Williams-Sonoma’s Logistics Upgrade Is a Game-Changer—Will New Distribution Centers Unlock a Holiday Advantage?
Williams-Sonoma, Inc. delivered a robust third quarter of fiscal 2025, marked by top-line growth and resilient profitability, despite...
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DJI and Russell 2000 Breaking Out; Staying Bullish; Bullish Developments Continue
$DJI and Russell 2000 $IWM Breaking Out; Staying Bullish $SPX $QQQ; Bullish Developments Continue: DJI, IWM, $RSP Breakouts, RS on $XLP at new...
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RH: A One-Of-A-Kind Business, but Not a One-Of-A-Kind Investment
Three years after calling RH a one-of-a-kind business, we revisit what worked, what we underweighted, what went wrong, and the lessons worth...
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S&P 500, Russell 2000 Testing Short-Term Support
Ongoing market dynamics remain largely positive across all Sectors and the major averages. As a result, we expect higher prices ahead and recommend...
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Brick-And-Mortar Retailers Continue to Cede Share to Online Peers, but Not All Players Created Equal
E-commerce retailers have proliferated and gained share the last 10 years, and we don't foresee these pressures abating. In this light, we contend...
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