed off about the option grants in April although at least they are tied to share price performance. I haven't found the terms on those yet. I'm assuming I missed them somehow.
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