$VSCO is now up ~124% since we called it…your boyfriend’s PM is still “reviewing the model”.

$TDUP ThredUp ripped post-Liberation Day on the “tariff-proof inventory” narrative. Our deep dive says: bad product, sketchy inventory, lackadaisical curation. Consignment only works if curation is strong. This isn’t.

$KER up 10% on earnings. Early signs of brand heat stabilization are finally showing up after a prolonged cool-off period. Product reset + cultural re-entry is starting to translate for Gucci.

$GAP social dominance lately has been super impressive. Collabs + Brand Trips + Product are pulling the brand back into cultural relevance faster than expected across all 4 sub-brands.

Style on the Summit $MONC $AS

$LULU is teasing entry into denim. Execution will determine whether this expands the brand or distracts from it. Worth watching.

$VSCO on the move again +6% with the rest of the sector trading lower. Valentine’s Day collection clearly working. We see continued upside into VDay.

$RENT deterioration is accelerating. Unwearable product. Week-long shipping. Censored reviews from customers. When core customers walk, the short writes itself.

$VSCO 📈📈

If you sold $VSCO over the SYRN launch: the brand heat we're tracking post-release is overwhelmingly negative. The issue? Women buy lingerie. Sydney Sweeney's core audience? Men. That's a positioning problem. $VSCO remains bullish.

If you want to understand the trends actually shaping the future before they show up in earnings, explore TGI. While traditional Wall Street data providers reflect an expensive version of consensus, we track cultural momentum in real time. https://t.co/DJmwdZT5kx

The Girlfriend Index –– Weekly Heat Sheet✨ https://t.co/33SgK1OQJ2

Introducing the Index

MediCube (278470 KS) went viral in Asia. Now it’s accelerating across US Girlfriend Index channels. The stock is already on fire but the cultural momentum behind it suggests there’s more upside.

$LVMH is a buy. Jonathan Anderson’s debut has accelerated brand heat, Dior is back, and the shift from quiet to loud luxury is setting up a strong year for luxury.

$SBUX earnings confirmed what the Girlfriend Index has been tracking: the brand is stabilizing demand and regaining cultural relevance.

$GAP has rebuilt brand heat through smart collabs and influencer partnerships that resonate with the mainstream consumer. It’s generating cultural momentum with conversion across all four brands uniquely and at scale.

Sydney Sweeney’s new brand Syrn being framed as a threat to $VSCO is nonsense. Victoria’s Secret isn’t competing w celebrity brands backed by Bezos — it’s competing on scale, nostalgia, and cultural relevance. $VSCO remains a TGI long into Valentine’s Day.

The Girlfriend Index attended the @MIUMIUofficial SS 26 Preview Party💖🪩 Loud luxury meets apron chic and yes, the girls are obsessed.

$LVMH reporting earnings tomorrow after European close. We’re bullish on luxury this year. Regardless of the fourth quarter, brand heat is accelerating—especially at the crown jewel Dior with Jonathan Anderson’s SS26 show this month going viral.