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SubscribeVisits and Comp Sales Accelerate – Trend Looks Strong. Earnings Look Ahead
Deep Dive Black Book on whether the recent shellacking is a time to step in Long side, or if there's more to play out on the Short.
SG Black Book, Chili's Traffic (EAT), Changes to the PM (MCD, CBRL)
Keep An Eye On Credit Risk...Also GIL, MNRO (Covered), BBY, GPS, LOW, KSS, BIRK, ANF, ULTA, JWN, DKS
In our typical deep dive format, we hit on a variety of topics and key questions that are pertinent to the OTA space.