Product And MerchandisingASO's expanded access to product from brands like YETI, Stanley, and Owala positions the company well for the holiday season.
Store ExpansionASO has a significant growth runway with only 298 stores at the end of F24, which is only 37% toward management’s goal of 800 stores.
ValuationASO shares trade at a F25E P/E multiple of 8.3x, a significant discount to its closest peer DKS at 14.9x, which suggests significant upside potential.