Rahul Sharma
retailguru.bsky.social
Rahul Sharma
@retailguru.bsky.social
Ex Global Consumer Fund Manager: 16 years at Citi, Alliance Capital in NYC, London, Singapore. Founder, Neev Capital. Strictly personal musings & not advice...
I mean strong sales, stronger margin & raised annual outlook above street. What more could you ask. Contrast to $LOW where sales miss & lower guide are felicitated on a higher multiple.
November 20, 2025 at 7:41 AM
Nothing she has t said before. And they are performing despite all that. As with almost every Q in recent years, in hindsight this will be the best Q in retail as usual. Just too many haters on sell side
November 20, 2025 at 7:38 AM