Hedgeye typically distributes research on a subscription basis, allowing broader access to notes, calls, and Black Books. The purchase price for individual sector research items below may be applied to new subscriptions within the quarter.
Get the research today!
SubscribeVisits slow slightly with Easter shift. Tax Refunds strong. Inflation accelerates. KMX/Auto Retail visits look.
Below are the key conclusions and call details for our call tomorrow.
NKE again a Best Idea Long. BBWI bullish. Short Apparel – URBN, ANF, AEO new ideas. Covering FIGS, LOVE, HZO. KMX bearish into EPS.