Half Moon Capital on Oxford Industries $OXM
Yet Another Value Podcast
Tommy Pahama's Inventory Is Up 25 Percent
inventory is actually two or three percent below where it was a Q2 19. Revenue is up 25 percent, just about. And they've also reduced their skew town massively over the years. So we think going into the key holiday season, other very well positions. Just on inventory with time to hum it like there.
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