We’re hosting a call pre-Retail earnings season on Thursday July 16 to review the key themes ahead of what will potentially be the most volatile earnings season on record. Numbers are all over the place, with very little justifiable rhyme or reason as to how and why the consensus got to where it is in the absence of company guidance. We’ll be diving into…
- the revenue, ebit and EPS trends across each sub-sector of retail along with earnings revisions factors to identify where the greatest likelihood is of beat (and more likely) misses from the nosebleed consensus numbers.
- we’ll also hit on topics such as ecomm vs B&M channel shift, and how much is permanent and which models the change in trend accrues to key parts of the retail supply chain,
- the miles driven debate and how it relates to the earnings picture for auto parts retail,
- opportunities and risks in the athletic space, including NKE, UAA, Adidas and LULU, as well as the connected fitness space
- the chapter 11 cycle, and how it picked up steam in recent weeks and what’s in the bag for 2H20,
- the impending retail credit crash, and why it’s being ignored by consensus,
- per capita spending economics and deleverage in the apparel supply chain as we see the biggest downshift in unit consumption in a generation,
- and much more.
Details are as follows…
Date/Time: Thursday July 16th 2020 at 10AM EDT Add to Your Calendar CLICK HERE
Toll Free:
Toll:
UK: 0
Confirmation Number: 13706568
Live Video Link: Will be provided prior to call.
