- The pandemic has accelerated the declining trend of the birth rate in North America.
- Despite successful digitalization, the company will face the challenges of top-line growth due to the low birth rate after 2023/2024.
- The current price of $70+ is not an extreme overshooting, but it already reflects all the recoveries that will happen in the coming years.
- Investors do not have to rush to sell the stock, but I recommend reconsidering this stock from a long-term perspective.
For further details see:
The Children's Place: Declining Birth Rate Is A Concern For Long-Term Investors