InflectionHQ

THE EVOLUTION OF RESEARCH Our team tracks consumer demand in real-time in order to uncover the winners and the losers. Opinions, not advice.

[InflectionHQ @InflectionHQ]

FL and ZUMZ shorts working... Lifelock (LOCK) looks primed for a fall as traffic data decelerates materially. $LOCK $FL $ZUMZ #DataDriven

[InflectionHQ @InflectionHQ]

Morgan downgrades Gap (GPS): $26 target. Brands becoming irrelevant. In line with our data... $GPS

[InflectionHQ @InflectionHQ]

FTD, a short in our Model Portfolio, expects rev -10% in Q1 on weak Valentine's Day.. blamed V-Day falling on a Sunday? $FTD #Data

[InflectionHQ @InflectionHQ]

MED, a short in Model Portfolio, misses & lowers Q1 & FY guidance. Full year net revs -4% '15 vs '14 = a declining biz. $MED #Bearish #Data

[InflectionHQ @InflectionHQ]

ZUMZ -8.6% comp in Feb & lowers eps, sales, and margin guidance for Q1... conf call bearish.. a short in our Model Portfolio. $ZUMZ #Data

[InflectionHQ @InflectionHQ]

ULTA, beat across the board. On our March "most attractive buys" list. Shares up over 12% after hours. $ULTA #Data

[InflectionHQ @InflectionHQ]

FTD after the bell today... biz looks to be slowing across the board. $FTD #Data

[InflectionHQ @InflectionHQ]

Zumiez (ZUMZ) reports tomorrow after the close. Team witnessing meaningful deceleration in traffic trends this year. Bearish. $ZUMZ

[InflectionHQ @InflectionHQ]

Decent results out of specialty apparel names (URBN, EXPR, VRA), but seeing some softness in 2016 in many of these names. $URBN $EXPR $VRA

[InflectionHQ @InflectionHQ]

@LaMonicaBuzz Dick's miss not (-) for UA/NKE, which are going direct to consumer. Middlemen not named Amazon are in trouble. $DKS $UA $NKE

[InflectionHQ @InflectionHQ]

See our March 1st Trades of the Week. HRB -10.5% $HRB

[InflectionHQ @InflectionHQ]

HRB misses; acknowledges slow start to tax season... congrats to the team on the short call https://t.co/DkDRB3mB2k

[InflectionHQ @InflectionHQ]

HRB been trading very poorly. We see numerous data sets suggesting a weak start to tax season despite heavy marketing. Bearish. $HRB

[InflectionHQ @InflectionHQ]

Earnings Season is here: See the Team's predictions. Free, No-Risk Trial: https://t.co/uBfdJZw9ZH #InflectionHQ #DataDriven

[InflectionHQ @InflectionHQ]

March 1: KMX added to our Model Portfolio ($46.26): quick +8%. See what name we expect to miss next week. $KMX #DATA

[InflectionHQ @InflectionHQ]

AEO reports after the bell today.. seeing some weakness in Q1.. wonder if they acknowledge? $AEO #Bearish

[InflectionHQ @InflectionHQ]

Steve Madden downgraded to "sell" at Goldman ($27 price target). SHOO is a short in our Model Portfolio. $SHOO

[InflectionHQ @InflectionHQ]

HRB been trading very poorly. We see numerous data sets suggesting a weak start to tax season despite heavy marketing. Bearish. $HRB

[InflectionHQ @InflectionHQ]

Solid Q4 for FL, but company warning of sales slowdown in Q1. Shares -4.5% $FL #Bearish

[InflectionHQ @InflectionHQ]

WTW getting slammed, -28%, on earnings miss. Follow the actual data, not the hype. $WTW #Oprah

[InflectionHQ @InflectionHQ]

Soft forward guidance weighing on shares of Gap after hours. GPS -4%. Traffic trends have been weak. #GPS