CG: Revenge of the Lifestyle Stocks
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 27 October 2020
⏱️ 39 minutes
🧾️ Download transcript
Summary
YETI, Dick’s, Thor Industries… Investors were only lukewarm on these stocks last year. But COVID has changed everything. Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss these three diverse companies and answer the inevitable question of what happens when life returns to normal for each company.
Stocks: YETI, DKS, THO
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods. |
| 0:19.0 | Wildcar! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.2 | Welcome to Industry Focus. Today is Tuesday October 27th and I'm your host Emily Flippin. |
| 0:33.2 | Today I am joined by Motley Fool Guru Asset Sharma |
| 0:36.7 | as we discuss three of the hottest lifestyle stocks |
| 0:39.8 | on the market today, and think about what |
| 0:42.2 | their businesses could be like in a post-Covid world. |
| 0:44.8 | Ausset, thank you for joining again. |
| 0:46.8 | Thanks a lot for having me, Emily, really excited and confused to be discussing lifestyle stocks. |
| 0:55.0 | Not really. |
| 0:56.6 | It's COVID-19, we should have been ready for this. |
| 1:00.4 | I have to be honest when you sent me the pitch for this episode. I almost felt like you should have included a trigger warning with it because the first stock we're going to talk about as part as this lifestyle basket. It triggers me as a millennial, you know, I can use that term. I am triggered by this |
| 1:16.6 | company. I fair to say I have not maybe had the most wonderful past with my analysis of this company, but I'm interested to hear your opinion and your take on it. |
| 1:27.0 | Well, Emily, before we hop into your story, I should say industry focus is a safe space for you so we can talk about this with our |
| 1:34.9 | friends. We'll get through this. I'm eager to hear this story. |
| 1:40.3 | I'm eager to tell it. It doesn't paint me in the best light, but I'll say it anyway. |
| 1:44.4 | The company we're going to talk about first is YETI. And our listeners may be familiar with this |
| 1:50.0 | company just from a consumer perspective if not from a stock perspective because they make really |
| 1:56.9 | popular coolers and tumblers they are a lifestyle brand associated with the outdoorsy nis, let's say. |
| 2:06.0 | So if you're going for a fishing trip, you're going for a picnic, you may include some |
| 2:10.5 | Yeti products in that experience. |
... |
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