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SubscribeWe think Yes. So bad for WSM and ARHS. Bad for RH on the day. But gets volume moving again. Still leads to 20%+ margins.
RH fireworks. KSS new short (again). Pressing GPS at $28. BIRK lockup expiry looming. GIII and OXM Short. SIG less bearish. GME preview.
In our usual Cruise presentation format, we plan on presenting on a few key industry topics and then highlight the most important trends we’re seeing via our Cruise Pricing Survey and discuss our Best Idea Long RCL.