INSTITUTIONAL RESEARCH

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Building Products & Construction Materials Primer | OC, BECN, STLD, NUE, WMS
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Call Today | Retailer Credit Late Fee Fallout
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Call Today | Retailer Credit Late Fee Fallout
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BYON | Acquiring Zulily – Fueling Strategic Brand Segmentation Learn More
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BYON’s acquisition of Zulily = bullish for growth path laid out by mgmt. Adds brand for segmentation & assortment to reach large customer base.

Cannabis Insight | The Reclassification Domino Effect, Good Riddance, PM Changes CURLF (+) Learn More
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The HHS reclassification will be the first domino to fall, paving the way for a major cannabis company to uplist.

Financials Quad Playbook
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Financials Quad Playbook
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Invite | Retailer Credit Late Fee Fallout Learn More
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Flash call Friday 12:30 with Financials Head Josh Steiner to review the fallout for Retail from the CFPB action on Late Fees.

SHEIN | Impact On The Global Apparel Industry – Black Book
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Removing COF, DFS, SYF, AFRM, AXP, OMF, CACC, ALLY as Best Idea Shorts, Pivoting to Best Idea Longs
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