Molly Fullford: I think the resale industry has seen lots of growth in recent years. Windmark is a company that's proven out this business model over 20 plus years, she says. Molly Fullford: Just so far this year, the stock is up almost 40%. Valuation maybe is getting a little bit aggressive here, but they're one of the few companies that has been able to figure out the resale business in a really profitable way.
There are no style points in investing, and big brands continue to dominate teen spending habits.
(00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and spending. - Tailwinds for Ulta Beauty, Spotify, and Nike. - Investing in resale companies. - How the competitive landscape shifted for upstart brands.
(10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch. Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF Host: Dylan Lewis Guests: Nick Sciple, Sanmeet Deo Producer: Ricky Mulvey Engineer: Dan Boyd
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