Conference Call Wednesday March 3rd, 12 p.m. EST
We've been vocal about warming up to both Nike and Foot Locker as key ideas for 2010. We covered NKE on Friday's call, and now it's Foot Locker's turn.
Our Foot Locker Conference Call marks the publication of our Foot Locker Black Book. The call is open to institutional subscribers of Hedgeye's Retail vertical -- and for qualified prospective institutional clients.
The call will cover in detail why we think Foot Locker deserves a closer look, focusing on:
- Historical underperformance in context of new leadership, with a new strategy
- Store rationalization, brand realignment, product mix, private/exclusive branding, and reinvestment in marketing
- Assets like e-commerce and international that have been overshadowed by lackluster U.S performance
Dial-in number: (code: 668844#)
Contact to request access to the conference call, or to request access/pricing on the NKE Black Book and/or the FL Black Book. A replay of Friday's NKE call is also available to institutional subscribers of Hedgeye's Retail vertical -- and for qualified prospective institutional clients upon request.