$VSCO is now up ~124% since we called it…your boyfriend’s PM is still “reviewing the model”.

In consumerland, on a screen full of red, you can always count on $VSXY to be green 💋

Looking for analyst #4! We’re growing the @citrini / Girlfriend Index team and looking for someone who loves all things consumer/retail. Apply here: app.dover.com/apply/Citrini%…

Positive signals from Kylie Cosmetics, where things could finally be turning around. We already love $COTY for the Marc Jacobs Beauty launch, but when two of our favorite stocks collab, we get a certain kind of feeling ~

The $VSXY Fashion Show was an absolute banger. YouTube views surpassed 3M, up from 2.5M last year. TikTok views hit 10M, with an overwhelmingly positive response across both platforms.

That feeling when you realize $VSXY is going to go up 50% from here✨

$VSXY we’re so back baby 📈📈📈

$PEP is expanding Poppi into energy drinks, which could be a major threat to Celsius $CELH and Alani Nu. Pepsi has become increasingly influencer-focused in its marketing, and while that strategy may not move the needle for core Pepsi, it could be incredibly effective with Poppi’s existing demographic. Poppi already has the brand heat, cultural relevance, and female consumer base that energy drinks are fighting for. A move into the category could take share directly from Celsius and Alani. Bearish $CELH

Boycott brewing for $ANF after the brand launched its Signature Collection for men and women, marketed as being made from luxe materials and “meant to last.” The men’s sweaters are made from 100% wool, while the women’s versions contain wool blends with synthetic materials. Same product, same marketing, same price, but different fabric compositions. Negative posts went viral across social media over the weekend, with consumers calling it a “pink tax.” This comes at a time when shoppers are increasingly scrutinizing fabric composition and questioning whether premium prices reflect premium quality. Great short idea.

Here we go again! Hailey Bieber Jean restock coming October 2 $GAP

$VSXY continues to make the Fashion Show feel like a cultural moment. KATSEYE, Tate McRae, Megan Thee Stallion and Megan Moroney are all confirmed to perform. A popular lineup across pop, country and Gen Z.

$WMT causing a stir on social media with a massively viral $30 dupe of Khaite’s very popular $620 jeans. This isn’t the first luxury dupe from $WMT’s Scoop brand, which is led by luxury designer Brandon Maxwell, but it is certainly the most popular.

$KER.PA Gucci's Demna is continuing to lean hard into Tom Ford x Gucci. Makes sense as it's all the rage right now....probably will always be. Also, can't wait to see Candice at the $VSXY show in October.

Quite fantastic that current fashion trends are what Galliano is known for, $ITX.SM partnership is going to be huge.