What Year End Earnings Calls Tell Us about the Future
February and March for us is like drinking from a fire hose of news with all the earnings calls, and that doesn’t count the distractions of trade wars, bankruptcies and hostile investors looking to shape up management or ship them out. But a few key trends are showing up when we look back over the past few weeks about how the industry changed in 2017 and where it is headed in 2018. Some thoughts:
1) We are still living in a very Nike-driven market, and that is not going to change anytime soon, but that dominance is being steadily eroded as ... Log in to view full article.