u/caollero

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d——————
3d——————
1w——————
1m——————
3m——————
6m——————
1y——————

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$DKSr/ValueInvestingDiscussionbearish
u/caollero · 69d agono track record yet

DICK'S Sporting Goods entering value territory or falling knife

Dick's Sporting Goods faces significant headwinds from its $2.4B Foot Locker acquisition, which is now expected to post a $40-80M segment loss in 2026 instead of profitability. Management slashed full-year earnings guidance from $13.50-14.50 to $11-12 per share and lowered revenue forecasts, citing weak footwear demand and excess inventory at Foot Locker, though the core Dick's business remains relatively stable.

At post $123.14Now $142.24+15.5% since postedas of Nov 2, 4:15 PM ET
1d+4.3%
3d+8.7%
1w+7.0%
1m+7.2%
3m—
6m—
1y—
original post →

End of results.