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Campaigns / Spruce Point Capital → Boot Barn Holdings, Inc.
Spruce Point Capital vs. Boot Barn Holdings, Inc.

Boot Barn Holdings, Inc. · BOOT

1 deck published between 2024-05-08 and 2024-05-08 — 89 pages, 89 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-05-08 initial thesis

    2024 05 663ce4f23f576270a9121f63_boot_research_thesis_5 8 2024

    89pp · full_deck

    Boot Barn's stock is propped up by Taylor Swift/Beyonce hype and a flawed big-box expansion masking executive red flags, bloated capex and stretched valuation; 40-50% downside to $51-$62.