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SubscribeWe’re going deep on the long-term unit opportunity and economics next Thursday, May 29th at 12:30pm ET. Please join us!
Punchline: It doesn’t have to matter… Few names in Retail offer WRBY’s TREND & TAIL idiosyncratic investment characteristics.
We think the Street narrative on WRBY's impact from tariffs is completely overblown... We walk through our supporting math below.
Key Conclusions and Call Details for our 12:30pm ET Call Tomorrow
REAL, WRBY, BBY, CROX, DKS, KSS, AEO, ULTA, EWCZ
The stock is down on the day here, we are buyers on this weakness given no change to our TAIL fundamental thesis. Best Idea Long.
We are going deep on the WSM short case and model on Wednesday March 5th at 12:30pm ET
RH Update, OLLI Up Short List. Previews: WRBY, PLNT, AS, CWH, GOLF, DRVN, LOW, BBWI, RVLV, CRI
VVV Higher on Long List, Best Idea Shorts VFC & Deck Print, Auto Retail Earnings Kick Off
Warby Deep Dive Tuesday. Nike Earnings Take. Going Long BIRK, Less Bullish REAL after 120% rip in a month, More Bearish OLLI.