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SubscribeVisits Return to Normalized Trend Post-Easter Shift. Comp Sales and Tax Refunds Still Strong. Earnings Look Ahead.
NKE is at a crossroads – that's not debatable, but will it win? And what shocks will reverberate through the supply chain while it tries?
Visits Trend Normalized. Comp Sales & Tax Refunds Accel. Denim vs Leggings Debate (LEVI/BOOT/LULU). Earnings Preview
FND bearish. FIVE off short list. HELE bearish into EPS. Ditto for TSCO. ORLY positive. KER – zero brand heat. Auto Retail bearish into EPS.
Who's gonna beat or miss in 1Q earnings? We'll do the deep dive on Tuesday.
Here is out Elevator Pitch and detailed financials for Best Idea Short FND
Visits negative with Easter shift. Tax Refunds wane this week. Look into Auto Parts Stores Visits.
Below are the key conclusions and call details for our call tomorrow.