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DTC didn't meet expectations, and they abused their spouse, the running shoe retailers. https://www.letsrun.com/forum/flat_read.php?thread=12866136

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"Yikes the yield is 9%+, and the balance sheet is clean."

They've just cut the dividend to shore up the balance sheet, after lavishly buying back shares the years before. Issued new bonds in June.

Conor Mac (from Investment Talk) has a couple of great recent posts about them.

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