Alex Straton

Equity Research Managing Director, Morgan Stanley

· tracked since Jul 2026

Calls

2

Win Rate

50.0%

return

+0.1%

Calls 2 1 Posts tracked · 0.2/day

Calls

7d 2

30d 2

90d 2

Best Calls

TPR long +0.4%

Worst Calls

M long -0.3%

Most Mentioned

M ×1

TPR ×1

VSCO ×1

Recent Calls

VSCO long 4 days ago

TPR long 4 days ago

M long 4 days ago

Win Rate 50% Long 2 Short 0

Win Rate

7d —

30d —

90d —

Average Return +0.1% Long Return +0.1% Short Return -

Average Return

7d —

30d —

90d —

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

M Macy's, Inc. Macy's, Inc.

Long

Jul 08

$22.70

-0.3%

Bullish on retail: Macy's, Tapestry, Victoria's

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.

Retail & Mobility

YOUTUBE

TPR Tapestry... Tapestry, Inc. Common Stock

Long

Jul 08

$140.14

+0.4%

Bullish on retail: Macy's, Tapestry, Victoria's

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.

Retail & Mobility

YOUTUBE

Showing 2 of 2 picks · sorted by mentions