Wolf Report

Wolf Report

This discretionary retailer now makes sense - 11-30% annualized upside

Due to recent tariff-related downturns, i see an upside in this company now

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Wolf Report
Apr 05, 2025
∙ Paid

The recent few days of tariff-related crashes and downturns have transformed the nature of the upside of some stocks that I’ve long had an eye on. One of these companies is in retail, and is one I will be covering as of this article.

Retailers that aren’t grocery or FMCG-oriented are a bit tricky, given their cyclicality. But when they are dirt-cheap, there’s something to be said for investing in them.

What business am I talking about?

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