CG: Should You Invest in Blue Jeans?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 26 November 2019
⏱️ 39 minutes
🧾️ Download transcript
Summary
Jeans have been a staple in American fashion for decades, maintaining their prominence despite constant changes in style and fashion. This year we’ve seen a number of denim-focused companies come to market, with an IPO of Levi’s as well as spinoffs of Kontoor Brands (maker of Wrangler and Lee jeans) from VF Corp and Madewell from J.Crew. Motley Fool contributor Asit Sharma joins the show to break down the economics of the jeans business, challenges, growth opportunities, and more!
Stocks Mentioned: LEVI, KTB, Madewell (ticker not yet assigned)
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| 0:00.0 | Thanks to Quip for supporting Industry Focus. |
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| 0:10.1 | you'll get your first refill free. |
| 0:18.0 | Welcome Industry Focus, the podcast that dives into a different sector of the stock market every day. Today is Tuesday, November 26th, and we're talking Jeans. |
| 0:22.0 | I'm your host, Nick Saipipo and today I'm joined by |
| 0:23.3 | Molly full contributor Osset Sharma via Skype. How's it going Osset. Well it's going |
| 0:27.9 | very well and I'm very excited to talk Denham with you today Nick. Yeah Yeah, just for our listeners to note, we're pre-recording this episode on October 29th, |
| 0:37.0 | some facts may have changed between now and then. |
| 0:39.0 | But yeah, really excited to talk about Denham and jeans. I mean when you think about |
| 0:44.0 | fashion there's really not a lot of articles of clothing or pieces of fashion that |
| 0:49.2 | really have the staying power that jeans have and they've really you know in the past year really picked up |
| 0:54.3 | some attention of Wall Street so you know genes were invented in the 1880s by |
| 0:58.8 | Levi Strauss and Jacob W Davis and since then as I said they become a fixture in American fashion really |
| 1:04.1 | ramping up in popularity in the 1950s after James Dean wore them and rebel without a |
| 1:08.8 | cause but they are just fashion their big business and as I mentioned over the past year, they've really caught Wall Street's eye. |
| 1:15.7 | Levi Strauss I P. Oed earlier this year. |
| 1:18.8 | We've seen spin-offs of Contour Brands, who's the maker of Wrangler and Lee Jeans away from VF Corp and we've seen a spinoff of Madwell from J crew. |
| 1:27.0 | Osset just off the top why is there all this interest from Wall Street and jeans all the sudden? |
| 1:32.0 | It's an intriguing question, isn't it? |
| 1:34.9 | You notice the market has gradually crested ever since the Great Recession. |
| 1:40.7 | The IPO market has become more and more intense and you see these very valuable |
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