RETAIL › EXPANSION vs MATURE, BY FORMAT

curated · prototype

Specialty & apparel have a lifespan

Each chain's stock split into a growth phase and a mature phase, measured as annual return vs the S&P 500 (alpha) so the market era is stripped out. Retailers are phased by store growth; brands by revenue growth (they don't roll out stores).

GROWTH PHASE = stores +≥8%/yr (retailers) · revenue +≥15%/yr (brands)green = beat the marketred = laggedfaded = thin sample (n<3)

Why this category? The moat is brand heat, and brand heat decays — there are no switching costs, fashion cycles turn, and the formats live in malls. Food & hardlines chains can keep compounding on same-store economics; an apparel concept usually can't.
FULL COMPARISON — EVERY FORMAT, GROWTH vs MATURE