Sucharita Kodali and Mark Herrmann break down Dick’s Sporting Goods (DKS) earnings. Sucharita says it’s a “great surprise” that a specialty retailer is doing well in a time of lower consumer confidence. Mark focuses on the changes they’re making to Foot Locker after their acquisition, as well as the financial gains. He argues thinning inventory, focusing on women, and betting heavily on Nike (NKE) and higher-end products are all positive changes.

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