$GAP comps +7% #oldnavy +3%. Our recent note title “More Mountain Lion than Moose” was appropriate $ANF

If you were playing the $NKE kitchen sink theory think again. One of worst conference calls in #retail Q4. The spread between #adidas and #nike performance can’t be ignored (forget HOKA $deck snd $onon. We reiterate our two year sell call #swretailadvisors

$LULU yes there is newness in store and Color. However it hit clearance rack as fast as it arrived #firstclue of Q1 #retail #earnings #swretailadvisors

$ONON sources 90% of #footwear from #Vietnam (46% tariff) $NKE sources 50% from Vietnam. We are going to see a serious pull forward of #holiday #shopping. What’s next? Prime Day in April? #tariffs #consumer

#tariffs for $LULU may be worse than the I can see right through your pants era. #Vietnam exposure 42%. Fabric sourced from highest hit countries. #consumer #retail #startyourshoppingnow

Brands emailing customers warning prices going up 25-40% so shop now. Major pull forward sales underway especially #furniture #electronics. And if #tariffs disappear #higherprices will be sticky #retail #consumer #inflation #TrumpTariffs What are you buying?

$LEVI great example of brand elevating to full price selling. Our promo tracker showed lower promos y/y throughout quarter. $RL $TPR $GAP have all shown us don’t fear price increases when product innovation returns #tariffs #retail #earnings #westernwear #beyonce

While $LEVI making all the right moves potential #earningspower remains the issue.

$NKE working hard to get back in the game. $LEVI citing collab success and pushing hard into $URBN as well. Our most interesting recent proprietary data inflection is all about #Adidas #earnings #retail #consumerspending #brands

Our data shows y/y discounts are lower for the majority of retailers. More full price selling continues to be a theme and trend started well before #tariffs Jon Fortt $LEVI the latest to pivot #retail #holidayseason going to be a rare #blackfriday

$BBWI our recent proprietary data headline Dripping Wax on Your Table. First clue this month was 2x the number of promos vs ly. Throw in lower candle AURs #earnings #retail #data #stocks #BlackFriday

$DKS $FL integration risk now playing out as expected. Always unexpected skeletons in closet. However we are starting to see smarter promos. If DICK'S Sporting Goods can clean up aisle 7 may have too turnaround story 2026 #earnings #BlackFriday #retail #holidayshopping

Our recently upgraded $URBN was based on past 12 weeks of significantly lower y/y proprietary promotional data at Urban Outfitters brand. Comps came in +12%. $URBN is the new $GAP #earnings #BlackFriday

Will be on CNBC Power Lunch talking which retailers will be cleaning out their garage this #blackfriday Brian Sullivan

Longest line at the #outlets by a mile ⁦UGG⁩ #blackfriday #shopping #deals #stocks #discounts #storehunter $DECK

$LULU on look out for new CEO. This “turnaround” story has lasted too long on his watch. We covered our Sell (short) Rating two weeks ago as some signs life in stores namely the Flock line. #earnings #retail #blackfriday #proprietary #data #athleisure #Alo

Hi Delta we have been sitting at the gate on the plane for 4 hours now. Officially delayed 5 hrs so far. It’s 2.45am shall we call it? #letusoff #travel #flightdelays #jfk

#delta dumping everyone off plane at 4am. No announcement. One employee here to handle 200+ passengers @delta #themostwonderfultimeoftheyear

#holidaytravel take #2 back at airport after being cancelled at 5am. Guy in front of me at #tsa #jfk has a cerated knife in his bag. He needs it to cut his orange. Can’t make this stuff up Delta fingers crossed

And for the #travel finale passenger projectile vomiting in front of me virginatlantic Delta #happyholidays !!!!!