Conversations with Jaguars – October 19 ($SPCE, $TSCO, $CRSR, $CMG)

image

$SPCE first 2-pilot test flight is coming up either on or around the tentatively scheduled date of October 22nd. $TSCO street estimates are materially going higher with +40% YoY growth in repeat customer orders, +14% YoY growth in new customers, and Q3 SSS growth now seen at +24% YoY vs +15% management guidance. Taking a second bullish look in $CRSR after it was covered in Conversations on Sep 29th, one of rare high growth IPOs that present a perfect mix of “Growth at Reasonable Price (GARP). Lastly, $CMG channel checks are strong into earnings with digital mix holding steady around 55% of sales and margins improving.