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SubscribeShooting HELE in the back – press it here, hard. Short LAD on upcoming print. Getting long Luxury – LVMH and Prada.
Visits Acceleration Continues, Earnings Look Ahead on DRVN, ORLY, TSCO, HZO
Call Details and Key Conclusions
After going through our top 10 longs and top 10 shorts last Sun, we're speed dating through our next 20 highest conviction ideas.
Visits Slow But Trend Remains Strong. Pre-Earnings Look Into Auto Retail Traffic.. Staying Short In Aggregate.
Key Conclusions and Details for Tomorrow's Call
We will walk through our 3Q24 Retail Themes Deck on Tuesday July 9th at 2:15 PM ET
We’re hosting a Black Book on Best Idea Short HELE to review why we still see big downside risk.