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SHOWING ALL RESEARCH
Sunday Retail EDGE | Two New Longs, Plus an Update on RH, and a KMX Preview Learn More
Buy Now

We'd buy Golden Goose on this IPO. 2-3-bagger on deal price. MYTE new long with POD1 and 2 momentum. RH Update, we're buyers. Short KMX.

Invite | R, SNA, CAR, URI | Feeling Used (Equipment)? | Next Cyclical Shorts That Will Crater?!? Learn More
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CALL INVITE | Q3 2024 MACRO THEMES Learn More
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CALL INVITE | Q3 2024 MACRO THEMES Learn More
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CALL INVITE | Q3 2024 MACRO THEMES Learn More
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Retail | Detailed Traffic Analysis 6/13 Learn More
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Visits Accelerate, CPI Reads for Retail, and Earnings Look Ahead.

Golden Goose IPO – Pre-Deal Black Book Learn More
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AAPL | Shocked that OpenAI Is Not Charging Apple Learn More
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Introducing Our Monthly Restaurant Industry Macro Chart Book Learn More
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Introducing Our Monthly Restaurant Industry Macro Chart Book

Systemic Contagion Risk Tracker | Large Cap Bank CDS Remains Muted Learn More
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