Neil Freiman

He said, as consumers are, I would say, dressing up more than they still wanted to do it in a way that feels good and is more comfortable.

And we heard that very loudly from our customers when we were developing denim.

Maybe denim threads that needle between looking presentable but also feeling okay in your pants.

Well, they would say, look at our track record.

We have done a very good job at expanding into new categories.

In 2020, they launched a menswear line, which they hadn't.

It was just women's focus for their entire history.

That's now a $300 million business accounts for 30% of their entire sales.

And then the scrub line, which grew to $75 million in sales in just over two years, it's expected to pass $100 million this year.

And they say that this these new lines are great entry points to get people back into their core offerings.

The company says that over 50% of people who buy scrubs within the first 90 days

move into and buy athleisure.

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