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Some End of the Week Fun with RH
This is FICTION!
21 hrs ago
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Consensus Media
2
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Better Than We've Grown Accustomed To: Recapping Nike Results
I’m a bit surprised we’re weak here on the back of this set of results, which looks positive almost across the board.
Mar 31
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Consensus Media
Dear Lord Gary, What are you Doing! Recapping RH Results
This is the single worst print I can remember from RH when taken in the context of what we saw from peers that included positive Williams-Sonoma…
Mar 31
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Consensus Media
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Here's Why Carvana Gets the S&P 500 Nod Tomorrow (and Other Info for the Quarterly Index Rebalance)
Dec 5, 2025
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Consensus Media
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Names of Note: Setups for SanDisk, Western Digital, Seagate, ServiceNow, Microsoft, Apple, Meta, Tesla, Starbucks, Visa, UnitedHealth, ASML…
Jan 23
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Consensus Media
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Go Figure (FIGR): The Layup of the Earnings Cycle
Feb 25
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Consensus Media
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What to Expect from Carvana (and CRH) between Now and the S&P 500 Inclusion Date
Dec 7, 2025
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Consensus Media
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The SanDisk Reckoning: When 100% Isn't Enough
Jan 26
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Consensus Media
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Earnings Setups for the Week Ahead: Oracle, Broadcom, Adobe, Lululemon, Restoration Hardware, Synopsys, Toll Brothers, AutoZone, and Many…
Dec 8, 2025
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Show Us The Money: Previewing RH Earnings
Detailed Consensus Expectations + Historical Valuation Context
Mar 31
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Consensus Media
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Turning a Corner or Running Off a Cliff? Previewing Nike Earnings
Detailed Consensus Expectations + Historical Valuation Context
Mar 31
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Consensus Media
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Earnings Edge for the Week Ahead: Setups for Nike, RH, PVH, FactSet, TD SYNNEX, Acuity, Lamb Weston, Hertz, Tilray, and Many More
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the…
Mar 27
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Consensus Media
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Earnings Edge for This Week's Names of Note: Setups for Pinduoduo, Chewy, Carnival, Jefferies, Ondas, Cintas, Kingsoft Cloud, Concentrix…
We’ll have our regular daily posts with Setups for all reporters starting again tomorrow while I improve the collection process, but I wanted to…
Mar 23
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Consensus Media
Earnings Edge for Thurs/Fri/Mon: Setups for Alibaba, PDD, Accenture, FedEx, Darden Restaurants, XPeng, Planet Labs, Intuitive Machines…
I will be on the road tomorrow through Sunday so I am posting a larger set of days in tonight’s note.
Mar 18
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Consensus Media
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Fully Washed Out? Recapping lululemon's Results
We well didn’t get the positive earnings revision surprise that many were hoping for here - forward estimates will move even lower on the back of this…
Mar 17
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Consensus Media
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Will lululemon Ever Be This Cheap Again? Previewing Today's Earnings
Consensus Expectations + Historical Valuation Context
Mar 17
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Consensus Media
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Earnings Edge for Wednesday: Setups for Micron, Jabil, Williams-Sonoma, General Mills, DiDi Global, Five Below, SailPoint, DLocal, Weibo…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
Mar 17
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Consensus Media
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Earnings Edge for Tuesday: Setups for lululemon, DocuSign, Oklo, Tencent Music, ZTO Express, HealthEquity, Academy Sports and Outdoors, and…
Relative winners and losers over the last quarter, followed by names of note, concluding with a spreadsheet containing setup tables for all of the day’s…
Mar 16
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Earnings Edge
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