Welcome to Industry Focus, the podcast that dives into a different sector of the stock market each day.

It's Tuesday, March 5th, and we're talking consumer goods.

I'm your host, Jason Moser. Jo joining me in the studio via Skype is

Asit Sharma. Asit again how's everything?

Everything's great on my end.

Had a really chilly morning here in Raleigh so I'm looking for a really hot discussion today to warm up these old bones.

Well I think we have a couple of things that should warm you up.

Today's

decision to make another go of it as a publicly traded company.

But first, we're actually going to talk about another well known

an already publicly traded retailer that's considering breaking up with itself.

Yeah, we're talking about Gap. Gap, the retailer known for brands like Gap,

an Old Navy, Banana Republic, and Athleta, has decided to spin off the

old Navy business and become two separate companies.

Late last week, I said we got a tweet from a listener at Death Strip Mall.

It's a pretty cool tag, I gotta say.

But he asked, he said, can you help me understand how Gap creates value for itself

by spinning off Old Navy.

Won't Gap be less valuable without one of its best assets?

And, you know, I could have gone into the weeds last week,

Osset and answered that question, but you know what? Hey, listen,et, and answered that question.

But you know what?

...