$EXPR really ran up despite continues bad results/guidance. Earnings tomorrow.
The product is bad and expensive. That style of fashion has a headwind. Cash flows steadily dropping. Leases are the hidden liability.
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Comp sales -5% yoy. -2% guidance for Q4 compared to -6% last year is positive. Still not the turn around needed but at least a step in the right direction. So expect some jump. They're buying back some shares which accelerates how fast this will play out, which is nice.
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B&M retail apparel not using Zara/Uniqlo/H&M manufacturing methods are not viable.
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I'm pretty confidently short here - especially because I think their shirts are the worst. Investors put way too much hope into these turnarounds. We both see -2% compared to -6% last year. They see an improvement. I see yet another decline, the last thing they need.
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So long as they are not fucking with the numbers or they don’t get weirdly lucky in some way (kardashian wears some top they have) you should be good.
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