On Friday we spent 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 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 included: OSTK, AAP, WOOF, ULTA, PLCE, CAL, FL, NKE, ADDYY, and more.
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