Speaker A

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 A

And why don't you go first this time?

Speaker B

Mine was Kohl's and Babies R Us.

Speaker B

I 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 B

We 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 A

Awesome.

Speaker A

Awesome.

Speaker A

That's a good pick.

Speaker A

Yeah, we've always been, always been curious to see what impact that's going to have.

Speaker A

Yeah, like you said, we haven't seen any yet.

Speaker A

Mine, actually, real quick, was she in the Children's Place?

Speaker A

I love that move.

Speaker A

I 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 A

And 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 A

But David, what about you?

Speaker C

So mine's the non traditional retailer, but Carvana.

Speaker C

So in 2022, the company stock had dropped 99% and there was a lot of talk that they were going to go bankrupt.

Speaker C

So since pretty low 99% rebounded from a low of $4 and now it's $230.

Speaker C

And the strategy behind the turnaround was streamlining and cutting costs.

Speaker C

It was improving customer experience.

Speaker C

And then the last thing is they got smart and they went into ancillary services.

Speaker C

So financing vehicle auctions.

Speaker C

They just expanded the business model and they've rebounded.

Speaker C

I mean, in a pretty darn impressive way.

Speaker A

Yeah, that's a great pick.

Speaker A

Wow.

Speaker A

Yeah, kind of off the radar screen for us too here at the show.

Speaker A

All right, Chad, what about you?

Speaker D

All right.

Speaker D

I had to redefine the category for David.

Speaker D

So this is.

Speaker B

You guys are just adding.

Speaker A

This is.

Speaker B

I love how you're just taking it into your own hands.

Speaker B

The Omnis will be the A and Ms.

Speaker B

And Chris and I will be the guests.

Speaker B

Yes.

Speaker B

I love this.

Speaker B

Keep going.

Speaker A

That 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 D

But anyways, best strategy from a rebounding retailer.

Speaker A

Rebounding retailer to it.

Speaker A

Okay.

Speaker D

Okay.

Speaker D

And we.

Speaker D

We've talked about this one already, so no need to.

Speaker D

To mine it too much deeper.

Speaker D

But.

Speaker D

But it is Abercrombie and rebounding because they are coming off obviously a really good 23 as well.

Speaker D

They were up 16% last year, up another 12 to 13% this year.

Speaker D

We talked about kind of abandon, abandoning the legacy image and, you know, now creating, you know, accessible product designs.

Speaker D

Feel good marketing from America's most hated retailer to being cool and hot again.

Speaker D

And obviously the fashion retail market's not posting those numbers overall.

Speaker B

Well, I can't disagree with that one.

Speaker B

That's a good call.

Speaker B

I think.

Speaker B

Abercrombie, like I said, just go.

Speaker B

Go give it a visit, people.

Speaker B

Go check it out and see why.

Speaker B

Why it's been so talked about in today's award show.