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@CapitalFang "$PLCE - everyone seems to forget that they OWN a 700K sf DC in Alabama. So my periodic reminder"
@CapitalFang Avatar @CapitalFang on X 2025-07-25 14:57:01 UTC 2087 followers, 1403 engagements

"@ClarkSquareCap Should be a double digit EBITDA margin business and if sales get back to say 2023 levels EBITDA s/b even higher from cost cuts and no chip shortages affecting GM. Interest expense (from ill timed buybacks) is eating up a big chunk of EPS as well. Get a big # if all goes right"
@CapitalFang Avatar @CapitalFang on X 2025-07-24 19:09:23 UTC 2085 followers, XXX engagements

"@roojoo3 @ClarkSquareCap Everything is speculative at this point - what if they do a deal with Costco or something with $SGI like $PRPL has done Also possible this whole sector doesn't recover until 2027 on an even lower sales base. Sort of like $CWH or $WGO in the RV space. What's the bottom"
@CapitalFang Avatar @CapitalFang on X 2025-07-26 13:13:47 UTC 2088 followers, XXX engagements

"$DECK will do over $5B in sales with XX% gross margin. Strong demand for HOKA/UGG with no pushback on 7/1 price increases. Should have no issues mitigating $185M tariff hit. And $11+ per share in cash with $2.4B buyback. Down XX% from Jan high - i'd think $150-175 reasonable"
@CapitalFang Avatar @CapitalFang on X 2025-07-25 09:36:17 UTC 2085 followers, XXX engagements

"$AHT - call it 6m shares o/s. $2.6B in floating rate debt. 100bps in rate cuts saves $26m in interest or $XXXX per share. Stock is $XXXX. See all my previous tweets on net asset value here (multiples of current stock price). Curious to see if RevPAR holds up in Q2. Monty X Life"
@CapitalFang Avatar @CapitalFang on X 2025-07-21 14:04:28 UTC 2088 followers, 1364 engagements

"@roojoo3 @ClarkSquareCap I've viewed as a "trade" and done quite well because the stock seems to sell off to absurd levels time and time again. Only an investment when the sales inflection in sight. Wish they diluted late last year when stock was $XX but who knew home sales would take another leg down"
@CapitalFang Avatar @CapitalFang on X 2025-07-26 14:48:09 UTC 2089 followers, XX engagements

"$PPRL - 2025 guide is $465M-$485M in sales and $0-10M of EBITDA so unless they raise guidance this requires a heavy lift in 2026-27 driven by manufacturing efficiencies on higher production volumes. Certainly possible. Sale of company also possible. Q2 earnings on 7/29"
@CapitalFang Avatar @CapitalFang on X 2025-07-24 10:36:18 UTC 2088 followers, XXX engagements

"Some Examples: $PRPL -plant consolidation deal with $SGI done gaining share with new product line $SNBR -significant cost cuts of $4ish per share insider buys above $X $RH -biz inflection. investment cycle ending. $WHR -paid to wait. Tariffs may help sales but hurt costs"
@CapitalFang Avatar @CapitalFang on X 2025-07-21 12:05:13 UTC 2088 followers, 7637 engagements

"@galyoncap If i was going to do a second post $SGI would certainly be on there along with other less controversial names like $WSM that will see significant operating leverage and are closer to XX week highs than lows"
@CapitalFang Avatar @CapitalFang on X 2025-07-21 13:01:37 UTC 2088 followers, XXX engagements

"@convexititties You are including operating leases as debt so the stock price numbers should be even higher. $SNBR has $555M of net debt. $PRPL debt much lower too but there are warrants involved"
@CapitalFang Avatar @CapitalFang on X 2025-07-22 21:47:45 UTC 2088 followers, XXX engagements

"$CRI call - said actually invested less in price in Q2 retail than expected due to strong traffic. Don't expect to invest in price in 2H and seeing competitors start to raise prices. Guess that's encouraging"
@CapitalFang Avatar @CapitalFang on X 2025-07-25 12:41:50 UTC 2088 followers, 2059 engagements

