Takeaway: Expect HUGE TAIL EPS downside as HELE loses share, and can no longer use acquisition accounting to head-fake the Street. 60-70% TAIL risk.
Deep dive into the HELE model and short thesis tomorrow at 10am ET.
Here is our note from last week's HELE print. HELE | New Black Book – Best Idea Short – The Model is Broken
Call Details
Date/Time: Friday, January 13th 10am ET.
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