#  @AstutexAi Dmitry Baulin Dmitry Baulin posts on X about $svv, luxury, in the, $mcfp the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1018829718622212097/interactions)  - [--] Week [-----] -58% - [--] Month [------] +41% - [--] Months [-------] +117% - [--] Year [-------] +455% ### Mentions: [--] [#](/creator/twitter::1018829718622212097/posts_active)  - [--] Week [--] -38% - [--] Month [---] +7.30% - [--] Months [---] +146% - [--] Year [---] +461% ### Followers: [-----] [#](/creator/twitter::1018829718622212097/followers)  - [--] Week [-----] +0.47% - [--] Month [-----] +3.90% - [--] Months [-----] +24% - [--] Year [-----] +45% ### CreatorRank: [---------] [#](/creator/twitter::1018829718622212097/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 58% [finance](/list/finance) 23% [cryptocurrencies](/list/cryptocurrencies) 17% [fashion brands](/list/fashion-brands) 13% [countries](/list/countries) 8% [technology brands](/list/technology-brands) 6% [luxury brands](/list/luxury-brands) 4% [social networks](/list/social-networks) 3% [currencies](/list/currencies) 2% [automotive brands](/list/automotive-brands) 1% **Social topic influence** [$svv](/topic/$svv) 14%, [luxury](/topic/luxury) 13%, [in the](/topic/in-the) 8%, [$mcfp](/topic/$mcfp) #1, [$brby](/topic/$brby) #1, [$as](/topic/$as) #5, [salomon](/topic/salomon) #146, [$onon](/topic/$onon) 7%, [$five](/topic/$five) 7%, [$tpr](/topic/$tpr) 7% **Top accounts mentioned or mentioned by** [@mikefritzell](/creator/undefined) [@clarksquarecap](/creator/undefined) [@electraheart99](/creator/undefined) [@nitinkinvest](/creator/undefined) [@tickerplus](/creator/undefined) [@gansic966](/creator/undefined) [@ysl](/creator/undefined) [@miumiuofficial](/creator/undefined) [@ralphlauren](/creator/undefined) [@burberry](/creator/undefined) [@gucci](/creator/undefined) [@noalgos](/creator/undefined) [@benbonning](/creator/undefined) [@illerintwit](/creator/undefined) [@rhomboid1mf](/creator/undefined) [@sweetstocksblog](/creator/undefined) [@breadcrumb_cap](/creator/undefined) [@iammoisturized](/creator/undefined) [@electraheart_99](/creator/undefined) **Top assets mentioned** [Savers Value Village, Inc. (SVV)](/topic/$svv) [Amer Sports, Inc. (AS)](/topic/$as) [On Holding AG (ONON)](/topic/$onon) [Five Below, Inc. (FIVE)](/topic/$five) [Tapestry, Inc. (TPR)](/topic/$tpr) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI)](/topic/$olli) [VF Corp (VFC)](/topic/$vfc) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Columbia Sportswear Co (COLM)](/topic/$colm) [VERAsity (VRA)](/topic/$vra) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Bostrom (BOOT)](/topic/$boot) [Ralph Lauren Corp (RL)](/topic/$rl) [Nike Inc (NKE)](/topic/$nke) [Ross Stores, Inc. (ROST)](/topic/$rost) [Steven Madden Ltd (SHOO)](/topic/$shoo) [ThredUp Inc. (TDUP)](/topic/$tdup) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cullen/Frost Bankers, Inc. (CFR)](/topic/$cfr) [Crocs, Inc. (CROX)](/topic/$crox) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [The Simply Good Foods Company Common Stock (SMPL)](/topic/$smpl) [Calcium (CAL)](/topic/$cal) [Sweetgreen Inc. (SG)](/topic/$sg) [Designer Brands Inc. (DBI)](/topic/$dbi) [Kontoor Brands, Inc. Common Stock (KTB)](/topic/$ktb) [Decentral Games (DG)](/topic/$dg) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Academy Sports & Outdoors, Inc. (ASO)](/topic/$aso) ### Top Social Posts Top posts by engagements in the last [--] hours "$AS is the opposite of $COLM - great brands with outstanding execution but close to peak popularity and elevated valuation. This XT-6 fashion dependence boosted sales but certainly won't help going forward. Chart looks scary ☠ $COLM US sales decreased 8% as expected bet strength overseas helped stock up 7% AH. Main reason I got involved in the stock is simple - it's cheap (P/S below [--] with no debt) management succession in process with lots of potential in footwear. Should have been the bottom but https://t.co/GbPcHer249 $COLM US sales decreased 8% as expected bet strength overseas helped" [X Link](https://x.com/AstutexAi/status/2019002814408630403) 2026-02-04T10:59Z [----] followers, [----] engagements "Asics Salomon and Anta - no surprises here $ASCCY $AS $2020.HK $ONON BIG FACTS. See which brands are winning more market share and the attention of todays culture-driven consumers. https://t.co/pF3sbD3hRm https://t.co/dRCvY7WIPJ BIG FACTS. See which brands are winning more market share and the attention of todays culture-driven consumers. https://t.co/pF3sbD3hRm https://t.co/dRCvY7WIPJ" [X Link](https://x.com/AstutexAi/status/1956442522093330781) 2025-08-15T19:47Z [----] followers, [----] engagements "I know most of this traffic growth is paid but it offers far better ROI than the TV ads planned by previous management $VRA Honestly I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I dont think its deserved. Obviously I'm not an expert but I do like the new designs. Its interesting that the majority of Instagram comments are positive while Facebook (older audience) https://t.co/6qbU1XwEXA Honestly I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I dont think its deserved. Obviously I'm not an expert but I do like the new designs. Its" [X Link](https://x.com/AstutexAi/status/2021501279965528076) 2026-02-11T08:27Z [----] followers, [---] engagements "Mizuno breakout after results sales up 7% NP +18% driven by Football and Sportstyle 8022.T $MIZUF Mizuno $8022 is our second favorite stock in the space - re-positioned the brand probably gaining share in specialty running (Wave Rider/Neo Vista/Wave Rebellion) tailwinds from golf sportstyle and look how diversified they are https://t.co/xgpqezTWtC Mizuno $8022 is our second favorite stock in the space - re-positioned the brand probably gaining share in specialty running (Wave Rider/Neo Vista/Wave Rebellion) tailwinds from golf sportstyle and look how diversified they are" [X Link](https://x.com/AstutexAi/status/2021504100572049446) 2026-02-11T08:38Z [----] followers, [----] engagements "$BRBR Top Pick in Packaged Food at Morgan Stanley. well deserved just worth paying attention to rising whey powder cost and recent comments from Glanbia $GL9 - competition is extreme as everyone rushes into the segment One aspect of the healthy longevity trend is the growing consumer focus on protein-rich foods. However a major challenge in this field is the lack of pricing power $SMPL $BRBR https://t.co/86tvkvExDs One aspect of the healthy longevity trend is the growing consumer focus on protein-rich foods. However a major challenge in this field is the lack of pricing power $SMPL $BRBR" [X Link](https://x.com/AstutexAi/status/1904219944025292924) 2025-03-24T17:13Z [----] followers, [----] engagements "Running is so hot even $NKE is up high single digits. But those betting on a turnaround will be disappointed - there's Asics $7936 Brooks $BRK-B On $ONON Salomon $AS Saucony $WWW New Balance Altra $VFC Anta $2020.HK Mizuno $8022. Nike is like Zara or H&M in sports too big to be cool you can't charge premium prices on that even if your product is good. And this Faith Kipyegon's Breaking4 event has some serious boomer energy that might have worked in [----] but certainly will not work in [----] https://twitter.com/i/web/status/1938502990127608075 https://twitter.com/i/web/status/1938502990127608075" [X Link](https://x.com/AstutexAi/status/1938502990127608075) 2025-06-27T07:41Z [----] followers, [----] engagements "Biggest beneficiaries in this environment Off-price and thrift $FIVE $OLLI $SVV $TJX $BURL" [X Link](https://x.com/AstutexAi/status/1963123927997100521) 2025-09-03T06:16Z [----] followers, [---] engagements "Loafer trend (penny loafers in particular) remains intact - Miu Mius suede loafer is #4 on the Lyst Index even Hoka & Onitsuka joining in. Likely beneficiaries: Prada $TPR $CAL #DOCS. Prada is trying to bounce back into the channel on solid volume http://1913.HK http://1913.HK" [X Link](https://x.com/AstutexAi/status/1963201012786717138) 2025-09-03T11:22Z [----] followers, [----] engagements "LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK" [X Link](https://x.com/AstutexAi/status/1976185068696535316) 2025-10-09T07:16Z [----] followers, 12.5K engagements "Discretionary retail categories that are gaining momentum in the US - fitness (what a surprise) off-price luxury and home furnishing (by $PLNT $LTH $TJX $ROST $SVV $OLLI $FIVE $MC.FP $KER $BRBY $SFER $WSM http://Placer.ai http://Placer.ai" [X Link](https://x.com/AstutexAi/status/1977655650617524248) 2025-10-13T08:40Z [----] followers, [----] engagements "So far so good $MC.FP $KER $BRBY $1913.HK $SFER LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg" [X Link](https://x.com/AstutexAi/status/1978135291220070880) 2025-10-14T16:26Z [----] followers, [----] engagements "So far so good $MC.FP $SFER $KER.FP $BRBY $MONC $RMS.FP http://1913.HK LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg http://1913.HK LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg" [X Link](https://x.com/AstutexAi/status/1978360219068493957) 2025-10-15T07:20Z [----] followers, [----] engagements "Salomon has serious ambitions to become a luxury lifestyle brand (just like Onitsuka Tiger) $AS $7936.T" [X Link](https://x.com/AstutexAi/status/1983093162584195293) 2025-10-28T08:47Z [----] followers, [---] engagements "One important thing to bear in mind when you invest in consumer businesses - it can go quickly both ways. And once the trend reversed - there is no such thing as "cheap" $SFM $SMPL $SVV $NWL" [X Link](https://x.com/AstutexAi/status/1985259317667275075) 2025-11-03T08:14Z [----] followers, [----] engagements "Sneaker fatigue is real $SHOO $BOOT The sneaker trend is over time to dress up $ONON $DECK $AS $SHOO https://t.co/Zs47fifjeg The sneaker trend is over time to dress up $ONON $DECK $AS $SHOO https://t.co/Zs47fifjeg" [X Link](https://x.com/AstutexAi/status/1987880148264178159) 2025-11-10T13:48Z [----] followers, [----] engagements "BTW CEO bought shares for the first time recently $SG Protein craze getting out of hand at $SG Protein craze getting out of hand at $SG" [X Link](https://x.com/AstutexAi/status/1991437320638329202) 2025-11-20T09:23Z [----] followers, [----] engagements "Placer [---] index for October all key themes in tact - strong Crafts & Hobbies trade down $CTRN $OLLI $FIVE and $ADDYY $BOOT" [X Link](https://x.com/AstutexAi/status/1993263828667101546) 2025-11-25T10:21Z [----] followers, [----] engagements "And here is some color on Goodwill 16% comp from WSJ relevant also for $SVV Placer [---] index for October all key themes in tact - strong Crafts & Hobbies trade down $CTRN $OLLI $FIVE and $ADDYY $BOOT https://t.co/eiRCF49y13 Placer [---] index for October all key themes in tact - strong Crafts & Hobbies trade down $CTRN $OLLI $FIVE and $ADDYY $BOOT https://t.co/eiRCF49y13" [X Link](https://x.com/AstutexAi/status/1993274222937096544) 2025-11-25T11:03Z [----] followers, [---] engagements "Puma jumps 19% as ANTA steps in $PMMAF $PUM.GY $2020.HK" [X Link](https://x.com/AstutexAi/status/1994312446471708945) 2025-11-28T07:48Z [----] followers, [---] engagements "eBay's Watchlist Trend Report winners - Burberry Coach Gucci Birkenstock Cartier Onitsuka Tiger Seiko $BRBY $TPR $BIRK $KER.PA $CFR.SW $ASSCY $8050.JP Look back at [----] fashion trends with eBays Watchlist Trend Report featuring snapshots of the biggest pre-loved shopping moments plus a look at the winter trend forecast. Get inspired for Black Friday shopping: https://t.co/ukG921xrGU https://t.co/2mVy2KARkZ Look back at [----] fashion trends with eBays Watchlist Trend Report featuring snapshots of the biggest pre-loved shopping moments plus a look at the winter trend forecast. Get inspired for" [X Link](https://x.com/AstutexAi/status/1994382052444303755) 2025-11-28T12:25Z [----] followers, [----] engagements "The Curious Case of Vera Bradley: Influencer Stock Pumper the Fund [--] Partial Exit and the Pre-Sale Signals I dont typically address issues like this as theyre outside my competence and I dont bet on such outcomes but this situation is a bit special. So heres what happened recently with Vera Bradley. Ill also attach a link to Gemini Deep Research in the first comment in case you want to dive into more details. 