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Paul Cerro
$25.9M
Followers
@paulcerro
08/29/2022
It's All About "Perspective"
Just because some retailers have beat sales estimates recently does not mean they're out of the woods yet.
Take a look at 12 companies in this week's "Chart of the Week" that shoes how dire the inventory situation has become.
$HD
$LOW
$WMT
$TGT
$FL
$JWN
$M
$GPS
$DKS
$URBN
$DG
$DLTR
https://cedargrovecapital.substack.com/p/its-all-about-perspective?sd=pf
cedargrovecapital.substack.com
It's All About "Perspective"
Why looking under the hood on retail names is incredibly important
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Paul Cerro
$25.9M
Followers
@paulcerro
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