Why Abercrombie & Fitch’s Stock Exploded Faster Than Nvidia’s | WSJ Case Study

Many thought Abercrombie & Fitch was over after years of declining sales and fast fashion competition from companies. But now, the retail company is one of the fastest growing stocks, beating out Nvidia in growth in the year dominated by AI.

WSJ breaks down Abercrombie’s turn-around playbook used to rebrand the retailer in a challenging and declining market.

Chapters:
0:00 Abercrombie’s fall
0:55 New leadership and tactics
2:38 Transformation and growth
7:28 Industry impacts

#Abercrombie #Retail #WSJ

[TheDarkrebel]

Good quality clothes WITHOUT Logos that’s the key 😭stop putting logos on everything

[RaymondcrawRaymondCrawley]

Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is up (39.62%). Thanks for the education!

[aminadiouf]

Most of the voices we hear are from A&F representatives directly, the criticism added together is mere seconds, none of the points A&F make are argued. This could honestly be an ad for this company.

[larrypaul-cwnk]

The most significant lesson I gained from the stock market in 2024 is that uncertainty prevails, emphasizing the importance of humility. Adhering to a long-term strategy with a competitive edge is key

[tmer]

I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .

[mysnapple]

That $7 fee for "each" return of clothe you don't like definitely helps with the margin.

[PipSqueekerrr]

this irony here is that if Abercrombie reverted back to their original y2k era line they'd corner the gen z market.

[pedroluisvn]

Where’s the nvidia/stock discussion please 😭

[june]

As a teenager, I used to hate walking by A&F and Hollister because they used to spray the store with awful cologne/perfume that was so strong, it was gross. Never thought I'd be back into these stores in my 30s.

[hildredscali]

Just hearing about these two for the first time. How about short term say about 6 months to a year, if one wanted to start investing, do you think they would be good options to start with?

[yourhollywooddream]

So what did they decide to do with Hollister to make it different?

[xlingdai]

is it a PR video cooperated with A&F?

[AdmiralBonetoPick]

Amusing hearing the CEO being coy about their product quality / "sourcing". In other words, they don't want to name the specific Chinese factory making products for them, a) so the customers don't realise it's made in China; and b) so that their competitors don't place orders from the same factory.

[arashkordi]

Well, the teenagers grew up, became adults with lots of $$$ in their pockets and able to buy a brand they knew from before. Genius. No new to the strategy, just deeper pockets from the working adult consumer.

[wheressteve]

That CEO guy is only 8 plastic surgeries away from perfection.

[alvinantonio]

Loved A&F during the early 2000’s, love them even more now!!!!

[AdamWrightfool]

I moved from Tampa to Santa Clara a few months ago and I’m thinking of purchasing a single family home there, but with real estate prices currently through the roof, is it still a good idea to buy a home or should I invest in stocks for now and just wait for a housing market correction? Looks like NVDA, TSM and AMD and AVGO are strong buys this week.

[TheDarkrebel]

Gen z isn’t in their teens we’re in our twenties and we like Abercrombie 😭

[ernestwong]

I agreed that this is just another advertising rather than the real situation of A&F, also the fact doesn't lie, I don't see A&F on or off line, the store itself is mostly empty when I pass by. Honestly, personally, I don't consider this brand when I go shopping and I do shop a

[overhansable]

You know people and the whole economy is absolutely cooked when "making decent products" becomes a "new" strategy...