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SubscribeAMZN Note Highlighting Earnings Acceleration. Includes Hedgeye Retail Elevator Pitch and SIGMA Analysis.
Home Improvement Deep Dive. Updated Housing Market Scenario Analysis. Home Improvement Sales Numbers Need To Come Down, And Take EPS With Them. Calls on HD, LOW, FND, TCS.
FL Deep Dive. Sentiment is at All Time Low and Nike is Likely to Come Back in Size.
We're at a Critical Inflection Point of Retailer Credit Going from Tailwind to Headwind. BBY, KSS,JWN, M, TGT, GPS.
HELE Deep Dive. Brands are Stuck in the Middle and Losing Share at Both Ends. Street Models Non-Gaap, Non-Cash Earnings and We are Well Below.