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the white lotus collaboration with banana republic is phenomenal.ft, 24 piece collection in partnership with white lotus, which is such a good collaboration for banana republic. i mean, it really speaks to the modern explorer position. it's great product. and as you know, jim, i mean, you've been you've been in our stores, we've been leaning into classes, leaning into more precise assortments. we've been focusing on fit, we've been rebuilding trust. and how exciting was it to see that all start to take hold with fourth quarter comps in banana up 4% and market share gains, we are really excited with the future potential of that brand. >> a lot of people talk about their team and i it kind of eyes glaze over. it can't hear because you talk about getting your team there, getting out of their comfort zone. what does that mean for the brand and for your numbers? well, first of all, you know. >> i've talked about that a lot with our team and we are getting comfortable being uncomfortable. you know, today what's certain is uncertainty. and so a resilient o
the white lotus collaboration with banana republic is phenomenal.ft, 24 piece collection in partnership with white lotus, which is such a good collaboration for banana republic. i mean, it really speaks to the modern explorer position. it's great product. and as you know, jim, i mean, you've been you've been in our stores, we've been leaning into classes, leaning into more precise assortments. we've been focusing on fit, we've been rebuilding trust. and how exciting was it to see that all start...
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Mar 6, 2025
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the gap's valuation, which includes banana republic struggling to top $10 billion since 2019, even gettingd revival being orchestrated by its new ceo, former mattel exec richard dixon who's leaning into music and celebrities, like this ad from last year. >> we've seen a recovery in all four of the brands. >> yeah. >> is gap culturally relevant again? >> we've made a lot of progress. >> reporter: in a bold move, dixon bringing in zac posen as his create of director. >> he's a cultural speaker who's been around for over 20 years, incredible connections. >> reporter: the style director for women's wear daily saying the gap could have its moment. >> there is a complete authenticity obsession right now. they really resonate as a true heritage legacy brand. and people want authenticity. >> reporter: and the gap isn't the only brand riding the wave of '90s nostalgia. ralph lauren. >> reporter: for now, the present looks a lot move like the past. >> yeah, it does. i so regret giving away some gap leather jackets that i had from back then. oh! our thanks to even forst david takes prevagen for his b
the gap's valuation, which includes banana republic struggling to top $10 billion since 2019, even gettingd revival being orchestrated by its new ceo, former mattel exec richard dixon who's leaning into music and celebrities, like this ad from last year. >> we've seen a recovery in all four of the brands. >> yeah. >> is gap culturally relevant again? >> we've made a lot of progress. >> reporter: in a bold move, dixon bringing in zac posen as his create of director....
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Mar 10, 2025
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i do not want saks, i do not want banana republic. i do not want those stores here. >> reporter: but there are practical concerns as well. not every business is right on the plaza. she is worried about what could happen to those locations if there is a severe downturn in the economy. >> they won't get any foot traffic beyond the plaza. what happens if you have these restrictions that will remain empty? and so that's my concern still, that they will be down the road, all of those things could happen to us, and they have. >> reporter: with the provision that exceptions could be made if they decide it is in the best interest of the city. while it is the principal right now, it is not exactly written in stone. >> the good news about the ordinance, this is what i have been told, and we could change it, right? and if it doesn't work, we could also change the ordinance. >> and coming up, the first total lunar eclipse in years will appear thursday night. we'll have the detail the and unfortunately darren will have the forecast. >>> ask just l
i do not want saks, i do not want banana republic. i do not want those stores here. >> reporter: but there are practical concerns as well. not every business is right on the plaza. she is worried about what could happen to those locations if there is a severe downturn in the economy. >> they won't get any foot traffic beyond the plaza. what happens if you have these restrictions that will remain empty? and so that's my concern still, that they will be down the road, all of those...
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Mar 6, 2025
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banana republic posting the surprise gain two i spoke briefly with ceo richard dickson and cfo katrinanlike other retailers, o'connell said the unseasonably cold february did cause the quarter to get off to a bit of a slow start, but as the weather normalized, gap was pleased with what they've started to see in the business, then that quarter to date, trends are embedded in this outlook that we just got so good. dickson says that gap sources 10% of its product from china, and then less than 1% from mexico and canada combined. so the impact of 20% tariffs on china and 25% on mexico and canada is also in this guidance. while he wouldn't detail exactly if prices will increase, he did say, quote, our goal ultimately is to minimize the impact to the consumer, no matter what the cost inputs are across the business. and that call is still ongoing. melissa. they've yet to get to the q and a. it might have just started here, so maybe we'll get some more detail then. back over to you. >> karen, you got a question. >> yeah. so the guidance right. you said why not be soft on guidance? everybody el
banana republic posting the surprise gain two i spoke briefly with ceo richard dickson and cfo katrinanlike other retailers, o'connell said the unseasonably cold february did cause the quarter to get off to a bit of a slow start, but as the weather normalized, gap was pleased with what they've started to see in the business, then that quarter to date, trends are embedded in this outlook that we just got so good. dickson says that gap sources 10% of its product from china, and then less than 1%...
