2. With negative same store sales comps:
3. Expanding into new locations with lower
population density and income than current stores (which implies margin
pressure going forward):
Note:
Distinct Market Size per Store is comprised of spending on women’s
apparel and sporting goods in a 10-mile radius trade area. Source:
Signal Data.
4. With worldwide online search trends that
recently turned negative (side note: if you aren’t tracking worldwide
search trends, you are missing out on huge alpha opportunities in the
consumer / tech space; the correlation between search to sales is not
insignificant – see here):
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