Amit Chokshi_

Coach is the Real Retail 'Tell' Stock

I agree with you, I also believe some former high fliers are going to phase into the long-period of valuation compression like WMT and HD did over the past decade. COH is a great company but I think like SBUX the market may re-assess whether these companies deserve premium valuation multiples. I also think DSW is a good candidate as well but I was scared out of shorting it unfortunately.