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SubscribeDiscussion of what happened during the trial, the judge's questioning, and what we think will happen going forward.
Visits Slightly Accelerate. FL Looking Solid, ULTA Weakening.
At the close of testimony yesterday, the FTC case for an injunction to prevent deal closure looks weak.
We are presenting our Black Book on September 23rd at 2 PM ET.
RH has the top slot on our Long List – could see $500 fast. OLLI new Short Idea. Pressing our ELF short. Taking CPRI Higher. CAL Still Short
Visits Reaccelerate to MSD YY Growth. TJX, BOOT, Zara Strong. LULU, Vuori, Sephora Weak.
RH 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