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SubscribeADDYY and TPR/CPRI Events. More Bearish BBY. More Bullish FL. BBWI Catalyst Later. Punting TGT long and ANF short. DKS GIII Earnings. LOW
LULU didn’t cut expectations enough. Core profit centers still under attack. Newness won’t save the day. Best Idea Short
Visits Slightly Accelerate, Consumers Will Continue to Seek Value. Earnings Look Ahead for RH, DKS, GME, & DLTR.