These guys guided down. Consensus eps 2.77, midpoint of guidance 2.75 for next year. Should be tanking. Love how managements do everything they can to cover bad news.
Doesn't matter as they are selling k&g, which will be lots of cash unlocking potential for growth.
Sentiment: Strong Buy
Yeah. They are great at using capital and cash. Good news if they distribute cash, bad news if they invest. Returns are meh. Cash would be allocated to other retailers.
Assuming you disagree. Looks like we are entering high beta times which means all capital allocaters will look good. Low/negative beta reveals dogs like this