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# ![@AstutexAi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1018829718622212097.png) @AstutexAi astutex.ai

astutex.ai posts on X about stocks, luxury, $vfc, $mcfp the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1018829718622212097/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018829718622212097/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX +1.50%
- X Months XXXXXXX +130%
- X Year XXXXXXX +698%

### Mentions: XX [#](/creator/twitter::1018829718622212097/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018829718622212097/c:line/m:posts_active.svg)

- X Week XX +6.10%
- X Month XX -XX%
- X Months XXX +133%
- X Year XXX +480%

### Followers: XXXXX [#](/creator/twitter::1018829718622212097/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018829718622212097/c:line/m:followers.svg)

- X Week XXXXX +0.65%
- X Month XXXXX +4.30%
- X Months XXXXX +23%
- X Year XXXXX +27%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1018829718622212097/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018829718622212097/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1018829718622212097/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [formula 1](/list/formula-1)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 4.49%, [luxury](/topic/luxury) 3.85%, [$vfc](/topic/$vfc) #9, [$mcfp](/topic/$mcfp) #1, [$ker](/topic/$ker) #1, [$brby](/topic/$brby) #1, [$as](/topic/$as) #7, [tide](/topic/tide) #652, [$svv](/topic/$svv) #5, [$olli](/topic/$olli) #11

**Top accounts mentioned or mentioned by**
[@fedex774](/creator/undefined) [@tickerplus](/creator/undefined) [@figueredocarlos](/creator/undefined) [@clarksquarecap](/creator/undefined) [@benbonning](/creator/undefined) [@stoacap](/creator/undefined) [@zacktanzx](/creator/undefined) [@placerai](/creator/undefined) [@bbbojangles](/creator/undefined) [@electraheart99](/creator/undefined) [@callsputs1](/creator/undefined) [@deusexdividend](/creator/undefined) [@ritmussk](/creator/undefined) [@interw123](/creator/undefined) [@alphasenseinc](/creator/undefined) [@sweetstocksblog](/creator/undefined) [@breadcrumbsre](/creator/undefined) [@reignots](/creator/undefined) [@ritmus_sk](/creator/undefined) [@electraheart_99](/creator/undefined)

**Top assets mentioned**
[VF Corp (VFC)](/topic/$vfc) [Amer Sports, Inc. (AS)](/topic/$as) [Savers Value Village, Inc. (SVV)](/topic/$svv) [Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI)](/topic/$olli) [Five Below, Inc. (FIVE)](/topic/$five) [Wood Wide Web (WWW)](/topic/$www) [On Holding AG (ONON)](/topic/$onon) [VERAsity (VRA)](/topic/$vra) [Steven Madden Ltd (SHOO)](/topic/$shoo) [Bostrom (BOOT)](/topic/$boot) [Nike Inc (NKE)](/topic/$nke) [Ross Stores, Inc. (ROST)](/topic/$rost) [The Simply Good Foods Company Common Stock (SMPL)](/topic/$smpl) [Ralph Lauren Corp (RL)](/topic/$rl) [Tapestry, Inc. (TPR)](/topic/$tpr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [Wall Street Memes (WSM)](/topic/$wsm) [Columbia Sportswear Co (COLM)](/topic/$colm) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Morgan Stanley (MS)](/topic/morgan-stanley) [Burlington Stores, Inc. (BURL)](/topic/$burl) [McGraw Hill, Inc. (MH)](/topic/$mh) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [286 (286)](/topic/$286) [PVH Corp (PVH)](/topic/$pvh) [Capri Holdings Limited (CPRI)](/topic/$cpri) [COCOCOIN (COCO)](/topic/$coco) [Costco Wholesale Corporation (COST)](/topic/costco) [AdShares (ADS)](/topic/$ads) [GameStop, Corp. (GME)](/topic/$gme) [Realy (REAL)](/topic/$real) [Cullen/Frost Bankers, Inc. (CFR)](/topic/$cfr)
### Top Social Posts [#](/creator/twitter::1018829718622212097/posts)
---
Top posts by engagements in the last XX hours

