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SubscribeVisits Slightly Accelerate, Consumers Will Continue to Seek Value. Earnings Look Ahead for RH, DKS, GME, & DLTR.
Aggregate Visits Continue Acceleration. Earnings Look Ahead on LULU, ULTA, BBWI, GPS, FL, JWN, BBY, KSS, FIVE, AEO
We’ll be diving deep into the product and margin cycle, where the company is now, and where it’s going.
Below are our Key Conclusions and Details for Tomorrow's Call and Our Updated Position Monitor
PLNT – New Long Idea. RVLV – Shorting it again. More bullish on REAL. Callouts on ONON, HD, EWCZ, ONEW, TPR.
Deep dive call on Aug 16th at 10am with our GLL team to outline the investment case on PLNT over the near and long term.
Key Conclusions and Details for Tomorrow's Call
We're hosting a deep Dive Black Book on all critical uncertainties around RH across durations.
Net positive print from Best Idea Long BYON. We'll vet through the investment case with Lemonis in the Hedgeye Studio next week.
Visits Slow Again. Perhaps Weak B&M Back to School Spend With AMZN/Ecom Taking Share. Earnings Look Ahead on FND & SBH