We’re at our next iteration of our new ‘Retail Idea Hunt’ call series, which will take place on the first trading day of every month in 2021.
On Thursday April 1st at 12:30, we’ll spend some time outlining the thesis and pushback on our newer ideas. We'll also touch on present some of the cost opportunities and risks for retail in 2021 like wages, covid costs, and supply chain.
Tickers will include: DUFN, BJ, CAL, WSM, WOOF, AAP, DLTR, ASO, NKE and more
All-in, we plan on hitting on 10+ tickers over 45 minutes max, focusing on the key critical modeling and sentiment uncertainties for each name.
Video Only:
Date/Time: Thursday April 1st at 12:30 EST Add to Calendar: CLICK HERE
Live Video Link: CLICK HERE