"Not owning Moncler but this is very very good $MONC"  
[X Link](https://x.com/AstutexAi/status/1978366579378180162) [@AstutexAi](/creator/x/AstutexAi) 2025-10-15T07:45Z 1702 followers, XXX engagements


"If you are into European stocks here are some companies from off-price segment that is a secular winner in retail $PUUILO $EPR.OS $PCO"  
[X Link](https://x.com/AstutexAi/status/1972535505427521647) [@AstutexAi](/creator/x/AstutexAi) 2025-09-29T05:34Z 1702 followers, 1014 engagements


"Chip Wilson not mincing words 😬 $LULU"  
[X Link](https://x.com/AstutexAi/status/1976178642523713763) [@AstutexAi](/creator/x/AstutexAi) 2025-10-09T06:51Z 1702 followers, 4243 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"  
[X Link](https://x.com/AstutexAi/status/1977655650617524248) [@AstutexAi](/creator/x/AstutexAi) 2025-10-13T08:40Z 1702 followers, XXX engagements


"I somehow like $COLM new campaign Engineered for Whatever. They have a great legacy brand but they have to win in footwear and their product looks.outdated. Here are best sellers comparison from 1) Columbia 2) Salomon 3) Arc'teryx 4) Merrell $WWW $AS"  
[X Link](https://x.com/AstutexAi/status/1960954884754149428) [@AstutexAi](/creator/x/AstutexAi) 2025-08-28T06:37Z 1700 followers, 2185 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"  
[X Link](https://x.com/AstutexAi/status/1904219944025292924) [@AstutexAi](/creator/x/AstutexAi) 2025-03-24T17:13Z 1702 followers, 3819 engagements


"out of $VFC i think those tough comps for Vans are a major overhang"  
[X Link](https://x.com/AstutexAi/status/1963602415552258362) [@AstutexAi](/creator/x/AstutexAi) 2025-09-04T13:57Z 1702 followers, 1816 engagements


"Ok $VFC bulls count me in. Tough comps vs Knu Skool last year but overall the tide is turning on skate style shoes. Vans was the only (but biggest) problematic spot for $VFC (Timberland TNF Altra all doing well) and for the first time in a while Vans follower count is flat for a month"  
[X Link](https://x.com/AstutexAi/status/1958891422444032135) [@AstutexAi](/creator/x/AstutexAi) 2025-08-22T13:58Z 1702 followers, 14.1K engagements


"A LOT of brand heat for $RL recently"  
[X Link](https://x.com/AstutexAi/status/1974033515755839982) [@AstutexAi](/creator/x/AstutexAi) 2025-10-03T08:47Z 1700 followers, 2302 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) [@AstutexAi](/creator/x/AstutexAi) 2025-10-09T07:16Z 1701 followers, 11.6K engagements


"Not sure why off-price was dumped on Friday but $FIVE is certainly the stock to own in the context of the de-minimis suspension along with $BURL $OLLI and $SVV"  
[X Link](https://x.com/AstutexAi/status/1962524380098937005) [@AstutexAi](/creator/x/AstutexAi) 2025-09-01T14:34Z 1702 followers, 1211 engagements


"@ritmus_sk I only hold Ferragamo. Moncler is a fantastic company and Remo Ruffini is a brilliant marketer but it is a very mature brand. Plus all the switch to technical apparel in men at least (Arcteryx). Diversification is a way to go for them. But marketing is absolutely fantastic"  
[X Link](https://x.com/AstutexAi/status/1978364601935741032) [@AstutexAi](/creator/x/AstutexAi) 2025-10-15T07:37Z 1702 followers, XX 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) [@AstutexAi](/creator/x/AstutexAi) 2025-09-01T16:38Z 1700 followers, 1161 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 2015 but certainly will not work in 2025"  
[X Link](https://x.com/AstutexAi/status/1938502990127608075) [@AstutexAi](/creator/x/AstutexAi) 2025-06-27T07:41Z 1702 followers, 1980 engagements