"@valuemaverick1 @kenlando Also $CRI saying that they didn't have to promote as much as they thought"
@CapitalFang Avatar @CapitalFang on X 2025-07-25 18:47:32 UTC 2089 followers, XXX engagements

"More $CRI - July comps up X% so far and AUR is positive as well. Back to school off to a solid (and earlier) start. Also encouraging"
@CapitalFang Avatar @CapitalFang on X 2025-07-25 12:43:54 UTC 2088 followers, 1093 engagements

"$AHT - earnings/conf call were fine. Should see selective asset sales to further deleverage and potential benefits from rate cuts in months ahead as XX% of debt is now effectively floating (less hedging). Nobody cares but they are much better at pretending to be a real company"
@CapitalFang Avatar @CapitalFang on X 2025-05-08 12:19:55 UTC 2089 followers, 2339 engagements

"$CRI - solid sales (including positive US SSS). Some GM margin pressure but GM $$ were basically flat year over year. SGA expenses (ex one-time costs) up XX% y/o/y and caused the whole EPS decline which seems odd. Not sure what it means for $PLCE - some GM pressure maybe"
@CapitalFang Avatar @CapitalFang on X 2025-07-25 10:50:04 UTC 2088 followers, 2062 engagements

"$PRPL - set 2025-2027 cumulative bonus payout targets for CEO. For XX% payout need $1.65B in sales and $97M in EBITDA over X years. Said they expect $70M incremental revs in 2026 from Mattress Firm deal which puts sales target in reach. Need operating leverage to hit EBITDA tgt"
@CapitalFang Avatar @CapitalFang on X 2025-07-24 10:36:17 UTC 2088 followers, 1220 engagements

"@BlackSailsRsch New CEOs typically want to hire their own CFO"
@CapitalFang Avatar @CapitalFang on X 2025-07-22 16:20:24 UTC 2087 followers, XXX engagements

"@roojoo3 @ClarkSquareCap Correct - just saying you will get considerable sales and EBITDA growth without the need to build working capital. So it should be a nice FCF boost"
@CapitalFang Avatar @CapitalFang on X 2025-07-24 20:01:02 UTC 2088 followers, XXX engagements

"Well. X. Didn't back off this call - stayed hedged with index puts. Took advantage of lower volatility to add more puts. X. Trade policy IS getting real f'ing crazy after the tax bill passed. No point in negotiating anymore imo. X. Watch bond yields/dollar/gold/crypto/claims"
@CapitalFang Avatar @CapitalFang on X 2025-07-12 14:30:03 UTC 2088 followers, 1078 engagements

"$SNBR announced a CFO transition AND said they are on track to EXCEED the $80-100M cost savings target while remaining in compliance with debt covenants. So with 23m ish shares o/s looking at almost $X per share in cuts - stock is $XXXX. Coiled spring if demand returns"
@CapitalFang Avatar @CapitalFang on X 2025-07-22 13:50:57 UTC 2088 followers, 13.1K engagements

"$PLCE - selling a lot of shorts on $AMZN. Maybe frying a lot of shorts in the market"
@CapitalFang Avatar @CapitalFang on X 2025-07-24 01:31:43 UTC 2088 followers, 1284 engagements

"@ClarkSquareCap @roojoo3 Yes - see my other post. Plus when sales grow it leads to an increase in customer deposits which generally allows them to run on negative working capital and pay down debt more quickly. Timing this is hard - not going too crazy until I hear them talk next week"
@CapitalFang Avatar @CapitalFang on X 2025-07-24 19:52:48 UTC 2085 followers, XXX engagements

"@valuemaverick1 Depends on mix of retail vs. wholesale. they are cycling bigger AMZN numbers starting in Q2"
@CapitalFang Avatar @CapitalFang on X 2025-07-25 11:04:27 UTC 2088 followers, XXX engagements

"$HBI - This stock hasn't moved like others. Guided to 51-55 cents and pretty sure they embedded a tariff scenario worse than current levels. Happy to add at current levels"
@CapitalFang Avatar @CapitalFang on X 2025-07-23 17:49:03 UTC 2088 followers, 1557 engagements