We spent some time looking at the bullish environment for gross margin expansion as well as the transformation of the balance sheet for some companies post COVID. We also looked at the rub between retailers' inability to chase inventory due to lack of product availability vs the GM increases we're seeing nearly across the board -- especially in Footwear and Apparel. Then we walked through how we're currently thinking about retail earnings season.
Tickers included: CPRI, BKE, W, AAP, PLCE, VSCO, BBWI, UAA, NKE, ADS, DUFRY, and more.
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