Short WING -- Pre-Earnings Fade

2020년 4월 29일

• Consumption breakdown on extended shelter in place and job losses
  
• Is early April guidance still good? Especially in light of the US consumer
  
• Is closure really net positive for the brand long term?
  
• ATHs why wouldn't you secure profits in this market?
  

2020년 5월 7일

노트

Stopped out.

Won't delete ideas but this was a stinker.

WING well positioned for take out orders. Stronger demand than I anticipated. Good for them. Closed.

2020년 5월 7일

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