Companies and Subjects discussed in this morning’s report include: Cato announces 70 more closings, AlixPartners says holiday sales could grow……
Companies and Subjects discussed in this morning’s report include: Amer Sports raises third quarter guidance in front of Investor Day,…
Companies and Subjects discussed in this morning’s report include: Amazon raising pay for its US full-time core ops employees, LuxeExperience…
Companies and Subjects discussed in this morning’s report include: More retail stock underperformance, Boot Barn’s sales improve but stock falls,…
Companies and Subjects discussed in this morning’s report include: Retail stock underperformance, BJ’s Wholesale commits to investment grade after strong…
Companies and Subjects discussed in this morning’s report include: Kroger’s slowing sales, RH does better in 2Q26 and expects a…
Companies and Subjects discussed in this morning’s report include: Macy’s two-year comp accelerates, American Eagle dragged down by namesake banner,…
Companies and Subjects discussed in this morning’s report include: Casey’s reports a strong July quarter but misses comps, Chewy grows…
Companies and Subjects discussed in this morning’s report include: GameStop’s 2Q26 results and shift toward collectibles, Neighborhood Intelligence terminates F9…
Companies and Subjects discussed in this morning’s report include: Lululemon’s trends deteriorate further on China weakness, Bain is bullish on…
Companies and Subjects discussed in this morning’s report include: Costco continues to comp in the +6% area, Five Below reports…
Companies and Subjects discussed in this morning’s report include: Ollie’s mixed second quarter, Kontoor Brands is bullish on Helly Hansen,…
Companies and Subjects discussed in this morning’s report include: Randa Apparel & Accessories acquires UNTUCKit, gas prices ease a bit…
Companies and Subjects discussed in this morning’s report include: GameStop reports weak 2Q26 sales, turns its derivative investment in EBAY…
Companies and Subjects discussed in this morning’s report include: Ulta’s upside 2Q26, with acceleration in the two-year comp, Gap’s mixed…
Companies and Subjects discussed in this morning’s report include: Upside and share gains from the dollar stores, Best Buy reports…
Companies and Subjects discussed in this morning’s report include: Williams-Sonoma’s comps accelerate in the second quarter, Abercrombie beats expectations, though…
Companies and Subjects discussed in this morning’s report include: Dick’s misses and lowers guidance on Foot Locker weakness, Citi Trends…
Companies and Subjects discussed in this morning’s report include: Quiet morning in front of more 2Q26 results, our latest Store…
Companies and Subjects discussed in this morning’s report include: Ross outcomps TJX’s Marmaxx by a huge margin, BJ’s narrows the…
Companies and Subjects discussed in this morning’s report include: Walmart’s overall strong quarter, but with a comp miss, Advance Auto…
Companies and Subjects discussed in this morning’s report include: TJX reports an upside 2Q, but with Marmaxx slowing, Lowe’s reports…
Companies and Subjects discussed in this morning’s report include: Home Depot’s good 2Q26 + market share gains, Academy opening many…
Companies and Subjects discussed in this morning’s report include: WSJ is positive on US luxury, cautious on home improvement, store…
Companies and Subjects discussed in this morning’s report include: Webinar recording available, pls scroll for the link to view, headline…
Companies and Subjects discussed in this morning’s report include: Tapestry’s Strong 4Q26, though with slowing Coach revs, Dillard’s is first…
Special Note: DoRCR is launching a monthly Zoom webinar for our subscribers, second Wednesday of each month at 2:00 pm ET, will cover macro/consumer…
Special Note: DoRCR is launching a monthly webinar for our subscribers, second Wednesday of each month at 2:00 pm ET, will cover macro/consumer + topical…
Special Note: DoRCR is launching a monthly webinar for our subscribers, second Wednesday of each month at 2:00 pm ET,…
Special Note: DoRCR is launching a monthly webinar for our subscribers, will be the second Wednesday of each month at…
Companies and Subjects discussed in this morning’s report include: Costco’s strong +6%-7% comp momentum continued in July, Ralph Lauren’s strong…
Companies and Subjects discussed in this morning’s report include: CVS reports an upside 2Q26, but with flat Pharmacy & Consumer…
Companies and Subjects discussed in this morning’s report include: Wayfair’s revs accelerate, guidance suggests continued momentum, Walmart and Nike downgraded…
Companies and Subjects discussed in this morning’s report include: Sally Beauty reports an okay quarter, notes consumer resilience, GameStop’s stock…
Companies and Subjects discussed in this morning’s report include: Amazon’s very strong 2Q26 and sequential acceleration, Floor & Decor beats…
Companies and Subjects discussed in this morning’s report include: 2Q26 earnings season looking more mixed than the first quarter, Reformation…
Companies and Subjects discussed in this morning’s report include: VF reports largely in-line quarter but with continued weakness at Vans,…
Companies and Subjects discussed in this morning’s report include: LVMH’s sales accelerate, bodes well for luxury, CVC may buy a…
Companies and Subjects discussed in this morning’s report include: Albertsons catches another analyst downgrade, more back-to-school shoppers plan to use…
Companies and Subjects discussed in this morning’s report include: Deckers reports a solid quarter, but with slowing sales, Adidas store…