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SubscribeRH is the main event this week. We think we're at the end of a bottoming process. GIII more bearish. Preview on RH, MYTE, SIG, & GME.
Aggregate Visits Decelerate, While Consumer Spending Holds In. Earnings Look Ahead On RH, HNNMY, GME, SIG, & ASO.
ADDYY 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