The hosts discuss the impact of recent recalls on a company's revenue and speculate on its future. They also explore the business's shift towards digital offerings and highlight its subscription revenue growth.
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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