Transcript
A (0:00)
Hey, Ryan Reynolds here for Mint Mobile. You know, one of the perks about having four kids that you know about is actually getting a direct line to the big man up north. And this year he wants you to know the best gift that you can give someone is the gift of Mint Mobile's unlimited wireless for $15 a month. Now you don't even need to wrap it. Give it a try@mintmobile.com Switch upfront payment.
B (0:21)
Of $45 for a three month plan equivalent to $15 per month. Required new customer offer for first three months only. Speed slow after 35 gigabytes if network's busy. Taxes and fees extra.
C (0:28)
See mintmobile.com this is Scott Becker with the Becker Business and the Becker Private Equity Podcast. Today's discussion is six big losers for 2025. So so here's what we're going to talk about today. We're going to quickly go through six companies that, that have really performed horrendously over the last 52 weeks. Each one's down at least 50% with some down a lot more than that in the stock market over the last 52 weeks. Again, you're listening to the Becker Business, the Becker Private Equity Podcast. Each day we bring you one to two market and business insight episodes, plus typically an interview from a brilliant business leader. This Christmas season, from about Dec. 22 to Jan. 5 or so, that cadence will slow. Some will have a little bit less episodes on every day. We hope you still enjoy it. So here are the six companies that have just really got crushed this past year and a couple of them are perennially getting crushed. But, but some of them are really new names to this. The first is Lucid Group. Lucid Group is the Lucid Voters. This is the EV maker. Well, Rivian and Tesla have rebounded great this year and are both doing terrific overall. Lucid is getting crushed down more than 65% or so. The second company on this list is the employment company Robert Half International. They also are down about 62% in the last 52 weeks. Having a horrible time, but I'm not sure exactly why that is, but really struggling. The third company that's ran by Gary Friedman is RH Restoration Hardware. Restoration Hardware is a company that we have a love hate relationship with. We talked about it often. But they're also down more than 55% over the last 52 weeks. Really struggling, really poor management. They always blame it on something, some external factor, but at the end of the day might have to look in the mirror and see what's wrong themselves. With what they're doing. The fourth company also crushed over the last 52 weeks. I don't think a lot of people saw this. Its competitor Carvana is knocking it out of the park, but CarMax is getting absolutely crushed. They're the biggest sort of used car seller in America. Carvana is the biggest online platform for used cars. Carvana used knocking out of the park. A lot of questions about Carvana, but sure they are killing it. Carmax getting crushed down 50, 60% again over the last 52 weeks. The fifth company is something that's got very popular brands and this is Deckers Outdoors and Deckers owns brands like Uggs and Hoka and others. The Hoka seem really popular. I've got some I love. Skyward of the sky flows some, some that I hate. The Bondi's too big a cushion. I don't love them but but either way, Hoka and Deckers Outdoor Brands has been getting killed over the last year, down about 52, 54%. It's certainly not due to a lack of shopping in our own household as a couple of them can't stop buying shoes, it seems. Sixth, finally, MicroStrategy also getting crushed. MicroStrategy is a leveraged bitcoin buyer. Brilliant, brilliant leadership. Michael Saylor they just had outperformed when bitcoin was going up, but because they use leverage to buy when bitcoins goes down, they really take it on the chin. I think they're down about 50% this year after the last few years being thought of as just absolutely genius and so forth. Again, those are six of the companies that have really got crushed this past year. Thank you for listening to the Becker Business, the Becker Private Equity Podcast. Just to list those six companies again, Lucid Motors, Restoration Hardware, Robert Half, Carmax, Deckers Outdoors and MicroStrategy. Again, six companies that got crushed this past year. Feel free at any time. Text Scott Becker with your ideas for podcast 773-766-5322 at. If you're the first three to send us an idea for a podcast and it could be anything, we will send you a gift card for $25 to Amazon. Thank you for listening to the Becker Business and the Becker Private Equity Podcast.
