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Research Notes: Value In Specialty Retail, Part II

www.overlookedalpha.com

Research Notes: Value In Specialty Retail, Part II

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

Vince Martin
Jun 2, 2023
∙ Paid
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Research Notes: Value In Specialty Retail, Part II

www.overlookedalpha.com
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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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