Takeaway: This story is not pretty. 2H Street estimates are overstated by 1,000bps and valuation simply does not reflect it. This ends violently.

Here are the key key takeaways from our 40-page 'Retail Apocalypse' Black Book that we'll present Monday morning at 10am. In addition to a big fundamental group call, we're adding GPS to our Best Idea Short list, and are adding AEO, URBN, M, DDS, TJX, and ROST high on our Short bench.

Call Details:
Time: Monday, Jun 25th at 10AM EDT
Toll Free:
Toll:
UK: 0
Confirmation Number: 13680692
Live Video Link: CLICK HERE

Retail | Here's your 2H Blowup Risk - 6 24 2018 Retail Apoc Bullets

Retail | Here's your 2H Blowup Risk - 6 24 2018 Retail Idea List