06.26.2018 - By Seeking Alpha
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