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Show Notes
Just in time for Black Friday, Lauren and BMO analyst Simeon Siegel venture to the suburbs to understand what’s really happening at Abercrombie & Fitch and Gap. They also discuss the fate of Michael Kors and Coach now that the prospect of a Tapestry-Capri merger is behind us, and then they dig into the generic DTC brand Quince, which sells $40 cashmere sweaters for babies. Finally, Simeon offers an update on how the American consumer is feeling this holiday season.
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