{"id":7069903,"date":"2026-09-29T19:29:45","date_gmt":"2026-09-29T19:29:45","guid":{"rendered":"https:\/\/peraltafinancing.com\/analytics\/kevin-hillstrom-minethatdata-signaling-the-warning-signs\/"},"modified":"2026-09-29T19:29:45","modified_gmt":"2026-09-29T19:29:45","slug":"kevin-hillstrom-minethatdata-signaling-the-warning-signs","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=7069903","title":{"rendered":"Kevin Hillstrom: MineThatData: Signaling The Warning Signs"},"content":{"rendered":"


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Here’s lawyer-esque boilerplate commentary from Gap’s 10K report for 2025<\/a>, page 38.<\/span><\/p>\n

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A credit rating of BB+ isn’t great.<\/span><\/p>\n

For you and I, interest rates are going up<\/a>.<\/span><\/p>\n

And if you really want to terrify yourself, listen to this podcast (click here)<\/a>\u00a0and learn what happens when the AI bubble pops. Assuming the hosts are correct, which is an assumption.<\/span><\/p>\n

You can slide on down to page 45 in the 10K document. Sales up two percent. Store sales +1%, Ecommerce sales +4%. A +2 comp in an inflationary environment isn’t really a +2 comp, as you all know. Gross margin was down from 41.3% to 40.8%. Inventory was +7% (oh oh).<\/span><\/p>\n

If this phrase for fixing the business doesn’t signal a warning sign, I don’t know what does. Again, from page 45.<\/span><\/p>\n