Arianna Petillo

Not Investment Advice.
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[Hedgeye @Hedgeye]

McCullough: The Most Bullish Pivot Since 2020 Is Already Underway

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Babe, wake up...The Quad Countdown is in motion.

“The most important thing is getting the direction right… This is the most bullish pivot — Quad 3, 2, 1," explains Hedgeye CEO @KeithMcCullough.

"By the time you get to 1, you’ve already missed it"

As the data keeps surprising to the upside, it’s reinforcing the self-feeding loop that drives Quad 1 momentum higher.

All eyes are on Friday’s delayed CPI number— the next key print for Wall Street.

Subscribe to The Macro Show for insights you won’t find anywhere else.
https://t.co/QvAzO1ebcC

[Hedgeye @Hedgeye]

Arianna @HedgeyeRetailAP hammering Short on Helen of Troy, $HELE, down -17.6% in pre-market 🔴

[Keith McCullough @KeithMcCullough]

Boom! Goes $LUXE for Hedgeye Nation this morning @HedgeyeRetailAP ! Get in The Game on The Call

[Keith McCullough @KeithMcCullough]

Yes, Arianna @HedgeyeRetailAP is reiterating the Buy Signal on $REAL on The Call

[Hedgeye @Hedgeye]

Our retail team has been short $LULU since it was $470.

Now it’s trading near $180.

See the full story here: https://t.co/wkXBNec16G

@HedgeyeRetail
@HedgeyeRetailAP

[Arianna Petillo @HedgeyeRetailAP]

Awesome Q at $ULTA! Took up FY guide too. we've got history with this name. great call for us short side and now on the long side too!

[Keith McCullough @KeithMcCullough]

We're LIVE with a get #out Signal on $WMT and reiterating ths SELL Call on Carters $CRI @HedgeyeRetailAP

Why waste your time watching cable's longest running comedy (CNBC) instead of real Independent (and apolitical) Research? @HedgeyeTV

[Keith McCullough @KeithMcCullough]

Arianna @HedgeyeRetailAP just reviewed the Top 3 Crap US Brands in America

[HedgeyeTV @HedgeyeTV]

Best idea long just ripped +30% on earnings: $REAL revenue +14% y/y, EBITDA double Street, GMV acceleration, AI-driven intake, better comp structure, and tariff insulation. Our fair value: $15–$20, still 3–4x from here.

#TheCall @HedgeyeRetailAP

[Arianna Petillo @HedgeyeRetailAP]

$AEO stock continuing to rip as Trump praised Sydney Sweeny's ad after being told she registered republican.... this ad has the stock all over the place the last two weeks. press is press, but don't think SS is going to drive girls to go buy AEO Jeans imo #short

[Arianna Petillo @HedgeyeRetailAP]

and $LVMH misses for the 8th quarter in a row.... with weaker profit... just like we expected. @HedgeyeRetail

[Hedgeye @Hedgeye]

Petillo: “Expectations Are Way Too Low” on $ULTA

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Wall Street has taken Ulta $ULTA at face value.

Hedgeye isn't.

On today’s episode of The Call @ Hedgeye, Retail analyst @HedgeyeRetailAP breaks down what most are missing: expectations are way too low—and Ulta’s about to crush them.

“We think that the back half and the rest of the year expectations are just far too low… they’re going to come out and really knock this out of the park,” Petillo says.

Margins are improving. Beauty demand is stabilizing. And the Retail team sees room for shares to push toward $600 with ULTA standing as a Best Idea Long.

With Kohl’s looming bankruptcy, over 1,100 in-store Sephoras are shutting down with many being right next to Ulta locations.

Add eight hot new K-beauty brands and a runway of international expansion into Mexico, the Middle East, and beyond, and you’ve got a setup few are pricing in.

Want more research like this? Subscribe to The Call @ Hedgeye.
https://t.co/mPbfzA5yct

[Arianna Petillo @HedgeyeRetailAP]

labubu/pop mart was the talk of the office yesterday... stock been ripping this year, just the ADR trading at $47bn! i may have caved and gotten myself a keychain... little birthday gift

[Arianna Petillo @HedgeyeRetailAP]

we've been short $RL and we dug deep into it for our presentation today! is this really the next big growth story like the street seems to be buying into? tune in at 12:30 to find out. @HedgeyeRetail https://t.co/PsNpEchtan

[Arianna Petillo @HedgeyeRetailAP]

$elf buying Rhode... Hailey Bieber's beauty line for 5x sales....a brand that is 3 years old with 10 products. bold move

[Arianna Petillo @HedgeyeRetailAP]

Jimmy Choo expanding to cater to aspirational luxury customer... 3 new accessories collections launching in the fall at $500-1,000... interesting move by $CPRI should help revenue growth at least, but may hurt Choo brand image @HedgeyeRetail

[Arianna Petillo @HedgeyeRetailAP]

ugly! they look like spanx....which are meant to be worn under clothes. should have just been detail on the side panel, bad designing

[Ryan Wilson @HedgeyeRetailRW]

This is the "newness" that $LULU thinks will reinvigorate NA demand... lol @HedgeyeRetail

[Ryan Ricci @HedgeyeAI]

Amazing Hedgeye NexGen Podcast with @HedgeyeRetailAP

We got into all things Housing & Mortgages. Everything from what is a mortgage to how to prepare yourself before you make one of your largest investments!

You can listen anywhere you listen to podcast under "Hedgeye Podcast": https://t.co/s2qIKsyDPu

[Arianna Petillo @HedgeyeRetailAP]

Demna to Gucci?! Don't think he's going to help fix the problem-- not great for $KER Balenciaga and Gucci are totally different and should stay that way

[Arianna Petillo @HedgeyeRetailAP]

Nailed $EWCZ stock getting crushed! hit ATL of $2.73, back up~$4 now after halt got lifted. @HedgeyeRetail