Best strategic move from a struggling retailer or if you want to just go best strategic move that you saw in retail this year, that's okay too.
Speaker AAnd why don't you go first this time?
Speaker BMine was Kohl's and Babies R Us.
Speaker BI think if something's going to help bring a younger demographic into Kohl's, like you've already got them coming for Sephora and I think Babies R Us and creating a baby registry for Kohl's shoppers, I think that was, that was a smart move.
Speaker BWe don't have any data on what kind of lift that's providing yet from what I could tell, but I, I'm excited to look to that in 2025 and see if that's been helping bring more people into the stores and into Kohl's online properties.
Speaker AAwesome.
Speaker AAwesome.
Speaker AThat's a good pick.
Speaker AYeah, we've always been, always been curious to see what impact that's going to have.
Speaker AYeah, like you said, we haven't seen any yet.
Speaker AMine, actually, real quick, was she in the Children's Place?
Speaker AI love that move.
Speaker AI think it's a different distribution point for Children's Place and one that also potentially changes the economics of your DTC model long term and particularly in a category where delivery speed just isn't that important to you.
Speaker AAnd so I think that's an option that a lot more people should start to take a look at here and it honestly could be a threat to a lot of retailers should it start to take off as that option.
Speaker ABut David, what about you?
Speaker CSo mine's the non traditional retailer, but Carvana.
Speaker CSo in 2022, the company stock had dropped 99% and there was a lot of talk that they were going to go bankrupt.
Speaker CSo since pretty low 99% rebounded from a low of $4 and now it's $230.
Speaker CAnd the strategy behind the turnaround was streamlining and cutting costs.
Speaker CIt was improving customer experience.
Speaker CAnd then the last thing is they got smart and they went into ancillary services.
Speaker CSo financing vehicle auctions.
Speaker CThey just expanded the business model and they've rebounded.
Speaker CI mean, in a pretty darn impressive way.
Speaker AYeah, that's a great pick.
Speaker AWow.
Speaker AYeah, kind of off the radar screen for us too here at the show.
Speaker AAll right, Chad, what about you?
Speaker DAll right.
Speaker DI had to redefine the category for David.
Speaker DSo this is.
Speaker BYou guys are just adding.
Speaker AThis is.
Speaker BI love how you're just taking it into your own hands.
Speaker BThe Omnis will be the A and Ms.
Speaker BAnd Chris and I will be the guests.
Speaker BYes.
Speaker BI love this.
Speaker BKeep going.
Speaker AThat envelope looks like the end of the Departed too, where he, like, scrapes out his name or whatever, you know, if you know that reference.
Speaker DBut anyways, best strategy from a rebounding retailer.
Speaker ARebounding retailer to it.
Speaker AOkay.
Speaker DOkay.
Speaker DAnd we.
Speaker DWe've talked about this one already, so no need to.
Speaker DTo mine it too much deeper.
Speaker DBut.
Speaker DBut it is Abercrombie and rebounding because they are coming off obviously a really good 23 as well.
Speaker DThey were up 16% last year, up another 12 to 13% this year.
Speaker DWe talked about kind of abandon, abandoning the legacy image and, you know, now creating, you know, accessible product designs.
Speaker DFeel good marketing from America's most hated retailer to being cool and hot again.
Speaker DAnd obviously the fashion retail market's not posting those numbers overall.
Speaker BWell, I can't disagree with that one.
Speaker BThat's a good call.
Speaker BI think.
Speaker BAbercrombie, like I said, just go.
Speaker BGo give it a visit, people.
Speaker BGo check it out and see why.
Speaker BWhy it's been so talked about in today's award show.