Here is the replay of our latest iteration of our new ‘Retail Idea Hunt’ call series, which will take place on the first trading day of every month in 2021.
This time, we spend some time providing our take on the KSS activist call, we review the thesis and positioning on recent shorts and some longs, and discuss further why we're still getting incrementally bullish on Auto Parts.
Tickers include: KSS, BBY, W, YETI, SFIX, HIBB, ASO, FL, UAA, ORLY, AAP, AZO, PRTS.
All-in, we hit on 10+ tickers over 55 minutes, focusing on the key critical modeling and sentiment uncertainties for each name.
Video Replay: CLICK HERE