"Lol as a shareholder I fully welcome Coach people also bringing no history of true () success to Vera Bradley $TPR $VRA"  
[X Link](https://x.com/AstutexAi/status/1975221837627093407) [@AstutexAi](/creator/x/AstutexAi) 2025-10-06T15:29Z 1702 followers, XXX engagements


"$GIII is crazy cheap. If you completely strip out TH/CK business its PE is still around XX with net cash of $XXX million. You pay $XXX million for Karl Lagerfeld (grew XX% in NA last quarter) DKNY Donna Karan Vilebrequin G.H. Bass (yeah loafers and boat shoes) and Sonia Rykiel. $PVH should just buy them right away. I own stock"  
[X Link](https://x.com/AstutexAi/status/1974166170463854656) [@AstutexAi](/creator/x/AstutexAi) 2025-10-03T17:34Z 1702 followers, XXX engagements


"That's how you win new customers - great products keeping the DNA of the brand and not re-branding as another Coach throwing away your legacy $VRA"  
[X Link](https://x.com/AstutexAi/status/1977799736158769492) [@AstutexAi](/creator/x/AstutexAi) 2025-10-13T18:12Z 1702 followers, 2659 engagements


"Now it's official - Dress Shoes Are Making a Big Comeback This Fall (due to return-to-office mandates and special occasions) $1913 $TPR $CPRI $RL $DBI $SHOO $SCVL"  
[X Link](https://x.com/AstutexAi/status/1968968043435843624) [@AstutexAi](/creator/x/AstutexAi) 2025-09-19T09:18Z 1702 followers, 1702 engagements


"So far so good $MC.FP $SFER $KER.FP $BRBY $MONC $RMS.FP"  
[X Link](https://x.com/AstutexAi/status/1978360219068493957) [@AstutexAi](/creator/x/AstutexAi) 2025-10-15T07:20Z 1701 followers, 1210 engagements


"One month into Space Marine X release Warhammer40k subreddit is adding roughly twice as much subscribers as pre-release (1700 vs 900). And a nicely looking green weekly candle with a long tail as a bonus. Ready to take off 🚀 $GAW #GAW"  
[X Link](https://x.com/AstutexAi/status/1844713805340627091) [@AstutexAi](/creator/x/AstutexAi) 2024-10-11T12:16Z 1700 followers, 3024 engagements


"JD Sports mentions winners in dominant running category - Saucony $WWW Salomon $AS $ONON Asics $7936 $ADS.GY"  
[X Link](https://x.com/AstutexAi/status/1970924053734228207) [@AstutexAi](/creator/x/AstutexAi) 2025-09-24T18:51Z 1701 followers, 1655 engagements


"I think Vera Bradley will do fine this holiday season $VRA"  
[X Link](https://x.com/AstutexAi/status/1974038701823942707) [@AstutexAi](/creator/x/AstutexAi) 2025-10-03T09:07Z 1700 followers, 4221 engagements


"Vans story mirrors Gucci - both depended heavily on younger demographics both saw the tide turn and both stocks dropped. $VFC sold off on July 30th as investors braced for tougher 2H FY25 comps after the Knu Skool boom. Vans revenue YoY will likely be -XX% for the next X quarters but by the time results hit itll be old news (might present an opportunity to add though). Dont expect $VFC to be a multi-bagger - Vans will never regain 2018 peak hype. Fair value looks closer to $XX (still a lot of upside)"  
[X Link](https://x.com/AstutexAi/status/1963150407112257625) [@AstutexAi](/creator/x/AstutexAi) 2025-09-03T08:01Z 1700 followers, 5419 engagements


