AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Brian McGough from Hedgeye on the (dismal) State of Retail
Yet Another Value Podcast
Nike Under Armor and Bullish Nike
Nike, Capri and RH are all more on the branded side than just your generic retailer. I love when companies invest through down cycles. Under Armour has done the exact opposite. They have this new CEO who just came in from one of the hotel chains. The only thing that would get me built up on Under Armour now is if either A, it was a $3 stock or B, if this person came out and said, no, we're going to cut our current operating profit margin.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode