{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"ASO Stock: First Positive Comp in 2 Years at 8x Earnings Q1 FY2026","slug":"aso-stock-first-positive-comp-in-2-years-at-8x-earnings-q1-fy2026","published_at":"2026-06-09T16:37:35+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/aso-stock-first-positive-comp-in-2-years-at-8x-earnings-q1-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/aso-stock-first-positive-comp-in-2-years-at-8x-earnings-q1-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/fd8zej3knm7o7lvj/ASO-Q1-FY2026-PipelineX-Academy_FULL.mp3","summary":"ASO (Academy Sports and Outdoors) reported Q1 FY2026 earnings on 2026-06-09. Stock jumped 2.3% on the print. Here's the breakdown: Is ASO a buy, hold, or sell after this quarter? In this Academy Sports and Outdoors (ASO) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Consumer stocks or ASO earnings, this is the Q1 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: BUY (4/5 conviction, STRONG) - CURRENT @ $52.94 - BUY - BUY below $47.65 with $48.00 stop - AVOID above $70.00 TRIGGER: A second consecutive positive comparable-sales print in the September Q2 report WINDOW: Minimum through Q3 FY2026 earnings (November-December 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 4 Strong Buy / 6 Buy / 11 Hold / 1 Sell / 0 Strong Sell - HOLD - Median 12-month price target: $59.00 (range $48 - $75) - Charged Alpha vs consensus: MORE BULLISH THESIS Academy is a value-priced sporting-goods retailer whose two-year comp decline just inflected positive - the core debate is whether the +2.9% comp is the start of a durable recovery or a one-quarter blip. Bull lever: Comp turned positive on traffic AND ticket; adjusted EPS up 22%; guidance raised; ~8x forward earnings with ~11% FCF yield and an aggressive buyback shrinking the float; 18-23 new stores add a structural growth lever. Key risk: It is a single quarter - a second positive comp is required to c…","meta_description":"ASO (Academy Sports and Outdoors) reported Q1 FY2026 earnings on 2026-06-09. Stock jumped 2.3% on the print. Here's the breakdown: Is ASO a buy, hold, or…","key_points":[],"chapters":[],"topics":[],"duration_seconds":674,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/aso-stock-first-positive-comp-in-2-years-at-8x-earnings-q1-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/aso-stock-first-positive-comp-in-2-years-at-8x-earnings-q1-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}