EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Ross Stores (ROST)

Consumer Discretionary

Paragon Intel

New CEO Jim Conroy added to Paragon’s research pipeline - Conroy joins ROST from Boot Barn, where he created 640% alpha as CEO since 2012. However, his ManagementTrack Rating of 5.7 is a modest downgrade vs. the outgoing CEO Rentler's MTR of 7.0. Other stats include: Conroy is a "Builder" capital allocator: 70% of career capital allocated towards CapEx (Rentler is a "Capital Returner", allocating 69%+ towards Dividends & Buybacks). Conroy is an "Inconsistent Guidance Forecaster": Beats 49% & Misses 39% of the time (Rentler is a "Guidance Sandbagger": Beats 87% & Misses 7%). He has a low F.L.A.G. Risk Concern and very low historical Earnings Call Q&A Evasiveness (Conroy averaged 10% vs. Rentler's 27% over the last 5 years).

Edition: 198

- 01 November, 2024


Boot Barn (BOOT)

Consumer Discretionary

Quo Vadis Capital

Where BOOT's latest results diverged from John Zolidis’ expectations, was in the Mar quarter outlook, which was worse than expected. Despite the cut to forecasts, he is still more than $1 below the Street in EPS for the Mar 2025 fiscal year. There is also little (or no) sign of any turn in the business. Comps are deeply negative. And the company continues to try to offset the decline in demand by accelerating unit growth, shifting more of the assortment to private brands and by reducing staffing in stores. Absent a change in top-line, John continues to see risk of much lower earnings and a further negative re-rating of the shares.

Edition: 179

- 09 February, 2024


Boot Barn (BOOT), Bath & Body Works (BBWI)

Consumer Discretionary

A Line Partners

In their weekly report A Line uses a proprietary ranking system to build individual company performance history. Companies are graded A-C based on factors including product design, promotional activity and store feedback. Biggest movers last week:

BOOT - Grade B: scores 18/30, +3pts vs. previous week. Surprisingly strong Black Friday weekend and then managed to avoid the typical post-holiday lull. Seeing a lot of success with the relatively new men’s private label brand (Brother’s & Sons).
BBWI - Grade B: scores 15/30, -3pts. Missed sales over Black Friday weekend and Candle Day. The stores have been refusing shipments because they didn’t sell enough and cannot fit anything else on the floors.

Edition: 150

- 09 December, 2022