meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

Not Your Older Cousin’s Abercrombie

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 23 August 2023

⏱️ 19 minutes

🧾️ Download transcript

Summary

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  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

I'm Dylan Lewis and I'm joined over the airwaves by Motley Fool Analyst Jason Moser, Jason.

0:25.0

Thanks for joining me.

0:26.0

Hey hey, thanks for having me.

0:28.0

We've got to run down on Peloton's woes and the story behind Abercrombie's latest

0:32.0

resurgence.

0:33.0

Jason, we're going to start with the fitness company.

0:35.0

Peloton shares down 20% after the company reported its fiscal fourth quarter results.

0:40.0

What drove the dive here?

0:42.0

Well, I mean, it's a few things.

0:45.0

It certainly feels like things are poised to get worse for the company before they get

0:51.0

better.

0:52.0

Certainly, I think we all hope that they do eventually get better.

0:56.0

It does feel like the overarching theme with this company right now is that management

1:00.0

just doesn't have a firm grasp on the business yet, right?

1:04.0

It's a business that's dealing with a lot of challenges all at once.

1:08.0

But you got to doff the cap, right?

1:10.0

They are trying.

1:11.0

I mean, right now, I'd say the stock, it's kind of a coin flip right now as to whether they're

1:15.0

actually able to pull this off.

1:17.0

Because even they admit there's no real north star for modeling any type of reliable outcome

1:22.0

in regard to the business because there's so many variables in play right now.

1:26.0

So I think there is just still a tremendous amount of uncertainty.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.