Retail Position Monitor Update | UAA, SKX, ASO, PUM-DE/PMMAF

09/30/22 07:24AM EDT

NKE | Short The Athletic Ecosystem | Inventory bloat = Athletic nuke. Nike is controlling the show, and no retailer or brand is safe. Short everything else now, buy Nike later.

Retail Position Monitor Update | UAA, SKX, ASO, PUM-DE/PMMAF - nike

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.