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“What makes us feel good? Olive Garden, country music, Applebee's is booming, you know, Banana Republic is having the best year in probably decades.”
@Invest Like the Best
Comfort and nostalgia brands are booming as fearful consumers clamor for what feels safe.
DRILONG@ $220.45
$205.91-6.59%
since call Jul 1
“Banana Republic is having the best year in probably decades.”
@Invest Like the Best
Banana Republic is having its best year in decades on the nostalgia-comfort wave.
GAPLONG@ $21.46
$19.62-8.57%
since call Jul 1
“It's not over. They're doing just fine. Now, the Street are still working on the thesis of that story from 2020. Nothing has shifted Wall Street's views or…”
@Invest Like the Best
Victoria's Secret is fine while Wall Street still works the dead-brand thesis from 2020.
VSCOLONG@ $18.77
$54.98+192.86%
since call Jul 1
peak +193.2%
“these larger closed networks with 1,000 members or a million members, but it's closed, um, they have, they have a lot of power. I think Reddit is emerging as…”
@Invest Like the Best
The individual voice keeps gaining power over institutions in a post-truth, AI media world.
RDDTLONG@ $148.50
$137.64-7.32%
since call Jul 1
peak +35.9%
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