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SubscribeNKE and CPRI – Incrementally Bullish. SNBR New Long/TAIL Triple, Punting CRI Long. Upping KSS to BI Short. Moving Adidas Higher Short Side
We’re coming out incrementally positive on several fronts and believe the industry still has plenty of catalysts left to play out which should bode well for the industry leaders of DKNG and FLUT. Please join us to learn more.
Visits 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.