Stacey Widlitz

Thx to ⁦@wwd⁩ ⁦@bcgpr⁩ for including me in this list of amazing #femaleleaders #iwd #iwd2022 #womenleaders

Joining @BloombergTV 8.15 talking can Tarjay wrestle back market share in 2026? #retail #earnings @Target @business

$TGT sales grew in February. 2026 guide $7.50-$8.50 vs $7.66 expectations. No earnings reset here

One quarter of $TPR revenue gains = $CPRI #kors and #katespade decline combined. Ex that growth 19% driven by AUR increase mid teens. How long can this one bag show continue? #luxury #consumer #retail

Rev guide $DECK increased for both #hoka and #UGGs. Better margins and balanced DTC and wholesale growth. So if $NKE improving at same time who is losing? Our SELL call on #adidas initiated back in July made the case #proprietarydata tells the story

Debating all things #retail with Oliver Chen at #NRF #AI #Supplychain #marketing #resale #returns #wholesale #DTC #investing @NRF #NRF2026

And for the #travel finale passenger projectile vomiting in front of me @VirginAtlantic @Delta #happyholidays !!!!!

#holidaytravel take #2 back at airport after being cancelled at 5am. Guy in front of me at #tsa #jfk has a cerated knife in his bag. He needs it to cut his orange. Can’t make this stuff up @Delta fingers crossed

@ReviewTeam94161 Still radio silence and this was not weather. Total incompetence

Hi @Delta we have been sitting at the gate on the plane for 4 hours now. Officially delayed 5 hrs so far. It’s 2.45am shall we call it? #letusoff #travel #flightdelays #jfk

#delta dumping everyone off plane at 4am. No announcement. One employee here to handle 200+ passengers @delta #themostwonderfultimeoftheyear

$LULU on look out for new CEO. This “turnaround” story has lasted too long on his watch. We covered our Sell (short) Rating two weeks ago as some signs life in stores namely the Flock line. #earnings #retail #blackfriday #proprietary #data #athleisure #Alo

Longest line at the #outlets by a mile ⁦@UGG⁩ #blackfriday #shopping #deals #stocks #discounts #storehunter $DECK

Will be on @CNBC @PowerLunch talking which retailers will be cleaning out their garage this #blackfriday @SullyCNBC

Our recently upgraded $URBN was based on past 12 weeks of significantly lower y/y proprietary promotional data at @UrbanOutfitters brand. Comps came in +12%. $URBN is the new $GAP #earnings #BlackFriday

$DKS $FL integration risk now playing out as expected. Always unexpected skeletons in closet. However we are starting to see smarter promos. If @DICKS can clean up aisle 7 may have too turnaround story 2026 #earnings #BlackFriday #retail #holidayshopping

$BBWI our recent proprietary data headline Dripping Wax on Your Table. First clue this month was 2x the number of promos vs ly. Throw in lower candle AURs #earnings #retail #data #stocks #BlackFriday

Our data shows y/y discounts are lower for the majority of retailers. More full price selling continues to be a theme and trend started well before #tariffs @jonfortt $LEVI the latest to pivot #retail #holidayseason going to be a rare #blackfriday

@DivesTech @Forbes @ForbesAsia @SteveForbesCEO @forbesafrica @ForbesCrypto 🔥🔥🔥🔥🔥🔥

Great to be a keynote speaker discussing the AI Revolution and tech stocks at the @Forbes Global CEO Conference today in Jakarta, Indonesia 🔥🏆🎯🐂🍿🇮🇩 @ForbesAsia @SteveForbesCEO @forbesafrica @ForbesCrypto

$NKE working hard to get back in the game. $LEVI citing collab success and pushing hard into $URBN as well. Our most interesting recent proprietary data inflection is all about #Adidas #earnings #retail #consumerspending #brands

While $LEVI making all the right moves potential #earningspower remains the issue.