1) The company extended its poison pill for [--] year on October 10th 2) It amended the JPM credit agreement pledging IP to unlock asset sales on October 27th 3) It listed its HQ for" [X Link](https://x.com/AstutexAi/status/1998401867630481769) 2025-12-09T14:38Z [----] followers, [----] engagements "ok we have a clear earnings season winner - $DBI +48.5% women getting tired of baggy jeans and sportstyle shoes $DBI $SHOO $BOOT $SCVL https://t.co/8L71lcSTix women getting tired of baggy jeans and sportstyle shoes $DBI $SHOO $BOOT $SCVL https://t.co/8L71lcSTix" [X Link](https://x.com/AstutexAi/status/1998652124767596902) 2025-12-10T07:12Z [----] followers, [----] engagements "$CAL good entry point also points out strength in boots like $DBI Caleres ($CAL) is on watch for a potential play into earnings 🧐 https://t.co/aXPFOMusZU Caleres ($CAL) is on watch for a potential play into earnings 🧐 https://t.co/aXPFOMusZU" [X Link](https://x.com/AstutexAi/status/1998653146852372638) 2025-12-10T07:16Z [----] followers, [----] engagements "$REAL $TDUP $RMS.PA" [X Link](https://x.com/AstutexAi/status/2002032786224333188) 2025-12-19T15:06Z [----] followers, [---] engagements "Short thread on outerwear makers why I sold $COLM and two stocks I bought instead. When I first saw the website traffic and Google Trends charts for EVERY winter clothes manufacturer (North Face $VFC Helly Hansen $KTB Aritzia $ATZ Patagonia) I thought this would help the $COLM turnaround. But reality turned out to be much different as I dug deeper: - The warm weather that $COLM mentioned on the call continued into October and November (November was the 4th warmest on record in the US according to NCEI). - That allowed consumers to delay big-ticket purchases (warm winter jackets) until Black" [X Link](https://x.com/AstutexAi/status/2008149881945215093) 2026-01-05T12:13Z [----] followers, [----] engagements "$GOOS is much better positioned: - Hired its first Creative Director Haider Ackermann (also CD of Tom Ford) in [----] who is transforming CG into a fashion brand (Moncler style) diversifying from classic parkas and introducing non-winter products. - And its working: product newness drove 40% of DTC revenue vs 10% last year and gross margin expanded 110bps YoY to 62.4% supported by a favorable channel mix. - The company is investing in DTC (Champs-lyses Macau Beijing); segment revenue is up 21% with comps up 10% across all regions led by North America and China. - DTC CapEx is currently weighing" [X Link](https://x.com/AstutexAi/status/2008152389899960811) 2026-01-05T12:23Z [----] followers, [----] engagements "The other one is very straightforward: $BURL - Off-price is a secular winner in retail and $BURL was the only one that missed estimates (1% comp) due to warm weather - an area where it has a clear specialty. - The company stated that traffic improved later in October and November - The company is probably best positioned to capitalize on panic buying in December when the weather turned colder and tariff-hit consumers were searching for value. - The stock price is ready to break out of consolidation relative to $XRT https://twitter.com/i/web/status/2008156095471042644" [X Link](https://x.com/AstutexAi/status/2008156095471042644) 2026-01-05T12:38Z [----] followers, [----] engagements "One thing $GRMN should definitely do is to buy Oura Bryan Johnson thinks that improving your sleep is the most important thing you can do for your health. Cannot agree more - as a father of twin boys (who were terrible sleepers) I haven't slept normally for the first [---] years of their lives (sorry for those terrible stock picks https://t.co/AfOSbSrA6C Bryan Johnson thinks that improving your sleep is the most important thing you can do for your health. Cannot agree more - as a father of twin boys (who were terrible sleepers) I haven't slept normally for the first [---] years of their lives" [X Link](https://x.com/AstutexAi/status/2008492197197607232) 2026-01-06T10:53Z [----] followers, [----] engagements "According to watch-trading platform Chrono24 Cartiers share of money spent by Gen Z customers on its site jumped to 7.9% in [----] from 2.1% in [----]. Among all age groups it rose to 5.6% from 3%. $CFR.SW $WOSG.L $UHRN $8050" [X Link](https://x.com/AstutexAi/status/2009186218068804037) 2026-01-08T08:51Z [----] followers, [---] engagements "'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG" [X Link](https://x.com/AstutexAi/status/2010639507687907728) 2026-01-12T09:06Z [----] followers, [----] engagements "$GCO pre-announcing 12% comp for Journeys is good news for $DECK $BIRK $VFC and #DOCS here are best sellers for Journeys that is comping 9% - Knu Skool still cool + NB Converse Birkenstocks and a lot of Sambas $VFC $NKE $ADS $BIRK https://t.co/eKpLtpzhUg here are best sellers for Journeys that is comping 9% - Knu Skool still cool + NB Converse Birkenstocks and a lot of Sambas $VFC $NKE $ADS $BIRK https://t.co/eKpLtpzhUg" [X Link](https://x.com/AstutexAi/status/2010716598714143057) 2026-01-12T14:12Z [----] followers, [----] engagements "$ZUMZ NA footwear risk materialized a bit later than expected international comps total disaster 🫣 Quite a slowdown at Journeys might make sense to take some profit in $ZUMZ as stock ran quite a bit footwear might disappoint https://t.co/FZi4jqlkOQ Quite a slowdown at Journeys might make sense to take some profit in $ZUMZ as stock ran quite a bit footwear might disappoint https://t.co/FZi4jqlkOQ" [X Link](https://x.com/AstutexAi/status/2010726033721561346) 2026-01-12T14:50Z [----] followers, [---] engagements "Aritzia $ATZ with an Earnings Call rating of [--] - the highest EVER in our database. Absolutely phenomenal execution 🚀🚀🚀" [X Link](https://x.com/AstutexAi/status/2010746925771882743) 2026-01-12T16:13Z [----] followers, [----] engagements "Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature 'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG https://t.co/35E0njiVv3 'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG" [X Link](https://x.com/AstutexAi/status/2010992842731131123) 2026-01-13T08:30Z [----] followers, [----] engagements "2026 will be massive for $SVV now my largest position. Assuming 5% US and 0% Canada comp EPS should increase 75% (11x [----] EPS) Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature https://t.co/UoYyfP9L1Z Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature https://t.co/UoYyfP9L1Z" [X Link](https://x.com/AstutexAi/status/2011491385233273175) 2026-01-14T17:31Z [----] followers, [----] engagements "Weather tariffs trade down World Cup [----] store maturation comp inflection. What's not to like $ASO" [X Link](https://x.com/AstutexAi/status/2012198350049706304) 2026-01-16T16:20Z [----] followers, [---] engagements "It never ceases to amaze me how this works - suddenly all the cool girls switched from Asics to Salomon XT-6s (which were launched in 2013). But over-reliance on women's fashion is not good long term because fashion changes every year. $ONON has the same problem I think with Zendaya collab $AS Asics Salomon and Anta - no surprises here $ASCCY $AS $2020.HK $ONON Asics Salomon and Anta - no surprises here $ASCCY $AS $2020.HK $ONON" [X Link](https://x.com/AstutexAi/status/2013262810231218553) 2026-01-19T14:50Z [----] followers, [----] engagements "One of the things that's NOT going to happen - "EBITDA and EPS at a 20% CAGR through to 2028E as it continues to leverage its unique premium position in the sportswear market to drive topline growth and margin expansion" $ONON" [X Link](https://x.com/AstutexAi/status/2013569626941104477) 2026-01-20T11:09Z [----] followers, [----] engagements "Doraemon is unstoppable in the Endorphin Elite [--] powered by Barebells protein $9409 $WWW $BRBR" [X Link](https://x.com/AstutexAi/status/2013601861769531460) 2026-01-20T13:17Z [----] followers, [---] engagements "One stock Ive been watching closely where the chart finally looks good is $PUIG. Its concentration in Fragrance is a rather good thing as Beauty & Self-care is one of the few categories that stays resilient. Link to the full NotebookLM slide deck is in the first comment 👇" [X Link](https://x.com/AstutexAi/status/2015719928221827483) 2026-01-26T09:34Z [----] followers, [---] engagements "Honestly I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I dont think its deserved. Obviously I'm not an expert but I do like the new designs. Its interesting that the majority of Instagram comments are positive while Facebook (older audience) comments are mostly complaints. Liquidation of old stock is ongoing but I remain very bullish (yes my PT is still above $5) @electraheart_99 what do you think https://twitter.com/i/web/status/2016147765613482128 https://twitter.com/i/web/status/2016147765613482128" [X Link](https://x.com/AstutexAi/status/2016147765613482128) 2026-01-27T13:54Z [----] followers, [----] engagements "Good read also for $PUIG But relatively low quality sales beat from LVMH vs peers: talismanic fashion division in line. Booze awful. Beat from watches & jewelry (which highlights what a beauty Cartier/Richemont is) & Sephora (good read for $ULTA $EL & $LRLCY). $LVMUY $HESAY $CFRUY https://t.co/06QuK2QrEq But relatively low quality sales beat from LVMH vs peers: talismanic fashion division in line. Booze awful. Beat from watches & jewelry (which highlights what a beauty Cartier/Richemont is) & Sephora (good read for $ULTA $EL & $LRLCY). $LVMUY $HESAY $CFRUY https://t.co/06QuK2QrEq" [X Link](https://x.com/AstutexAi/status/2016243182879539433) 2026-01-27T20:13Z [----] followers, [---] engagements "Great write-up on $ASO Very bullish on $ASO Link to writeup made in November: https://t.co/0iBiHsSBaE Very bullish on $ASO Link to writeup made in November: https://t.co/0iBiHsSBaE" [X Link](https://x.com/AstutexAi/status/2016593821727871451) 2026-01-28T19:26Z [----] followers, [----] engagements "Casio ($6952.T) up 