Offshore
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App Economy Insights
RT @EconomyApp: $NVDA NVIDIA Data Center growth visualized. https://t.co/bp3j8WByRS
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RT @EconomyApp: $NVDA NVIDIA Data Center growth visualized. https://t.co/bp3j8WByRS
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Offshore
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PitchDeckGuy
Was Steve Jobs the last great innovator?
Check their original product decks👇 https://t.co/6pTlLwkHts
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Was Steve Jobs the last great innovator?
Check their original product decks👇 https://t.co/6pTlLwkHts
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AkhenOsiris
Trying to understand, does the upcoming 2nd half of Sept market dump take us to retest the lows? Or has that ship sailed?
Anyone hear from the retest camp lately? @DanielTNiles
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Trying to understand, does the upcoming 2nd half of Sept market dump take us to retest the lows? Or has that ship sailed?
Anyone hear from the retest camp lately? @DanielTNiles
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Offshore
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Quality Investing with Aria
$ULTA DOWN 8% IN AFTER HOURS AFTER REPORTING EARNINGS 💄
- 12x PE
- 6-7% Buybacks
- Newest Buffett Holding
This beloved-beauty retailer can't seem to catch a break nowadays! https://t.co/3h6rZqYstE
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$ULTA DOWN 8% IN AFTER HOURS AFTER REPORTING EARNINGS 💄
- 12x PE
- 6-7% Buybacks
- Newest Buffett Holding
This beloved-beauty retailer can't seem to catch a break nowadays! https://t.co/3h6rZqYstE
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Offshore
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Quality Investing with Aria
$MDB WHICH HAD A -30% STOCK DROP LAST QUARTER BACK FROM THE DEAD:
+11% IN AH TRADING. MAYBE THEY HAVE A MOAT AFTER ALL https://t.co/rcoFdViL07
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$MDB WHICH HAD A -30% STOCK DROP LAST QUARTER BACK FROM THE DEAD:
+11% IN AH TRADING. MAYBE THEY HAVE A MOAT AFTER ALL https://t.co/rcoFdViL07
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Offshore
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Quality Investing with Aria
Similar to it's discretionary counterpart; $LULU slides in after hours after reporting mixed results 🤔
- 18x Forward PE
- 10-12% EPS Growth
- Crowded athleisure industry and soft discretionary environment continue to serve as headwinds
Once a high flyer, this company continues to be uninteresting to me 🤷♂️
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Similar to it's discretionary counterpart; $LULU slides in after hours after reporting mixed results 🤔
- 18x Forward PE
- 10-12% EPS Growth
- Crowded athleisure industry and soft discretionary environment continue to serve as headwinds
Once a high flyer, this company continues to be uninteresting to me 🤷♂️
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Offshore
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Librarian Capital
Ulta Beauty FY24Q2 (May-Jul)
Sales -1.2% comparable, +0.9% reported
Gross Profit -1.5% (GP -1.0 ppt, 38.3%)
EBIT -16% (margin -2.6 ppt, 12.9%)
EPS -12%
Q2 "did not meet our expectations"
Cuts FY24 outlook
Comp sales -2% to flat (was +2-3%)
EPS $22.60-23.50
$ULTA -8% AH
cc $EL https://t.co/iaAlOvIAQu
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Ulta Beauty FY24Q2 (May-Jul)
Sales -1.2% comparable, +0.9% reported
Gross Profit -1.5% (GP -1.0 ppt, 38.3%)
EBIT -16% (margin -2.6 ppt, 12.9%)
EPS -12%
Q2 "did not meet our expectations"
Cuts FY24 outlook
Comp sales -2% to flat (was +2-3%)
EPS $22.60-23.50
$ULTA -8% AH
cc $EL https://t.co/iaAlOvIAQu
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Offshore
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Quality Investing with Aria
EVERY RETAIL STOCK IS IN ABSOLUTE SHAMBLES RIGHT NOW!!
$DG now in a 68% drawdown since the all time highs after the disastrous report
- Missed Revenue and EPS 📉
- Lowered same-store sales guidance 😬
- Lowered FY EPS Guidance😲
CEO Commentary: "We believe the softer sales trends are partially attributable to a core customer who feels financially constrained"
These type of stock drops make me wanna never touch retailers/apparel stocks ever again. Scary!
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EVERY RETAIL STOCK IS IN ABSOLUTE SHAMBLES RIGHT NOW!!
$DG now in a 68% drawdown since the all time highs after the disastrous report
- Missed Revenue and EPS 📉
- Lowered same-store sales guidance 😬
- Lowered FY EPS Guidance😲
CEO Commentary: "We believe the softer sales trends are partially attributable to a core customer who feels financially constrained"
These type of stock drops make me wanna never touch retailers/apparel stocks ever again. Scary!
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