Underpants Armageddon
Barron's Streetwise
Barron's
4.7 • 1.6K Ratings
🗓️ 5 April 2024
⏱️ 24 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The Capital Ideas Podcast now has a new monthly edition hosted by Capital Group CEO Mike Gittlin. |
| 0:05.7 | Investment professionals reveal their best mentors, how they find their next great idea, |
| 0:10.0 | and a few funny stories. Subscribe wherever you get your podcast, |
| 0:13.4 | American Funds Distributors, Inc. |
| 0:16.6 | Today what happened, remember, they've got a large chunk of their business in Europe, |
| 0:22.1 | about 45, 50% of the business big so most exposed |
| 0:25.5 | European apparel company we cover Europe's tough. |
| 0:31.0 | Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe. |
| 0:35.0 | And the voice you just heard is Ike Barachov. |
| 0:37.5 | He's an analyst at Wells Fargo Securities covering apparel including PVH. That's the company that makes Calvin Klein. |
| 0:45.6 | Its shares were down 22% on Tuesday of this past week. |
| 0:50.9 | Shares of Haines brands were pulled 11% lower at the same time. Is this a case of |
| 0:56.9 | underpants arm... Jackson, give me a little echo effect here. I want folks to take me seriously. |
| 1:04.0 | Yeah, yeah, I gotcha. |
| 1:06.0 | Underpants Armageddon. |
| 1:08.0 | Armageddon. Armageddon, Armageddon, Armageddon, Armageddon, Armageddon, |
| 1:11.0 | Armageddon, Armageddon, Armageddon, |
| 1:12.0 | that's our echo effect. |
| 1:14.0 | Budget cuts. Listening in is our audio producer Jackson. Hi Jackson. Hi Jackson. |
| 1:27.0 | Hi Jackson. |
| 1:28.0 | Hi Jack. It's not just underpants Armageddon. There are other clothing items involved. For one thing, PVH also has the Tommy |
| 1:37.1 | Hillfinger brand. There's no N, it's not Tommy Hillfinger. It's Tommy Hillfinger. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Barron's, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Barron's and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.