16% after results. Rule of thumb: if @nitinkinvest thinks it's worth a look - hell yes it's worth a look. Must follow Casio absolutely crushing it lately $6952 https://t.co/xcHHXYdlBE Casio absolutely crushing it lately $6952 https://t.co/xcHHXYdlBE" [X Link](https://x.com/AstutexAi/status/2017142514310881595) 2026-01-30T07:47Z [----] followers, [----] engagements "Solid quarter from $DECK. Surprised by low UGG growth given how popular they are (tough comps next year). Hoka chose the same path as Asics and Salomon: premiumization and protecting margins. NA growth slightly positive. Expectations were relatively low and the stock is up 14% AH but I still don't see re-rate potential - will grow with the market at best https://twitter.com/i/web/status/2017168510690926970 https://twitter.com/i/web/status/2017168510690926970" [X Link](https://x.com/AstutexAi/status/2017168510690926970) 2026-01-30T09:30Z [----] followers, [----] engagements "Vera Bradley $VRA is so #2016" [X Link](https://x.com/AstutexAi/status/2017199900182630701) 2026-01-30T11:35Z [----] followers, [----] engagements "It's actually quite funny because both $DECK and $VFC have now highest quant rating in my Textiles Apparel & Luxury watchlist (based on technicals + earnings call) i own none of them and dont plan to. Still see them grow in line with the market - Vans no improvement really and don't see how this could change North Face surprisingly strong though and Timberlands ok. Very strong comeback during the next few days after earnings release - a good sign so I am probably wrong) https://twitter.com/i/web/status/2018044871127236758 https://twitter.com/i/web/status/2018044871127236758" [X Link](https://x.com/AstutexAi/status/2018044871127236758) 2026-02-01T19:32Z [----] followers, [---] engagements "$COLM US sales decreased 8% as expected bet strength overseas helped stock up 7% AH. Main reason I got involved in the stock is simple - it's cheap (P/S below [--] with no debt) management succession in process with lots of potential in footwear. Should have been the bottom but no position for the moment (stock is already in Stage 2) Short thread on outerwear makers why I sold $COLM and two stocks I bought instead. When I first saw the website traffic and Google Trends charts for EVERY winter clothes manufacturer (North Face $VFC Helly Hansen $KTB Aritzia $ATZ Patagonia) I thought this would" [X Link](https://x.com/AstutexAi/status/2018953501674524925) 2026-02-04T07:43Z [----] followers, [----] engagements "$SCHL is a classic deep value play that requires some patience - trading at 0.4x sales while Simon & Schuster sold for 1.5x they literally have a monopoly on school book fairs (90% of US schools) that prints $550M/year. $MH is the most likely buyer" [X Link](https://x.com/AstutexAi/status/1962555576329654519) 2025-09-01T16:38Z [----] followers, [----] engagements "Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native Gen Z. Currently 80% of transactions are in leather goods apparel & footwear but watches and jewelry are growing fast $WOSG $UHRN $CFR. Stocks to watch: $REAL $TDUP $ETSY (Depop) https://twitter.com/i/web/status/1976208400838013266 https://twitter.com/i/web/status/1976208400838013266" [X Link](https://x.com/AstutexAi/status/1976208400838013266) 2025-10-09T08:49Z [----] followers, [----] engagements "Weather should help $BURL comps The other one is very straightforward: $BURL - Off-price is a secular winner in retail and $BURL was the only one that missed estimates (1% comp) due to warm weather - an area where it has a clear specialty. - The company stated that traffic improved later in October and https://t.co/yMp7dy77aP The other one is very straightforward: $BURL - Off-price is a secular winner in retail and $BURL was the only one that missed estimates (1% comp) due to warm weather - an area where it has a clear specialty. - The company stated that traffic improved later in October and" [X Link](https://x.com/AstutexAi/status/2013637121626533913) 2026-01-20T15:37Z [----] followers, [---] engagements "Luxury is a secular loser $RMS.FP $CFR $WOSG $MC.FP $KER.FP $BRBY.L The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even hyper-luxury is not immune anymore $RMS.FP $MC.FP https://t.co/Ewz30lcM7b The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even" [X Link](https://x.com/AstutexAi/status/2016100451779788802) 2026-01-27T10:46Z [----] followers, [----] engagements "The new Lyst Index is out. The biggest winners: $RL +5 $BRBY +5 Gucci $KER.FP and Stone Island +4 $MONC. Wouldn't be a buyer of any of them. One obvious short for me is $TPR - too much hype last year a very mature uptrend extreme valuation and tough comps ahead in [----]. Reminds me of $DECK in January [----] The worlds hottest fashion brands ranked by Lysts search sales and social media data. @YSL and @MIUMIUofficial continue to dominate the top spots while @RalphLauren @Burberry and @gucci climb fast behind them. https://t.co/ZiRZmfOor0 The worlds hottest fashion brands ranked by Lysts search" [X Link](https://x.com/AstutexAi/status/2018998664883065278) 2026-02-04T10:42Z [----] followers, [----] engagements "Rossignol brothers are short Salomon (tried to warn them about all the XT-6 hype but they don't listen to their old man) $AS" [X Link](https://x.com/AstutexAi/status/2021680502667636874) 2026-02-11T20:19Z [----] followers, [---] engagements "More sold out products from Vera Bradley. Also Wicked which was selling strong last year is back just in time for Wicked: For Good premiere $VRA" [X Link](https://x.com/AstutexAi/status/1989250564912550162) 2025-11-14T08:34Z [----] followers, [----] engagements "Protein craze getting out of hand at $SG Introducing the Power Max Protein Bowl with over 100g of protein 💪🏼 As always No Antibiotics Ever Seed Oil Free https://t.co/4WDbsnuEmr Introducing the Power Max Protein Bowl with over 100g of protein 💪🏼 As always No Antibiotics Ever Seed Oil Free https://t.co/4WDbsnuEmr" [X Link](https://x.com/AstutexAi/status/1991434829083406664) 2025-11-20T09:13Z [----] followers, [----] engagements "Could not avoid $BIRK anymore too many data points suggest it's a buy: - entered Lyst Index in 2Q [----] (out in 3Q [----] though) - one of the fastest growing brands in eBay's Watchlist Trend Report - its amazing that GenZs are willing to drop $170 for clogs - highest price points in Journeys best sellers - sandals are clearly gaining market share in footwear - up from 16% to 24% (according to Joors [----] Footwear Market Analysis) - in a flat U.S. market retail revenue at top [--] wholesale partners was up 25% - #1 spot for adult shoe brands according to Klarna Black Friday report - 90% of sales" [X Link](https://x.com/AstutexAi/status/1995518137417011377) 2025-12-01T15:39Z [----] followers, [----] engagements "$BFIT breaking out Back in $BFIT - still think itll run hard at some point. This asset is too unique in Europe and trading near COVID-19 lows vs Stoxx [---] makes zero sense. $TGYM is a good indicator here https://t.co/LENw0t90NN Back in $BFIT - still think itll run hard at some point. This asset is too unique in Europe and trading near COVID-19 lows vs Stoxx [---] makes zero sense. $TGYM is a good indicator here https://t.co/LENw0t90NN" [X Link](https://x.com/AstutexAi/status/1996144319288291572) 2025-12-03T09:07Z [----] followers, [----] engagements "Out of $BIRK great company with booming business but risk/reward not too great at 20x [----] earnings Could not avoid $BIRK anymore too many data points suggest it's a buy: - entered Lyst Index in 2Q [----] (out in 3Q [----] though) - one of the fastest growing brands in eBay's Watchlist Trend Report - its amazing that GenZs are willing to drop $170 for clogs - highest price points https://t.co/lep9zwwyZE Could not avoid $BIRK anymore too many data points suggest it's a buy: - entered Lyst Index in 2Q [----] (out in 3Q [----] though) - one of the fastest growing brands in eBay's Watchlist Trend Report" [X Link](https://x.com/AstutexAi/status/2001667024464859612) 2025-12-18T14:53Z [----] followers, [----] engagements "Luxury carnage 🫣 $ZGN $SFER $KER $GOOS $MC.FP The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even hyper-luxury is not immune anymore $RMS.FP $MC.FP https://t.co/Ewz30lcM7b The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even hyper-luxury is not immune" [X Link](https://x.com/AstutexAi/status/2012199083952230565) 2026-01-16T16:23Z [----] followers, [----] engagements "@Noalgos they chase revenue at all cost no clear brand strategy whatsoever. "unique premium position" is an absolute bullshit just ask $DECK dip buyers https://x.com/AstutexAi/status/1956004009002557761 @tickerplus New Vomeros are doing great but saying orders shift from $ONON to $NKE is stupid) growth will clearly decelerate its already happening in NA. they are chasing any revenue with these stupid ads - i see them everywhere online) and most of these models just look so so bad. looks https://t.co/uokSlNrpge https://x.com/AstutexAi/status/1956004009002557761 @tickerplus New Vomeros are" [X Link](https://x.com/AstutexAi/status/2013618590352609698) 2026-01-20T14:24Z [----] followers, [---] engagements "$BFIT finally not guiding down membership growth not slowing down in 4Q [----] stock breaks out $BFIT is a unique asset and reaching an inflection point: - growth normalizing as openings slow to around [---] p . a. - positive free cash flow & start of [--] m buyback in 2H [----] - exploring franchising possibilities in [----] - a lot of potential for cross-selling to engaged https://t.co/IniG7tM2Ka $BFIT is a unique asset and reaching an inflection point: - growth normalizing as openings slow to around [---] p . a. - positive free cash flow & start of [--] m buyback in 2H [----] - exploring franchising" [X Link](https://x.com/AstutexAi/status/2015713951170826612) 2026-01-26T09:10Z [----] followers, [----] engagements "@benbonning No you were absolutely right about $BIRK" [X Link](https://x.com/AstutexAi/status/2016250856799150374) 2026-01-27T20:43Z [----] followers, [--] engagements "Solid quarter from $DECK. Surprised by low UGG growth given how popular they are (tough comps next year). Hoka chose the same path as Asics and Salomon: premiumization and protecting margins. NA growth slightly positive. Expectations were relatively low and the stock is up 14% AH but I still don't see re-rate potential -will grow with the market at best https://twitter.com/i/web/status/2017167210196640052 https://twitter.com/i/web/status/2017167210196640052" [X Link](https://x.com/AstutexAi/status/2017167210196640052) 2026-01-30T09:25Z [----] followers, [--] engagements "@electraheart_99 and how did you like the new designs 🧐" [X Link](https://x.com/AstutexAi/status/2017197269133479937) 2026-01-30T11:24Z [----] followers, [--] engagements "Our take on Square Enix - deeply undervalued at PE [--] (ex-cash) booming high-margin MMO business and potential to double its profit by capitalizing on Marvel hype - #TheAvengersProject will be revealed at E3 on June 10th $SQNXF #AlternativeData