Equity Research

Deep dive analysis into single name stocks.

XPOF: Unit Growth the Driver of Operational LeverageAUVs near pre-pandemic levels + unit growth fuel margin expansion
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WOOF: Banking on the Pet IndustryWhy we believe Petco has all the makings of delivering outsized shareholder returns
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DPZ: Domino's Down But Not OutWhy DPZ's underlying business model will set it up for continued success
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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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No Pain, No Gain. XPOF Going HigherWhy this boutique fitness studio stock is going higher in a post-COVID world
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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
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Why I believe that FIGS scrubs has been grossly overestimated to be the lululemon of healthcare
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