ASO
Market read
The latest filing is mixed. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ASO's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 2 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase of 200 basis points in gross margin was primarily attributable to 270 basis points of favorability from the one-time benefit of IEEPA tariff refunds, 20 basis points of favorability related to shrink, and 20 basis points of favorability related t…”10-Q · Sep 9, 2026 ↗
“This increase is primarily due to increased capital expenditures for new stores as well as corporate, e-commerce, and information technology programs, partially offset by a decrease in capital expenditures for existing stores and distribution centers in year-…”10-Q · Sep 9, 2026 ↗
“The increase of 200 basis points in gross margin was primarily attributable to 270 basis points of favorability from the one-time benefit of IEEPA tariff refunds, 20 basis points of favorability related to shrink, and 20 basis points of favorability related t…”10-Q · Sep 9, 2026 ↗
“Interest expense decreased $0.7 million, or 1.8%, to $36.2 million in 2025 from $36.9 million in 2024, primarily driven by lower interest rates and a lower outstanding balance on our Term Loan.”10-K · Mar 17, 2026 ↗
Valuation discipline
Price/sales 0.6× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ASO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-10 against the comparable filing from 2025-06-10.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“29 The increase in cash flows from operating assets and liabilities was primarily attributable to: • $46.7 million increase in cash flows from working capital due to the pull-forward of inventory purchases in the prior year period at pre-tariff rates; and • $17.2 million increase in accounts receivable due to timing of payments received; offset by • $46.7 million decrease in prepaid expenses and other current assets largely driven by litigation settlements received in the prior year period and timing of construction reimbursement payments received; • $12.1 million decrease in accrued expenses and other current liabilities primarily due to an increase in accrued sales and use tax as a result...”
“This decrease was a result of increased sales and ongoing expense discipline across the organization in addition to lapping the Jordan Brand launch in the 2025 first quarter.”
“This decrease is primarily due to decreased capital expenditures for new stores as well as corporate, e-commerce, and information technology programs in the 2026 first quarter compared to the 2025 first quarter.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We have preferred access to hundred s of well-recognized national brands, such as Nike, including its Jordan Brand , Under Armour, adidas, Win chester, Columbia Sportswear, The North Face, Brooks, Skechers, Yeti, Stanley and Carhartt, which are critical to ou…”
“We have preferred access to hundred s of well-recognized national brands, such as Nike, including its Jordan Brand , Under Armour, adidas, Win chester, Columbia Sportswear, The North Face, Brooks, Skechers, Yeti, Stanley and Carhartt, which are critical to ou…”
“We have preferred access to hundred s of well-recognized national brands, such as Nike, including its Jordan Brand , Under Armour, adidas, Win chester, Columbia Sportswear, The North Face, Brooks, Skechers, Yeti, Stanley and Carhartt, which are critical to ou…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
ASO is currently a Early Follower in the organic co-movement group Consumer Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.