Takeaway: The hunt is on - opening up our idea vetting process. This time we'll look retail trends by online vs B&M and some upcoming IPOs.

We’re at our next iteration of our new ‘Retail Idea Hunt’ call series, which will take place at the beginning of every month in 2021.

On Friday, September 10th at 10am EDT, we’ll spend some time looking at the retail channel trends and changing dynamics around ecommerce vs brick and mortar.  We'll also take a look at some of the upcoming IPOs in the footwear and apparel space and give our intitial thoughts. Then, as always, we'll update thoughts on some actionable tickers on the long and short side and how we are thinking about positioning in retail. 

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, September 10th at 10am EDT   Add to Calendar: CLICK HERE
Live Video Link: CLICK HERE