No.. this is the market is pricing in the effect of Ozempic drugs being widespread, cheap, and administered orally.
This is a huge secular trend. I’m calling it the Girl Dinner trade. Long sexy clothing, cosmetics, & filler. Short liquid desert and fast casual salad bowl slop!
Look at the past 6 months.
Exec Sum
@exec_sum
01-10
Victoria’s Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show
generational wealth missed again.
Sector:
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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