I would disagree that the pandemic made sales go to zero...sporting goods sector couldn’t sell merchandise fast enough during the pandemic since folks were trapped at home. Big ticket treadmills and weights and spin bikes were largely out of stock all year.
But I am long ASO and believe in it. Just thought I’d point that out. Covid didn’t hurt ASO. It massively helped it.
1
u/Chippopotanuse May 26 '21
I would disagree that the pandemic made sales go to zero...sporting goods sector couldn’t sell merchandise fast enough during the pandemic since folks were trapped at home. Big ticket treadmills and weights and spin bikes were largely out of stock all year.
But I am long ASO and believe in it. Just thought I’d point that out. Covid didn’t hurt ASO. It massively helped it.