We're hosting a call on Tuesday at 12:30ET (see event link below) to go over the most likely beats/misses in 1Q earnings season across the retail space. Some names we currently have calls on, some we don't (but might depending on what our research tells us come next week). We're in the final stage of completing our SIGMA (Sales Inventory Gross Margin Analysis) book, which gives us a good sense as to the outliers when triangulating company P&L with the balance sheet, forward expectations, and the stock price/valuation. We'll publish our SIGMA book a day ahead of our presentation, and our presentation will be focused on the outliers out of the 150+ tickers in the analysis, as well as other data series we have to synch with expectations.
Call Details
Tuesday April 23rd at 12:30PM ET
Live Video Link CLICK HERE
Add To Calendar CLICK HERE
