Gap ($GAP) podcast mentions
Per Ticker.id: 4 Gap ($GAP) mentions across 3 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-08.
Now, did you feel that it was rather remarkable how Elon pivoted so quickly from Mattel to this new company? I mean, when— yeah, and we see it. I mean, she's someone— I saw a pivot to someone from Gap to Nike. I mean, there is this kind of— yes, jump, jump, jump. I mean, you know, I was— when I talked to him last, we were talking about Hot Wheels.
Jim Cramer · Squawk on the Street · 9AM HOUR: Faber Exclusive With Skydance CEOs, Crude Oil Surges, Yields and the 'Waller Effect" 10/8/26 · 2026-10-08And I would do— take the ruler and the pencil and do support and resistance. And I remember Gap The Gap. Oh yeah, it was one, and it went like— I don't— we'd have to pull up the 40-year chart or something, but it went up like 500%. I don't know what year it was, 1992, '93, '94. And that was like the hottest thing. The Gap was really cool. The Gap was really cool. You wanted to buy your clothes at The Gap. And I mean, then you just kind of woke up one day and it was not cool anymore. And then you see this evolution in apparel. That's why that's one of those areas where you got to be really careful when you start seeing premium evaluations on this stuff. Here's a more recent example. You don't have to go back to 1992, the Gap. Remember Lululemon was just totally unstoppable?
Jeff Weniger · The Acquirers Podcast · Small Caps Are About to Have Their Moment | Jeff Weniger · 2026-10-08From 2023 to 2025, their revenue rose a 19% compound annual growth rate. And in the first half of this year, Reformation's sales growth has accelerated to 27%. When the company reported its formal second quarter results earlier this month, revenue was up 24% and management noted that this was their 21st consecutive another quarter of double-digit revenue growth. I see you probably asking, well, great growth, but are they making any money? Reformation's had solid gross margins in the mid-60% range. In the latest quarter, they came in at 66.7%. These numbers have been a bit noisy thanks to the Trump tariffs, the Supreme Court's tariff refunds, but now most of that seems settled. For comparison, Ralph Lauren, which I consider to be the gold standard, has gross margins around 70%. Levi Strauss is now in the low 60s, Gap's in the low 50s. If you want a newer age fashion play, Revolve, we used to have them on, also in the low 50s. That makes Reformation pretty darn profitable by comparison.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/30/26 · 2026-09-30Reformation has an enterprise multiple of 10 based on this year's estimates. Trying to get some apples to apples going here. That's a couple turns lower than Ralph Lauren, which makes sense, but it's already much higher than Levi's with an enterprise multiple of 7 or Gap with an enterprise multiple of 4. Does Reformation deserve that premium? Well, it has a much better growth rate than, than Levi's or Gap, but it doesn't have that kind of proven long-term track record. Maybe Revolve Group, the online premium fashion retailer I mentioned, is the best comparison. Another new one with decent growth. Revolve has an enterprise multiple of 13. Reformation is a good bit less expensive. So while I wouldn't say the stock is super cheap, it's definitely not overvalued at these levels. Now, in a vacuum, I might be pounding the table on this one, but nature abhors a vacuum. In reality, Reformation's a fashion play, and we know this can be a very difficult category, especially when the economy is experiencing turbulence.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/30/26 · 2026-09-30We have PayPal, Shopify, Expedia, Stripe, Best Buy, Walmart, Instacart, American Eagle, Dick's Sporting Goods, Fanatics, Gap, Wayfair, and plenty of others. Notably, one company who is not working with Muse is Amazon. We'll touch on that later. They also connect to your contacts, your calendar, your email, your browser, your Google Drive, note-taking apps like Granola. You can connect to your Spotify. Even Peloton and OpenTable, and most importantly, Plaid for all your financial accounts. Basically, Zuckerberg and his team have made it as easy as possible to connect as much of your life as possible to Muse so Muse can see all of your data and it can interact with all of your accounts. But the most interesting thing about Muse to me is that they're giving all this away for free. ChatGPT has a free plan, sure, but it uses weaker models and you hit usage limits quickly.
Jack Raines · The Prof G Pod with Scott Galloway · Can Meta's Muse AI Agent Save You Money? · 2026-09-30When you're making hundreds of billions of dollars with your main business line, you can then afford to give away billions of dollars of compute for free just to get users to use your AI agent over theirs. If you're using Muse and it works nonstop for you all week and you're using ChatGPT and you keep getting rate limited, sooner or later you're just going to choose the AI tool that doesn't break. One of the more interesting things about the Muse launch is seeing which companies did partner with Muse and which ones have not yet. So PayPal, Shopify, Expedia, Stripe, Best Buy, Walmart— big one— Instacart, American Eagle, Dick's Sporting Goods, Fanatics, Gap, and Wayfair have all partnered with Muse. You go on, they have a connector, you can plug it in and you can access all of those platforms through your accounts. Amazon notably blocked Muse.
Jack Raines · The Prof G Pod with Scott Galloway · Can Meta's Muse AI Agent Save You Money? · 2026-09-30