Borders demise seen a small help to Barnes & Noble
Bookstore chain Barnes & Noble Inc
Borders
Barnes & Noble, which operates 717 superstores, will struggle during its rival's going-out-of-business sales, and then benefit as it wins former Borders shoppers, according to analysts.
But Barnes & Noble's real growth will come from its popular Nook e-reader and increasing sales of e-books.
Barnes & Noble is not grabbing a larger slice of a growing pie, Morningstar analyst Pete Wahlstrom told Reuters on Tuesday. It would be more compelling news if the bookselling industry had found a point of stabilization.
According to a Goldman Sachs study last year, Amazon.com's
Barnes & Noble shares were up 3 percent at $17.75 on Tuesday morning.
Barnes & Noble, which put itself up for sale last year, is currently assessing a $1 billion, or $17 per share, bid by John Malone's Liberty Media Corp.
Wahlstrom said the effect of Borders' bankruptcy on Barnes & Noble's attractiveness as a buyout target was nominal.
Same-store sales at Borders had been suffering double-digit percentage declines for years. Overall sales fell from $3.4 billion in the year ended February 2007 to $2.3 billion last year. Barnes & Noble has fared better, with more modest declines in comparable sales.
Still, Barclays analyst Alan Rifkin said in a note to clients on Tuesday that Barnes & Noble could grab between 10 and 15 percent of Borders' 2010 sales, which would lift Barnes & Noble's revenue as much as 4.5 percent.
Yet the benefit could be short-lived, Rifkin warned, given the significant shift from brick & mortar to E-readers.
Last week, Janney Capital Markets analyst David Strasser said the next round of store closings by Borders, to occur in more desirable locations, will hurt Barnes & Noble more than the previous Borders shutdowns, since more shoppers will be lured away from B&N for the closing sales.
A possible benefit to Barnes & Noble could occur if it moves into attractive locations vacated by Borders, though Morningstar's Wahlstrom said this would happen only in a handful of locations.
(Reporting by Phil Wahba, editing by Matthew Lewis)
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