Stacey Widlitz

Chief Int. Store Hunter SW Retail Advisors, Co-Founder @thedealmakehers Duchess of Retail, NED,Angel Investor, Biz TV reg, fmr sell-side, Perma jet lag, forbes

[Stacey Widlitz @StaceyRetail]

Thx to ⁦@wwd⁩ ⁦@bcgpr⁩ for including me in this list of amazing #femaleleaders #iwd #iwd2022 #womenleaders

[Stacey Widlitz @StaceyRetail]

$LULU NA comps down a brutal -6%. Margins down 400+ bps. Our recent data shows markdown items +52% y/y for women’s. ROW also decelerating. Share losses continue and new leadership void until next Fall suggests this may get worse #earnings #retail @vuoriclothing @Alo

[Stacey Widlitz @StaceyRetail]

Think retail is dead? $VSCO $VSXY two year returns blow away the #mag7 @VictoriasSecret

[Stacey Widlitz @StaceyRetail]

The promotional detox is complete at $VSXY comps +13% with AURs up +MSD. Turns out there is more than enough room for @Aerie and @VictoriasSecret. What happens when a female leader leads a female centric brand #earnings #retail

[Stacey Widlitz @StaceyRetail]

Wow $LULU goes with old school choice former $NKE exec. Not what is needed at this moment. Board voted and so did the stock reaction.

[Stacey Widlitz @StaceyRetail]

$NKE earnings disappointed again and it wasn't just about China this time. Both NA and EMEA had disappointing sell throughs. This turnaround continues to be a work in progress @Nike aways fun to join @cnbc discussing #retail
https://t.co/TFe547aQpU

[Stacey Widlitz @StaceyRetail]

Joining @BloombergTV 8.15 talking can Tarjay wrestle back market share in 2026? #retail #earnings @Target @business

[Stacey Widlitz @StaceyRetail]

$TGT sales grew in February. 2026 guide $7.50-$8.50 vs $7.66 expectations. No earnings reset here

[Stacey Widlitz @StaceyRetail]

One quarter of $TPR revenue gains = $CPRI #kors and #katespade decline combined. Ex that growth 19% driven by AUR increase mid teens. How long can this one bag show continue? #luxury #consumer #retail

[Stacey Widlitz @StaceyRetail]

Rev guide $DECK increased for both #hoka and #UGGs. Better margins and balanced DTC and wholesale growth. So if $NKE improving at same time who is losing? Our SELL call on #adidas initiated back in July made the case #proprietarydata tells the story

[Stacey Widlitz @StaceyRetail]

Debating all things #retail with Oliver Chen at #NRF #AI #Supplychain #marketing #resale #returns #wholesale #DTC #investing @NRF #NRF2026

[Stacey Widlitz @StaceyRetail]

And for the #travel finale passenger projectile vomiting in front of me @VirginAtlantic @Delta #happyholidays !!!!!

[Stacey Widlitz @StaceyRetail]

#holidaytravel take #2 back at airport after being cancelled at 5am. Guy in front of me at #tsa #jfk has a cerated knife in his bag. He needs it to cut his orange. Can’t make this stuff up @Delta fingers crossed

[Stacey Widlitz @StaceyRetail]

@ReviewTeam94161 Still radio silence and this was not weather. Total incompetence

[Stacey Widlitz @StaceyRetail]

Hi @Delta we have been sitting at the gate on the plane for 4 hours now. Officially delayed 5 hrs so far. It’s 2.45am shall we call it? #letusoff #travel #flightdelays #jfk

[Stacey Widlitz @StaceyRetail]

#delta dumping everyone off plane at 4am. No announcement. One employee here to handle 200+ passengers @delta #themostwonderfultimeoftheyear

[Stacey Widlitz @StaceyRetail]

$LULU on look out for new CEO. This “turnaround” story has lasted too long on his watch. We covered our Sell (short) Rating two weeks ago as some signs life in stores namely the Flock line. #earnings #retail #blackfriday #proprietary #data #athleisure #Alo

[Stacey Widlitz @StaceyRetail]

Longest line at the #outlets by a mile ⁦@UGG⁩ #blackfriday #shopping #deals #stocks #discounts #storehunter $DECK

[Stacey Widlitz @StaceyRetail]

Will be on @CNBC @PowerLunch talking which retailers will be cleaning out their garage this #blackfriday @SullyCNBC

[Stacey Widlitz @StaceyRetail]

Our recently upgraded $URBN was based on past 12 weeks of significantly lower y/y proprietary promotional data at @UrbanOutfitters brand. Comps came in +12%. $URBN is the new $GAP #earnings #BlackFriday

[Stacey Widlitz @StaceyRetail]

$DKS $FL integration risk now playing out as expected. Always unexpected skeletons in closet. However we are starting to see smarter promos. If @DICKS can clean up aisle 7 may have too turnaround story 2026 #earnings #BlackFriday #retail #holidayshopping