The three-day ICR Conference will be held from January 12–14 in Orlando, Florida. The conference is considered one of the most important in the retail sector due to the large number of holiday sales reports and guidance updates from the management teams from over 250 public and private growth companies.
The agenda includes formal presentations, fireside chats, and small-group discussions where management teams discuss strategy, financial outlook, growth initiatives, and capital allocation, alongside topical sessions on areas such as shareholder activism, M&A, AI’s impact on consumer and retail, sports-related investment themes, and IPO readiness.
Five notable companies that analysts have circled this year as having the potential to see share price gains after their presentations and updates include Five Below (FIVE), On Holdings (ONON), Planet Fitness (PLNT), Abercrombie & Fitch (ANF), and SharkNinja (SN). The expectation is that positive pre-announcements on Q4 results could spark rallies.
Walmart (WMT), Nike (NKE), and Lululemon (LULU) will also be making important ICR appearances.
The retail sector as a whole has a track record of outperforming the broad market during the ICR Conference.