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 →
Ground Zero in the Athletic Footwear Debate
Why Foot Locker is where the athletic footwear share shift shows up first.
RH’s Dreams Of SODOSOPA Delayed Again
RH's Aspen Guesthouse is delayed again after a contested historical commission vote; a city council hearing follows.
RH’s International Disaster
Audited UK filings back our doubts about RH's European expansion against the $50 to $250 million first-year sales forecast.
The Potential Nike Turnaround
Moving past the Donahoe blame game to map out what a realistic Nike recovery path could look like.
Is This The Ceiling For Floor & Decor?
A great business and management team, but at 55x forward earnings the stock has priced in too much.
Nike & John Donahoe
Why the Donahoe hire never made sense, and his attempt to blame Nike's innovation slump on remote work.