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@MattJMcClintock Is it time to buy $AS @MattJMcClintock?????!
NYSE
AS
4 stories
$16B Market cap · 2026-10-07
@MattJMcClintock Is it time to buy $AS @MattJMcClintock?????!
Great qtr from $AS . Np yet but definitely considering now. https://t.co/o4I4E81r5S
@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷♂️
$AS 50x P/E levered retail roll-up w only one decent asset (Arc’teryx). Stagnating in the US, nearly fully-penetrated in China. >$500 jackets didn’t work for $GOOS in Asia. Arc already bigger. Hyper promotional mgmt sent the stock skyward. This is going to be an epic crash.
Letters that discuss AS.
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