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 Thursday, July 1st at 12:30pm, we’ll spend some time looking at freight cost trends and retail company commentary around it. We'll also take a look at recent apparel import trends. Then we'll update how we're currently thinking about new short idea generation and potential timing to be less bullish on retail.
Tickers will include: NKE, SFIX, BNED, DLTR, PLCE, LB, LOVE, HIBB, ASO 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: Thursday, July 1st at 12:30pm EDT Add to Calendar: CLICK HERE
Live Video Link: CLICK HERE