Hedgeye typically distributes research on a subscription basis, allowing broader access to notes, calls, and Black Books. The purchase price for individual sector research items below may be applied to new subscriptions within the quarter.
Get the research today!
SubscribeOn Wed 2/7, we'll dive into the sales and margin trajectory and sustainability of Ugg/Hoka, among other thesis-driving reasons we're short.
We rarely defend stocks on sell-offs (because we're usually short them), but think that this SKX reaction is overdone.
CEO is leaving while the model and the stock are at peak. Growth slows materially from here. Best Idea Short
Quarter was excellent. Accelerating up and down the P&L with 383% EBIT growth. Numbers going way up, but RoC to moderate.
Earnings Previews on AMZN, ONEW, DECK, SKX, GPI, BOOT, SBH and Notes on AS & HZO
Here is our Amer Sports Pre-IPO Black Book Replay Where We Take an in Depth Walk Through the Brand Portfolio, Its History, Why the Targeted IPO Valuation is Far too High, and Where We Come Out on Our SOTP Valuation.
Replay of our RH Black Book - The Next Chapter: 2027 EPS of $48, Which We Think Gets A 25x Multiple, or a $1,200 Stock
Athletic Footwear Industry Deep Dive Highlighting Key Developments on the Horizon. Most Supply Entering the Market Ever. ONON, DECK, NKE, ADDYY, SKX, FL, ETC.
Detailed Store Visits Analysis Containing Retail Sectors and 140+ Individual Stores. Weekly Publication.
Auto Retail/Dealer Industry Deep Dive. Cracks Forming as Near Term Developments Bearish. Contrarian Based Research and Calls CVNA, LAD, KMX, SAH, PAG, GPI, ABG, AN.