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Discount Home Goods Retailer

A liquidation retailer selling discounted furniture, appliances and home accessories from national brands out of a 25,000 sq ft warehouse, at SDE margins above 40%.

Business Highlights

  • SDE margins above 40%, sustained across the last two reporting years
  • 25,000 sq ft leased warehouse facility
  • Established liquidation sourcing model with fast inventory turnover
  • Product from trusted national brands across furniture, appliances and home accessories
  • Revenue has more than doubled over the last three reporting years

Considerations / Questions to Ask

  • Liquidation retail lives or dies on sourcing. Who are the channels, are they contracted, and do they transfer with the business?
  • 40% SDE margins are high for retail. Establish what is in the add-backs.
  • What are the lease terms on the 25,000 sq ft facility, and how long do they run?
  • Some revenue comes from customer financing agreements. Who carries that credit risk?
  • Inventory is bought opportunistically. How much working capital does the business actually need through a cycle?

Opportunities

  • Discount home goods hold up when consumers trade down, which makes the category counter-cyclical
  • The sourcing relationships are the hard part and they already exist
  • The business is single-site with no ecommerce channel, so both are open
  • Fast inventory turnover means capital recycles rather than sitting on the floor