Quote:
Originally Posted by auctionjmm
If you think Fanatics doesn't have a firm grip on their retail sales, returns, and sell through, then you are just being ignorant. Whatever happens in 2025 can and will be used to plan for 2026. They won't mindlessly print unsellable products into oblivion. Whatever the market is telling them now, is already being adjusted for in next fiscal year.
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You have a lot more confidence in the quality of Fanatics' management than the rest of us do.
The company was founded in 2011 (i.e. after the 2008 economic crash), so neither Rubin nor his subordinates likely have much experience managing in a recession.
It's not until the tide goes out that you find out who isn't wearing any pants.....