Summary3 min read

Becker Business Podcast Summary

Host: Scott Becker
Episode: 6 Stories We Are Following Today 9-5-25
Date: September 5, 2025

Brief Overview

In this episode of the Becker Business Podcast, host Scott Becker provides a focused roundup of six major business and market stories as of September 5, 2025. The episode swiftly covers key performances and setbacks among leading companies in the market, offering succinct commentary on each headline for a quick yet insightful business news update.

Key Discussion Points & Insights

1. Market Movement

General Sentiment: Scott opens on a positive note, mentioning that markets are performing well today.
- “The markets are doing fine today. So that's, that's good news. Today they're moving in the right direction. Let's hope it stays that way.” (00:33)

2. Lululemon’s Sharp Decline

Major Drop: Lululemon’s stock is down 20% in pre-market trading due to disappointing results.
Insight: Scott expresses skepticism about Lululemon's current relevance.
- “Lululemon is getting crushed today. It's down 20% pre market on poor results. Again, Lululemon less and less a place where you go to find stuff. It just is what it is.” (00:41)

3. Carlyle Group’s Outperformance

Positive Standout: Carlyle Group is up 28% year-to-date, outperforming peer private equity funds.
Peers Comparison: The rest—KKR, Apollo, Blackstone—are underperforming, with Apollo down about 20%.
Teaser: A follow-up podcast is promised on why Carlyle is excelling.
- “The Carlyle Group outperforming all its PE fund peers...up 28% year to date. The rest...all below water this year. Apollo down about 20%.” (00:51)

4. American Eagle Outfitters Surges

Strong Performance: The company’s stock jumped 38% following excellent results and an upbeat forecast.
Host’s Excitement:
- “American Eagle Outfitters jumped 38% yesterday on great results and upbeat forecast today. Just knocking it out of the park.” (01:04)

5. Figma Faces Setback

Significant Decline: Figma’s stock fell 20% due to slowing growth.
- “Figma got crushed yesterday on slowing growth. It dropped 20%. Sort of debacle there for Figma.” (01:11)

6. Peloton Interactive’s Modest Rise

Short-term Gain, Long-term Struggle: Peloton's stock rose by about 5-6% yesterday but remains down year-to-date.
Host’s Commentary:
- “I don't know who else uses a Peloton anymore, but plenty of people get to.” (01:18)

7. Three Companies Facing Difficulties

Stocks Down: Rivian, Salesforce, and Centene all dropped about 5% yesterday.
- “Three of the companies that struggled yesterday, Rivian, Salesforce, Salesforce and Centene, all down about 5% or so. All had a tough day yesterday.” (01:25)

Notable Quotes & Memorable Moments

On Lululemon:
- “Lululemon less and less a place where you go to find stuff. It just is what it is.” (00:45)
On Carlyle vs Apollo:
- “Apollo down about 20%.” (00:56)
On American Eagle:
- “Just knocking it out of the park.” (01:07)
On Peloton:
- “I don't know who else uses a Peloton anymore, but plenty of people get to.” (01:18)

Timestamps for Key Segments

00:33 – Markets Overall: Positive sentiment
00:41 – Lululemon’s decline
00:51 – Carlyle Group vs. other PE firms
01:04 – American Eagle Outfitters’ jump
01:11 – Figma’s drop
01:18 – Peloton’s modest rise
01:25 – Rivian, Salesforce, and Centene’s struggles

Summary

Scott Becker delivers a concise, energetic roundup of key market movers and shakers. The episode offers a quick scan of the business landscape, focusing on standout performances (Carlyle Group, American Eagle), sharp declines (Lululemon, Figma), and ongoing industry challenges. The tone is direct, occasionally wry, and always focused on actionable highlights for business listeners looking to stay informed.

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Transcript2 lines

[00:02]
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[00:31]
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This is Scott Becker with the Becker Business Podcast. The Becker Private Equity Podcast. We cover investing, startups, business, private equity and a lot more. Thank you for listening. First, the markets are doing fine today. So that's, that's good news. Today they're moving in the right direction. Let's hope it stays that way. Second, here are six of the stories that we're following today. First, Lululemon is getting crushed today. It's down 20% pre market on poor results. Again, Lululemon less and less a place where you go to find stuff. It just is what it is. Second, the Carlyle Group outperforming all its PE fund peers. We'll have a separate podcast on that. It's up 28% year to date. The rest of its the rest of its peers kkr, Apollo, Blackstone all below water this year. Apollo down about 20%. Third, American Eagle Outfitters jumped 38% yesterday on Great results in upbeat forecast today. Just knocking it out of the park. Fourth, Figma got crushed yesterday on slowing growth. It dropped 20%. Sort of debacle there for Figma. Next, Peloton Interactive rose yesterday about 5, 6% but still down year to date. I don't know who else uses a Peloton anymore, but plenty of people gets to. Finally, three of the companies that struggled yesterday, Rivian, Salesforce, Salesforce and Centene, all down about 5% or so. All had a tough day yesterday. Those are six of the stories that we're following this morning. Thank you for listening to the Becker Business Media Podcast, the Becker Private Equity Podcast. Have a great, great weekend. Thank you very, very much.