• It's Coming...


    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

Is it me? Or did GIL just say in Q&A that infant category was down meaningfully this year at its biggest customer, but have since made changes and now sales are up dd. Carter’s…are you listening to this??? Same product and same customer. And let's be real, the category is not growing by 30% inside Wal-Mart.