Rent the Runway ($RENT) podcast mentions
Per Ticker.id: 1 Rent the Runway ($RENT) mention across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-30.
We've seen various up-and-coming fashion brands come public in recent years, from Revolve to Stitch Fix to Rent the Runway, and they've all eventually fizzled. This is a very tough category. Fashion is an area where trends can change on a dime and something that's hot can cool off overnight. And that's why a story like Ralph Lauren, which is a sustained success, has such special appeal for me, and it should for you. Other more fashion-dependent stories like American Eagle and Abercrombie& Fitch, they can be real heartstoppers. But with that caveat out of the way, I honestly don't want any problem— I have no problem, no problem— anyone wants to make an investment in Reformation as long as you respect it as a speculative position, because I think that That's exactly what it is, a tiny women's apparel company that's currently doing pretty well but could easily get derailed. The bottom line, I think Reformation is an intriguing story with impressive growth and very healthy margins for the apparel business. Came, came public at a tough moment.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/30/26 · 2026-09-30