3/17/25 :: VROCKSTAR :: 
JILL
Big chicks dig the long ball
- co seems to be chugging along
- 20%+ ROIC "not bad at all"
- pretty niche category - won't be stepping on any lululemon toes and vice versa (*ouch*) anytime soon
- i walk by a store occasionally and accidentally make a comment when the wife is with me about going in - and truly accidentally - the clothes look legit
- 68 mm of FCF on ex leases ent value of 400 ish... so even say 60 on 450... is low teens
- only downside i see here is i can't lock in some gainz w options chain (non existent) and it would be one for a small 1-2% rental
- but for now i think the R/R seems good enough for an earnings punt seeing names like
GAP and many other "staples" retailers do just fine
- don't love the tariff exposure - but what's new - we all saw
ULTA crush one out of the park
- so let's pour one out for the big chicks and hit this long ball?
V
JILLBig chicks dig the long ball
- co seems to be chugging along
- 20%+ ROIC "not bad at all"
- pretty niche category - won't be stepping on any lululemon toes and vice versa (*ouch*) anytime soon
- i walk by a store occasionally and accidentally make a comment when the wife is with me about going in - and truly accidentally - the clothes look legit
- 68 mm of FCF on ex leases ent value of 400 ish... so even say 60 on 450... is low teens
- only downside i see here is i can't lock in some gainz w options chain (non existent) and it would be one for a small 1-2% rental
- but for now i think the R/R seems good enough for an earnings punt seeing names like
GAP and many other "staples" retailers do just fine- don't love the tariff exposure - but what's new - we all saw
ULTA crush one out of the park - so let's pour one out for the big chicks and hit this long ball?
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.