Overview
- Shares are down more than 50% year to date, leaving the stock at a relatively low earnings multiple compared with its history.
- Latest results show international sales up about 22% year over year, while the United States grew roughly 1%, underscoring a shift in growth drivers.
- Tariff changes and the loss of de minimis import relief have raised costs and pressured margins, contributing to a guidance reset.
- Management is leaning on faster product rollouts, expansion of the men’s line, and accelerated global store openings to reignite demand.
- Michael Burry disclosed a long position, calling the stock oversold, even as The Motley Fool’s Stock Advisor left it off its current top picks.