Friday, February 28, 2025

JoAnn Fabrics The End on Off the Wall Friday


 

Thank you all for joining in on a very interesting conversation about the demise of JoAnn Fabrics.  I felt a bit vindicated once I was reading your thoughtful comments.  Also, I almost did bring up the decoration part of JoAnn's but ours in this area did less and less of that over the last 10 years.  Ours truly became more of a Michael's with a bit more fabric.  

That all said, I'm sure you heard by now but they decided to close 800 stores.  How did that happen?  So here is the nitty gritty I didn't get into last week.  Here's how a bankruptcy goes (or at least the simplified version)

1.  Bankruptcy is declared and a judge decides if the company has a good enough plan to become solvent.

2.  If they don't, the court will put all the company's assets up for auction.

3.  A stalking horse bidder is chosen to be the first bidder, getting incentives to buy the company at a set price.

4.  If nobody bids against them.  They get the company's assets.

5.  But in JoAnn's case two companies came together to form a new liquidation company and placed a higher bid than the stalking horse bidder.

6.  The new company specifically was formed to buy the assets cheaply and sell them at a profit.  

It's a shame really.  Sometimes a stalking horse bidder will get the company, reorganize it and make a profit.  But not this time. The liquidation company was out to make a fast buck.  A famous fictional character who did this was Richard Lewis of Pretty Women who was a corporate raider, buying companies only to break them up and sell their assets.

Anyways that's the scoop.  I held out hope that it would survive but really it's just for sentimental value.  

All stores are to be closed by May.

This just makes me sad.

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