Latest ideas and analyses related to store closures

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GME

+34 pts



$GME - Telsey expects Q4 results (Tue) to show 3% sales decline, but margin expansion from lower store count and 'solid expense control'

By josiebe on March 17, 2021, 3:18 p.m.
Tagged topics: cost efficiencies , margin improvement , store closures , earnings preview , Telsey , wallstreetbets

Views: 144, Votes: 3, Responses: 0, Attachments: 2
AAPL

+30 pts



Assumptions for $AAPL through this crisis

By josiebe on April 3, 2020, 10:32 a.m.
Tagged topics: analyst checks , China , iPhone , service growth , upgrade cycle , App Store , coronavirus , store closures , supply chain constraints , Rest of World

Views: 218, Votes: 1, Responses: 0, Attachments: 0
LULU

+30 pts



Current LULU estimates way too optimistic

By mooreideas on March 26, 2020, 11:57 a.m.
Tagged topics: coronavirus , store closures , distribution center closures

Views: 192, Votes: 1, Responses: 0, Attachments: 0
AAPL

+30 pts



Bigger risk from recession slowing spending

By josiebe on March 16, 2020, 11:31 a.m.
Tagged topics: China , 5G iPhone cycle , coronavirus , store closures , recession

Views: 172, Votes: 1, Responses: 0, Attachments: 0
AAPL

+36 pts



Sizing up AAPL's store closure impact

By labjordan on March 16, 2020, 8:25 a.m.
Tagged topics: China , coronavirus , store closures

Views: 284, Votes: 1, Responses: 1, Attachments: 0