Analyst: Noah Sayani
At Home Group Inc. (NYSE:HOME) is an American big-box retail chain carrying a broad variety of products ranging from furniture to home décor accessories. At Home operates 178 stores across the US with a headquarters located in Plano, Texas.
Thesis
At Home has been aggressively growing and investing in marketing to expand and solidify their customer segment. As they expand, the company also gains more negotiating power with vendors and increases margins, thus funding further expansion. We believe that with the leadership of the management team, and the established