Gross MarginGO's gross margin improvement of ~110 bps y/y in Q1'25 is the first in over a year and a sign that systems issues are being resolved.
LeadershipThe new CEO, Jason Potter, impresses with a disciplined focus on merchandise, inventory fundamentals, and execution gaps in tech systems, private label, and supply chain.
Price TargetPrice target has been raised from $15.00 to $18.00, indicating improved expectations for the stock.