This chapter delves into the pending acquisition of fashion brand Ragenbone by Guests, as Guests seeks to go private and expand its market presence. The discussion revolves around the strategic motivations behind the deal, the unique market positioning of both brands, and the potential impact on the denim business and supply chain relationships.
Getting into the jeans business is harder than it may seem.
(00:13) David Meier and Deidre Woollard discuss:
- Chewy’s customer growth problem.
- If Chewy is the future of veterinary care.
- The picks and shovels play behind sports betting.
(14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.
Companies discussed: CHWY, SRAD, GES, GAP
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Host: Deidre Woollard
Guests: David Meier, Mary Long, Lauren Sherman
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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