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SubscribeVisits, Redbook, and Tax Refunds Continue to Improve with Easing Compares. Department Store Visits and CC Data Analysis.
Half startup, half turnaround. Neither usually fare well in Retail. But this story has more idiosyncratic drivers than we can find anywhere. Deep Dive on 4/10. TAIL multi-bagger.
We think Yes. So bad for WSM and ARHS. Bad for RH on the day. But gets volume moving again. Still leads to 20%+ margins.
RH fireworks. KSS new short (again). Pressing GPS at $28. BIRK lockup expiry looming. GIII and OXM Short. SIG less bearish. GME preview.
Visits Continue to Improve. Tax Refunds More Positive. Look into recent H&M and Beauty Traffic & Sales Trends
Warning...note filled with first-person rants by McGough about why NKE mgmt shouldn't be trusted, and why FL is the path of least resistance in fixing NKE problems.
News is circulating that the GIL board is putting the company up for sale. We say $50 is where the deal could be done.
Going Short LULU. FL best way to go long NKE. Booking win on MODG and HIBB Short. W Higher conviction Short. Booting TDUP. DXLG SIG Previews
Visits Data Continues to Improve but Redbook Sales Bearish. Tax Refunds Positive. Earnings Look Ahead: LULU, SIG, HNNMY, DXLG, FIVE, ASO