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[@AstutexAi](/creator/twitter/AstutexAi)
"Friendly reminder that you are paying 19x earnings for a company that will not grow this year $DECK"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1948740300219793650) 2025-07-25 13:41:08 UTC 1495 followers, XXX engagements


"Goldman cautious on mid cap athleisure starts Crocs Deckers at Sell $DECK $CROX It initiated Under Armour $UA at Neutral with a $X target roughly in line with the current share price. Goldman Sachs began coverage of midcap U.S. athleisure names with a cautious stance arguing that stiffer competition and fickle consumer demand will separate winners from laggards in the crowded footwear and sportswear arena"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1940404501111877707) 2025-07-02 13:37:38 UTC 1492 followers, 1449 engagements


"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"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1947925108456362455) 2025-07-23 07:41:51 UTC 1493 followers, 3190 engagements


"In its July 17th article @Placer_ai explicitly flagged this weakness in comps at $CMG A must follow if you are into consumer stocks"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1948406495437099073) 2025-07-24 15:34:42 UTC 1495 followers, XXX engagements


"Excellent thread with insights into running shoes segment $NKE $ADS $DECK $ONON $WWW"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1948808591357477288) 2025-07-25 18:12:29 UTC 1495 followers, XXX engagements


"@benbonning @deusexdividend Mizuno stock does look cheap and they are killing it both in running and lifestyle))"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1948849482029768999) 2025-07-25 20:54:59 UTC 1493 followers, XX engagements


"Premium sports (golf yachting tennis) should outperform the rest also due to instagrammability $GOLF"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1943215944278405318) 2025-07-10 07:49:18 UTC 1495 followers, 6626 engagements


"My wife checking my credit card statement with all the LLM provider API bills and vibe coding subscriptions 😁"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1948689696902840627) 2025-07-25 10:20:03 UTC 1495 followers, 1863 engagements


"@tickerplus they will beat X doubts about that 😎 $GRMN"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1942315834988204213) 2025-07-07 20:12:36 UTC 1491 followers, XXX engagements


"Puma problems getting worse but concentrated in Apparel/Accessories Footwear growth actually accelerated from +2.4% in Q1 to XXX% in Q2 2025 $PMMAF $PUM.GY"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1948718128206069777) 2025-07-25 12:13:01 UTC 1494 followers, XXX engagements


"Given the U.S. dollars ongoing weakness its worth revisiting the companies that cited dollar strength in their earnings calls at the start of 2025 since that effect is now likely to reverse: 1) Guidance cut because of USD strength $AMZN $DE $DEO $CL $BTU $COP $CCK $EFX $DG $MCHP $MAN $CLF $BTE 2) FX headwind but FY-25 guidance maintained $AXP $MDLZ $LHX $ARW $STZ $DLTR $JBHT $KEYS $UBER $ZBH $FLUT 3) Positive FX benefit $TTE $SSNLF $C $ADDYY $A $ALL $DAL $DELL $DPZ $ELF $ETSY 4) Guidance raised thanks to FX $MSFT $ACN $ALGN $ALV $CDV $DVDCF $FSLR $IT $HLT $MSTR $RJR $PPRUF"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1940402413061443592) 2025-07-02 13:29:20 UTC 1492 followers, XXX engagements


"Why did you buy Basic-Fit into your portfolio Yeah you know - they had Saucony in their investor presentation 🫡 $BFIT x $WWW"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1946959286820606062) 2025-07-20 15:44:01 UTC 1493 followers, XXX engagements


"Comrades ultramarathon finisher shoe distribution 24/25 - Asics $ASCCF stable #1 (deserves a premium valuation) Adidas $ADDYY biggest gainer $NKE biggest loser $DECK Hoka X% share shows its more of an amateur/fashion brand (also applies for $ONON)"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1946120666220020138) 2025-07-18 08:11:38 UTC 1494 followers, XXX engagements


"Wow $DECK domestic sales down XXX% not sure it will hold the gains tomorrow"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1948482403942760946) 2025-07-24 20:36:20 UTC 1495 followers, 1206 engagements


"A lot of golf related topics are trending and the best part - very little growth is expected for $GOLF"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1947333145637888342) 2025-07-21 16:29:36 UTC 1493 followers, 1856 engagements


"$SFM AppStore download rankings YoY improving again"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1943226241756090759) 2025-07-10 08:30:14 UTC 1495 followers, XXX engagements


"The only industry that can compete with Fitness $PLNT $LTH on comps is Discount & Dollar Stores. $OLLI earnings should be 🔥 Data by fabulous @Placer_ai"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1947254773050188105) 2025-07-21 11:18:10 UTC 1489 followers, XXX engagements


"Brooks growth accelerated to XX% in 1Q 2025 up XX% in specialty retail in the US (19% in 4Q 2024) bodes well for $WWW tomorrow $DECK $ONON $ASCCY"  
![@AstutexAi Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1018829718622212097.png) [@AstutexAi](/creator/x/AstutexAi) on [X](/post/tweet/1920182690352964003) 2025-05-07 18:23:23 UTC 1495 followers, 1201 engagements