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Rambus Inc (RMBS) Fell Out Of Favor With Hedge Funds

Activist shareholder behind L Brands breakup urges strategic alternatives at Chico s

Dive Brief: James Mitarotonda, who heads activist investment firm Barington Capital Group, this week fired off a letter to Chico s, blaming its board for the apparel company s underperformance and urging it to explore strategic alternatives.  Soma vastly outpaces its two sibling brands, and its value could exceed the overall company s enterprise value of some $640 million, Barington said in a press release. In a press release ahead of its first quarter report, Chico s acknowledged its communications with Barington and said it s committed to taking all appropriate actions to improve performance and drive shareholder value. The next day, Chico s illustrated Barington s point, reporting that Soma s Q1 revenue rose 64.7% from 2020, with Chico s up 34.7% and White House Black Market up 24%. Total comps compared to 2019 fell 21.7%, with Soma up 39.3% and the other two down 32.9% combined.

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