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Tag: XRT

While Retail Struggles, This Overlooked Name Is Quietly Crushing It

Avatar photo Ed Ponsi on September 9, 2026

telling a secret

After a big earnings beat, raised guidance, and continued store expansion, there’s still room for more upside. Here’s our new price target.

Trimming This Retail Position as the Sector Diverges

Avatar photo Ed Ponsi on August 18, 2026

retail sales, consumer

With retail stocks slipping as earnings approach, we’re reducing our position.

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