From “Nike: Falling Short” (January 2024): “Given that the company fell well short of the 2015 Investor Day targets, with a similar outcome on the 2017 Investor Day targets, you might expect that they’d approach the latest round of forecasting [through FY25
Thanks Alex for this great up !! Its clear, easy to understand and conveys lot of information in an effective way. I am curious to know the reason for swift increase in revenue per store for Dick's sporting goods from 2020. Please share if you have already analyzed it
Thank you Balaji! Those DKS figures surprised me, I'm still doing some digging on the explanation. Maybe a company worth looking into over time, along with a few others in the space (On, Adidas, etc.). Thanks again for the kind words!
It's time to start looking for another investment idea: Hibbett announced this morning that they've agreed to be acquired by JD Sports for ~$1.1 billion, or $87.50 per share in cash.
Excellent write up! I love how you weave in previous comments on prior conference calls and hold management to account.
Thank you Frank, have a good one!
Thanks Alex for this great up !! Its clear, easy to understand and conveys lot of information in an effective way. I am curious to know the reason for swift increase in revenue per store for Dick's sporting goods from 2020. Please share if you have already analyzed it
Thank you Balaji! Those DKS figures surprised me, I'm still doing some digging on the explanation. Maybe a company worth looking into over time, along with a few others in the space (On, Adidas, etc.). Thanks again for the kind words!
It's time to start looking for another investment idea: Hibbett announced this morning that they've agreed to be acquired by JD Sports for ~$1.1 billion, or $87.50 per share in cash.
https://investors.hibbett.com/websites/hibbett/English/2120/news-detail.html?airportNewsID=afc23a3b-9751-4ddd-a04f-b32e737e9492
Great prospective insight into HIBB -- as today's news proves. Well done.
Thanks Alex, appreciate the kind words.