Gap reported its best quarter in at least four years, beating EPS and revenue estimates and raising margin guidance for the critical holiday quarter. Gap Inc. operates four divisions—Gap, Old Navy, Banana Republic, and Athleta—but over...
The retailers reported about as expected this morning. The good stores beat and guided to a decent Q4. Target mentioned consumer sentiment a few times, guided revenue lower, and announced a huge capex expansion for next year, suggesting estimates will...
Shares of Amazon are hitting all-time highs in the pre-market after AWS growth exceeded 20% for the first time since 2022. This has alleviated concerns that the company was losing market share in AI and the cloud, despite years of massive...
Keeping it visual today ahead of a busy earnings week. Starbucks and Amazon ahead of earnings, 2 winning trades on Mattel and Hasbro, Deckers gets a micro-bounce and a Minnesota double shot.
Nike Report Card Nike beat expectations on the top and bottom lines but cautioned the “Holiday Quarter” (Nike’s Q2) would be slightly weaker than analyst estimates. In yesterday’s preview, I suggested...
Nike reports tonight. Here's how they got into this mess.
Nike's investor relations homepage features a Mission Statement that all but screams written by committee. “Nike, Inc. is a Growth Company,” it declares, “We create innovative, must-have products. We build deep, personal...
Catching more of last week's rally. Getting ready for RH
Weekly video for September 10th.
The strong keep getting stronger. This isn't time to be calling bottoms on retail stocks still trending lower. Get ready for the Dead show that is RH earnigns and Lovesac; all this in more!
Huge earnings week for the mall! Furniture stocks burning!
It's the last week of summer and the biggest week of the year as retail earnings hit maximum intensity in the next 5 days. Here's what I'm watching while most of the other adults are on vacation:
