# David Swartz
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Top podcast episodes featuring david swartz.
Why LULU and NKE Are Still Winners & DECK is Undervalued
David Swartz walks through athleisure. He expects Lululemon (LULU) to make a comeback, saying it’s still the leader in the women’s space and has a “lot of new products coming out.” While there is negativity around those new launches, especially around quality, he thinks they will still attract cust…
Lululemon (LULU) Earnings Focus on Who Will Lead the Struggling Company
David Swartz and Melissa Otto preview Lululemon (LULU) earnings. David doesn’t expect any surprises from the report and thinks investors will be focused on the CEO search. “There’s kind of a lot of drama going on,” with both LULU’s founder and activist investor Elliott Investment pushing for change…
Strong Earnings, Weak Reaction: What’s Next for ONON?
On Holding (ONON) fell despite a strong earnings beat, as investors focused on cautious guidance. Morningstar's David Swartz and Kisco Capital's Paul McCarthy highlight the brand’s pricing power against Nike (NKE) and Lululemon (LULU), along with growth in China. The pullback raises questions about…
From Bloomingdale’s to Bluemercury: Macy’s (M) Growth Story Gains Traction
Macy’s (M) is seeing strong momentum from its luxury banners, Bloomingdale’s and Bluemercury, which are driving growth as CEO Tony Spring focuses on differentiation and elevated in-store experiences. Bloomingdale’s posted double-digit comparable sales gains, while Bluemercury continues to outperfor…
NKE Stumbles in Europe & China Despite Step Up in North American Sales
David Swartz says Nike (NKE)’s turnaround will take longer, with continued weakness in China and Europe weighing on results even as North American sales improve. Tom White expects choppy market conditions as the second quarter comes to a close, and demonstrates an example options trade for Nike.
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Tariffs, Prime Day and Gas Prices: What's Moving Retail?
Morningstar Wealth’s David Swartz breaks down why July retail sales slowed from June, pointing to Amazon (AMZN) Prime Day timing, tourism shifts and higher gas prices. He also examines how tariffs may be affecting retailer inventory decisions and explains why elevated energy costs could pose a bigg…
LULU's Long-Term Bull Case Despite Low Expectations
Morningstar Wealth's David Swartz maintains a bullish long-term outlook on Lululemon (LULU) despite low earnings expectations, citing its debt-free status, strong cash flow, and growth opportunities in China and product line expansion. Tom White suggests a cash-secured put strategy for bullish inve…
Undervalued and Underappreciated, Macy's Eyes a Turnaround
Morningstar Wealth's David Swartz sees Macy's (M) as currently undervalued, with five straight quarters of comparable sales growth and a stronger post-pandemic balance sheet. He warns that a market reluctant to back department stores could ultimately pave the way for a future privatization.
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Can Nike's China Reset Spark a Turnaround?
Morningstar Wealth's David Swartz says Nike's (NKE) turnaround remains slow after two years, with North America stabilizing but Greater China still posting double-digit sales declines. He's watching for inventory improvement and signs that restrictions on franchisee online selling in China can rest…
ONON Earnings: Growth Strategy Undervalued Using DCF Model?
Morningstar senior equity analyst David Swartz says On Holding (ONON) is willing to sacrifice near-term sales to protect high prices and gross margins. He thinks any quarterly results shortfall is a blip in his 10-year discounted cash flow view on the share price. Yet while Nike (NKE) discounts to …
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