We’re at our next iteration of our new ‘Retail Idea Hunt’ call series, which will take place the first week of every month in 2021.
On Friday, June 4th at 10:00am, we’ll spend some time going through some data points on how to look at the stimulus dynamics on a trailing and forward basis and state level retail trends since the start of the pandemic (new Census data stream). We'll also hit on the thesis for recent new ideas as well as key ideas as we hit the thick of earnings season last month.
Tickers will include: OSTK, AAP, WOOF, ULTA, PLCE, CAL, FL, NKE, ADDYY, and more.
All-in, we plan on hitting on 10+ tickers over 45 minutes max, focusing on the key critical modeling and sentiment uncertainties for each name.
Video Only:
Date/Time: Friday, June 4th at 10:00am EST Add to Calendar: CLICK HERE
Live Video Link: CLICK HERE