https://drive.google.com/file/d/12eSWpIuXHwO8qSq2sAqqMCvqv5Hbb9uV/viewusp=sharing https://drive.google.com/file/d/12eSWpIuXHwO8qSq2sAqqMCvqv5Hbb9uV/viewusp=sharing" [X Link](https://x.com/AstutexAi/status/1133756002594185217) 2019-05-29T15:24Z [----] followers, [--] engagements "$PNDORA is our turnaround play for 4Q [----] we see trends finally moving in the right direction with Harry Potter collection #AlternativeData" [X Link](https://x.com/AstutexAi/status/1204654592019091457) 2019-12-11T06:50Z [----] followers, [--] engagements "$PNDORA website traffic shows Harry Potter collection was a major success in the UK (12% of revenue) Italy (11%) and Australia (4%)" [X Link](https://x.com/AstutexAi/status/1207958062704857094) 2019-12-20T09:36Z [----] followers, [--] engagements "$PNDORA Harry Potter Snitch bangle and Snitch golden pendant (2 most expensive items) are out of stock in US online store items were excluded from Black Friday offer" [X Link](https://x.com/AstutexAi/status/1210453806468734976) 2019-12-27T06:54Z [----] followers, [--] engagements "Our [--] Top Picks for 1Q [----] are Crocs $CROX Lululemon $LULU Pandora $PNDORA Funko $FNKO and Shutterstock $SSTK #AlternativeData" [X Link](https://x.com/AstutexAi/status/1211597339221282816) 2019-12-30T10:38Z [----] followers, [--] engagements "Boom $PNDORA up 11% on better than expected 4Q [----] organic growth the company is one of our top picks for 1Q2020 https://x.com/business/status/1214194216911491077 Pandora reassured investors it would reach the upper end of its profit forecast for [----] https://t.co/bywsNMkHv8 https://x.com/business/status/1214194216911491077 Pandora reassured investors it would reach the upper end of its profit forecast for [----] https://t.co/bywsNMkHv8" [X Link](https://x.com/AstutexAi/status/1214200303492435970) 2020-01-06T15:01Z [----] followers, [--] engagements "So far [--] out of [--] Top Picks ( $PNDORA $LULU $CROX ) - pre-announced positively let's see how the other [--] will play out" [X Link](https://x.com/AstutexAi/status/1216982090337656833) 2020-01-14T07:15Z [----] followers, [--] engagements "Bicycle demand is rebounding strongly after coronavirus outbreak as people ditch public transport - time to load up on Giant Shimano and Accell $9921.TW $ACCG $ACGPF $7309.T" [X Link](https://x.com/AstutexAi/status/1253042099668344832) 2020-04-22T19:24Z [----] followers, [--] engagements "German e-bike sales increase rapidly after shop re-openings $ACCEL $ACCG $ACGPF https://www.bike-eu.com/sales-trends/nieuws/2020/05/german-e-bike-sales-increase-rapidly-after-shop-re-openings-10137814_ga=2.3912309.475722884.1589626612-1402151762.1589626612 https://www.bike-eu.com/sales-trends/nieuws/2020/05/german-e-bike-sales-increase-rapidly-after-shop-re-openings-10137814_ga=2.3912309.475722884.1589626612-1402151762.1589626612" [X Link](https://x.com/AstutexAi/status/1261612181113769985) 2020-05-16T10:59Z [----] followers, [--] engagements "Accell +55% Giant +48% Shimano +31% since the first post $9921.TW $ACCG $ACGPF $7309.T" [X Link](https://x.com/AstutexAi/status/1262793818157580288) 2020-05-19T17:14Z [----] followers, [--] engagements "Wow COS $HNNMY up [--] Chlo $CFRUY up [--] and $ONON new as #18 in 1Q [----] Lyst Index $TPR $RL Only one word can describe the fashion industry in [----] so far: turbulence. https://t.co/VftEUEWdUG Only one word can describe the fashion industry in [----] so far: turbulence. https://t.co/VftEUEWdUG" [X Link](https://x.com/AstutexAi/status/1917485590448111925) 2025-04-30T07:46Z [----] followers, [---] engagements "$SVV with a power candle as company bumps SSS estimates Canadian business recovers after CBC Marketplace story and US comps strong cites pricing opportunity relative to discount retailers $SVV is strong again today so few points that are relevant to the thesis: - Pretty wild that none of the analysts on earnings calls mentioned CBC Marketplace piece about ValueVillage markups and outrage and boycott that followed afterwards - Pricing of items is done by computer https://t.co/GnIPx2Z0of $SVV is strong again today so few points that are relevant to the thesis: - Pretty wild that none of the" [X Link](https://x.com/AstutexAi/status/1951615279592579344) 2025-08-02T12:05Z [----] followers, [---] engagements "Off-price and thrift are secular winners in retail and $SVV is preparing to move Another great piece from https://t.co/dNN0apwfrm - off-price and thrift stores are winning in apparel retail due to consumers prioritization of value and treasure-hunting $SVV worth to keep an eye on: - #1 in For-profit Thrift in secular and scale advantages long-term https://t.co/Hs3Q80hXWg Another great piece from https://t.co/dNN0apwfrm - off-price and thrift stores are winning in apparel retail due to consumers prioritization of value and treasure-hunting $SVV worth to keep an eye on: - #1 in For-profit" [X Link](https://x.com/AstutexAi/status/1960705845232029827) 2025-08-27T14:07Z [----] followers, [---] engagements "$HARVIA is heading back to where it really belongs: the 20-25 range Would be very interesting to see $HARVIA report tomorrow - its valuation is quite puzzling (5x revenue and 35x [----] earnings) and not sustainable long-term. North America is a great place to be right now (USD weakness not helping though) due to increased sauna adoption but Would be very interesting to see $HARVIA report tomorrow - its valuation is quite puzzling (5x revenue and 35x [----] earnings) and not sustainable long-term. North America is a great place to be right now (USD weakness not helping though) due to increased" [X Link](https://x.com/AstutexAi/status/1970880586949722355) 2025-09-24T15:58Z [----] followers, [----] engagements "$SVV another breakout Closely watching $SVV for a potential breakout 🧐 https://t.co/HmVGplgjJN Closely watching $SVV for a potential breakout 🧐 https://t.co/HmVGplgjJN" [X Link](https://x.com/AstutexAi/status/1971605919533519117) 2025-09-26T16:00Z [----] followers, [---] engagements "$REAL is up 50% since this tweet missed it and $TDUP earlier this year while investing in $SVV thinking there's no moat in online B2C platforms ( $SVV still my most profitable trade this year) Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native Gen Z. Currently 80% of transactions are in leather goods apparel & footwear but watches and jewelry are growing fast $WOSG $UHRN $CFR. Stocks to watch: $REAL $TDUP https://t.co/erw8LHExPJ Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native" [X Link](https://x.com/AstutexAi/status/1988550031721336854) 2025-11-12T10:10Z [----] followers, [---] engagements "Am I the only one who thinks results are good and price action provides an excellent entry point 🧐 $DOCS.L #DOCS Not sure the market is aware how much momentum Dr. Martens has in the US. Ije Nwokorie is doing a great job in turning the company around #DOCS https://t.co/KYGz6jSY4V Not sure the market is aware how much momentum Dr. Martens has in the US. Ije Nwokorie is doing a great job in turning the company around #DOCS https://t.co/KYGz6jSY4V" [X Link](https://x.com/AstutexAi/status/1991451095336636710) 2025-11-20T10:18Z [----] followers, [----] engagements "Never listen to analysts most of the time they have no clue $DDS" [X Link](https://x.com/AstutexAi/status/1995487791455875248) 2025-12-01T13:38Z [----] followers, [---] engagements "Quite a slowdown at Journeys might make sense to take some profit in $ZUMZ as stock ran quite a bit footwear might disappoint" [X Link](https://x.com/AstutexAi/status/1996602006346072524) 2025-12-04T15:26Z [----] followers, [----] engagements "$ZUMZ beats. Women's and hard goods biggest drivers footwear was the only negative comping category. Skate supercycle here we go" [X Link](https://x.com/AstutexAi/status/1996834137177805085) 2025-12-05T06:48Z [----] followers, [---] engagements "@MikeFritzell @illerintwit Saunas are booming no doubt about that but i have expressed my doubts about $Harvia moat and 65% gross margin in the US) https://www.bloomberg.com/news/features/2026-01-16/why-saunas-bathhouses-cold-plunge-pools-are-so-popular-right-now https://www.bloomberg.com/news/features/2026-01-16/why-saunas-bathhouses-cold-plunge-pools-are-so-popular-right-now" [X Link](https://x.com/AstutexAi/status/2013650086555717839) 2026-01-20T16:29Z [----] followers, [---] engagements "Not that I am buying my kids 40k instead of Labubus) They just saw the 10th edition in my office which I bought together with the stock in [----] and i was forced to buy something else to keep it) BTW I also went to the introductory game at the same time organized by the local shop - was fun (gender balance is wild though). Would love to go to Nottingham for Warhammer World one day like @rhomboid1MF does. I know the glue is toxic (part of the fun) so exposure was limited to [--] min" [X Link](https://x.com/AstutexAi/status/2018212782542303298) 2026-02-02T06:39Z [----] followers, [--] engagements "Square Enix up 10% after results mainly on MMO strength we pointed out end of May - FFXIV gaining market share from WoW revenue +40% YoY even before Shadowbringers expansion $SQNXF $SQNNY $9684.T #AlternativeData" [X Link](https://x.com/AstutexAi/status/1158994087510532096) 2019-08-07T06:51Z [----] followers, [--] engagements "Dragon Quest Walk now #1 Grossing in Japan App Store $SQNXF $SQNNY $9684.T" [X Link](https://x.com/AstutexAi/status/1172388248108224515) 2019-09-13T05:55Z [----] followers, [--] engagements "Dragon Quest Walk #1 Grossing in Japan both in App Store and Google Play since its release targeting $100 million revenue for September $SQNXF $SQNNY $9684.T" [X Link](https://x.com/AstutexAi/status/1179319499394338821) 2019-10-02T08:57Z [----] followers, [--] engagements "This article does a good job of summarizing one of the most important trends in softline retail $9992.HK $CROX $TPR $1913.HK $RMS How the Playful Kidcore Accessory Trend Won This Fashion Season https://t.co/fI4R0VMtr7 How the Playful Kidcore Accessory Trend Won This Fashion Season https://t.co/fI4R0VMtr7" [X Link](https://x.com/AstutexAi/status/1955544738725265617) 2025-08-13T08:19Z [----] followers, [----] engagements "The Future is Secondhand With potential tariffs threatening to raise the cost of imported clothing continued economic pressures and rising demand for sustainable alternatives thrift stores appear poised to thrive well into the future $SVV In Q2 [----] visits to thrift stores were up 39.5% compared to Q2 [----] more than four times the growth seen across the clothing industry. In Q2 [----] visits to thrift stores were up 39.5% compared to Q2 [----] more than four times the growth seen across the clothing industry" [X Link](https://x.com/AstutexAi/status/1963500677931401586) 2025-09-04T07:13Z [----] followers, [----] engagements "Bottom fishing in Yemen - back in $SVV The Future is Secondhand With potential tariffs threatening to raise the cost of imported clothing continued economic pressures and rising demand for sustainable alternatives thrift stores appear poised to thrive well into the future $SVV https://t.co/zx0kvuL0x3 The Future is Secondhand With potential