MRKT Call 12/20/2022: The BOJ Joins the Party
RiskReversal Pod
00:00
Nike - Is Lulu Lemon a Great Retailer?
Lulu Lemon had an 84% year-over-year inventory build against 29% sales growth. I don't think they're gearing themselves up for that kind of inventory build without them affecting, margins affecting them. In terms of Nike, and if you can put the chart up one more time, this is interesting. Think about where the stock is right now at 102. A missing guy down and this stock is headed back there.
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