kab60 on X
Soooo, trying to get updated on the mess that is Gildan... was the board perhaps correct in their assessment back in '23? $GIL
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Soooo, trying to get updated on the mess that is Gildan... was the board perhaps correct in their assessment back in '23? $GIL
Seeing a handful of companies absolutely slash guidance recently... $GIL moving from $4.65-4.75 EPS to $3.70-3.80 with only 1 quarter to go in the year is a pretty sharp turn in outlook...
Our call has been to be Short Retail, and Long 'boring' retailers -- things like $BBWI, $GIL, $VVV, $DRVN. Revenue inflecting positive on all three, stocks should grind higher through 2H, while the rest of retail melts down.
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