Dick's Sporting Goods (DKS) is down after a mixed earnings report, but is the sell-off justified? According to Kristin Bentz the answer is no. Despite the uncertainty surrounding tariffs and consumer spending, Bentz believes Dick's posted "phenomenal" numbers, including a 6% comp sales beat and a 2.5% dividend yield. John Buckingham agrees, calling the selloff "dumb" and saying he'd be a buyer on this weakness. Both also discuss the broader retail sector, which is at an annual low, and where they see opportunities to buy on weakness, including Nike (NKE), Lululemon (LULU), and others.
The Watch List
11 Mar 2025
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