Added to YB: 2026-09-25
Pitch date: 2026-09-23
ASO [neutral]
Academy Sports and Outdoors, Inc.
-0.68%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
Company Info
Academy Sports and Outdoors, Inc., through its subsidiaries, operates as a sporting goods and outdoor recreational retailer in the United States.
Market Cap
$3.0B
Pitch Price
$48.46
Price Target
N/A
Dividend
1.21%
EV/EBITDA
4.91
P/E
8.30
EV/Sales
0.76
Sector
Specialty Retail
Category
N/A
Academy Sports: Grading On A 'Maturity' Curve
ASO (update): Academy Sports’ comparable-store sales reverted negative after temporary boosts, while a three-year new-store maturity waterfall has not broken the trend. Positive annual comps have occurred only in 2020-2021 since 2015. The key question is whether selling most tariff-refund rights—an estimated ~$0.75 in EPS value—leaves Academy competitively disadvantaged for the rest of the year versus Dick’s, which captured a $61.1M benefit.
Read full article (2 min)