tariffs threatening to raise the cost of imported clothing continued economic pressures and rising demand for sustainable alternatives thrift stores appear poised to thrive well into the future $SVV https://t.co/zx0kvuL0x3" [X Link](https://x.com/AstutexAi/status/1987939086791852469) 2025-11-10T17:43Z [----] followers, [----] engagements "I totally get the worries about $SVV Canada comps slowdown but it is simply a very mature market unlike US where traffic growth accelerated in October. I assume insiders will stop dumping stock now. Good risk/return here imo Bottom fishing in Yemen - back in $SVV https://t.co/9JY8Y7RaJN Bottom fishing in Yemen - back in $SVV https://t.co/9JY8Y7RaJN" [X Link](https://x.com/AstutexAi/status/1988547901841133811) 2025-11-12T10:02Z [----] followers, [---] engagements "UBS and JP Morgan playing catch-up on Ferragamo $SFER $SFER.MI $SFER is up 70% but still the cheapest luxury name with brand heat accelerating https://t.co/tXTE8Z2Ax7 $SFER is up 70% but still the cheapest luxury name with brand heat accelerating https://t.co/tXTE8Z2Ax7" [X Link](https://x.com/AstutexAi/status/1994310796151546322) 2025-11-28T07:42Z [----] followers, [---] engagements "It's time to look at $COLM. A lot to like recently - leadership transition massively upped their marketing/social media game website traffic improving latest Star Wars collab selling well and more cool stuff to come. Price/sales below [--] with zero debt. I bought the stock today. https://twitter.com/i/web/status/1999167352600961355 https://twitter.com/i/web/status/1999167352600961355" [X Link](https://x.com/AstutexAi/status/1999167352600961355) 2025-12-11T17:20Z [----] followers, [----] engagements "Companies with highest growth in social media audience (Instagram+Facebook) $BMBRF $PIAGF $BABA $BKNG $W $ELY $NFLX" [X Link](https://x.com/AstutexAi/status/1026841630152818688) 2018-08-07T14:44Z [----] followers, [--] engagements "$FOXF officially in up-trend and ready to run Shimano $SMNNY next We see more and more evidence bicycle market bottomed and channel inventories are normalizing after Covid-19 boom and bust. And we think the best way to play this up-cycle are premium component manufacturers Shimano $7309 (check out @sweetstocksblog write-up) and Fox Factory https://t.co/c5SrfpOCDT We see more and more evidence bicycle market bottomed and channel inventories are normalizing after Covid-19 boom and bust. And we think the best way to play this up-cycle are premium component manufacturers Shimano $7309 (check out" [X Link](https://x.com/AstutexAi/status/1948391729255563715) 2025-07-24T14:36Z [----] followers, [----] engagements "Steven Madden $SHOO stock price target raised to $40 by BTIG on Kurt Geiger acquisition. The firm also sees fashion tailwinds continuing to build as dressy footwear and boots gain momentum while the casual sneaker trend moderates. https://twitter.com/i/web/status/1976247958279442709 https://twitter.com/i/web/status/1976247958279442709" [X Link](https://x.com/AstutexAi/status/1976247958279442709) 2025-10-09T11:26Z [----] followers, [---] engagements "Absolute disaster report from Shimano - strong Europe weak USD and China drags everything down $SMNNY" [X Link](https://x.com/AstutexAi/status/1950469733142409660) 2025-07-30T08:13Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AstutexAi Dmitry Baulin
Dmitry Baulin posts on X about $svv, luxury, in the, $mcfp the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -58%
- [--] Month [------] +41%
- [--] Months [-------] +117%
- [--] Year [-------] +455%
Mentions: [--] #
- [--] Week [--] -38%
- [--] Month [---] +7.30%
- [--] Months [---] +146%
- [--] Year [---] +461%
Followers: [-----] #
- [--] Week [-----] +0.47%
- [--] Month [-----] +3.90%
- [--] Months [-----] +24%
- [--] Year [-----] +45%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 58% finance 23% cryptocurrencies 17% fashion brands 13% countries 8% technology brands 6% luxury brands 4% social networks 3% currencies 2% automotive brands 1%
Social topic influence $svv 14%, luxury 13%, in the 8%, $mcfp #1, $brby #1, $as #5, salomon #146, $onon 7%, $five 7%, $tpr 7%
Top accounts mentioned or mentioned by @mikefritzell @clarksquarecap @electraheart99 @nitinkinvest @tickerplus @gansic966 @ysl @miumiuofficial @ralphlauren @burberry @gucci @noalgos @benbonning @illerintwit @rhomboid1mf @sweetstocksblog @breadcrumb_cap @iammoisturized @electraheart_99
Top assets mentioned Savers Value Village, Inc. (SVV) Amer Sports, Inc. (AS) On Holding AG (ONON) Five Below, Inc. (FIVE) Tapestry, Inc. (TPR) Deckers Outdoor, Corp. (DECK) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) VF Corp (VFC) Burlington Stores, Inc. (BURL) Birkenstock Holding plc (BIRK) Columbia Sportswear Co (COLM) VERAsity (VRA) TJX Companies, Inc. (TJX) Bostrom (BOOT) Ralph Lauren Corp (RL) Nike Inc (NKE) Ross Stores, Inc. (ROST) Steven Madden Ltd (SHOO) ThredUp Inc. (TDUP) Alphabet Inc Class A (GOOGL) Cullen/Frost Bankers, Inc. (CFR) Crocs, Inc. (CROX) BellRing Brands, Inc. (BRBR) The Simply Good Foods Company Common Stock (SMPL) Calcium (CAL) Sweetgreen Inc. (SG) Designer Brands Inc. (DBI) Kontoor Brands, Inc. Common Stock (KTB) Decentral Games (DG) Dollar Tree Inc (DLTR) Academy Sports & Outdoors, Inc. (ASO)
Top Social Posts
Top posts by engagements in the last [--] hours
"$AS is the opposite of $COLM - great brands with outstanding execution but close to peak popularity and elevated valuation. This XT-6 fashion dependence boosted sales but certainly won't help going forward. Chart looks scary ☠ $COLM US sales decreased 8% as expected bet strength overseas helped stock up 7% AH. Main reason I got involved in the stock is simple - it's cheap (P/S below [--] with no debt) management succession in process with lots of potential in footwear. Should have been the bottom but https://t.co/GbPcHer249 $COLM US sales decreased 8% as expected bet strength overseas helped"
X Link 2026-02-04T10:59Z [----] followers, [----] engagements
"Asics Salomon and Anta - no surprises here $ASCCY $AS $2020.HK $ONON BIG FACTS. See which brands are winning more market share and the attention of todays culture-driven consumers. https://t.co/pF3sbD3hRm https://t.co/dRCvY7WIPJ BIG FACTS. See which brands are winning more market share and the attention of todays culture-driven consumers. https://t.co/pF3sbD3hRm https://t.co/dRCvY7WIPJ"
X Link 2025-08-15T19:47Z [----] followers, [----] engagements
"I know most of this traffic growth is paid but it offers far better ROI than the TV ads planned by previous management $VRA Honestly I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I dont think its deserved. Obviously I'm not an expert but I do like the new designs. Its interesting that the majority of Instagram comments are positive while Facebook (older audience) https://t.co/6qbU1XwEXA Honestly I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I dont think its deserved. Obviously I'm not an expert but I do like the new designs. Its"
X Link 2026-02-11T08:27Z [----] followers, [---] engagements
"Mizuno breakout after results sales up 7% NP +18% driven by Football and Sportstyle 8022.T $MIZUF Mizuno $8022 is our second favorite stock in the space - re-positioned the brand probably gaining share in specialty running (Wave Rider/Neo Vista/Wave Rebellion) tailwinds from golf sportstyle and look how diversified they are https://t.co/xgpqezTWtC Mizuno $8022 is our second favorite stock in the space - re-positioned the brand probably gaining share in specialty running (Wave Rider/Neo Vista/Wave Rebellion) tailwinds from golf sportstyle and look how diversified they are"
X Link 2026-02-11T08:38Z [----] followers, [----] engagements
"$BRBR Top Pick in Packaged Food at Morgan Stanley. well deserved just worth paying attention to rising whey powder cost and recent comments from Glanbia $GL9 - competition is extreme as everyone rushes into the segment One aspect of the healthy longevity trend is the growing consumer focus on protein-rich foods. However a major challenge in this field is the lack of pricing power $SMPL $BRBR https://t.co/86tvkvExDs One aspect of the healthy longevity trend is the growing consumer focus on protein-rich foods. However a major challenge in this field is the lack of pricing power $SMPL $BRBR"
X Link 2025-03-24T17:13Z [----] followers, [----] engagements
"Running is so hot even $NKE is up high single digits. But those betting on a turnaround will be disappointed - there's Asics $7936 Brooks $BRK-B On $ONON Salomon $AS Saucony $WWW New Balance Altra $VFC Anta $2020.HK Mizuno $8022. Nike is like Zara or H&M in sports too big to be cool you can't charge premium prices on that even if your product is good. And this Faith Kipyegon's Breaking4 event has some serious boomer energy that might have worked in [----] but certainly will not work in [----] https://twitter.com/i/web/status/1938502990127608075 https://twitter.com/i/web/status/1938502990127608075"
X Link 2025-06-27T07:41Z [----] followers, [----] engagements
"Biggest beneficiaries in this environment Off-price and thrift $FIVE $OLLI $SVV $TJX $BURL"
X Link 2025-09-03T06:16Z [----] followers, [---] engagements
"Loafer trend (penny loafers in particular) remains intact - Miu Mius suede loafer is #4 on the Lyst Index even Hoka & Onitsuka joining in. Likely beneficiaries: Prada $TPR $CAL #DOCS. Prada is trying to bounce back into the channel on solid volume http://1913.HK http://1913.HK"
X Link 2025-09-03T11:22Z [----] followers, [----] engagements
"LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK"
X Link 2025-10-09T07:16Z [----] followers, 12.5K engagements
"Discretionary retail categories that are gaining momentum in the US - fitness (what a surprise) off-price luxury and home furnishing (by $PLNT $LTH $TJX $ROST $SVV $OLLI $FIVE $MC.FP $KER $BRBY $SFER $WSM http://Placer.ai http://Placer.ai"
X Link 2025-10-13T08:40Z [----] followers, [----] engagements
"So far so good $MC.FP $KER $BRBY $1913.HK $SFER LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg"
X Link 2025-10-14T16:26Z [----] followers, [----] engagements
"So far so good $MC.FP $SFER $KER.FP $BRBY $MONC $RMS.FP http://1913.HK LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg http://1913.HK LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK https://t.co/GIe7KW6WPg"
X Link 2025-10-15T07:20Z [----] followers, [----] engagements
"Salomon has serious ambitions to become a luxury lifestyle brand (just like Onitsuka Tiger) $AS $7936.T"
X Link 2025-10-28T08:47Z [----] followers, [---] engagements
"One important thing to bear in mind when you invest in consumer businesses - it can go quickly both ways. And once the trend reversed - there is no such thing as "cheap" $SFM $SMPL $SVV $NWL"
X Link 2025-11-03T08:14Z [----] followers, [----] engagements
"Sneaker fatigue is real $SHOO $BOOT The sneaker trend is over time to dress up $ONON $DECK $AS $SHOO https://t.co/Zs47fifjeg The sneaker trend is over time to dress up $ONON $DECK $AS $SHOO https://t.co/Zs47fifjeg"
X Link 2025-11-10T13:48Z [----] followers, [----] engagements
