astutex.ai
@AstutexAi
Followers
2K
Following
7K
Media
849
Statuses
1K
Data-driven insights and ideas. Tweets are for informational purposes only and do not constitute investment recommendations. Email: [email protected]
Switzerland
Joined July 2018
That's how you win new customers - great products keeping the DNA of the brand and not re-branding as another Coach throwing away your legacy $VRA
0
0
6
Great podcast by @YetAnotherValue and @buckleycapital Napkin math behind $BFIT - membership growth YoY now higher than number of clubs growth YoY and Basic-Fit App Downloads YoY are very strong in 3Q 2025 for mature markets - FR, NL and BE. EBITDA was impacted by investment in
Podcast #345 is up! @buckleycapital works out the Basic Fit thesis $BFIT (yes, pun very much intentional) https://t.co/00Omw2JUUU
0
0
7
Huge milestone for Japanese IP developers $SONY $NTDOY $7832 $9468 $4816 $3791 $6460
'DEMON SLAYER: Infinity Castle' has officially become the highest grossing international movie of all time at the US box office for $128,637,000!
0
0
8
Discretionary retail categories that are gaining momentum in the US - fitness (what a surprise), off-price, luxury and home furnishing (by https://t.co/dNN0apwNgU) $PLNT $LTH $TJX $ROST $SVV $OLLI $FIVE $MC.FP $KER $BRBY $SFER $WSM
0
0
6
A lot of competitive pressures for $COCO - first losing Costco private label, issues at Walmart, Vita Coco now basically out of Best Sellers on Amazon. Crowded space like protein RTD - Harmless Harvest, BodyArmor, Bai, Zico, C2O and many others. Category trend - more
Insider selling at Vita Coco (COCO) has been ramping up over the last month. Now 9 different insiders making 30 sales for over $145M in sales since September. Stock is up 50% in the last year while earnings estimates remain basically flat
1
0
10
Steven Madden $SHOO stock price target raised to $40 by BTIG on Kurt Geiger acquisition. The firm also sees fashion tailwinds continuing to build as dressy footwear and boots gain momentum while the casual sneaker trend moderates.
0
0
3
Biggest headwind for luxury is resale. That’s why I’m skeptical of $KER’s strategy of betting on resale-native Gen Z. Currently, 80% of transactions are in leather goods, apparel & footwear but watches and jewelry are growing fast $WOSG $UHRN $CFR. Stocks to watch: $REAL $TDUP
0
2
5
LVMH 3Q25 revenue update next week should add fuel to luxury stocks rally $MC.FP $KER $BRBY $1913.HK
0
0
6
Chip Wilson not mincing words 😬 $LULU
$LULU has the same problem as $NKE - too big to be cool, great company but past its peak. Lewis Hamilton and Disney collabs are not healthy for the brand image long-term
1
2
11
Morgan Stanley has upgraded shares of LVMH and Kering to Overweight, making Kering $KER its new top pick in the luxury sector, while downgrading Hermès and Prada to Equal-weight, citing a “creative supply shock” reshaping the industry.
1
0
4
Lol, as a shareholder, I fully welcome Coach people also bringing no history of true (??) success to Vera Bradley $TPR $VRA
0
0
5
$BFIT investors (myself included) ready for Q325 trading update next week
2
0
4
Pretty sure it will not work out this time for $KER.FP - "also hints at the brand's commercial approach as it seeks to attract younger and less wealthy shoppers who turned away from luxury spending due to economic uncertainty"
1
0
5
$GIII is crazy cheap. If you completely strip out TH/CK business, its PE is still around 10 with net cash of $286 million. You pay $850 million for Karl Lagerfeld (grew 30% in NA last quarter), DKNY, Donna Karan, Vilebrequin, G.H. Bass (yeah, loafers and boat shoes) and Sonia
1
0
3
Ferragamo closed above 200d MA on 2x volume $SFER
We're calling a bottom at Salvatore Ferragamo $SFER, the $REAL resale report shows the brand's rising popularity. Ferragamo is basically a synonym for luxury loafers which are having a moment currently and Hug Bag is also gaining traction. Stock is cheap
1
0
7
I think Vera Bradley will do fine this holiday season $VRA
Did i sell a single $VRA share after yesterday's results? Nope, I added. Stock can double and still be dirt cheap. Ian Bickley understands what needs to be done - stop trying to become another Coach, downsize the retail footprint, have the right product that fits well with loyal
0
0
13
A LOT of brand heat for $RL recently
1
0
8