Replay Link: CLICK HERE
We just got back from ISS – the annual Imprinted Sportswear Show – where over the weekend we met with Gildan, its competitors, and core customers. On the margin, we came back more positive as it relates to the health of the industry, pricing dynamics, and Gildan’s ability to bounce back in 2020 after the production gaffe in 2H19. On Thursday Jan. 23rd we presented our findings, and hosted a Q&A to flesh out all the puts and takes around the industry dynamics and Gildan’s positioning. GIL remains one of our highest conviction Best Idea longs.
