• It's Coming...

    MARKET EDGES

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

Per my prior post, here are supporting charts showing key trends.

1) Total athletic apparel is hardly knocking the cover off the ball, but is at a flattish rate versus -20-30% 3 months ago.

2) Outerwear has started off the year better than last year at retail – without price point degradation.

3) Footwear (17% of sales) remains a disaster.