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…
Companies and Subjects discussed in this morning’s report include: Tractor Supply misses expectations, cites mid-quarter weakness, Albertsons also misses, cites…
Companies and Subjects discussed in this morning’s report include: Nike shifting its China strategy by cutting 3P online sellers, Genesco…
Companies and Subjects discussed in this morning’s report include: Sleep Number’s sale to Sleep Country Canada approved, gasoline and diesel…
Companies and Subjects discussed in this morning’s report include: Adidas’s World Cup win, GameStop ups eBay stake as it considers…
Companies and Subjects discussed in this morning’s report include: Nike missed World Cup jersey opportunity, QVC’s Ch 11 restructuring has…
Companies and Subjects discussed in this morning’s report include: Solid retail sales for June highlight consumer resilience, strong labor market,…
Companies and Subjects discussed in this morning’s report include: Richemont’s strong quarter bodes well for European luxury, a bullish back-to-school…
Companies and Subjects discussed in this morning’s report include: Lulu’s Fashion exploring strategic options as sales shrink, Watches of Switzerland…
Companies and Subjects discussed in this morning’s report include: Strong June sales against an easy comparison, Tailored Brands going public…
Companies and Subjects discussed in this morning’s report include: A cautious back-to-school forecast from Deloitte, our latest Retail Bankruptcy Analysis…
Companies and Subjects discussed in this morning’s report include: Costco’s strong June, with slight moderation, a solid quarterly update from…
Companies and Subjects discussed in this morning’s report include: Quiet in front of LEVI and COST updates, analyst calls and…
Companies and Subjects discussed in this morning’s report include: Walmart cutting prices and is well positioned to offset margin/earnings impact,…
Companies and Subjects discussed in this morning’s report include: Stores to lead the back-to-school shopping season, Next may bid for…
Companies and Subjects discussed in this morning’s report include: Bassett Furniture’s better trend may be a broader indicator, Dollar Tree…
Companies and Subjects discussed in this morning’s report include: Nike’s soft trend and “uneven” turnaround progress, Kroger buying much smaller…
Companies and Subjects discussed in this morning’s report include: Quiet morning in front of Nike’s results this afternoon, Genesco 8.7%…
Companies and Subjects discussed in this morning’s report include: A strong Prime Day, though right in line with expectations, GameStop…
Companies and Subjects discussed in this morning’s report include: Prime Day wraps up today, Reformation confirms IPO plan, says it…
Companies and Subjects discussed in this morning’s report include: Independence Day food spending should be strong, Kroger hikes dividend by…
Companies and Subjects discussed in this morning’s report include: Prime Day off to a good start, Destination XL gets a…
Companies and Subjects discussed in this morning’s report include: Prime Day underway amid upbeat expectations, many analyst actions, mostly downgrades,…
Companies and Subjects discussed in this morning’s report include: Prime Day and related events could drive record online spending, celebrity…
Companies and Subjects discussed in this morning’s report include: Kroger had an okay first quarter, but growth is slowing, US…