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SubscribeKey Conclusions and Details for Tomorrow's Call
We'd buy Golden Goose on this IPO. 2-3-bagger on deal price. MYTE new long with POD1 and 2 momentum. RH Update, we're buyers. Short KMX.
Visits Accelerate, CPI Reads for Retail, and Earnings Look Ahead.
Press LULU short – hard. We like RH into EPS. BBY higher conviction short. OXM bearish. What about BYON? Cheap WITH a catalyst?
Visits Slow on Easing Compares, But Trend Still Strong. Earnings Look Ahead.
Key Conclusions for Tomorrow's Call, Adding LULU to Best Idea Short List
When to buy LULU? Not yet. GPS, HELE higher on Best Idea Short List. GIII new Best Idea Short. Bullish FL and BBWI. Bearish KMX, VSCO. CHWY head fake.
Visits and Comp Sales Accelerate – Trend Looks Strong. Earnings Look Ahead