EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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RealReal (REAL)

Consumer Discretionary

Violating the rules of Retail Fight Club - the more time Stacey Widlitz spends at REAL stores the more she is convinced luxury goods players will take back the second-hand market (not only to capture revenues but also to control brand pricing and image). Stacey uncovers authentication issues (despite claims of a month-long process involving three layers of ‘experts’), poor customer service and inadequate training of staff.

Edition: 118

- 03 September, 2021