INSTITUTIONAL RESEARCH

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Call Tomorrow | New Best Idea Long - Adyen
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Feb 2024 Global Ad Volume - SHEIN Retakes Top Spot; Alibaba.com Moves to #3 - New Battle Emerges
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INVITE | BYON | The Path To A $100+ Stock Learn More
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Half startup, half turnaround. Neither usually fare well in Retail. But this story has more idiosyncratic drivers than we can find anywhere. Deep Dive on 4/10. TAIL multi-bagger.

Weekly Position Monitor
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Weekly Position Monitor
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Financials I-Vol Table
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Federal Reserve Weekly H.8 Update
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RH | Is A 20% Pricing Cut In The Cards? Learn More
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We think Yes. So bad for WSM and ARHS. Bad for RH on the day. But gets volume moving again. Still leads to 20%+ margins.

Sunday Retail EDGE | 8 Actionable Insights/Ticker Moves Learn More
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RH fireworks. KSS new short (again). Pressing GPS at $28. BIRK lockup expiry looming. GIII and OXM Short. SIG less bearish. GME preview.

Call Invite | New Best Idea Long - Adyen
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