We spent some time talking about inflationary pressures and specifically freight costs/disruptions including some recent developments. We also reviewed the cadence of apparel imports matching up potential inventory flow how that might play into margins. We then spent a few minutes on how we’re thinking about short timing and targeting for the moment to be less bullish retail. Lastly we hit on some recent/topical ideas and some tickers we’re vetting in a ‘speed dating’ format.
Tickers included: NKE, Adidas, W, SFIX, BNED, DLTR, PLCE, LB, LOVE, HIBB, ASO and more.
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