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and canada and mexico combined and that's good news and brand specifically gap, old navy and banana republic doing well. stuart: good year tire, that was the first stock i ever bought lauren: was it? stuart: yes, and in hong kong when i was living there through the merrill lynch office. lauren: first stock is a company you like or admire. stuart: i walked in and got aheld of a guy and said where do i invest? he said good year. lauren: did you make money right away? stuart: i don't remember. lauren: do you still own it? stuart: no. lauren: td co-hen initiates cover to buy going to $14 and rebound and turn around under new ceo mark stuart that started in january. stuart: lauren: in a deal with quanta computer and speeding up the development of super conducting kwan toe computing. stuart: i'm sure you understand it. lauren: it's super electronic circuits. stuart: nicely read. lauren: no follow ups, please, no follow ups. stuart: absolutely not. coming up, tourism industry begins to cancel vacations in america. find out the truth behind that. the premier of ontario harsh words for trump announci
and canada and mexico combined and that's good news and brand specifically gap, old navy and banana republic doing well. stuart: good year tire, that was the first stock i ever bought lauren: was it? stuart: yes, and in hong kong when i was living there through the merrill lynch office. lauren: first stock is a company you like or admire. stuart: i walked in and got aheld of a guy and said where do i invest? he said good year. lauren: did you make money right away? stuart: i don't remember....
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this is how you create a banana republic by throwing federal law enforcement out the window. maria: exactly, meanwhile cheryl another ice operation was leaked this time in northern virginia agents had a rate plan for today and tomorrow detail set to be posted by reporter a migrant activist group also repeating the details on social media then telling illegal migrants what not to do if they me an ice age and, they write this do not open the door without a warrant signed by a judge, do not sign anything, do not show any id from a foreign country. >> trump derangement syndrome again is happening in this is why the problem were seeing this in los angeles there putting the lives of our officers on the line and in danger, not just in the sanctuary cities but at the southern border and that's what we need more protection, technology and workforces because pete hegseth has committed more to the southern border as far as personnel. back to the sanctuary city, is the easiest answer it is progressive policy that have derailed the cities and all the mayors and democratic mayors have to h
this is how you create a banana republic by throwing federal law enforcement out the window. maria: exactly, meanwhile cheryl another ice operation was leaked this time in northern virginia agents had a rate plan for today and tomorrow detail set to be posted by reporter a migrant activist group also repeating the details on social media then telling illegal migrants what not to do if they me an ice age and, they write this do not open the door without a warrant signed by a judge, do not sign...
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old navy, one of the big brands from gap, they also have gap and banana republic, grew 3%.t. so you're -- quarter which was flat. you're starting to see some growth in the company and, again,less than 10% of their sources come from china. so maybe more insulated from tariffs. stuart: hewlett-packard. now, they announced some job cuts, i think. normally when a company cuts jobs, do stock dose up -- the stock goes up or stabilizes. why is hewlett-packard down? >> they're cutting from a position perhaps maybe of weakness, not strength. 2500 jobs, that's about 5 of the work force, and they're -- 5% -- and they're sliding on a future forecast of weak earnings that they are guide canning out. they had to do some extensive discounting given the number of higher than expected inventory that they had for a lot of these a.i. servers due to the shift in timing from nvidia with the blackwell cheaps. so -- chips. so, again, they just hadn't been able to manage that inventory and now discounting to get it out the door. stuart: okay, got it. i remember when walgreens was an absolute giant
old navy, one of the big brands from gap, they also have gap and banana republic, grew 3%.t. so you're -- quarter which was flat. you're starting to see some growth in the company and, again,less than 10% of their sources come from china. so maybe more insulated from tariffs. stuart: hewlett-packard. now, they announced some job cuts, i think. normally when a company cuts jobs, do stock dose up -- the stock goes up or stabilizes. why is hewlett-packard down? >> they're cutting from a...
