@KeithTradeSmith
🚨 High risk / high reward alert $RENT 🚨 “Wardrobe-as-a-service” is heating up 👗 $URBN Nuuly struggles = subscribers shifting to $RENT 📦 $RENT just expanded inventory +24%, 36 new brands, +1,000 styles 📈 Web visits up +31% YoY into holiday season 📱 Active app users +9% MoM 📉 Stock down -25% YTD, -41% YoY Low bar -- @AndySwan @landonswan @mebrantley2 analysis shows it's worth an asymmetric bet to the upside on $RENT.