⁠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
tweet

⁠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
tweet

⁠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 🤷‍♂️
tweet

⁠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
tweet

⁠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!
tweet

⁠Bourbon Capital
The following companies just reported earnings:

$LULU Lululemon Athletica +0.19%🟢
$DELL Dell Technologies +5.84%🟢
$MRVL Marvell Technology +6.13%🟢
$ADSK Autodesk +6.10%🟢
$ULTA Ulta Beauty -7.07%🔴
$MDB MongoDB +13.95%🟢
$ESTC Elastic -24.26%🔴
$HCP HashiCorp +0.53%🟢
tweet

⁠Bourbon Capital
Ulta Beauty, Inc. $ULTA results:

EPS: $5.30 vs. $5.47 expected🔴
Revenue: $2.6B vs. $2.61B expected🔴

EPS is down 11% YoY
Revenue is up 2.81% YoY

Before you go crazy buying dips, this stock is going down to $320 soon, I'm going to be adding close to $320
tweet

⁠Librarian Capital
Campari $CPR down 31% roughly 1 year after adverse change in corporate governance described below

Decline similar to that of Pernod Ricard $RI
Smaller than Rémy $RCO (with its China exposure) https://t.co/6mlW1BFxIu

John Hempton on Campari: "scumbags are in charge"

$CPR "have just introduced a shareholder loyalty plan ... (Activist-led mgmt. change) can’t happen at Campari anymore. And as the management are clearly not incompetent this makes me think they plan to be venal ... They are scum" https://t.co/QpuFXOcxtm - Librarian Capital
tweet

⁠Bourbon Capital
Lululemon Athletica Inc. $LULU results:

EPS: $3.15 vs. $2.94 expected🟢
Revenue: $2.4B vs. $2.41B expected🔴

EPS is up 17% YoY🟢
Revenue is up 8.65% YoY🟢

I anticipated a different outcome. For now, I'll refrain from making additional investments. However, if the stock price falls below $230, I may consider buying more
tweet

⁠Bourbon Capital
Lululemon Athletica Inc. $LULU is up 6.58%🟢 after hours

What sorcery is this!? https://t.co/cWz7eaZinM
tweet

⁠Bourbon Capital
It's amusing how everyone claims to be a Warren Buffett 'expert' here. I wonder how many of them actually invested in $SIRI at its low point of $2.60

When the stock crashes everyone is quiet, but when the stock is up everyone claims to be holder

$ULTA price is great, but I want to see a lower price
tweet

⁠Bourbon Capital
Another day and funds keep adding more and more $HIMS

SIFAX - SIMT MULTI-ASSET INFLATION MANAGED added 2k shares

OBSOX - Oberweis Small-Cap Opportunities Fund added 756k shares

Brighthouse Funds Trust I - Schroders Global added 6k shares

RVER - Trenchless Fund ETF added 50k shares

FARYX - Fulcrum Diversified Absolute Return Fund added 8.7k shares

MMGEX - MassMutual Select Small Cap Growth Equity added 90k shares
tweet