"A lot of competitive pressures for $COCO - first losing Costco private label issues at Walmart Vita Coco now basically out of Best Sellers on Amazon. Crowded space like protein RTD - Harmless Harvest BodyArmor Bai Zico C2O and many others. Category trend - more functionality not just hydration. Pricey at 4x sales and insiders dumping stock like crazy"  
[X Link](https://x.com/AstutexAi/status/1976295380296867865) [@AstutexAi](/creator/x/AstutexAi) 2025-10-09T14:35Z 1702 followers, 1907 engagements


"women getting tired of baggy jeans and sportstyle shoes $DBI $SHOO $BOOT $SCVL"  
[X Link](https://x.com/AstutexAi/status/1966408094549688599) [@AstutexAi](/creator/x/AstutexAi) 2025-09-12T07:46Z 1702 followers, 2376 engagements


"August Placer XXX index - Adidas $ADS clear BTS winner consumer trading down $ROST $OLLI $FIVE $SVV continued strength in Crafts & Hobby $BOOT $CTRN $GME"  
[X Link](https://x.com/AstutexAi/status/1965729927715811525) [@AstutexAi](/creator/x/AstutexAi) 2025-09-10T10:51Z 1702 followers, 2224 engagements


"@electraheart_99 How can i find this viral tiktok"  
[X Link](https://x.com/AstutexAi/status/1979401208247849402) [@AstutexAi](/creator/x/AstutexAi) 2025-10-18T04:16Z 1702 followers, XX engagements


"Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native Gen Z. Currently XX% 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)"  
[X Link](https://x.com/AstutexAi/status/1976208400838013266) [@AstutexAi](/creator/x/AstutexAi) 2025-10-09T08:49Z 1702 followers, XXX engagements


"Probably not a coincidence the nerd wallet only stretches so far 🤓🧙♂ $HAS $GAW #GAW"  
[X Link](https://x.com/AstutexAi/status/1963170095607275543) [@AstutexAi](/creator/x/AstutexAi) 2025-09-03T09:19Z 1702 followers, 2014 engagements


"Baird upgrades $VFC to Outperform PT $20"  
[X Link](https://x.com/AstutexAi/status/1960275667326571001) [@AstutexAi](/creator/x/AstutexAi) 2025-08-26T09:38Z 1702 followers, 6459 engagements


"Computer says no so out of $SMPL for the time being"  
[X Link](https://x.com/AstutexAi/status/1979089187153301923) [@AstutexAi](/creator/x/AstutexAi) 2025-10-17T07:36Z 1702 followers, XXX engagements


"@electraheart_99 I think product lineup this year is so much better"  
[X Link](https://x.com/AstutexAi/status/1979362148234228051) [@AstutexAi](/creator/x/AstutexAi) 2025-10-18T01:41Z 1702 followers, X engagements


"So far so good $MC.FP $KER $BRBY $1913.HK $SFER"  
[X Link](https://x.com/AstutexAi/status/1978135291220070880) [@AstutexAi](/creator/x/AstutexAi) 2025-10-14T16:26Z 1702 followers, 2225 engagements


"The sneaker trend is over time to dress up $ONON $DECK $AS $SHOO"  
[X Link](https://x.com/AstutexAi/status/1972557729916219592) [@AstutexAi](/creator/x/AstutexAi) 2025-09-29T07:03Z 1702 followers, 6229 engagements


"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 $FOXF (made a very weird acquisition of Marucci which now enjoys tailwind from torpedo bats). Mountain bike videos are up XX% on TikTok in May and interest in extreme sports is rising due to channels like Red Bull Bike"  
[X Link](https://x.com/AstutexAi/status/1930549159481794615) [@AstutexAi](/creator/x/AstutexAi) 2025-06-05T08:56Z 1700 followers, 9100 engagements


