5/30/24 - vrockstar - 
ULTA - this looks overdone for what should be decent results - given all the shoe co's crox, onon, birk, fl... beauty elf and even clothing names anf getting love (even lulu finding a much needed bounce - as i commented on sub $300)
at 15x PE and 5% fcf yield, the setup does look +ve.
what concerns me at the margin is this google trends and sephora (lvmh brand) looking to take massive incremental share. that's not good. while they're not perfect substitutes, they're pretty dang close. i'm tempted to buy some C's here to play the upside for a short-term re-trace on this massive down move from both the last results+... but idk if i could stomach a long term hold until i get resolution on the competition? does anyone who wears this stuff have a better point of view?
trends.google.com/trends/explore?date=all&geo=US&q=ulta,sephora&hl=en
ULTA - this looks overdone for what should be decent results - given all the shoe co's crox, onon, birk, fl... beauty elf and even clothing names anf getting love (even lulu finding a much needed bounce - as i commented on sub $300)at 15x PE and 5% fcf yield, the setup does look +ve.
what concerns me at the margin is this google trends and sephora (lvmh brand) looking to take massive incremental share. that's not good. while they're not perfect substitutes, they're pretty dang close. i'm tempted to buy some C's here to play the upside for a short-term re-trace on this massive down move from both the last results+... but idk if i could stomach a long term hold until i get resolution on the competition? does anyone who wears this stuff have a better point of view?
trends.google.com/trends/explore?date=all&geo=US&q=ulta,sephora&hl=en
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