Notes To Self

LULU: "Next Under Armour" as Lululemon Forecasts Revenue Deceleration

MC: Soft Aspirational US Consumer Weighs on Results

ATG: Sleight of Hand with Downgraded Organic Revenue Guidance

KRUS: Successive Guidance Upgrade as Kura Face Tougher Comps

ATG: Lot Sold

GRG: Half Way There

MTCH: More of the Same

CMG: Squeezing the Consumer a Little Too Much?

AXP: Gen Z / Millennial Overtakes Boomers in US Card Spend

META: Concludes Year of Efficiency with a Bang

MC: LVMH Concludes 2023 on a High Note

PYPL: Shock Who?