Tim Eriksen on X
Allbirds' $BIRD ownership-change measure excludes founding Class B shares older than three years and counts changes by FMR, Ghost Angel, Vanguard, BlackRock and recent B-holder grants.
Topic
retail
Everything our editor has picked under this tag, best first.
mavix on X
Leatt $LEAT Q2 '26 results: ▫️Revenues +1% *Consumer Direct +68% *Dealer Direct -2% *Distributor -6% ▫️EBIT -17.7% ▫️Net income -20% ▫️Cash of $19.5 million (+48%) ▫️Temporary supply chain timing challenges (now resolved) ▫️Consumer demand remains strong https://t.co/z8aStbpiKa
BDC on X
Bullish $amzn Former BAM teammates ftw ! https://t.co/MEg0CbeWq8
mavix on X
Shelly Group $SLYG appoints Georgi Bonec as Chief Marketing Officer to further strengthen Shelly‘s global brand positioning, international go-to-market capabilities and consumer, retail and professional channel development. https://t.co/4LdogwzUod
mavix on X
Leatt reported Q1 2026 revenue growth of 27%, led by 49% D2C growth, while EBIT rose 62% and operating cash flow reached $4.5 million.
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.
mavix on X
Shelly’s German Amazon store is back, with its relays again listed as bestsellers and sold directly by Shelly rather than third-party resellers.
Laughing Water Capital on X
@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 5/x) I'd argue that @BrendanCarrFCC is incentivized to move forward quickly now too, unless he wants to allow $WMT to dictate how the FCC does its job through their congressman, whom they no doubt generously support.
Chris Camillo on X
@tinderboxman No. I added another 20% of the account in $AMZN weekly options, on top of the 50% already in $AMZN equity which was 1x levered. Been applying this leverage strategy for 18 years.
JabroniCoin.USD on X
SharkNinja reported 22% year-over-year Q2 net sales growth, its fastest rate since Q4 2024 and 13th straight quarter of double-digit growth.
Chris Camillo on X
@Anointed_Ape Inconsequential. $AMZN no small cap
Chris Camillo on X
Would’ve been a $20B+ positive swing if they’d just followed me into $AMZN at 1x leverage. And they call us Dumb Money. https://t.co/WZVVizF9zL
Raging Capital Ventures on X
Any fundamental views on $RH here? I’ve been recently trying on the short as a trade into the $180 level with some success, feels like it has squeezed higher due to de-grossing/de-leveraging. Other building names are very weak with 10-year testing 5%.
Chris Camillo on X
@Ghostlike @TheOneLanceB You’re missing critical context on my $AMZN trade. If you care to dig in, start with my high-level breakdown on this week’s @TheICHpodcast.
Chris Camillo on X
The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day. The research. The leverage. The near disaster. The comeback. Link in comments https://t.co/foSxtqY98m
Are Department Stores Finally Shortable?
Macy’s and Kohl’s face renewed short cases as their recent reratings ignore fading store-refresh gains, credit-card earnings exposure and…
Shopify 2Q'26: Sustained Miraculous Growth
Shopify sustained 30% FX-neutral GMV growth in 2Q’26, reaching roughly 44% of Amazon’s retail GMV as international, POS and B2B volumes…
Coupang: 2Q26 Business Recap
Coupang’s product-commerce revenue rose 8% in constant currency as data-leak churn lingered, while promotions and underused logistics…
Floor & Decor: 2Q26 Business Update
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating…
Genuine Parts CO
Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
Bath and Body Works
Bath & Body Works is the remaining Les Wexner retail business after The Limited’s former brands were separated or sold.
Hibbett – why did the management choose to sell – and should we accept?
Hibbett shareholders are urged to reject the sale at roughly 10× current earnings, or 5× forward earnings, despite management’s projections…
Hibbett - an informal stock note
Hibbett’s small-town sporting-goods chain and City Gear acquisition give it access to sneaker and streetwear demand; decades of growth and…
