Stacey Widlitz

$LULU NA comps down a brutal -6%. Margins down 400+ bps. Our recent data shows markdown items +52% y/y for women’s. ROW also decelerating. Share losses continue and new leadership void until next Fall suggests this may get worse #earnings #retail @vuoriclothing @Alo

Wow $LULU goes with old school choice former $NKE exec. Not what is needed at this moment. Board voted and so did the stock reaction.

$TGT sales grew in February. 2026 guide $7.50-$8.50 vs $7.66 expectations. No earnings reset here

$TGT sales grew in February. 2026 guide $7.50-$8.50 vs $7.66 expectations. No earnings reset here

$LULU on look out for new CEO. This “turnaround” story has lasted too long on his watch. We covered our Sell (short) Rating two weeks ago as some signs life in stores namely the Flock line. #earnings #retail #blackfriday #proprietary #data #athleisure #Alo

$DKS $FL integration risk now playing out as expected. Always unexpected skeletons in closet. However we are starting to see smarter promos. If @DICKS can clean up aisle 7 may have too turnaround story 2026 #earnings #BlackFriday #retail #holidayshopping

#tariffs for $LULU may be worse than the I can see right through your pants era. #Vietnam exposure 42%. Fabric sourced from highest hit countries. #consumer #retail #startyourshoppingnow

$LULU yes there is newness in store and Color. However it hit clearance rack as fast as it arrived #firstclue of Q1 #retail #earnings #swretailadvisors https://t.co/uWXNBtzmSF

$TGT announced falling prices prior to earnings while $LULU announced resignation of chief product officer. Next week we will find out impact of lack of newness/color in product. Notably has not improved much since last quarter #retail #earnings

$TGT announced falling prices prior to earnings while $LULU announced resignation of chief product officer. Next week we will find out impact of lack of newness/color in product. Notably has not improved much since last quarter #retail #earnings