Сигналы
3
Alex Straton
Equity Research Managing Director, Morgan Stanley
Винрейт
50.0%
доходность
-3.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
08 июл
$22.70
+0.5%
Bullish on specialty retail and department stores due to improving early-cycle setup, positive earnings revision story with low bars, unappreciated consumer tailwinds, and historically low valuations with a typical seasonal rally ahead. Macy's specifically is underappreciated for its turnaround transformation and last-man-standing department-store dynamics, providing a path to stabilization/growth while consensus models permanent declines. Also overweight Tapestry and Victoria's Secret within the same subsector.
Ритейл и мобильность
Лонг
08 июл
$140.14
-7.1%
Bullish on specialty retail and department stores due to improving early-cycle setup, positive earnings revision story with low bars, unappreciated consumer tailwinds, and historically low valuations with a typical seasonal rally ahead. Macy's specifically is underappreciated for its turnaround transformation and last-man-standing department-store dynamics, providing a path to stabilization/growth while consensus models permanent declines. Also overweight Tapestry and Victoria's Secret within the same subsector.
Ритейл и мобильность
Лонг
08 июл
$78.36
-
Bullish on specialty retail and department stores due to improving early-cycle setup, positive earnings revision story with low bars, unappreciated consumer tailwinds, and historically low valuations with a typical seasonal rally ahead. Macy's specifically is underappreciated for its turnaround transformation and last-man-standing department-store dynamics, providing a path to stabilization/growth while consensus models permanent declines. Also overweight Tapestry and Victoria's Secret within the same subsector.
Ритейл и мобильность
Показано 3 из 3 коллов · сортировка по упоминаниям
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У Alex Straton на Buzzberg отслеживается 3 торговых идей по 3 тикерам с июля 2026. Чаще всего покрывает: M, TPR, VSCO.
