La-Z-Boy Holdings: A Tariff Arbitrage Breakout With Double-Digit Upside Ahead

Core Insights - The retail stocks within The Consumer Discretionary Select Sector SPDR Fund ETF (XLY) have experienced significant declines due to tariff fears, suggesting a bearish outlook for the sector [1] Group 1: Market Conditions - The current environment has led to a bear case for retail stocks, which may be justified given the prevailing tariff concerns [1] Group 2: Analyst Background - The analyst has extensive experience from institutions like Goldman Sachs and Citigroup, focusing on deep dives into companies and identifying special opportunities in long/short equity portfolios [1] - The analyst emphasizes a focus on undervalued growth companies that can command a premium based on developments not yet reflected in stock prices [1]