Hi, I'm initiating the coverage of Sporting Goods stocks for my pod.
I would like to know what inventory ratios people are generally using to analyze the inventory position of those stocks ?
Thanks in advance
| +56 | Biotech Funds - 2Q 2026 | 20 | 3h |
| +34 | MFPE Analyst Program vs MMHF Acad | 24 | 4d |
| +29 | Reaching out to Previous Analysts | 8 | 1d |
| +21 | EB IB vs MM HF | 6 | 4d |
| +21 | How hard to raise Fund of Funds? | 12 | 2d |
| +16 | No job offer after quitting without anything lined up... should I be concerned? | 2 | 6h |
| +14 | How do you figure out which equity investing style fits you best? | 3 | 2h |
| +10 | Can someone help me understand comp progression at SM HF? | 7 | 5d |
| +10 | Handling HH Outreach | 1 | 9h |
| +9 | Call with HF Analyst | 3 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
I imagine your firm pays good money to sell-side for exactly this purpose.
They also pay me not to trust the sell-side completely.
Don’t worry you can trust me. I’m an anonymous buysider here on WSO. My analysis from Googling “sporting goods inventory ratio” tells me industry average is 2.71 from CSImarket.com.
That suggests someone like NKE might have too much inventory over the next few quarters and they might have to start discounting heavily which will hurt margins. My EBIT numbers are 20% below street and I have 30bps delta in operating margins. I think NKE is a short on this thesis.
My highly differentiated view on industry inventory turnover numbers is the main driver of this thesis. Don’t worry - you can trust me. I’m a buysider (allegedly).
Are you OK dude ?
Looks like someone got trapped in the classic Long PUMA/Short ADS...I know it hurts
I feel stupid having to explain this to you but my point is just go ask sellside what inventory ratio they use instead of random ass people on WSO.
I get it. I will just keep using WSO forum to know what to choose between being Partner at KKR or being PM at Bridgewater.
Sorry to ask things about the actual job instead of asking if its possible to make 19 figures at a MMHF after 3 YoE.
This was fantastic and kind of scary because I feel like I have thought like this - I swear my thesis is differentiated because I didn't see it mentioned in any of the 4 sell side reports I have on this stock!
OP what do you think about ASO?
I think sporting goods and outdoor leisure overearned during COVID and are over inventoried (bullwhip) and will suffer discounting, margin compression and earnings revisions - especially RV/boat/powersports/grills. Could be wrong
Numquam nihil temporibus illum maiores quae. Quisquam sint laboriosam consequatur. Quaerat necessitatibus animi consequatur aut omnis quidem voluptatem. Ut et magni assumenda et doloremque ipsam. Est temporibus esse voluptatem voluptates libero ex. Molestiae reprehenderit nihil ea necessitatibus consectetur perspiciatis.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...