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Benj (@benbonning) profile picture

Benj

@benbonning

I spot fashion trends early. $GAP $VFC

 London, England
Joined November 2011
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$VFC +40% since
Benj (@benbonning) profile pictureBenj@benbonningAug 28
Rolling some $GAP gains into $VFC. Inflection in Vans imminent.
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Nibbled on some $DBG.V
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$VFC Taps sign
Benj (@benbonning) profile pictureBenj@benbonningAug 28
Rolling some $GAP gains into $VFC. Inflection in Vans imminent.
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Rolling some $GAP gains into $VFC. Inflection in Vans imminent.
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Best write-up on $GAP I've seen since I started following the stock 2 years ago
SM Research Lab (@SmResearchLab) profile pictureSM Research Lab
@SmResearchLabAug 26
$GAP: The Next Viral Re-Rating

$GAP: The Next Viral Re-Rating

Article · @SmResearchLab
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Bought $GAP @ $20.17. Don't let the sandbagging analysts get you down.
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$INFQ sold @ $17.14
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$RL more than a triple bagger since. At the time this was an obvious trade, yet I made no money. I will not make the same mistake with $GAP or $VFC.
Benj (@benbonning) profile pictureBenj@benbonning23 Aug 2023
Replying to @GeorgeC1953
On a side note I need to do a dive into $RL. "Old money" style is picking up (thanks Succession) and Ralph is the all-time when it comes to that.
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Added $GAP @ 21.58 Back to full size
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Ceasefire smells like a fugazi to me. Taking today as an opportunity to raise some cash from my riskier positions. Sold my remaining $VFC Jan '27 15C @ 5.06 for a 75% gain. Will move to further dated calls or commons at some point.
Image from Benj (@benbonning)
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Top ticked the short call on $BIRK. Made some off the initial drop but missed out on long dated puts. George convinced me to hone in on the apparel sector which has since skyrocketed my gains. I miss that guy, he would have had a lot to say this past year.
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Benj (@benbonning) profile pictureBenj@benbonning13 Jan 2025
Replying to @GeorgeC1953
Growth has probably peaked, is there much more to the story than that? I see $BIRK going the same way. The Boston is no longer perma-OOS, has lots of clones, and will be out of fashion sooner rather than later. Great case of a company IPO-ing near peak so insiders can cash out.
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$GAP Interesting to see the Google trends chart for GAP (2004-date), clear inflection in 2023. Relative search index in December '25 was up 30% YoY (50->65). Looking forward to earnings next week.
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Old Navy for comparison. Spikes here are November not December. Growth YoY in November '25 was 26% (46->58).
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Sold half my $GAP Jan 20C position for 8.05, a 243% gain from my avg price of 2.35 Still holding my $VFC LEAPS, and remaining $GAP calls.
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Image from Benj (@benbonning)
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Sold remaining half of my $GAP Jan 20C position for 7 a contract. Average price of the remaining was 2.03, so a 245% gain. Still holding $GAP Mar 30C and my $VFC Jan '27 15C.
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Assuming tariffs get struck down by SCOTUS, $TGT might have bottomed out here.
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$SBUX CEO scouring Reddit for scraps of hopium that his turnaround plan is working fortune.com/2025/12/31/starb…
Starbucks CEO Brian Niccol says a Reddit thread about people interviewing at the company convinced...

Starbucks CEO Brian Niccol says a Reddit thread about people interviewing at the company convinced...

“If you don't like customer service, you're probably not going to like working at Starbucks. We're in that transition of getting people to understand that,” Niccol said.

fortune.com
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2025 Year End S&S ISA (commons only) - 78% Options Account - 198%
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Image from Benj (@benbonning)
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Options Account is down from over 300% just two weeks ago due to $GAP weakness.
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$GAP Another upgrade to add to the pile. Just need to shake the remaining paper hands out so we can hold a bid and push past $30.
WaveRider (@WaveRiderAI) profile pictureWaveRider
@WaveRiderAI17 Dec 2025
$GAP — Baird upgrades to Outperform; PT $33 ➤ Price +2.18% with a 1.63% opening gap — tape confirming bullish momentum 📈 ➤ 733 funds hold the name; short float 8.12% could add fuel if buyers accelerate ➤ Trading ~4% below 52‑week high; ATR 0.99 = controlled volatility #GAP #Retail 🧵
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