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MB222: How is CrowdStrike's recovery going, why did Bath & Body works surge higher & How did Abercrombie turn around their brand?

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Manage episode 452208302 series 2834092
Contenuto fornito da Sam North. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Sam North o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Summary

In this episode, the hosts discuss the recent earnings reports of CrowdStrike, Bath and Body Works, and Abercrombie and Fitch. They analyse the recovery of CrowdStrike after a significant outage, the positive market reaction to Bath and Body Works' earnings, and the brand revival of Abercrombie and Fitch. The conversation also touches on consumer behaviour trends, the importance of earnings guidance, and the challenges faced by brands in adapting to changing market conditions.
Takeaways

  • CrowdStrike has recovered significantly since its July outage.
  • Bath and Body Works showed positive earnings, raising full-year guidance.
  • Abercrombie and Fitch has successfully rebranded and revitalized its image.
  • Consumer behavior is shifting towards smaller luxury items during economic uncertainty.
  • Earnings guidance plays a crucial role in market reactions to reports.
  • The lipstick index reflects consumer spending habits in tough times.
  • Retail brands must innovate to stay relevant in a competitive market.
  • Market volatility makes it challenging for brands to maintain consumer loyalty.
  • Abercrombie's turnaround offers lessons for struggling brands like Superdry.
  • Burberry faces challenges in regaining customer trust after significant declines.

eToro YouTube page

Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.
This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Digest & Invest by eToro is presented by our friends over at: fame.so
  continue reading

753 episodi

Artwork
iconCondividi
 
Manage episode 452208302 series 2834092
Contenuto fornito da Sam North. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Sam North o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Summary

In this episode, the hosts discuss the recent earnings reports of CrowdStrike, Bath and Body Works, and Abercrombie and Fitch. They analyse the recovery of CrowdStrike after a significant outage, the positive market reaction to Bath and Body Works' earnings, and the brand revival of Abercrombie and Fitch. The conversation also touches on consumer behaviour trends, the importance of earnings guidance, and the challenges faced by brands in adapting to changing market conditions.
Takeaways

  • CrowdStrike has recovered significantly since its July outage.
  • Bath and Body Works showed positive earnings, raising full-year guidance.
  • Abercrombie and Fitch has successfully rebranded and revitalized its image.
  • Consumer behavior is shifting towards smaller luxury items during economic uncertainty.
  • Earnings guidance plays a crucial role in market reactions to reports.
  • The lipstick index reflects consumer spending habits in tough times.
  • Retail brands must innovate to stay relevant in a competitive market.
  • Market volatility makes it challenging for brands to maintain consumer loyalty.
  • Abercrombie's turnaround offers lessons for struggling brands like Superdry.
  • Burberry faces challenges in regaining customer trust after significant declines.

eToro YouTube page

Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.
This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.
Digest & Invest by eToro is presented by our friends over at: fame.so
  continue reading

753 episodi

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