Episode Overview
Podcast: Becker Private Equity & Business Podcast
Host: Scott Becker
Episode: 10 Stocks Getting Hammered 10-13-25
Release Date: October 13, 2025
Scott Becker dives into the performance of 10 notable stocks that have suffered significant declines over the past 52 weeks. The episode provides a quick rundown of these stocks, highlighting their percentage drops and, in some cases, speculating on the reasons behind their downturns. This serves as a snapshot of market volatility and the shifting fortunes of once-favored companies.
Key Discussion Points & Insights
1. Introduction to the Topic
- Host Scott Becker introduces the episode’s focus: "10 stocks that have got hammered in the last 52 weeks," emphasizing the contrast between what's currently popular in the market and what isn't.
- [00:07] “I think it's always fascinating to see what's hot, what's not.”
2. The 10 Hammered Stocks
Scott Becker quickly lists each company, the sector (when relevant), and the approximate amount each has declined over the last year:
1. Dow Chemical
- Industry: Chemicals
- Down: 61%
- [00:16]
2. Target
- Industry: Retail
- Down: 46%
- Noted shift from being "hot" a few years ago to now being "cold."
- [00:23] “It was so hot a couple years ago. Now it's cold again.”
3. Abercrombie & Fitch
- Industry: Apparel/Retail
- Down: 53%
- Reference to trouble from "explicit ads."
- [00:27]
4. Restoration Hardware (RH)
- Industry: Home furnishings
- Down: 47-48%
- A frequent subject on the podcast.
- [00:31]
5. Gartner
- Industry: IT/Consulting
- Down: 55%
- Remarked as a "fan favorite" that has long performed well.
- [00:35] “Gartner… really just a fan favorite, doing so well for so long, down 55%.”
6. Caesars Entertainment
- Industry: Gaming/Hospitality
- Down: 53%
- Becker notes his surprise: “I did not realize it's the house. I thought they always said well.”
- [00:42]
7. Centene
- Industry: Managed Care/Medicaid
- Down: 51%
- Handles significant Medicaid managed care.
- [00:48]
8. Robert Half
- Industry: Staffing/Recruiting
- Down: 53%
- Noted in the context of staffing industry challenges.
- [00:54] “People have had challenges with staffing… Down as well, 53%.”
9. Novo Nordisk
- Industry: Pharmaceuticals
- Down: 52%
- [01:00]
10. Trump Media
- Industry: Digital Media/Politics
- Down: 46%
- Quick aside about Donald Trump’s eventful week, to be discussed in another episode.
- [01:05]
3. Reflections and Closing Thoughts
- Scott Becker shares personal relief about not having direct investments in these companies, ending on a light and patriotic note.
- [01:12] “I'm glad I'm not invested directly in any of those. God bless America.”
Notable Quotes & Memorable Moments
- [00:07] “I think it's always fascinating to see what's hot, what's not.” — Scott Becker
- [00:23] “It was so hot a couple years ago. Now it's cold again.” — Scott Becker [on Target]
- [00:35] “Gartner… really just a fan favorite, doing so well for so long, down 55%.” — Scott Becker
- [00:42] “Caesars Entertainment… I did not realize it's the house. I thought they always said well, down 53%.” — Scott Becker
- [00:54] “People have had challenges with staffing… Down as well, 53%.” — Scott Becker [on Robert Half]
- [01:12] “I'm glad I'm not invested directly in any of those. God bless America.” — Scott Becker
Timeline of Key Segments
- 00:00-00:10: Introduction and setup of the episode’s theme.
- 00:11-01:09: Rapid-fire breakdown of the 10 stocks and percentage drops.
- 01:10-01:21: Closing reflections and humorous sign-off.
Summary
This episode delivers a succinct, information-packed overview of some surprising losers in the stock market over the past year, providing context on why some of these names—many previously considered reliable or “hot”—have suffered. Scott Becker’s tone is casual, candid, and occasionally wry, making this a quick but insightful listen for anyone following market trends or interested in private equity.
