6/6/25 :: VROCKSTAR :: 
ANF
Upgrading this to a buy ~$80
- low teens fcf yield
- single digit PE
- brand healthy and growing
- stock beat/ stock ripped
- company buying back shares
- when i compare to something like $lulu... i think... this name is already priced for recession and anything lower here beyond a degradation of the brand itself is getting greedy for the right reasons. on the topic of
LULU (which i commented on this AM as well post EPS)... you have to be more careful on entry, even tho let's also agree... the brand is defn stronger... but 3x better (px-valuation-wise)? well that's for u to consider
be well. might consider getting long this, in small size today
V
ANFUpgrading this to a buy ~$80
- low teens fcf yield
- single digit PE
- brand healthy and growing
- stock beat/ stock ripped
- company buying back shares
- when i compare to something like $lulu... i think... this name is already priced for recession and anything lower here beyond a degradation of the brand itself is getting greedy for the right reasons. on the topic of
LULU (which i commented on this AM as well post EPS)... you have to be more careful on entry, even tho let's also agree... the brand is defn stronger... but 3x better (px-valuation-wise)? well that's for u to considerbe well. might consider getting long this, in small size today
V
Trade active
10% position at this stage :)and i'd love to make it bigger
nearly 15% lease-adjusted FCF yield on this bad boy.
consumer-issue beware, size approps. but i'm using ITM leaps as i've done on NXT/ TSM etc. etc. if you r following u know giving me about 2-1.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.