Summary of the Week in Consumer and Retail
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RH: Too Cheap to Ignore at These LevelsRestoration Hardware is on a tear financially, but its stock price is beyond disconnected
4
Q2'22 CGC Quarterly LetterA tough quarter, but going back to the roots
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Summary of the Week in Consumer and Retail
9
Summary of the Week in Consumer and Retail
8
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Summary of the Week in Consumer and Retail
8
WOOF: Banking on the Pet IndustryWhy we believe Petco has all the makings of delivering outsized shareholder returns
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Sweetgreen: Serving Green But Bleeding RedWhy a millennial favorite is overvalued and still has room to fall further
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Summary of the Week in Consumer and Retail
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Daily price moves in the S&P 500 have surpassed all previous years in the last decade YTD
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Summary of the Week in Consumer and Retail
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Twitter Merger Arbitrage Very AttractiveWhy Twitter has all the chips in the battle with Elon
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