This chapter discusses Abercrombie and Fit's better-than-expected second quarter results, their shift in fashion trends, and how they are benefiting from the changing work environment. It also highlights their success in meeting customers' needs through an omnichannel experience and the positive impact on their inventory and gross margin numbers.
Abercrombie is back in vogue, but be careful chasing this cyclical business.
(00:21) Jason Moser and Dylan Lewis discuss:
- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions. - At all-time lows, is Peloton more interesting? - How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment.
Companies discussed: PTON, ANF
Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd
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