In short: The other apparel-brand recovery Burry references: "another clothing brand, well-known, and it's gone through a series of troubles in the past 10 years. People were giving up on the stock in 2022, and then it has this meteoric rise." Used only as evidence that a mismanaged-but-loved brand can re-rate: "this type of thing has happened before in other similar companies."
8:38Another one that he references is Ralph Lauren. Another clothing brand, well-known, and it's gone through a series of troubles in the past 10 years. People were giving up on the stock in 2022, and then it has this meteoric rise. So, this type of thing has happened before in other similar companies.
In short: The bright spot in a dispersed consumer-discretionary sector (+6% but "tremendous dispersion") — up 20% in Q2.
13:46All the cable stocks were down double digits. Consumer discretionary was a mixed bag. Yes, it was up 6%, but there was tremendous dispersion. Ralph Lauren was up 20%. Royal Caribbean was up 17% as it rebounded from its war correction. By contrast, Domino's continues to suffer from the low-end consumer pulling back. The stock was down 20%.
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