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Show Notes
Likefolio’s Andy Swan sees Hollister propping up Abercrombie & Fitch (ANF) ahead of earnings Wednesday morning. He shares consumer sentiment data and talks about ANF’s journey from cool to uncool to cool again. Andy chalks up some of the new enthusiasm to a deep sense of cultural nostalgia for pre-smartphone times, and thinks that “athleisure is played out,” leaving room for a denim comeback.
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