"BTW CEO bought shares for the first time recently $SG Protein craze getting out of hand at $SG Protein craze getting out of hand at $SG"
X Link 2025-11-20T09:23Z [----] followers, [----] engagements
"Placer [---] index for October all key themes in tact - strong Crafts & Hobbies trade down $CTRN $OLLI $FIVE and $ADDYY $BOOT"
X Link 2025-11-25T10:21Z [----] followers, [----] engagements
"And here is some color on Goodwill 16% comp from WSJ relevant also for $SVV Placer [---] index for October all key themes in tact - strong Crafts & Hobbies trade down $CTRN $OLLI $FIVE and $ADDYY $BOOT https://t.co/eiRCF49y13 Placer [---] index for October all key themes in tact - strong Crafts & Hobbies trade down $CTRN $OLLI $FIVE and $ADDYY $BOOT https://t.co/eiRCF49y13"
X Link 2025-11-25T11:03Z [----] followers, [---] engagements
"Puma jumps 19% as ANTA steps in $PMMAF $PUM.GY $2020.HK"
X Link 2025-11-28T07:48Z [----] followers, [---] engagements
"eBay's Watchlist Trend Report winners - Burberry Coach Gucci Birkenstock Cartier Onitsuka Tiger Seiko $BRBY $TPR $BIRK $KER.PA $CFR.SW $ASSCY $8050.JP Look back at [----] fashion trends with eBays Watchlist Trend Report featuring snapshots of the biggest pre-loved shopping moments plus a look at the winter trend forecast. Get inspired for Black Friday shopping: https://t.co/ukG921xrGU https://t.co/2mVy2KARkZ Look back at [----] fashion trends with eBays Watchlist Trend Report featuring snapshots of the biggest pre-loved shopping moments plus a look at the winter trend forecast. Get inspired for"
X Link 2025-11-28T12:25Z [----] followers, [----] engagements
"The Curious Case of Vera Bradley: Influencer Stock Pumper the Fund [--] Partial Exit and the Pre-Sale Signals I dont typically address issues like this as theyre outside my competence and I dont bet on such outcomes but this situation is a bit special. So heres what happened recently with Vera Bradley. Ill also attach a link to Gemini Deep Research in the first comment in case you want to dive into more details. 1) The company extended its poison pill for [--] year on October 10th 2) It amended the JPM credit agreement pledging IP to unlock asset sales on October 27th 3) It listed its HQ for"
X Link 2025-12-09T14:38Z [----] followers, [----] engagements
"ok we have a clear earnings season winner - $DBI +48.5% women getting tired of baggy jeans and sportstyle shoes $DBI $SHOO $BOOT $SCVL https://t.co/8L71lcSTix women getting tired of baggy jeans and sportstyle shoes $DBI $SHOO $BOOT $SCVL https://t.co/8L71lcSTix"
X Link 2025-12-10T07:12Z [----] followers, [----] engagements
"$CAL good entry point also points out strength in boots like $DBI Caleres ($CAL) is on watch for a potential play into earnings 🧐 https://t.co/aXPFOMusZU Caleres ($CAL) is on watch for a potential play into earnings 🧐 https://t.co/aXPFOMusZU"
X Link 2025-12-10T07:16Z [----] followers, [----] engagements
"$REAL $TDUP $RMS.PA"
X Link 2025-12-19T15:06Z [----] followers, [---] engagements
"Short thread on outerwear makers why I sold $COLM and two stocks I bought instead. When I first saw the website traffic and Google Trends charts for EVERY winter clothes manufacturer (North Face $VFC Helly Hansen $KTB Aritzia $ATZ Patagonia) I thought this would help the $COLM turnaround. But reality turned out to be much different as I dug deeper: - The warm weather that $COLM mentioned on the call continued into October and November (November was the 4th warmest on record in the US according to NCEI). - That allowed consumers to delay big-ticket purchases (warm winter jackets) until Black"
X Link 2026-01-05T12:13Z [----] followers, [----] engagements
"$GOOS is much better positioned: - Hired its first Creative Director Haider Ackermann (also CD of Tom Ford) in [----] who is transforming CG into a fashion brand (Moncler style) diversifying from classic parkas and introducing non-winter products. - And its working: product newness drove 40% of DTC revenue vs 10% last year and gross margin expanded 110bps YoY to 62.4% supported by a favorable channel mix. - The company is investing in DTC (Champs-lyses Macau Beijing); segment revenue is up 21% with comps up 10% across all regions led by North America and China. - DTC CapEx is currently weighing"
X Link 2026-01-05T12:23Z [----] followers, [----] engagements
"The other one is very straightforward: $BURL - Off-price is a secular winner in retail and $BURL was the only one that missed estimates (1% comp) due to warm weather - an area where it has a clear specialty. - The company stated that traffic improved later in October and November - The company is probably best positioned to capitalize on panic buying in December when the weather turned colder and tariff-hit consumers were searching for value. - The stock price is ready to break out of consolidation relative to $XRT https://twitter.com/i/web/status/2008156095471042644"
X Link 2026-01-05T12:38Z [----] followers, [----] engagements
"One thing $GRMN should definitely do is to buy Oura Bryan Johnson thinks that improving your sleep is the most important thing you can do for your health. Cannot agree more - as a father of twin boys (who were terrible sleepers) I haven't slept normally for the first [---] years of their lives (sorry for those terrible stock picks https://t.co/AfOSbSrA6C Bryan Johnson thinks that improving your sleep is the most important thing you can do for your health. Cannot agree more - as a father of twin boys (who were terrible sleepers) I haven't slept normally for the first [---] years of their lives"
X Link 2026-01-06T10:53Z [----] followers, [----] engagements
"According to watch-trading platform Chrono24 Cartiers share of money spent by Gen Z customers on its site jumped to 7.9% in [----] from 2.1% in [----]. Among all age groups it rose to 5.6% from 3%. $CFR.SW $WOSG.L $UHRN $8050"
X Link 2026-01-08T08:51Z [----] followers, [---] engagements
"'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG"
X Link 2026-01-12T09:06Z [----] followers, [----] engagements
"$GCO pre-announcing 12% comp for Journeys is good news for $DECK $BIRK $VFC and #DOCS here are best sellers for Journeys that is comping 9% - Knu Skool still cool + NB Converse Birkenstocks and a lot of Sambas $VFC $NKE $ADS $BIRK https://t.co/eKpLtpzhUg here are best sellers for Journeys that is comping 9% - Knu Skool still cool + NB Converse Birkenstocks and a lot of Sambas $VFC $NKE $ADS $BIRK https://t.co/eKpLtpzhUg"
X Link 2026-01-12T14:12Z [----] followers, [----] engagements
"$ZUMZ NA footwear risk materialized a bit later than expected international comps total disaster 🫣 Quite a slowdown at Journeys might make sense to take some profit in $ZUMZ as stock ran quite a bit footwear might disappoint https://t.co/FZi4jqlkOQ Quite a slowdown at Journeys might make sense to take some profit in $ZUMZ as stock ran quite a bit footwear might disappoint https://t.co/FZi4jqlkOQ"
X Link 2026-01-12T14:50Z [----] followers, [---] engagements
"Aritzia $ATZ with an Earnings Call rating of [--] - the highest EVER in our database. Absolutely phenomenal execution 🚀🚀🚀"
X Link 2026-01-12T16:13Z [----] followers, [----] engagements
"Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature 'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG https://t.co/35E0njiVv3 'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG"
X Link 2026-01-13T08:30Z [----] followers, [----] engagements
"2026 will be massive for $SVV now my largest position. Assuming 5% US and 0% Canada comp EPS should increase 75% (11x [----] EPS) Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature https://t.co/UoYyfP9L1Z Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature https://t.co/UoYyfP9L1Z"
X Link 2026-01-14T17:31Z [----] followers, [----] engagements
"Weather tariffs trade down World Cup [----] store maturation comp inflection. What's not to like $ASO"
X Link 2026-01-16T16:20Z [----] followers, [---] engagements
"It never ceases to amaze me how this works - suddenly all the cool girls switched from Asics to Salomon XT-6s (which were launched in 2013). But over-reliance on women's fashion is not good long term because fashion changes every year. $ONON has the same problem I think with Zendaya collab $AS Asics Salomon and Anta - no surprises here $ASCCY $AS $2020.HK $ONON Asics Salomon and Anta - no surprises here $ASCCY $AS $2020.HK $ONON"
X Link 2026-01-19T14:50Z [----] followers, [----] engagements
"One of the things that's NOT going to happen - "EBITDA and EPS at a 20% CAGR through to 2028E as it continues to leverage its unique premium position in the sportswear market to drive topline growth and margin expansion" $ONON"
X Link 2026-01-20T11:09Z [----] followers, [----] engagements
"Doraemon is unstoppable in the Endorphin Elite [--] powered by Barebells protein $9409 $WWW $BRBR"
X Link 2026-01-20T13:17Z [----] followers, [---] engagements
"One stock Ive been watching closely where the chart finally looks good is $PUIG. Its concentration in Fragrance is a rather good thing as Beauty & Self-care is one of the few categories that stays resilient. Link to the full NotebookLM slide deck is in the first comment 👇"
X Link 2026-01-26T09:34Z [----] followers, [---] engagements
"Honestly I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I dont think its deserved. Obviously I'm not an expert but I do like the new designs. Its interesting that the majority of Instagram comments are positive while Facebook (older audience) comments are mostly complaints. Liquidation of old stock is ongoing but I remain very bullish (yes my PT is still above $5) @electraheart_99 what do you think https://twitter.com/i/web/status/2016147765613482128 https://twitter.com/i/web/status/2016147765613482128"
X Link 2026-01-27T13:54Z [----] followers, [----] engagements
"Good read also for $PUIG But relatively low quality sales beat from LVMH vs peers: talismanic fashion division in line. Booze awful. Beat from watches & jewelry (which highlights what a beauty Cartier/Richemont is) & Sephora (good read for $ULTA $EL & $LRLCY). $LVMUY $HESAY $CFRUY https://t.co/06QuK2QrEq But relatively low quality sales beat from LVMH vs peers: talismanic fashion division in line. Booze awful. Beat from watches & jewelry (which highlights what a beauty Cartier/Richemont is) & Sephora (good read for $ULTA $EL & $LRLCY). $LVMUY $HESAY $CFRUY https://t.co/06QuK2QrEq"
X Link 2026-01-27T20:13Z [----] followers, [---] engagements
"Great write-up on $ASO Very bullish on $ASO Link to writeup made in November: https://t.co/0iBiHsSBaE Very bullish on $ASO Link to writeup made in November: https://t.co/0iBiHsSBaE"
X Link 2026-01-28T19:26Z [----] followers, [----] engagements
"Casio ($6952.T) up 16% after results. Rule of thumb: if @nitinkinvest thinks it's worth a look - hell yes it's worth a look. Must follow Casio absolutely crushing it lately $6952 https://t.co/xcHHXYdlBE Casio absolutely crushing it lately $6952 https://t.co/xcHHXYdlBE"
X Link 2026-01-30T07:47Z [----] followers, [----] engagements
