Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.

(00:14) Nick Sciple and Dylan Lewis discuss:

- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.

- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.

- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.

(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.

Companies discussed: ANF, LULU, ATZAF, ALL.

Host: Dylan Lewis

Guests: Nick Sciple, Mary Long, Asit Sharma

Engineers: Rick Engdahl

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