Here is the latest version of our ‘Retail Idea Hunt’ call series, which will take place on the first trading day of every month in 2021.
In this edition we spend some time outlining the thesis and pushback on our newer ideas. We also touch on some of the cost opportunities and risks for retail in 2021 like wages, and covid costs.
Tickers include: DUFN, BJ, CAL, WSM, WOOF, AAP, DLTR, ASO, NKE and more
All-in, we hit on 10+ tickers in 45 minutes, focusing on the key critical modeling and sentiment uncertainties for each name.
Video Replay: CLICK HERE
