Dumb Money Live Consumers Are Obsessed. Wall Street Hasn't Noticed Yet
38 snips
Jan 23, 2026 They dig into holiday retail winners and a stealthy stock pick tied to Arc'teryx and Salomon. Fashion trends like gorp-core and quarter-zips get playful attention. Sellouts, D2C shifts, margins, and China marketing risks are explored. Weather and storm trades, energy plays, and hardware news add market color.
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Verify Before Copying Trades
- Do your own due diligence and consider position size before copying trades from the hosts.
- The hosts emphasize they are not financial advisors and warn against blind copy-trading.
Premium Outdoor Brands Hitting Mainstream
- Amer Sports owns premium brands Arcteryx and Salomon that are crossing from technical gear into mainstream fashion.
- High prices plus scarce inventory are creating rare ~58% margins and strong brand momentum globally.
Sellouts Boost Direct Sales And Margins
- Salomon shoes (XT6) and Arcteryx jackets are frequently sold out across retailers and sizes.
- Sellouts drive direct-to-consumer purchases, lifting margins and signaling accelerating demand into the next quarters.
