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[@AstutexAi](/creator/twitter/AstutexAi)
"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 1701 followers, 5472 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 1701 followers, 3826 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"  
[X Link](https://x.com/AstutexAi/status/1955544738725265617) [@AstutexAi](/creator/x/AstutexAi) 2025-08-13T08:19Z 1701 followers, 3418 engagements


"Ito En $2593 quietly crawling above key moving averages before earnings. Even tariffs won't stop Oi Ocha from taking over the US 😎🍵"  
[X Link](https://x.com/AstutexAi/status/1957728808032706621) [@AstutexAi](/creator/x/AstutexAi) 2025-08-19T08:58Z 1702 followers, 14.3K 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 1701 followers, 14.1K engagements


"Baird upgrades $VFC to Outperform PT $20"  
[X Link](https://x.com/AstutexAi/status/1960275667326571001) [@AstutexAi](/creator/x/AstutexAi) 2025-08-26T09:38Z 1701 followers, 6463 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outdated.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 1701 followers, 2186 engagements


"here are best sellers for Journeys that is comping X% - Knu Skool still cool + NB Converse Birkenstocks and a lot of Sambas $VFC $NKE $ADS $BIRK"  
[X Link](https://x.com/AstutexAi/status/1961059981056192594) [@AstutexAi](/creator/x/AstutexAi) 2025-08-28T13:35Z 1701 followers, 1835 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 1701 followers, 2018 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 1701 followers, 1820 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, 2401 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 1701 followers, 2384 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, 1710 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, 1656 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 1701 followers, 1024 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 1701 followers, 2306 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 1701 followers, XXX 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 1701 followers, 1915 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


"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 1701 followers, XXX 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 1701 followers, XXX 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


"@electraheart_99 this one"  
[X Link](https://x.com/AstutexAi/status/1979447349840654405) [@AstutexAi](/creator/x/AstutexAi) 2025-10-18T07:19Z 1701 followers, XX engagements


"@electraheart_99 Just posted this tiktok as a comment to Ian Bickley linkedin post he should see it)"  
[X Link](https://x.com/AstutexAi/status/1979629365945319814) [@AstutexAi](/creator/x/AstutexAi) 2025-10-18T19:23Z 1701 followers, XX 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 1701 followers, 1981 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 1701 followers, 1177 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"  
[X Link](https://x.com/AstutexAi/status/1963201012786717138) [@AstutexAi](/creator/x/AstutexAi) 2025-09-03T11:22Z 1701 followers, 2679 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 1701 followers, 2226 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 1701 followers, 6291 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 1701 followers, XXX engagements


"Chip Wilson not mincing words 😬 $LULU"  
[X Link](https://x.com/AstutexAi/status/1976178642523713763) [@AstutexAi](/creator/x/AstutexAi) 2025-10-09T06:51Z 1701 followers, 4268 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, 11.7K 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 1701 followers, 1027 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 1701 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 1701 followers, 2707 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 1701 followers, 2262 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, 1234 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 1701 followers, XX engagements


"$ZGN and $BOSS.GY might be good dress-up plays as RTO mandates boost sales of formal/luxury clothes"  
[X Link](https://x.com/AstutexAi/status/1979889656587235659) [@AstutexAi](/creator/x/AstutexAi) 2025-10-19T12:37Z 1701 followers, XXX engagements