JT Taylor and Emily Evans joined a call hosted by Hedgeye's retail team featuring Jeremy McLean and Daniel Biolsi to review the state of the tax bill and our expectation of the impact on the retail ecosystem.
Key Topics Include:
Tax Reform State of Play
-Timeline
-What's in, what's out, what's to be determined
-Where funds are sourced vs used
Corporate Tax Cut
-Expected rate
-Will retail compete it away
-Who are the biggest winners
Foreign Earnings Impact
-Interest deduction
-Earnings of foreign subsidiaries
-Repatriation
-Impact on our top short idea HBI
Impact on the Consumer
-Impact on spending power
-High End / Low End consumer impact
-Urban/Suburban/Rural dynamics
-Housing impact
Call or email us with questions.
