Asif Suria on X
@accrued_int Yes indeed! Tons of buying In $DKS since August. Retail has generally been a difficult sector for me and so I am approaching this cautiously. https://t.co/sQw6OWE2zl
NYSE
DKS
9 stories
$12B Market cap · 2026-10-12
@accrued_int Yes indeed! Tons of buying In $DKS since August. Retail has generally been a difficult sector for me and so I am approaching this cautiously. https://t.co/sQw6OWE2zl
Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…
$DKS $DECK both going back on my to-do list… https://t.co/GTbiN0YRAs
TSOH Weekly Roundup tracks Dick’s Sporting Goods’ Foot Locker setback and Brown-Forman’s internal debate over a potential Pernod Ricard…
This short has been money for us this summer. Down -17% into the print on heavy volume (ie someone got the memo early) and down another 25% today. $DKS #DickLocker https://t.co/Qr1gSnhnuc
DICK’S Sporting Goods trades at 12.8 times FY26 EPS after breaking multi-year support, while maintaining $13.50 to $14.50 FY guidance amid…
$DKS approaching ATH with a solid gain in a red retail tape. We're short it, so it's working against me right now. Recently moved it lower on our Position Monitor as near-term fundys are in the company's favor. Data looks good right now -- but the data doesn't show margins. And that's my biggest concern here -- zero flow through from comp to margin in the DSG concept (especially house of sport). And FL, well, it's still FL. #DickLocker
$DKS doing a horrible job on this call explaining away how core Dick's EBIT was barely up on a monster 6% comp. Locker is hopeless...
This $DKS $FL deal is going to go down as one of the most destructive deals ever done in Retail, like, EVER. Right up there with $DLTR $FDO, and $MW $JOSB. We're pressing our $DKS short here, hard. And good riddance to our $FL long.
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