So much in life is about timing. The same goes for short ideas. We review a recent pitch by Berna Barshay of Viola Capital Management, LLC that argues that Ralph Lauren's chic look is passé with younger shoppers, and that the stock's recent rise is unearned. Is it a question of the right fashion or the right timing? We discuss. Topics covered: 2:55 minute mark - Recapping the short thesis - sales in the off-price channel and loss of millennial foothold.<br />6:30 - Looking closer at the generational issue for R<br />Learn more about your ad choices. Visit megaphone.fm/adchoices

So much in life is about timing. The same goes for short ideas. We review a recent pitch by Berna Barshay of Viola Capital Management, LLC that argues that Ralph Lauren's chic look is passé with younger shoppers, and that the stock's recent rise is unearned. Is it a question of the right fashion or the right timing? We discuss. Topics covered: 2:55 minute mark - Recapping the short thesis - sales in the off-price channel and loss of millennial foothold.6:30 - Looking closer at the generational issue for RLearn more about your ad choices. Visit megaphone.fm/adchoices

So much in life is about timing. The same goes for short ideas. We review a recent pitch by Berna Barshay of Viola Capital Management, LLC that argues that Ralph Lauren's chic look is passé with younger shoppers, and that the stock's recent rise is unearned. Is it a question of the right fashion or the right timing? We discuss. Topics covered: 2:55 minute mark - Recapping the short thesis - sales in the off-price channel and loss of millennial foothold.<br>6:30 - Looking closer at the generational issue for R<br>Learn more about your ad choices. Visit megaphone.fm/adchoices

Behind The Idea #22: Ralph Lauren, Fashion, And Timing

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.

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Behind The Idea #22: Ralph Lauren, Fashion, And Timing

Behind The Idea #22: Ralph Lauren, Fashion, And Timing

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