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SubscribeI do not expect a lot of fireworks from the MCD quarter, but like SBUX, 1Q24 will pose challenges. Will the PLAY remodel work?
The arguments for not rescheduling are weak and I Like PA to go Rec
We rarely defend stocks on sell-offs (because we're usually short them), but think that this SKX reaction is overdone.
CEO is leaving while the model and the stock are at peak. Growth slows materially from here. Best Idea Short
Quarter was excellent. Accelerating up and down the P&L with 383% EBIT growth. Numbers going way up, but RoC to moderate.