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SubscribeRev growth to high teens, demand up 20s, margins rising, Europe better than expected, reducing tariff risk, & big 2025 store growth
We’re going deep on the WRBY long term unit growth story and economics on December 17th at 12:30pm ET
Where does the supply/demand balance shake out as we’re squarely in the 5th Megacycle of Retail? Who are winners and losers by asset class?
RVLV to Best Ideas Short, RL Thesis Wrong – Removing Short. SBH, EWCZ, HD Earnings Previews. BBY & DKS Black Book
Deep Dive into the latest on the short thesis that we think is going to take this stock materially lower over the next 12 months.
3Q was a bit better than our model, RoC direction still TRENDing towards 4Q slowdown. TAIL still Bullish for this category killer.
Here's our SOTP for CPRI -- the only thing that matters for the stock today with the deal being blocked.
Booking TJX Long Win. Adding ETSY to Long Bias. CPRI Higher. Still Short AS. Earnings Take: DECK, LAD, KER, ORLY, TSCO
We will walk through our 4Q24 Retail Themes
Placer Update Lowers 2024 Aggregate Visits Growth from +MSD to +LSD%. RH Bullish, WSM Mixed, BURL & SBH Weak