Tag:
Lululemon
Ghost Global
Too much stock!
The supply-demand dynamics swung completely from 2021 to 2022. When global apparel retailers report on this festive season, you can be sure that margins will be an ugly story.
Ghost Global
Ghost Global (Lululemon | Porsche | Best Buy| Bed Bath & Beyond)
Lululemon is still growing strongly. Best Buy isn't. There's really bad news at Bed Bath & Beyond, with the CFO taking his own life. Finally, Porsche is coming to market!