Investors / stance tracking
What Simeon Gutman is saying
FollowFollowingUnfollowRetail equity research analyst, Morgan Stanley
3 dated public stances tracked since 2026-10-19, most recently 2026-10-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Simeon Gutman's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Simeon Gutman is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-19
last heard
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Frozen housing turnover constrains new-home demand, but a bubble of pent-up replacement and repair spending on existing homes is large enough to drive industry growth, and Home Depot's platformization gains market share in that end market
“the skew looks they've bottomed a burning for the last few years”
The Exchange — 2026-10-19 (CNBC, full episode, ads cut)
COVID-era furniture purchases are now wearing out and being replaced, creating a durable replacement-cycle tailwind, and Wayfair compounds growth nicely in that mid-market segment
“we think Wayfair actually compounds growth nicely”
The Exchange — 2026-10-19 (CNBC, full episode, ads cut)
Ulta offers affordable-luxury beauty at an aspirational price point that acts as an inflation hedge; easy year-over-year comparisons set up and margins have room to expand — unlike most of retail
“opportunity for margins to grow, which is not something you get across the rest of retail”
The Exchange — 2026-10-19 (CNBC, full episode, ads cut)
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