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SubscribeNew Longs...LESL and TGT. Big downshift for us on NKE. Punting AHRS short. Previews on KSS, DKS, ULTA, ADDYY, ONON.
BYON’s acquisition of Zulily = bullish for growth path laid out by mgmt. Adds brand for segmentation & assortment to reach large customer base.
Flash call Friday 12:30 with Financials Head Josh Steiner to review the fallout for Retail from the CFPB action on Late Fees.
This is our 'Elevator Pitch' for Best Idea Long TJX which includes our variant view and detailed financials.
This is our 'Elevator Pitch' for Best Idea Long CWH which includes our variant view and detailed financials.
This is our 'Elevator Pitch' for Best Idea Long BYON which includes our variant view and detailed financials.
BYON dethrones RH on Best Idea List as #1. Adding CWH to BI List. Ditto for BBWI and PRPL. Punting IPAR and ATZ shorts. LOW, GOLF, BBY, BURL, JWN, FL, NKE, SVV, AS, ARHS.
Visits accelerate with redbook slowing, tax returns improving, new locations added, earnings look ahead on JWN, EWCZ, FL, GPS, ARHS, SVV