montoyan

Location: Mostly NYC, Philly on occasion
Website: http://about.me/nickmontoya

Joined Sep 18, 2009

Bio: Recent Wharton grad living in Manhattan | Rookie hedge fund analyst | Southerner from SC & TN | Media, web & politics nerd | Rowing & cycling enthusiast.

montoyan
@LDrogen their jeans went out of style like 2-3 years ago $TRLG

Feb. 9 at 4:34 PM

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montoyan
@MPH777 yeah their throughput is ridiculous. for a similar phenom, sit in a $CMG at lunch for an hour. avg like 130 txns/hr, peaks @ 320!!

Feb. 9 at 9:48 AM

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montoyan
Somebody please teach the Gildan CEO how to pronounce "inventories". $GIL

Feb. 9 at 9:12 AM

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montoyan
First question on $RL call is about changes in wholesale at $JCP. Management makes clear their focus is on DTC, "controlling our brand".

Feb. 8 at 9:39 AM

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montoyan
$RL saying their e-commerce site comped 31% y/y. Not too shabby

Feb. 8 at 9:33 AM

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montoyan
$OPEN CEO talking about how new ERB API allows them to go deeper into optimizing client restaurant's operations - big LT opp in my opinion.

Feb. 7 at 5:33 PM

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montoyan
@BBinNYC $SFLY is absurd, the way it croaked AH after report then reversed like 20%+

Feb. 7 at 4:55 PM

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montoyan
@Dasan just finished punching it in. looks fine to me but sentiment still out of line with stabilized/improving story IMO = squeeze $OPEN

Feb. 7 at 4:49 PM

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montoyan
@LDrogen $YHOO chart is tough it stuck in such a range

Feb. 7 at 3:59 PM

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montoyan
@The_Analyst @BBinNYC both are pretty aspiration, $TIF especially does a really good job of offering low ASP items to satisfy that demand

Feb. 6 at 6:47 PM

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montoyan
@TMTanalyst thoughts on $cstr/$vz? seems like a non-event, no details, floundering, etc

Feb. 6 at 10:00 AM

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montoyan
@creditideas nah they were just made to look like them. Thought it was silly because customer with $ZQK taste doesn't drop $330 on ski pants

Feb. 4 at 2:23 PM

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montoyan
Another expert- there are probably executives at $JCP who have thought about this less than this woman! http://t.co/1AaL7kmB

Feb. 3 at 11:31 AM

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montoyan
Ron Johnson wasn't kidding when he emphasized "our customer is an expert on product value". Also- huge female skew among commenters. $JCP

Feb. 3 at 11:26 AM

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montoyan
NOT indicative of overall (mixed) sentiment but this shows how averse $JCP shoppers are to ANY pricing changes. http://t.co/gMSgFwdR

Feb. 3 at 11:23 AM

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montoyan
Interesting insight into $JCP's customer: many on their Facebook page saying they PREFER to clip coupons. This ain't Apple.

Feb. 3 at 10:46 AM

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