Container costs are a bit one for adairs, but they are bigger for TPW and NCK who dropship a lot more.
But the fact that TPW and NCK have both exceeded expectations significantly, and ADH already indicated they are affirming their guidances should be good news. (boy I wish I picked up some NCK, but alas).
I was pretty sure TPW was overpriced, especially as most retailers were seeing dropoff from online sales (going back to stores) but maybe I was wrong on that one.
ADH Price at posting:
$2.26 Sentiment: Hold Disclosure: Held
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