UPON FURTHER REVIEW
The considered view, once the noise settles.
Every company under dedicated coverage gets an Upon Further Review report each quarter, typically within 3–5 business days of its earnings call. It goes well beyond the sell-side’s earnings recaps: what actually changed, what it means, and an updated financial model. Included in both paid plans.
DEEP DIVES
Original research you won’t find anywhere else.
At least twice a year for every company under dedicated coverage, a Deep Dive goes well beyond the earnings calls, with store visits, channel checks and primary research that most of the sell-side no longer has time to do. Included in the $500 plan.
Why the sell-side rarely does this: read Confessions of a Sell-Side Analyst →
Upon Further Review: Floor & Decor (11/6/26)
How far Floor & Decor's mix has shifted to tile and wood, tile share gains in a shrinking US market, and whether acoustic panels can keep wood growing.
Upon Further Review: Adidas (11/5/26)
How much apparel is inside Adidas' 19% running growth, and markdown checks on adidas.com, nike.com and run specialty showing what US growth costs.
Upon Further Review: VF Corp (11/3/26)
Bracken Darrell's record of optimism at Logitech and VF, plus fresh Vans channel checks comparing markdowns on vans.com with wholesale.
Upon Further Review: Deckers (10/31/26)
HOKA's new $115 Fly Pace shoe and what going below $120 means, with a price comparison of the cheapest running shoe at every major brand.
Upon Further Review: Tractor Supply (10/29/26)
Ahead of Tractor Supply's long-term reset: the 9% margin floor, real estate gains inside EBIT, slower store growth, and El Niño risk to 4Q.
Upon Further Review: Nike (10/12/26)
Sizing Nike's Pace restructuring against 2009 and 2023, what Nike's sheer size means for growth, and a look at regional inventory and the dividend.
Upon Further Review: JD Sports (10/5/26)
Why Nike's European inventory sets JD's timeline, and why womenswear is harder for JD in the US than the UK, using our store density work.
Upon Further Review – Post 2Q26 Thoughts
Tracking RH's international margin drag through every shareholder letter, why EBITDA guidance understates occupancy, and what European D&A means for 2027.