• It's Here!

    Etf Pro

    Get the big financial market moves right, bullish or bearish with Hedgeye’s ETF Pro.

  • It's Here


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

BWS, you picked a bad day to print a poor quarter. PSS ripping is not going to make you feel too good today.

Pretty simple – any and all ‘strength’ was driven by ASG acquisition layered over last year’s numbers. Comps at Famous Footwear (~60% of sales) were +0.2%, and while decent at face value, this was entirely to clear out inventories. SIGMA headed in the right direction, but not out of the woods. Might take the award for biggest guide-down of the quarter. What a bad company…

BWS: Bad Choice - BWS SIGMA 8 11


BWS: Bad Choice - BWS quick hit part 1 8 11 

 BWS: Bad Choice - BWS part2 8 11