Sublime
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Michael Burry’s Ross Stores( $ROST) write up in 2000 https://t.co/a58FThmt9F
Before J. Crew was called J. Crew, it was Popular Merchandise. Some of the early catalogs remind me of stuff that used to be sold at Seattle's upscale womenswear boutique Totokaelo. Founder Jill Wenger now does Roucha. Many styles seen here are now on the luxury market https://t.co/SMVIT5T2os
$RH promo checks: Visited Palo Alto last weekend and Newport Beach this weekend. ~40% of Palo Alto store had red tags. Newport vastly different with only a few tags. Implication is too much old inventory at Palo Alto with an immediate urgency to clear before new store opens in days. Meanwhile they have ample time to work inventory at Newport as... See more
Pryde's Kitchen & Necessities
prydeskitchen.com
Sears executed the first retail public share issuance in 1906, through Goldman, Sachs, one of a new breed of Jewish investment banks (Lehmans was another) that focused on the retail and consumer goods businesses overlooked by the Morgans and Kuhn, Loebs of the world. Rosenwald needed the capital infusion to build continuous-processing, mechanized
... See moreCharles R. Morris • The Tycoons: How Andrew Carnegie, John D. Rockefeller, Jay Gould, and J. P. Morgan Invented the American Supereconomy
on Retail
ESG • 1 card