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the parent company behind old navy, banana republic and its namesake saw comparable sales grow 3% year-over-yearll year, the retailers expecting the sales to be "flat-to-up" slightly due to the pending trump tariffs. all right demand for nvidia's new chips, the blackwells, massive but if you can't get your hands-on the black well chips, one tech company might be your saving grace. it's teaming up with the a.i. darling and just shipped its first grace blackwell system. hewlett packard enterprise ceo antonio nari joins us next to tell us how the top tech partnership is playing out, and why the stock is falling dramatically today. the "clayman countdown" is coming right back. that's why at fisher investments, we keep a disciplined approach with your portfolio, helping you through the market's ups and downs. (husband) what about communication? (fisher investments) we check in regularly to keep you informed. (wife) which means you'll help us stay on track? (fisher investments) yes. as a fiduciary, we always put your interests first. because we do better when you do better. at fisher investments, we'r
the parent company behind old navy, banana republic and its namesake saw comparable sales grow 3% year-over-yearll year, the retailers expecting the sales to be "flat-to-up" slightly due to the pending trump tariffs. all right demand for nvidia's new chips, the blackwells, massive but if you can't get your hands-on the black well chips, one tech company might be your saving grace. it's teaming up with the a.i. darling and just shipped its first grace blackwell system. hewlett packard...
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Mar 7, 2025
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you've got a gap up seven a banana republic up for old navy up three.ome cases. gap the flagship more than double i know a lot of people say well wait a second. is it going to make any money. the tariffs only 11% of his goods are made between mexico and china. this man has taken this company, came on first and said, listen, i got to fix the balance sheet. well, he sure has. he's got 2.6 billion in cash, got a 3% yield. this deserves to trade much higher. somehow it dropped. if you take a look at a chart of about maybe three months you'll see this thing is just just cascaded lower for absolutely no reason whatsoever. this is the stock to buy in retail. all right i want to own costco which shouldn't be down i want to own tj, tjx and i want to own this one. and i've got to tell you, david, i think the. term oh man. >> i got. >> bad news. >> but i don't know what. >> to say. >> i can't hear a word. >> you're saying. >> that's all right. >> don't die down. >> we can. >> we can let carl talk. tell us about the opening bell here. >> atlanta could be taking sha
you've got a gap up seven a banana republic up for old navy up three.ome cases. gap the flagship more than double i know a lot of people say well wait a second. is it going to make any money. the tariffs only 11% of his goods are made between mexico and china. this man has taken this company, came on first and said, listen, i got to fix the balance sheet. well, he sure has. he's got 2.6 billion in cash, got a 3% yield. this deserves to trade much higher. somehow it dropped. if you take a look...
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Mar 7, 2025
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it exceeded sales estimates and saw strong results in its namesake brand along with old navy, banana republict did report an unexpected decline in the athleisure brand. . the results indicate the ceo's turnaround plan is paying off. elsewhere, goldman sachs is pushing managers to move away from expensive office locations. job informally by some as project wage, the aim is to drive down costs and -- project voyage, the aim is to drive down costs. the bank telling managers in new york and london to relocate to dallas or south lake city or risk losing their job. and that's your brief. jonathan: more from dani a little bit later on. five years ago, it would be like oh no, doubt send me. i love new york. five years later, i just wonder how many people would take that. lisa: big house, go skiing. jonathan: right? lower taxes. lisa: exactly. jonathan: up next, biden data. >> you are looking at dated that is biden data. do not try to besmirch my president trump with biden's nonsense. >> the biden economy, the biden jobs market was way worse than markets.. jonathan: we will catch up with sarah house f
it exceeded sales estimates and saw strong results in its namesake brand along with old navy, banana republict did report an unexpected decline in the athleisure brand. . the results indicate the ceo's turnaround plan is paying off. elsewhere, goldman sachs is pushing managers to move away from expensive office locations. job informally by some as project wage, the aim is to drive down costs and -- project voyage, the aim is to drive down costs. the bank telling managers in new york and london...
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Mar 5, 2025
03/25
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others believe they are above the law, a rationalization to leaders of a political coup in a banana republic. let me repeat that quote from president trump. quote, he who saves his country does not violate any law, close quote. these efforts to intimidate judges and undermine the rule of law do not stop with these statements. the speaker of the house said he agrees with vice president vance and urged the courts to, quote, take a step back, close quote. three members of the house of representatives have introduced articles of impeachment against federal judges simply because they rule against the trump administration. these remarks that i've quoted are not only wrong, they are constitutionally dangerous. and they pose a serious threat to our constitutional order and the separation of powers. since the supreme court's landmark marbury v. madison decision in 1803, there has been a broad bipartisan consensus throughout our history that in the words of chief justice marshal, and i quote, it is emphatically the province and duty of the judicial department to say what the law is, close quote. when
others believe they are above the law, a rationalization to leaders of a political coup in a banana republic. let me repeat that quote from president trump. quote, he who saves his country does not violate any law, close quote. these efforts to intimidate judges and undermine the rule of law do not stop with these statements. the speaker of the house said he agrees with vice president vance and urged the courts to, quote, take a step back, close quote. three members of the house of...