I think there was a lot of interest in this idea that no one's going to work out at the gym again. The thing I'm most excited about is smaller hardware offerings that offer comprehensive digital analytics software. Things like Fight Camp, which offers a standing heavy bag, have an ability to track your punches and calories. Those kinds of things might do us.
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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