Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track. (00:14) Nick Sciple and Dylan Lewis discuss: - Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity. - Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo. - The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers. (15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters. Companies discussed: ANF, LULU, ATZAF, ALL. Host: Dylan Lewis Guests: Nick Sciple, Mary Long, Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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“What did the council decide on item 42?” — answered with the speaker and the moment.