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Alluvium Global Fund's investment thesis on Dick's Sporting ($DKS) — Q1 2025 | Buyside Digest

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$DKSNYSEDick's Sporting

BULL

Alluvium Global Fund—DKS

Fund Letter

Q1 2025

Published March 1, 2025

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$200.40USD

+44.0% vs last month

$214.26Pitched

-6.5% since pitch

Market Cap$17.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Dick's Sporting Goods delivered strong operational results, beating guidance and gaining market share, yet fell on tariff concerns and cautious near-term forward guidance. The fund took...

— Stuart Pearce, Alexis Delloye

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