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Home > The Exchange > Conversations with Kelly Evans: Hitting Resistance, Wholesale’s Resurgence, and the Retail Name to Watch in 2022
Podcast: The Exchange
Episode:

Conversations with Kelly Evans: Hitting Resistance, Wholesale’s Resurgence, and the Retail Name to Watch in 2022
Category: Business
Duration: 00:30:58
Publish Date: 2021-12-15 16:24:27
Description: Kelly speaks with BMO’s Simeon Siegel. They talk about how Peloton shares have fallen sharply, just like Simeon warned they would; how that restores his faith in efficient markets; and what it was like for him when they were trading above $100. They also talk about how wholesale is making a comeback as a business model, what that means for stores like Macy's and Nordstrom, and why Traeger grills are actually a good example of that. Plus--the name that Simeon thinks is one to watch into 2022.
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