Companies and Subjects discussed in this morning’s report include: Retail stocks are rallying after the midterms, CVS reports an upside……
Companies and Subjects discussed in this morning’s report include: Children’s Place is prepping to file Ch 11 and could liquidate,…
Companies and Subjects discussed in this morning’s report include: Retail stocks rally as investors rotate out of AI names, store…
Companies and Subjects discussed in this morning’s report include: Amazon’s online store sales slow on earlier Prime Day, Floor &…
Companies and Subjects discussed in this morning’s report include: O’Reilly reports a strong third quarter, with sequential comp acceleration, Crocs…
Companies and Subjects discussed in this morning’s report include: VF reports an upside September quarter, but Vans’ growth weakens sequentially,…
Companies and Subjects discussed in this morning’s report include: Aritzia lays out a bullish five-year plan with a US focus,…
Companies and Subjects discussed in this morning’s report include: Investor rotation lifts retail stocks, YTD store opening announcements running well…
Companies and Subjects discussed in this morning’s report include: Deckers reports a mixed September quarter with sequential slowing at both…
Companies and Subjects discussed in this morning’s report include: Tractor Supply kicks off third quarter earnings season with modest upside,…
Companies and Subjects discussed in this morning’s report include: Adidas reports upside third quarter sales, raises earnings guidance, British athleticwear…
Companies and Subjects discussed in this morning’s report include: Kroger reaffirms FY26 and sets optimistic long-term financial targets, Simon-Kucher has…
Companies and Subjects discussed in this morning’s report include: Retail stocks outperformed significantly last week, True Religion mulling a full…
Companies and Subjects discussed in this morning’s report include: Retail stocks having a good week, holiday outlook is converging around…
Companies and Subjects discussed in this morning’s report include: Moody’s turns more positive on retail, Retail Sales for September come…
Companies and Subjects discussed in this morning’s report include: Strong Cyber Week sales expected, consumer spending on discretionary merchandise highlights…
Companies and Subjects discussed in this morning’s report include: Albertsons reports another soft quarter and announces a comprehensive review, a…
Companies and Subjects discussed in this morning’s report include: Retail stocks outperformed last week, Morgan Stanley likes eBay on Live…
Companies and Subjects discussed in this morning’s report include: Strong online sales during Amazon’s Prime Big Deal Days and competitor…
Companies and Subjects discussed in this morning’s report include: Costco’s comps accelerate in September to +7% area, Levi’s overall momentum…
Companies and Subjects discussed in this morning’s report include: Prime Big Deal Days off to a good start, AI won’t…
Companies and Subjects discussed in this morning’s report include: Adobe expects 9%+ y/y growth in US online spending today-tomorrow, Frasers…
Companies and Subjects discussed in this morning’s report include: NXH scraps merger with Fathom and announces equity financing, the WSJ…
Companies and Subjects discussed in this morning’s report include: Nike’s fundamentals getting worse, with a HSD% drop in sales expected…
Companies and Subjects discussed in this morning’s report include: Bassett’s sales accelerate, could be a read for furniture more broadly,…
Companies and Subjects discussed in this morning’s report include: Coresight expects a 4.0%-4.5% increase in holiday sales, half driven by…
Companies and Subjects discussed in this morning’s report include: Target cuts prices on ~2K items in front of Target Circle…
Companies and Subjects discussed in this morning’s report include: Retail stocks up last week but underperform, online holiday sales could…
Companies and Subjects discussed in this morning’s report include: Costco’s still in a sweet spot as +6%-7% comp momentum continues,…
Companies and Subjects discussed in this morning’s report include: Stitch Fix reports in-line/upside July quarter but gives soft guidance, Mastercard…
Companies and Subjects discussed in this morning’s report include: Halloween spending could grow 3% y/y, while holiday traffic could decline…
Companies and Subjects discussed in this morning’s report include: AutoZone’s mixed quarter, with light comps but a better trend in…
Companies and Subjects discussed in this morning’s report include: Another tough week for retail stocks, Nike (NKE) removed from the…
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,…