1 rich Libsyn https://www.libsyn.com 90 600 In this podcast, we examine&amp;nbsp;what has caused growth in&amp;nbsp;outerwear, sportswear, and footwear&amp;nbsp;to accelerate since the 2008 credit crisis for key players such as Columbia, North Face, and other brands.&amp;nbsp; These leading firms have &amp;nbsp;harnessed the opportunity to use outlet stores and e-commerce to redefine their relationship with their customers and retailers, and in so doing have increased their penetration of these essential apparel markets. &amp;nbsp;Coming out of the 2008 meltdown, we recount&amp;nbsp;the grotesquely massive bets made by retailers on private label, which helped spur Columbia to develop this strategy. &amp;nbsp;We&amp;nbsp;evaluate the&amp;nbsp;return on capital of various players, taking a dive into the metrics of retailing to help contrast various approaches, and we touch upon the emergent category of yoga attire. &amp;nbsp;The industry has been changed on a deeply fundamental level, which we think has benefited the strongest brands over peripheral players, a trend that has had a profound impact upon other industries we have followed in the past, such as the travel market.&amp;nbsp; Stocks-in-Depth http://stocksindepth.com <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/4276590/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/4276590