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7	member 8/29/24 6:04PM Update
From anyone following here? Stock has halved. Shouldn't be the sort of business or balance sheet that "breaks". Great entry point? view available tags
6	member 9/03/23 9:37PM Re: Re: Q2 set up? 5
Any update on Q2 results and margins? Share price has been tanking -2 view available tags
5	member 8/03/23 11:45AM Re: Q2 set up? 4
It's certainly a 2 - 3 year thesis, but there are a number of reasons to be positive on next few quarters (I'll note they pre-announced Q2 last week and reiterated full-year guide, so I... login to read the rest 1 view available tags
4	member 8/02/23 7:43PM Q2 set up?
Thanks for the write up. What is your view for Q2? I understand the thesis but with Walmart leaving and the capacity constraints headwinds and potentially ongoing wage pressure, it seems there is still a... login to read the rest -2 view available tags
2	member 8/02/23 1:44PM Re: ROIC 1
Sure. Two notes I'd make on the calc: 1) there's a lot of Goodwill & Trademark value on the balance sheet related to the pre-IPO PE transactions, we remove those from Invested Capital to get a... login to read the rest 1 view available tags
1	member 8/01/23 9:42PM ROIC
"Unit economics are excellent: mature store-level ROICs are >35%, company-wide ROICs are in mid-20%s and growth since 2015 has all been internally-financed" Would you mind showing your work on this math? CapIQ has annual ROIC between... login to read the rest view available tags