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SubscribeEarnings Preview Note: More bullish on SKX. More bearish on DECK and ONEW. Previews on VVV, TCS, TPR, CPRI, RL, PAG, VFC, UAA.
Our call covered a broad discussion of the US Housing market with former Fannie Mae Executive and AEI resident fellow Edward Pinto.
Our call covered a broad discussion of the US Housing market with former Fannie Mae Executive and AEI resident fellow, Edward Pinto.
Q4 earnings season will start in earnest next week, so to maximize our data capabilities and line of sight into the events, we’re hosting our call the morning before the official kick off.
On Wed 2/7, we'll dive into the sales and margin trajectory and sustainability of Ugg/Hoka, among other thesis-driving reasons we're short.