Are There Any Clothes Under This Armour?
Under Armour keeps pushing back its promised turnaround inflection, and guidance still points to slowing revenue.
Trying To Find The “Source” Of Upside
A look at Arhaus's top ten furniture suppliers, where it is usually the dominant customer, and how tariffs may help it.
Timberland DTC: Luv 2 Luv Ya
VF Corp now points to Timberland as a model brand; we compare its direct-to-consumer push with the business a decade ago.
Something’s Stalling: Hal For Time?
Despite a 3Q25 pickup, it's still unclear whether Tractor Supply's initiatives can support its 3% to 5% comp target.
UGGly Stocks Are Often The Most Attractive
Deckers is down about 65% from its high, but a review of promotions suggests HOKA and UGG remain healthy brands.
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.
Throwing Shoelaces Against The Shoe Wall
Where Nike's turnaround stands on distribution and product, and why the new Sport Offense structure won't pay off before FY27.
Good Story But Just Doesn’t Turn Us On
Rising wholesale promotions are an early warning for On, while China acceleration and apparel are its main offsets.
This Academy Teaches Lots Of Theory
Academy's growth math looks great on paper, but new-store economics and a Nike-driven sales lift raise doubts it can deliver.
A EuroTrip That “Gary Doesn’t Know”
A month in, RH Paris traffic looks soft and RH's long-term goal to double the business looks stretched.
There’s A Light At The End Of This Tunnel
Williams-Sonoma has built the only business covering the whole home furnishings market, now extending into B2B and Rejuvenation.
Looking Forward To The Sunset
Lululemon's weak product still traces to its former product chief; how the reorganized product engine could recover.
Arhaus Is A Very, Very, Very Fine House
Arhaus has grown into a real rival to RH, big enough that RH recently hired away its Chief Merchant.
Kevin Plank Interview Provides Rare Insight
Takeaways from a little-watched two-hour interview with Under Armour founder Kevin Plank.
Far From The Arc Of This Story
Kicking the tires before Amer's investor day: strong brand momentum, but insider selling and aggressive store growth raise flags.
Why Is BOD Only Now Protecting This House?
Unusual insider buying by Under Armour board members, plus a look at marketing, product, distribution and guidance.
No Rerating With Vans Down By The River
VF Corp's turnaround should pay off, but without Vans growth and with tough North Face comparisons, the stock can't rerate.
Doesn’t Sound Like This Is The Floor
Management's 2Q25 comments on mature-store productivity left us more skeptical of the bull case than ever.
Shift The Tractor To Second Gear Before It Stalls
Tractor Supply's comp beat leaned on its new final mile delivery program; we're not yet buying the second-half comp step-up.
DECK: Together We Fly Higher
After 1Q25, we dig into Deckers' product transition, US weakness and international expansion, plus a shaky new Street consensus.