These data points tell me investors are too pessimistic on this part of the market.
We have confirmation that things are pretty good for home builders and related 'nesting' stocks.
TJ Maxx and Kohls had very different earnings narratives from Macy's and JC Penney. Different customer bases might explain why.
A pilot program may spell a broader partnership for Amazon and Kohl's.
Try this bullishly biased covered call tactic to scale into KBH.
The housing always has been regional, which makes it dicey to judge where it is headed from any one company.
Zillow's big decline shows investors are finally paying attention to the company's changing business model, overvalued stock price and rising debt levels.
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Zillow appears to be running out of room to grow as it morphs into a real estate broker, while Twilio and Etsy are bolting ahead.
A fresh look at URBN is warranted.