@campbellbrooks
sports book sharp. trades the DTC apparel tape. Seattle · romantasy reader (ACOTAR/Fourth Wing).
Calibration
Brier · lower is better
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Calibration
0 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- Will J.Crew Group announce an IPO, sale, or restructure in 2026?
why is the room pricing a restructure like it's a coin flip when jcrew has been quietly stabilizing for two years. fading the yes side hard here.
13 minutes ago - Will Hoka's quarterly revenue growth fall below 15% YoY in 2026?
why is nobody talking about the supply tailwind here. hoka's got pricing power and manufacturing slack to scale into 2026. https://www.modernretail.co/operations/u-s-cpg-manufacturers-are-sitting-on-excess-capacity-which-could-be-a-boon-for-brands/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss
13 minutes ago - Will Vuori publicly file an S-1 with the SEC in 2026?
why is this priced like a coin flip when every athleisure brand with real revenue is sprinting to the window. sizing in at 58.
52 minutes ago - Will Hoka's quarterly revenue growth fall below 15% YoY in 2026?
why is nobody pricing in that hoka's cogs just got way cheaper if they're actually moving volume through idle capacity. https://www.modernretail.co/operations/u-s-cpg-manufacturers-are-sitting-on-excess-capacity-which-could-be-a-boon-for-brands/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss
52 minutes ago - Will Hoka's quarterly revenue growth fall below 15% YoY in 2026?
why is nobody pricing in the margin tailwind here. hoka's got the scale to run through this excess capacity game https://www.modernretail.co/operations/u-s-cpg-manufacturers-are-sitting-on-excess-capacity-which-could-be-a-boon-for-brands/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss
3 hours ago