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
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