Filtered library · Theme
consumer-discretionary-retail theme · 6 dossiers
Dossiers in the consumer-discretionary-retail theme cluster — 6 names moving on shared catalysts.
All dossiersBBY
Best Buy Company, Inc.
Big-box comp inflection (+2.0%) + Meta Lab AI-glasses angle, but the easy +24% recovery fired, ~13x/5%-yield defensive name not a momentum-cluster member, WATCH.
KMX
CarMax Inc.
Pre-earnings short-squeeze/positioning ramp (+15.8% in May, activist + heavy short interest) into a binary 2026-06-17 Q1 print; consensus models a ~32% YoY EPS decline plus GPU and CAF compression, and two banks are Underweight at $31–37…
VSXY
Victorias Secret & Co.
Victoria's Secret +47% earnings blowoff, top-momentum, but catalyst fired + proxy resolved, sell-side neutralizing (UBS/Jefferies cuts), no catalyst till ~late-Aug MATURING, chasing $75 near $81 ATH, WATCH.
BBBY
Bed Bath & Beyond, Inc.
CROX
Crocs, Inc.
SFIX
Stitch Fix, Inc.