David Swartz and Jan Rogers Kniffen join the 360 Round to discuss retailers like Lululemon (LULU) and Macy’s (M). Jan thinks “we’re growing into a good start” for 2025, especially apparel retailers. David thinks Lululemon is overvalued, and that investors are being too hard on Macy’s. Jan doesn’t like Abercrombie & Fitch (ANF), which fell 17% yesterday, but agrees with David on Macy’s.
14 Jan 2025
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