Thx to ⁦@wwd⁩ ⁦@bcgpr⁩ for including me in this list of amazing #femaleleaders #iwd #iwd2022 #womenleaders

If EPS best case $1.50 in 2 year outlook how do you value a company increasing spend (marketing and cap ex), increasing discounts, shrinking franchises and exposure to former high growth geographies? 10x, 12x $NKE this gets worse from here #nike #earnings

Continues to be no way to spin $NKE as a turnaround. We continue or multi year negative stance considering 50% of the business down DD%, China is a permanent resize (not a clean up) and a potential cap ex cycle, Jordan about to resize (again) and NA (46% business) is likely still oversold into wholesale, discounts remain up. And this on top of 5% increase in demand spend and biggest sports cycle in years #nike #earnings

Coming out off #FIFA #worldcup26 consider the marketing spend and this is the return $DKS -18% $ONON -26% since report and $NKE at a 3-year low. You can’t buy your way into customer loyalty. #footwear #earnings #retail

The @TheDealmakeHers brought together 60+ consumer brand leaders, a World Cup soccer champion @Ashlyn_Harris , the best in health @isaacboots #drdanbelkin @GurneysMontauk at a stunning location. Once again trust, community, the best minds in #consumer and a dance party by @stlucia is how deals are imagined and executed

$NKE revs -3% vs -2% last Q, DTC deteriorated -9% vs -7%, China -17% vs -10%. Still no catalyst here. Guide will likely push stock down further. Our data suggests margins will get worse from here. Remain negative #earnings #nike #worldcup

$LULU NA comps down a brutal -6%. Margins down 400+ bps. Our recent data shows markdown items +52% y/y for women’s. ROW also decelerating. Share losses continue and new leadership void until next Fall suggests this may get worse #earnings #retail @vuoriclothing @Alo

Think retail is dead? $VSCO $VSXY two year returns blow away the #mag7 @VictoriasSecret

The promotional detox is complete at $VSXY comps +13% with AURs up +MSD. Turns out there is more than enough room for @Aerie and @VictoriasSecret. What happens when a female leader leads a female centric brand #earnings #retail

Wow $LULU goes with old school choice former $NKE exec. Not what is needed at this moment. Board voted and so did the stock reaction.

$NKE earnings disappointed again and it wasn't just about China this time. Both NA and EMEA had disappointing sell throughs. This turnaround continues to be a work in progress @Nike aways fun to join @cnbc discussing #retail cnb.cx/3NZKS7U

Joining @BloombergTV 8.15 talking can Tarjay wrestle back market share in 2026? #retail #earnings @Target @business

$TGT sales grew in February. 2026 guide $7.50-$8.50 vs $7.66 expectations. No earnings reset here

One quarter of $TPR revenue gains = $CPRI #kors and #katespade decline combined. Ex that growth 19% driven by AUR increase mid teens. How long can this one bag show continue? #luxury #consumer #retail

Rev guide $DECK increased for both #hoka and #UGGs. Better margins and balanced DTC and wholesale growth. So if $NKE improving at same time who is losing? Our SELL call on #adidas initiated back in July made the case #proprietarydata tells the story

Debating all things #retail with Oliver Chen at #NRF #AI #Supplychain #marketing #resale #returns #wholesale #DTC #investing @NRF #NRF2026

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

#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

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

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

$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