Companies and Subjects discussed in this morning’s report include: Bed Bath & Beyond grows revs for first time in years,……
Companies and Subjects discussed in this morning’s report include: UBS forecasting 40K+ store closings over five years, Saks Global’s $500M…
Companies and Subjects discussed in this morning’s report include: ORLY highlighted as a #1 pick in the auto aftermarket, Nike…
Companies and Subjects discussed in this morning’s report include: Lululemon’s CEO pick disappoints investors, Container Store resets in front of…
Companies and Subjects discussed in this morning’s report include: Best Buy announces CEO succession but doesn’t reaffirm guidance, Mother’s Day…
Companies and Subjects discussed in this morning’s report include: Tractor Supply’s soft first quarter, discount retailers making inroads with better-off…
Companies and Subjects discussed in this morning’s report include: Recent rally in retail stocks, war in Iran’s impact on European…
Companies and Subjects discussed in this morning’s report include: More on QVC’s Ch 11, artificial intelligence driving retail site visits…
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…