Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
Research Notes: Value In Specialty Retail, Part II
Research Notes

Research Notes: Value In Specialty Retail, Part II

We look at the bull/bear cases for VSCO, DBI, and LE

Wall Street and Main
Jun 02, 2023
∙ Paid
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Overlooked Alpha
Overlooked Alpha
Research Notes: Value In Specialty Retail, Part II
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Highlights:

  • VSCO has plunged to an all-time low — but brand challenges suggest there might still be room for shorts to pile in.

  • Ahead of earnings, DBI is a contrarian play in a contrarian space; the long-term strategy might suggest upside.

  • Lands’ End is growing, yet LE stock has not. Is the business better than the market is giving it credit for?

After taking a broader look at the space on Wednesday, let’s get to zooming in on a few intriguing stories in the sector.

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