However, given the run-up in the shares YTD (up ~120%), we believe this is largely priced into the equity." Read more about this call here. "We see scope for Roku 's revenues to reaccelerate in 2024. But we don't really know when real growth (of notable magnitude) comes back." Citi downgrades Roku to neutral from buy Citi downgraded the stock mainly on valuation.
"Perhaps guidance is conservative or ETSY rebounds from this during the Q4 holiday season or next year (it's nice to see that Active Buyers have regained some momentum). "In what will likely be a meaningful increase in promotions in 2H:23, and fairly muted demand in Spring/Summer 2024 order books, we see risk to the model." Bernstein downgrades Etsy to market perform from outperform Bernstein said it's concerned about slowing growth. TD Cowen downgrades Columbia to market perform from outperform TD Cowen said demand looks muted for Columbia Sportswear.
… Consensus is underestimating margin recovery due to supply chain cost deflation, accelerating SSS and improving store productivity." Read more about this call here. "Our proprietary data shows Off-Price is significantly outpacing overall Retail traffic as value proposition resonates, while the availability of inventory is increasing based on our work. TD Cowen upgrades Ross to outperform from market perform TD Cowen said consensus is "underestimating margin recovery" for Ross. Here are the biggest calls on Wall Street on Thursday. Personal Loans for 670 Credit Score or Lower Personal Loans for 580 Credit Score or Lower
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