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 →
Dick’s Media Network: Pump Up The Volume
Dick's Media Network is starting to lift gross margin for the first time, which could push margins past their usual ceiling.
Larger Mergers Not So Easy To Swallow
Why the Foot Locker deal may be harder than Dick's makes it sound, from inventory cleanup to basketball merchandising.
Fashion Island: A "Tight Fit" For Athleisure
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.
Better/Worse Nike Stuck With A Bigger Dick’s
A store-by-store look at Dick's House of Sports and Fieldhouse concepts, and how the Foot Locker deal changes its Nike relationship.
Ground Zero in the Athletic Footwear Debate
Why Foot Locker is where the athletic footwear share shift shows up first.