It’s Time To Go Outdoors But Where Is Arhaus?
Arhaus talks up its outdoor collection but hasn't released an outdoor catalog; how its outdoor and bath businesses compare with RH.
Flooring At Half Off: Has Worked Before…
Floor & Decor's post-IPO margin slump offers a playbook for today's 50% drawdown, also tied to distribution center expansion.
“Under Armour Is Unique. It Just Is”
Under Armour still has an authentic brand built on creating, not copying; can the turnaround finally turn that into results?
Columbia Relevant? Does A Bear Scat In Woods?
Columbia's solid niche outerwear business has broader appeal than hyped peers, making it a possible 2026 turnaround story.
“We're Building A Restaurant Company”
RH's restaurant push, compared with Ralph Lauren's Chicago spot, plus our visit to RH Paris.
Is UGG Sneaking It’s Way To 365 Day Success?
Deckers is back to beating conservative guidance; we test whether UGG is becoming a year-round brand.
Now It’s Time To Talk Direct
Tractor Supply's initiatives keep missing their promised returns, yet the stock trades well above its old, steadier multiple.
Have 101 Problems But Is Vans Still One?
Can VF Corp hit its FY28 turnaround targets? Momentum is building and upside may arrive sooner than expected.
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.
“Remember (40 Miles Outside) The Alamo”
Testing Academy management's four bullish talking points, from new-store comps to upper-income shoppers; several look too rosy.
Is It Still “Winning” If You Buy Your Success?
Is Nike's North America recovery real, or bought with heavy marketing spend funded by layoffs and constant reorganizing?
Coming Down The Mountain
Arc'teryx's five-year growth targets have no historical precedent, though we see little risk to the story over the next year.
This JD Might Have Easier Time In Greenland
The combined Dick's and Foot Locker redraws the US athletic landscape and threatens JD Sports' American growth story.
This “Day” Was Just Waiting To Happen
Lululemon's recurring leadership transition problems, informed by a conversation with former CEO Christine Day.
Lululemon: All This Board Intrigue Can Drive A Person Lulu
A governance deep dive into Lululemon's proxy fight and the proposed director slate, and why the board's makeup matters for the brand.
Three Is A Magic Number
Adidas looks set to win in three of its four key sports, with the US World Cup as its way into American consumers.
Channel Conflict Set To On
Can On keep 20%+ growth beyond 2026? A look at its young direct-to-consumer business and friction with wholesale partners.
Fashion Island: A "Tight Fit" For Athleisure
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.
Plant An Olive & Martini Glass Sales Will Follow
Williams-Sonoma's new AI cooking assistant, Olive, could cement its lead in cookware as younger shoppers seek DIY help.
Trading Down: Not Seeing The Value
Floor & Decor's new push into international and commercial growth marks a turning point most investors aren't ready for.