We’re hosting a BlackBook presentation on Monday March 30th at 2pm ET to assess the winners and losers in the current retail climate. The primary focus will be to Stress Test Retail Liquidity to see who has the staying power to survive the current shut down, and who is most likely to cut dividends, trip covenants, and ultimately cease to exist as an ongoing entity as the shutdown/negative comp environment persists over different recovery scenarios/durations for the group. We’ll be making several changes to our Idea List – both Long and Short, and will also outline our shopping list – specifically which business are currently on sale and on our wish list to own as they emerge stronger once the environment stabilizes and rebounds. We’re also presenting the latest results of our consumer survey to assess current changes and inclinations for change in consumer behavior under different Covid-19 recovery scenarios.
CALL DETAILS
Date/Time: Monday, March 30th 2020 2pm EDT
Toll Free:
Toll:
UK: 0
Confirmation Number: 13700819
Live Video Link: Will be provided prior to call.
