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SubscribeVisits accelerate with redbook slowing, tax returns improving, new locations added, earnings look ahead on JWN, EWCZ, FL, GPS, ARHS, SVV
Worse competitive positioning, overstated GPUs, dilution/debt risk, and odd org structure to name a few of the callouts.
This Friday, join us for a 75-minute deep dive into BYON with the key change agents for the name (Marcus Lemonis & Marc Cohodes) – and why we think it's a 3-bagger.