"Pretty sure it will not work out this time for $KER.FP - "also hints at the brand's commercial approach as it seeks to attract younger and less wealthy shoppers who turned away from luxury spending due to economic uncertainty""  
[X Link](https://x.com/AstutexAi/status/1975107265339515125) [@AstutexAi](/creator/x/AstutexAi) 2025-10-06T07:54Z 1700 followers, XXX engagements


"Few excerpts from $ZUMZ call that are relevant for $VFC holders. Yes skate is back and women business (fashion) is continuing to grow. Men business and footwear is a drag as Sambas took Vans and DC market share"  
[X Link](https://x.com/AstutexAi/status/1963860285678112836) [@AstutexAi](/creator/x/AstutexAi) 2025-09-05T07:02Z 1701 followers, 2390 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@AstutexAi Avatar @AstutexAi astutex.ai

astutex.ai posts on X about stocks, luxury, $vfc, $mcfp the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXX +1.50%
  • X Months XXXXXXX +130%
  • X Year XXXXXXX +698%

Mentions: XX #

Mentions Line Chart

  • X Week XX +6.10%
  • X Month XX -XX%
  • X Months XXX +133%
  • X Year XXX +480%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.65%
  • X Month XXXXX +4.30%
  • X Months XXXXX +23%
  • X Year XXXXX +27%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% fashion brands XXXX% luxury brands XXXX% formula 1 XXXX% social networks XXXX% technology brands XXXX%

Social topic influence stocks 4.49%, luxury 3.85%, $vfc #9, $mcfp #1, $ker #1, $brby #1, $as #7, tide #652, $svv #5, $olli #11

Top accounts mentioned or mentioned by @fedex774 @tickerplus @figueredocarlos @clarksquarecap @benbonning @stoacap @zacktanzx @placerai @bbbojangles @electraheart99 @callsputs1 @deusexdividend @ritmussk @interw123 @alphasenseinc @sweetstocksblog @breadcrumbsre @reignots @ritmus_sk @electraheart_99

Top assets mentioned VF Corp (VFC) Amer Sports, Inc. (AS) Savers Value Village, Inc. (SVV) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) Five Below, Inc. (FIVE) Wood Wide Web (WWW) On Holding AG (ONON) VERAsity (VRA) Steven Madden Ltd (SHOO) Bostrom (BOOT) Nike Inc (NKE) Ross Stores, Inc. (ROST) The Simply Good Foods Company Common Stock (SMPL) Ralph Lauren Corp (RL) Tapestry, Inc. (TPR) Lululemon Athletica Inc (LULU) TJX Companies, Inc. (TJX) Planet Fitness, Inc. (PLNT) Life Time Group Holdings, Inc. (LTH) Wall Street Memes (WSM) Columbia Sportswear Co (COLM) BellRing Brands, Inc. (BRBR) Morgan Stanley (MS) Burlington Stores, Inc. (BURL) McGraw Hill, Inc. (MH) Berkshire Hathaway Inc Class B (BRK.B) 286 (286) PVH Corp (PVH) Capri Holdings Limited (CPRI) COCOCOIN (COCO) Costco Wholesale Corporation (COST) AdShares (ADS) GameStop, Corp. (GME) Realy (REAL) Cullen/Frost Bankers, Inc. (CFR)

Top Social Posts #


Top posts by engagements in the last XX hours

"Not owning Moncler but this is very very good $MONC"
X Link @AstutexAi 2025-10-15T07:45Z 1702 followers, XXX engagements

"If you are into European stocks here are some companies from off-price segment that is a secular winner in retail $PUUILO $EPR.OS $PCO"
X Link @AstutexAi 2025-09-29T05:34Z 1702 followers, 1014 engagements

"Chip Wilson not mincing words 😬 $LULU"
X Link @AstutexAi 2025-10-09T06:51Z 1702 followers, 4243 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"
X Link @AstutexAi 2025-10-13T08:40Z 1702 followers, XXX engagements

