We’re launching a Black Book on Wednesday June 21st at 11am EDT and will be presenting our thoughts on key themes and stock calls in the space.
The crux of the industry trend will be supply/demand – volatility in which is accelerating at the greatest rate in 15 years. This includes everything from product cycle, brand momentum, sustainability of momentum, channel shift and evaporation, the size of the ecomm pipe (narrowing), and ultimately – the health of what has been the hottest sector in retail for a decade.
In addition to reviewing themes such as Ch11s, We’ll have opinions on NKE (a week ahead of the print), UA, Adidas, LULU, DKS, FL, HIBB, and FINL.
Call Details
Date: Wednesday June 21 11AM EDT
Toll Free:
Toll:
UK: 0
Confirmation Number: 13664029
Live Video Link: Will be provided prior to call
