Research
FORUM TRANSCRIPT

Party City – Retail Party Supplies Overview & Top Line Outlook – 13 May 2021

  • Credit
  • Consumer
  • North America
PREMIUM

Specialist

Former executive at Party City Holdco Inc

Agenda

  • Competitive landscape update – Party City (NYSE: PRTY), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT), Target (NYSE: TGT), Dollar General (NYSE: DG) and Dollar Tree (NASDAQ: DLTR)
  • Divestiture of Amscan wholesale business and retail outlook
  • Seasonal performance update and post-pandemic expectations
  • Macro industry trends – online penetration rates and balloon and helium trends
  • Near-term risks and longer-term expectations

Questions

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