"I somehow like $COLM new campaign Engineered for Whatever. They have a great legacy brand but they have to win in footwear and their product looks.outdated. Here are best sellers comparison from 1) Columbia 2) Salomon 3) Arc'teryx 4) Merrell $WWW $AS"
X Link @AstutexAi 2025-08-28T06:37Z 1700 followers, 2185 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"
X Link @AstutexAi 2025-03-24T17:13Z 1702 followers, 3819 engagements

"out of $VFC i think those tough comps for Vans are a major overhang"
X Link @AstutexAi 2025-09-04T13:57Z 1702 followers, 1816 engagements

"Ok $VFC bulls count me in. Tough comps vs Knu Skool last year but overall the tide is turning on skate style shoes. Vans was the only (but biggest) problematic spot for $VFC (Timberland TNF Altra all doing well) and for the first time in a while Vans follower count is flat for a month"
X Link @AstutexAi 2025-08-22T13:58Z 1702 followers, 14.1K engagements

"A LOT of brand heat for $RL recently"
X Link @AstutexAi 2025-10-03T08:47Z 1700 followers, 2302 engagements

"LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK"
X Link @AstutexAi 2025-10-09T07:16Z 1701 followers, 11.6K engagements

"Not sure why off-price was dumped on Friday but $FIVE is certainly the stock to own in the context of the de-minimis suspension along with $BURL $OLLI and $SVV"
X Link @AstutexAi 2025-09-01T14:34Z 1702 followers, 1211 engagements

"@ritmus_sk I only hold Ferragamo. Moncler is a fantastic company and Remo Ruffini is a brilliant marketer but it is a very mature brand. Plus all the switch to technical apparel in men at least (Arcteryx). Diversification is a way to go for them. But marketing is absolutely fantastic"
X Link @AstutexAi 2025-10-15T07:37Z 1702 followers, XX 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 @AstutexAi 2025-09-01T16:38Z 1700 followers, 1161 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 2015 but certainly will not work in 2025"
X Link @AstutexAi 2025-06-27T07:41Z 1702 followers, 1980 engagements

"Lol as a shareholder I fully welcome Coach people also bringing no history of true () success to Vera Bradley $TPR $VRA"
X Link @AstutexAi 2025-10-06T15:29Z 1702 followers, XXX engagements

"$GIII is crazy cheap. If you completely strip out TH/CK business its PE is still around XX with net cash of $XXX million. You pay $XXX million for Karl Lagerfeld (grew XX% in NA last quarter) DKNY Donna Karan Vilebrequin G.H. Bass (yeah loafers and boat shoes) and Sonia Rykiel. $PVH should just buy them right away. I own stock"
X Link @AstutexAi 2025-10-03T17:34Z 1702 followers, XXX engagements

"That's how you win new customers - great products keeping the DNA of the brand and not re-branding as another Coach throwing away your legacy $VRA"
X Link @AstutexAi 2025-10-13T18:12Z 1702 followers, 2659 engagements

"Now it's official - Dress Shoes Are Making a Big Comeback This Fall (due to return-to-office mandates and special occasions) $1913 $TPR $CPRI $RL $DBI $SHOO $SCVL"
X Link @AstutexAi 2025-09-19T09:18Z 1702 followers, 1702 engagements

"So far so good $MC.FP $SFER $KER.FP $BRBY $MONC $RMS.FP"
X Link @AstutexAi 2025-10-15T07:20Z 1701 followers, 1210 engagements

"One month into Space Marine X release Warhammer40k subreddit is adding roughly twice as much subscribers as pre-release (1700 vs 900). And a nicely looking green weekly candle with a long tail as a bonus. Ready to take off 🚀 $GAW #GAW"
X Link @AstutexAi 2024-10-11T12:16Z 1700 followers, 3024 engagements

"JD Sports mentions winners in dominant running category - Saucony $WWW Salomon $AS $ONON Asics $7936 $ADS.GY"
X Link @AstutexAi 2025-09-24T18:51Z 1701 followers, 1655 engagements

