RE:RE:RE:RE:RE:RE:RE:RE:28+ tomorrowThey clearly state what their model assumes, look at the slides.
I can't recall a time in the recent past where revenue, profits, and guidance was increased. They always meet expectations and keep guidance or lower it. Really disappointing.
Look at LULU today. They have been crushing it for years. This is the second time in a few months where they have raised guidance.
TSG - "We maintain guidance if everything goes perfectly. If we are kicked out of anywhere or taxes increase yet again, all bets are off". Which gives an investor more solace?
If they are in a "dirty" space like online gambling, they should be crushing it.