We’re presenting a Black Book on Gildan on Tuesday Dec 3rd at 12:30pm to outline our case why this name remains a Best Idea Long with 50-80% upside over a TAIL duration. To say that the operating environment has changed over the past month is an understatement, but the reality is that after spending three days with management in Honduras at GIL’s manufacturing hub, we think that both the depth and duration of the growth trajectory of the company remains underappreciated by the Street with the stock at $28. The recent sales pressure is transitory, and within two quarters should reverse course. We also think that there are more private label wins in the hopper than the company is leading people to believe, and that the company is in the early stages of putting its competition in Fashion Basics out of business. We’ll outline all our incremental thoughts and learnings, as well as review timing considerations around 2020 guidance, which is critical as it relates to sizing and timing of this Best Idea Long.
Call Details
Time/Date: Tuesday, December 3rd at 12:30 PM EST
Toll Free:
Toll:
UK: 0
Confirmation Number: 13697068
Live Video Link: CLICK HERE