"I think Vera Bradley will do fine this holiday season $VRA"
X Link @AstutexAi 2025-10-03T09:07Z 1700 followers, 4221 engagements

"Vans story mirrors Gucci - both depended heavily on younger demographics both saw the tide turn and both stocks dropped. $VFC sold off on July 30th as investors braced for tougher 2H FY25 comps after the Knu Skool boom. Vans revenue YoY will likely be -XX% for the next X quarters but by the time results hit itll be old news (might present an opportunity to add though). Dont expect $VFC to be a multi-bagger - Vans will never regain 2018 peak hype. Fair value looks closer to $XX (still a lot of upside)"
X Link @AstutexAi 2025-09-03T08:01Z 1700 followers, 5419 engagements

"A lot of competitive pressures for $COCO - first losing Costco private label issues at Walmart Vita Coco now basically out of Best Sellers on Amazon. Crowded space like protein RTD - Harmless Harvest BodyArmor Bai Zico C2O and many others. Category trend - more functionality not just hydration. Pricey at 4x sales and insiders dumping stock like crazy"
X Link @AstutexAi 2025-10-09T14:35Z 1702 followers, 1907 engagements

"women getting tired of baggy jeans and sportstyle shoes $DBI $SHOO $BOOT $SCVL"
X Link @AstutexAi 2025-09-12T07:46Z 1702 followers, 2376 engagements

"August Placer XXX index - Adidas $ADS clear BTS winner consumer trading down $ROST $OLLI $FIVE $SVV continued strength in Crafts & Hobby $BOOT $CTRN $GME"
X Link @AstutexAi 2025-09-10T10:51Z 1702 followers, 2224 engagements

"@electraheart_99 How can i find this viral tiktok"
X Link @AstutexAi 2025-10-18T04:16Z 1702 followers, XX engagements

"Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native Gen Z. Currently XX% 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)"
X Link @AstutexAi 2025-10-09T08:49Z 1702 followers, XXX engagements

"Probably not a coincidence the nerd wallet only stretches so far 🤓🧙♂ $HAS $GAW #GAW"
X Link @AstutexAi 2025-09-03T09:19Z 1702 followers, 2014 engagements

"Baird upgrades $VFC to Outperform PT $20"
X Link @AstutexAi 2025-08-26T09:38Z 1702 followers, 6459 engagements

"Computer says no so out of $SMPL for the time being"
X Link @AstutexAi 2025-10-17T07:36Z 1702 followers, XXX engagements

"@electraheart_99 I think product lineup this year is so much better"
X Link @AstutexAi 2025-10-18T01:41Z 1702 followers, X engagements

"So far so good $MC.FP $KER $BRBY $1913.HK $SFER"
X Link @AstutexAi 2025-10-14T16:26Z 1702 followers, 2225 engagements

"The sneaker trend is over time to dress up $ONON $DECK $AS $SHOO"
X Link @AstutexAi 2025-09-29T07:03Z 1702 followers, 6229 engagements

"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 $FOXF (made a very weird acquisition of Marucci which now enjoys tailwind from torpedo bats). Mountain bike videos are up XX% on TikTok in May and interest in extreme sports is rising due to channels like Red Bull Bike"
X Link @AstutexAi 2025-06-05T08:56Z 1700 followers, 9100 engagements

"Pretty sure it will not work out this time for $KER.FP - "also hints at the brand's commercial approach as it seeks to attract younger and less wealthy shoppers who turned away from luxury spending due to economic uncertainty""
X Link @AstutexAi 2025-10-06T07:54Z 1700 followers, XXX engagements

"Few excerpts from $ZUMZ call that are relevant for $VFC holders. Yes skate is back and women business (fashion) is continuing to grow. Men business and footwear is a drag as Sambas took Vans and DC market share"
X Link @AstutexAi 2025-09-05T07:02Z 1701 followers, 2390 engagements

@AstutexAi
/creator/twitter::AstutexAi