"Solid quarter from $DECK. Surprised by low UGG growth given how popular they are (tough comps next year). Hoka chose the same path as Asics and Salomon: premiumization and protecting margins. NA growth slightly positive. Expectations were relatively low and the stock is up 14% AH but I still don't see re-rate potential - will grow with the market at best https://twitter.com/i/web/status/2017168510690926970 https://twitter.com/i/web/status/2017168510690926970"
X Link 2026-01-30T09:30Z [----] followers, [----] engagements
"Vera Bradley $VRA is so #2016"
X Link 2026-01-30T11:35Z [----] followers, [----] engagements
"It's actually quite funny because both $DECK and $VFC have now highest quant rating in my Textiles Apparel & Luxury watchlist (based on technicals + earnings call) i own none of them and dont plan to. Still see them grow in line with the market - Vans no improvement really and don't see how this could change North Face surprisingly strong though and Timberlands ok. Very strong comeback during the next few days after earnings release - a good sign so I am probably wrong) https://twitter.com/i/web/status/2018044871127236758 https://twitter.com/i/web/status/2018044871127236758"
X Link 2026-02-01T19:32Z [----] followers, [---] engagements
"$COLM US sales decreased 8% as expected bet strength overseas helped stock up 7% AH. Main reason I got involved in the stock is simple - it's cheap (P/S below [--] with no debt) management succession in process with lots of potential in footwear. Should have been the bottom but no position for the moment (stock is already in Stage 2) Short thread on outerwear makers why I sold $COLM and two stocks I bought instead. When I first saw the website traffic and Google Trends charts for EVERY winter clothes manufacturer (North Face $VFC Helly Hansen $KTB Aritzia $ATZ Patagonia) I thought this would"
X Link 2026-02-04T07:43Z [----] followers, [----] engagements
"$SCHL is a classic deep value play that requires some patience - trading at 0.4x sales while Simon & Schuster sold for 1.5x they literally have a monopoly on school book fairs (90% of US schools) that prints $550M/year. $MH is the most likely buyer"
X Link 2025-09-01T16:38Z [----] followers, [----] engagements
"Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native Gen Z. Currently 80% of transactions are in leather goods apparel & footwear but watches and jewelry are growing fast $WOSG $UHRN $CFR. Stocks to watch: $REAL $TDUP $ETSY (Depop) https://twitter.com/i/web/status/1976208400838013266 https://twitter.com/i/web/status/1976208400838013266"
X Link 2025-10-09T08:49Z [----] followers, [----] engagements
"Weather should help $BURL comps The other one is very straightforward: $BURL - Off-price is a secular winner in retail and $BURL was the only one that missed estimates (1% comp) due to warm weather - an area where it has a clear specialty. - The company stated that traffic improved later in October and https://t.co/yMp7dy77aP The other one is very straightforward: $BURL - Off-price is a secular winner in retail and $BURL was the only one that missed estimates (1% comp) due to warm weather - an area where it has a clear specialty. - The company stated that traffic improved later in October and"
X Link 2026-01-20T15:37Z [----] followers, [---] engagements
"Luxury is a secular loser $RMS.FP $CFR $WOSG $MC.FP $KER.FP $BRBY.L The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even hyper-luxury is not immune anymore $RMS.FP $MC.FP https://t.co/Ewz30lcM7b The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even"
X Link 2026-01-27T10:46Z [----] followers, [----] engagements
"The new Lyst Index is out. The biggest winners: $RL +5 $BRBY +5 Gucci $KER.FP and Stone Island +4 $MONC. Wouldn't be a buyer of any of them. One obvious short for me is $TPR - too much hype last year a very mature uptrend extreme valuation and tough comps ahead in [----]. Reminds me of $DECK in January [----] The worlds hottest fashion brands ranked by Lysts search sales and social media data. @YSL and @MIUMIUofficial continue to dominate the top spots while @RalphLauren @Burberry and @gucci climb fast behind them. https://t.co/ZiRZmfOor0 The worlds hottest fashion brands ranked by Lysts search"
X Link 2026-02-04T10:42Z [----] followers, [----] engagements
"Rossignol brothers are short Salomon (tried to warn them about all the XT-6 hype but they don't listen to their old man) $AS"
X Link 2026-02-11T20:19Z [----] followers, [---] engagements
"More sold out products from Vera Bradley. Also Wicked which was selling strong last year is back just in time for Wicked: For Good premiere $VRA"
X Link 2025-11-14T08:34Z [----] followers, [----] engagements
"Protein craze getting out of hand at $SG Introducing the Power Max Protein Bowl with over 100g of protein 💪🏼 As always No Antibiotics Ever Seed Oil Free https://t.co/4WDbsnuEmr Introducing the Power Max Protein Bowl with over 100g of protein 💪🏼 As always No Antibiotics Ever Seed Oil Free https://t.co/4WDbsnuEmr"
X Link 2025-11-20T09:13Z [----] followers, [----] engagements
"Could not avoid $BIRK anymore too many data points suggest it's a buy: - entered Lyst Index in 2Q [----] (out in 3Q [----] though) - one of the fastest growing brands in eBay's Watchlist Trend Report - its amazing that GenZs are willing to drop $170 for clogs - highest price points in Journeys best sellers - sandals are clearly gaining market share in footwear - up from 16% to 24% (according to Joors [----] Footwear Market Analysis) - in a flat U.S. market retail revenue at top [--] wholesale partners was up 25% - #1 spot for adult shoe brands according to Klarna Black Friday report - 90% of sales"
X Link 2025-12-01T15:39Z [----] followers, [----] engagements
"$BFIT breaking out Back in $BFIT - still think itll run hard at some point. This asset is too unique in Europe and trading near COVID-19 lows vs Stoxx [---] makes zero sense. $TGYM is a good indicator here https://t.co/LENw0t90NN Back in $BFIT - still think itll run hard at some point. This asset is too unique in Europe and trading near COVID-19 lows vs Stoxx [---] makes zero sense. $TGYM is a good indicator here https://t.co/LENw0t90NN"
X Link 2025-12-03T09:07Z [----] followers, [----] engagements
"Out of $BIRK great company with booming business but risk/reward not too great at 20x [----] earnings Could not avoid $BIRK anymore too many data points suggest it's a buy: - entered Lyst Index in 2Q [----] (out in 3Q [----] though) - one of the fastest growing brands in eBay's Watchlist Trend Report - its amazing that GenZs are willing to drop $170 for clogs - highest price points https://t.co/lep9zwwyZE Could not avoid $BIRK anymore too many data points suggest it's a buy: - entered Lyst Index in 2Q [----] (out in 3Q [----] though) - one of the fastest growing brands in eBay's Watchlist Trend Report"
X Link 2025-12-18T14:53Z [----] followers, [----] engagements
"Luxury carnage 🫣 $ZGN $SFER $KER $GOOS $MC.FP The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even hyper-luxury is not immune anymore $RMS.FP $MC.FP https://t.co/Ewz30lcM7b The luxury rebound is over. The sector is a structural loser for plenty of reasons: competition from technical and fast fashion the rise of resale pricing fatigue the loss of aspirational buyers and currency headwinds. Even hyper-luxury is not immune"
X Link 2026-01-16T16:23Z [----] followers, [----] engagements
"@Noalgos they chase revenue at all cost no clear brand strategy whatsoever. "unique premium position" is an absolute bullshit just ask $DECK dip buyers https://x.com/AstutexAi/status/1956004009002557761 @tickerplus New Vomeros are doing great but saying orders shift from $ONON to $NKE is stupid) growth will clearly decelerate its already happening in NA. they are chasing any revenue with these stupid ads - i see them everywhere online) and most of these models just look so so bad. looks https://t.co/uokSlNrpge https://x.com/AstutexAi/status/1956004009002557761 @tickerplus New Vomeros are"
X Link 2026-01-20T14:24Z [----] followers, [---] engagements
"$BFIT finally not guiding down membership growth not slowing down in 4Q [----] stock breaks out $BFIT is a unique asset and reaching an inflection point: - growth normalizing as openings slow to around [---] p . a. - positive free cash flow & start of [--] m buyback in 2H [----] - exploring franchising possibilities in [----] - a lot of potential for cross-selling to engaged https://t.co/IniG7tM2Ka $BFIT is a unique asset and reaching an inflection point: - growth normalizing as openings slow to around [---] p . a. - positive free cash flow & start of [--] m buyback in 2H [----] - exploring franchising"
X Link 2026-01-26T09:10Z [----] followers, [----] engagements
"@benbonning No you were absolutely right about $BIRK"
X Link 2026-01-27T20:43Z [----] followers, [--] engagements
"Solid quarter from $DECK. Surprised by low UGG growth given how popular they are (tough comps next year). Hoka chose the same path as Asics and Salomon: premiumization and protecting margins. NA growth slightly positive. Expectations were relatively low and the stock is up 14% AH but I still don't see re-rate potential -will grow with the market at best https://twitter.com/i/web/status/2017167210196640052 https://twitter.com/i/web/status/2017167210196640052"
X Link 2026-01-30T09:25Z [----] followers, [--] engagements
"@electraheart_99 and how did you like the new designs 🧐"
X Link 2026-01-30T11:24Z [----] followers, [--] engagements
"Our take on Square Enix - deeply undervalued at PE [--] (ex-cash) booming high-margin MMO business and potential to double its profit by capitalizing on Marvel hype - #TheAvengersProject will be revealed at E3 on June 10th $SQNXF #AlternativeData https://drive.google.com/file/d/12eSWpIuXHwO8qSq2sAqqMCvqv5Hbb9uV/viewusp=sharing https://drive.google.com/file/d/12eSWpIuXHwO8qSq2sAqqMCvqv5Hbb9uV/viewusp=sharing"
X Link 2019-05-29T15:24Z [----] followers, [--] engagements
"$PNDORA is our turnaround play for 4Q [----] we see trends finally moving in the right direction with Harry Potter collection #AlternativeData"
X Link 2019-12-11T06:50Z [----] followers, [--] engagements
"$PNDORA website traffic shows Harry Potter collection was a major success in the UK (12% of revenue) Italy (11%) and Australia (4%)"
X Link 2019-12-20T09:36Z [----] followers, [--] engagements
"$PNDORA Harry Potter Snitch bangle and Snitch golden pendant (2 most expensive items) are out of stock in US online store items were excluded from Black Friday offer"
X Link 2019-12-27T06:54Z [----] followers, [--] engagements
"Our [--] Top Picks for 1Q [----] are Crocs $CROX Lululemon $LULU Pandora $PNDORA Funko $FNKO and Shutterstock $SSTK #AlternativeData"
X Link 2019-12-30T10:38Z [----] followers, [--] engagements
"Boom $PNDORA up 11% on better than expected 4Q [----] organic growth the company is one of our top picks for 1Q2020 https://x.com/business/status/1214194216911491077 Pandora reassured investors it would reach the upper end of its profit forecast for [----] https://t.co/bywsNMkHv8 https://x.com/business/status/1214194216911491077 Pandora reassured investors it would reach the upper end of its profit forecast for [----] https://t.co/bywsNMkHv8"
