Companies and Subjects discussed in this morning’s report include: QVC’s unsurprising Ch 11, tax refunds big but not as big……
Companies and Subjects discussed in this morning’s report include: Vince’s solid 4Q25, luxury stock weakness, Allbirds’ pivot from shoes to…
Companies and Subjects discussed in this morning’s report include: Albertsons’ comps slow, tax refunds drive strong retail sales in March,…
Companies and Subjects discussed in this morning’s report include: DoRCR is going online, weak results from PLCE, Somnigroup buying Leggett…
Companies and Subjects discussed in this morning’s report include: US luxury spending holding up amid geopolitical uncertainty, 7-Eleven NA delays…
Companies and Subjects discussed in this morning’s report include: Costco’s strong March sales, Amazon’s drone and rural delivery push, an…
Companies and Subjects discussed in this morning’s report include: Levi’s strong 1Q26, BBBY’s acquisition of another tough biz, mall traffic,…
Companies and Subjects discussed in this morning’s report include: Academy’s upside 1Q26, CASY joining S&P 500, a potential Babylist IPO,…
Companies and Subjects discussed in this morning’s report include: DoRCR’s new Director of Sales, Marketing and Strategy, impact of gas…
Companies and Subjects discussed in this morning’s report include: Bed Bath & Beyond + Container Store, Easter spending, Sleep Number…
Companies and Subjects discussed in this morning’s report include: Nike, PVH, RH, Easter Shopping, Lands’ End, Sportsman’s Warehouse, QVC, M&A…
Companies and Subjects discussed in this morning’s report include: Allbirds selling its IP, J.Jill results, US Retail Sales, TJX hikes…
Companies and Subjects discussed in this morning’s report include: Nike, shopping malls, ALDI U.S., Tommy Hilfiger, Gabe’s, store opening and…