INSTITUTIONAL RESEARCH

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Retail | Detailed Traffic Analysis 9/5 Learn More
Buy Now

Aggregate Visits Decelerate, While Consumer Spending Holds In. Earnings Look Ahead On RH, HNNMY, GME, SIG, & ASO.

Add AVC (3017.TW) to Long List (Also VRT, NVDA) - Bullish on Air Cooling
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Hedgeye Monthly Inflation Nowcast
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Hedgeye Monthly Inflation Nowcast
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Sunday Retail Edge | 10 Key Callouts On This Monday Edition Learn More
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ADDYY and TPR/CPRI Events. More Bearish BBY. More Bullish FL. BBWI Catalyst Later. Punting TGT long and ANF short. DKS GIII Earnings. LOW

Federal Reserve Weekly H.8 Update
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LULU | Will Have To Guide Down Again Learn More
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LULU didn’t cut expectations enough. Core profit centers still under attack. Newness won’t save the day. Best Idea Short

Retail | Detailed Traffic Analysis 8/29 Learn More
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Visits Slightly Accelerate, Consumers Will Continue to Seek Value. Earnings Look Ahead for RH, DKS, GME, & DLTR.

PDD | Despite Plunge, Elevating it to #2 Long
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MPNGY/3690.HK | Why It Remains #1 Long
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