X Link 2020-01-06T15:01Z [----] followers, [--] engagements
"So far [--] out of [--] Top Picks ( $PNDORA $LULU $CROX ) - pre-announced positively let's see how the other [--] will play out"
X Link 2020-01-14T07:15Z [----] followers, [--] engagements
"Bicycle demand is rebounding strongly after coronavirus outbreak as people ditch public transport - time to load up on Giant Shimano and Accell $9921.TW $ACCG $ACGPF $7309.T"
X Link 2020-04-22T19:24Z [----] followers, [--] engagements
"German e-bike sales increase rapidly after shop re-openings $ACCEL $ACCG $ACGPF https://www.bike-eu.com/sales-trends/nieuws/2020/05/german-e-bike-sales-increase-rapidly-after-shop-re-openings-10137814_ga=2.3912309.475722884.1589626612-1402151762.1589626612 https://www.bike-eu.com/sales-trends/nieuws/2020/05/german-e-bike-sales-increase-rapidly-after-shop-re-openings-10137814_ga=2.3912309.475722884.1589626612-1402151762.1589626612"
X Link 2020-05-16T10:59Z [----] followers, [--] engagements
"Accell +55% Giant +48% Shimano +31% since the first post $9921.TW $ACCG $ACGPF $7309.T"
X Link 2020-05-19T17:14Z [----] followers, [--] engagements
"Wow COS $HNNMY up [--] Chlo $CFRUY up [--] and $ONON new as #18 in 1Q [----] Lyst Index $TPR $RL Only one word can describe the fashion industry in [----] so far: turbulence. https://t.co/VftEUEWdUG Only one word can describe the fashion industry in [----] so far: turbulence. https://t.co/VftEUEWdUG"
X Link 2025-04-30T07:46Z [----] followers, [---] engagements
"$SVV with a power candle as company bumps SSS estimates Canadian business recovers after CBC Marketplace story and US comps strong cites pricing opportunity relative to discount retailers $SVV is strong again today so few points that are relevant to the thesis: - Pretty wild that none of the analysts on earnings calls mentioned CBC Marketplace piece about ValueVillage markups and outrage and boycott that followed afterwards - Pricing of items is done by computer https://t.co/GnIPx2Z0of $SVV is strong again today so few points that are relevant to the thesis: - Pretty wild that none of the"
X Link 2025-08-02T12:05Z [----] followers, [---] engagements
"Off-price and thrift are secular winners in retail and $SVV is preparing to move Another great piece from https://t.co/dNN0apwfrm - off-price and thrift stores are winning in apparel retail due to consumers prioritization of value and treasure-hunting $SVV worth to keep an eye on: - #1 in For-profit Thrift in secular and scale advantages long-term https://t.co/Hs3Q80hXWg Another great piece from https://t.co/dNN0apwfrm - off-price and thrift stores are winning in apparel retail due to consumers prioritization of value and treasure-hunting $SVV worth to keep an eye on: - #1 in For-profit"
X Link 2025-08-27T14:07Z [----] followers, [---] engagements
"$HARVIA is heading back to where it really belongs: the 20-25 range Would be very interesting to see $HARVIA report tomorrow - its valuation is quite puzzling (5x revenue and 35x [----] earnings) and not sustainable long-term. North America is a great place to be right now (USD weakness not helping though) due to increased sauna adoption but Would be very interesting to see $HARVIA report tomorrow - its valuation is quite puzzling (5x revenue and 35x [----] earnings) and not sustainable long-term. North America is a great place to be right now (USD weakness not helping though) due to increased"
X Link 2025-09-24T15:58Z [----] followers, [----] engagements
"$SVV another breakout Closely watching $SVV for a potential breakout 🧐 https://t.co/HmVGplgjJN Closely watching $SVV for a potential breakout 🧐 https://t.co/HmVGplgjJN"
X Link 2025-09-26T16:00Z [----] followers, [---] engagements
"$REAL is up 50% since this tweet missed it and $TDUP earlier this year while investing in $SVV thinking there's no moat in online B2C platforms ( $SVV still my most profitable trade this year) Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native Gen Z. Currently 80% of transactions are in leather goods apparel & footwear but watches and jewelry are growing fast $WOSG $UHRN $CFR. Stocks to watch: $REAL $TDUP https://t.co/erw8LHExPJ Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native"
X Link 2025-11-12T10:10Z [----] followers, [---] engagements
"Am I the only one who thinks results are good and price action provides an excellent entry point 🧐 $DOCS.L #DOCS Not sure the market is aware how much momentum Dr. Martens has in the US. Ije Nwokorie is doing a great job in turning the company around #DOCS https://t.co/KYGz6jSY4V Not sure the market is aware how much momentum Dr. Martens has in the US. Ije Nwokorie is doing a great job in turning the company around #DOCS https://t.co/KYGz6jSY4V"
X Link 2025-11-20T10:18Z [----] followers, [----] engagements
"Never listen to analysts most of the time they have no clue $DDS"
X Link 2025-12-01T13:38Z [----] followers, [---] engagements
"Quite a slowdown at Journeys might make sense to take some profit in $ZUMZ as stock ran quite a bit footwear might disappoint"
X Link 2025-12-04T15:26Z [----] followers, [----] engagements
"$ZUMZ beats. Women's and hard goods biggest drivers footwear was the only negative comping category. Skate supercycle here we go"
X Link 2025-12-05T06:48Z [----] followers, [---] engagements
"@MikeFritzell @illerintwit Saunas are booming no doubt about that but i have expressed my doubts about $Harvia moat and 65% gross margin in the US) https://www.bloomberg.com/news/features/2026-01-16/why-saunas-bathhouses-cold-plunge-pools-are-so-popular-right-now https://www.bloomberg.com/news/features/2026-01-16/why-saunas-bathhouses-cold-plunge-pools-are-so-popular-right-now"
X Link 2026-01-20T16:29Z [----] followers, [---] engagements
"Not that I am buying my kids 40k instead of Labubus) They just saw the 10th edition in my office which I bought together with the stock in [----] and i was forced to buy something else to keep it) BTW I also went to the introductory game at the same time organized by the local shop - was fun (gender balance is wild though). Would love to go to Nottingham for Warhammer World one day like @rhomboid1MF does. I know the glue is toxic (part of the fun) so exposure was limited to [--] min"
X Link 2026-02-02T06:39Z [----] followers, [--] engagements
"Square Enix up 10% after results mainly on MMO strength we pointed out end of May - FFXIV gaining market share from WoW revenue +40% YoY even before Shadowbringers expansion $SQNXF $SQNNY $9684.T #AlternativeData"
X Link 2019-08-07T06:51Z [----] followers, [--] engagements
"Dragon Quest Walk now #1 Grossing in Japan App Store $SQNXF $SQNNY $9684.T"
X Link 2019-09-13T05:55Z [----] followers, [--] engagements
"Dragon Quest Walk #1 Grossing in Japan both in App Store and Google Play since its release targeting $100 million revenue for September $SQNXF $SQNNY $9684.T"
X Link 2019-10-02T08:57Z [----] followers, [--] engagements
"This article does a good job of summarizing one of the most important trends in softline retail $9992.HK $CROX $TPR $1913.HK $RMS How the Playful Kidcore Accessory Trend Won This Fashion Season https://t.co/fI4R0VMtr7 How the Playful Kidcore Accessory Trend Won This Fashion Season https://t.co/fI4R0VMtr7"
X Link 2025-08-13T08:19Z [----] followers, [----] engagements
"The Future is Secondhand With potential tariffs threatening to raise the cost of imported clothing continued economic pressures and rising demand for sustainable alternatives thrift stores appear poised to thrive well into the future $SVV In Q2 [----] visits to thrift stores were up 39.5% compared to Q2 [----] more than four times the growth seen across the clothing industry. In Q2 [----] visits to thrift stores were up 39.5% compared to Q2 [----] more than four times the growth seen across the clothing industry"
X Link 2025-09-04T07:13Z [----] followers, [----] engagements
"Bottom fishing in Yemen - back in $SVV The Future is Secondhand With potential tariffs threatening to raise the cost of imported clothing continued economic pressures and rising demand for sustainable alternatives thrift stores appear poised to thrive well into the future $SVV https://t.co/zx0kvuL0x3 The Future is Secondhand With potential tariffs threatening to raise the cost of imported clothing continued economic pressures and rising demand for sustainable alternatives thrift stores appear poised to thrive well into the future $SVV https://t.co/zx0kvuL0x3"
X Link 2025-11-10T17:43Z [----] followers, [----] engagements
"I totally get the worries about $SVV Canada comps slowdown but it is simply a very mature market unlike US where traffic growth accelerated in October. I assume insiders will stop dumping stock now. Good risk/return here imo Bottom fishing in Yemen - back in $SVV https://t.co/9JY8Y7RaJN Bottom fishing in Yemen - back in $SVV https://t.co/9JY8Y7RaJN"
X Link 2025-11-12T10:02Z [----] followers, [---] engagements
"UBS and JP Morgan playing catch-up on Ferragamo $SFER $SFER.MI $SFER is up 70% but still the cheapest luxury name with brand heat accelerating https://t.co/tXTE8Z2Ax7 $SFER is up 70% but still the cheapest luxury name with brand heat accelerating https://t.co/tXTE8Z2Ax7"
X Link 2025-11-28T07:42Z [----] followers, [---] engagements
"It's time to look at $COLM. A lot to like recently - leadership transition massively upped their marketing/social media game website traffic improving latest Star Wars collab selling well and more cool stuff to come. Price/sales below [--] with zero debt. I bought the stock today. https://twitter.com/i/web/status/1999167352600961355 https://twitter.com/i/web/status/1999167352600961355"
X Link 2025-12-11T17:20Z [----] followers, [----] engagements
"Companies with highest growth in social media audience (Instagram+Facebook) $BMBRF $PIAGF $BABA $BKNG $W $ELY $NFLX"
X Link 2018-08-07T14:44Z [----] followers, [--] engagements
"$FOXF officially in up-trend and ready to run Shimano $SMNNY next We see more and more evidence bicycle market bottomed and channel inventories are normalizing after Covid-19 boom and bust. And we think the best way to play this up-cycle are premium component manufacturers Shimano $7309 (check out @sweetstocksblog write-up) and Fox Factory https://t.co/c5SrfpOCDT We see more and more evidence bicycle market bottomed and channel inventories are normalizing after Covid-19 boom and bust. And we think the best way to play this up-cycle are premium component manufacturers Shimano $7309 (check out"
X Link 2025-07-24T14:36Z [----] followers, [----] engagements
"Steven Madden $SHOO stock price target raised to $40 by BTIG on Kurt Geiger acquisition. The firm also sees fashion tailwinds continuing to build as dressy footwear and boots gain momentum while the casual sneaker trend moderates. https://twitter.com/i/web/status/1976247958279442709 https://twitter.com/i/web/status/1976247958279442709"
X Link 2025-10-09T11:26Z [----] followers, [---] engagements
"Absolute disaster report from Shimano - strong Europe weak USD and China drags everything down $SMNNY"
X Link 2025-07-30T08:13Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing