10/8: Are AI Agents the New Labubus?, Plus Zara & Gap Go Luxury, and Letterboxd May Be For Sale
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10/8: Are AI Agents the New Labubus?, Plus Zara & Gap Go Luxury, and Letterboxd May Be For Sale
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Chapters:
0:00 Welcome to SCN
2:52 Which majors pay off?
9:45 Pepsi's North America problem
17:04 AI agents: the new Labubus?
23:26 General Medicine raises $120M
28:47 Anta buys into Puma
33:42 Crocs get fancy
39:43 WeWoreWhat's rebrand
44:36 Zara & Gap go lux
50:12 Lists are back
55:38 Letterboxd for sale?
1:00:48 Sali Christeson: Founder & CEO, Argent
1:21:04 Jaclyn Johnson: Co-Founder & CEO, Cherub
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