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 →
Chip’s Plan B: Amer Sports + Lululemon?
Why conglomerates usually fail in athletic brands, why Amer is different, and the case for Amer bidding for Lululemon.
Marti Morfitt Needs To “Shake It Off”
Why Lululemon's board chair and board are repeating Nike's strategic mistakes, and what that means for the proxy fight.
Is The Teacher Surpassing The Student?
ASICS keeps matching or beating Nike on major marathon podiums; a deep look at its performance running business.
London Calling: Adidas Declares War
How Adidas is outpacing Nike in running and soccer heading into the World Cup.
Its Not A Sprint: Half Brands For Half Marathon
Is Merrell and Saucony's recent success lasting, or just a strong outdoor footwear cycle that competitors are now chasing?
After Love Is Gone: Is Yesterday All We Had?
Is Canada Goose more than a niche outerwear brand? Why its costly year-round store expansion story is hard to believe.
Putting “Hard” In Hardware, “Ouch” In Couch
4Q25 was RH's first quarter since 2014 with no adjustments to operating income, and what that rare change may signal.
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.