The Big Losers 6-11-25 - Becker Private Equity & Business Podcast

Summary

Becker Private Equity & Business Podcast: Episode Summary - "The Big Losers" (June 11, 2025)

Introduction

In the June 11, 2025 episode of the Becker Private Equity & Business Podcast, host Scott Becker delves into the financial downturns of prominent companies over the past year. Celebrating its position as the number one podcast in the Apple Business News rankings, Scott sets the stage for an insightful analysis of stock performances, drawing parallels to the popular TV show "The Big Loser."

Overview of "The Big Losers"

Scott begins by referencing the TV show The Big Loser, where participants compete to lose the most weight. He analogizes this to the stock market, identifying the "big losers"—companies whose stock prices have plummeted significantly over the last 52 weeks.

“So today's discussion of the Big Losers talks about three stocks or three of the most recognized names that are down the most over the last 52 weeks.”
— Scott Becker [01:10]

Highlighted Cases

Scott identifies three major companies that have experienced substantial declines:

Stellantis
Abercrombie & Fitch
Trump Media

1. Stellantis

Stellantis, the automotive giant owning brands like Chrysler and Jeep, tops the list with a 60% drop in stock value over the past year. Scott attributes this decline to the company's recent strategic missteps and brand management issues.

“They have famously destroyed the brand over the last couple years and hopefully they'll bring it back. New CEO in place. Hopefully they'll start to move in the right direction.”
— Scott Becker [01:30]

Despite Stellantis' efforts to rebound with new leadership, the company's stock remains a significant concern for investors.

2. Abercrombie & Fitch

Next on the list is the well-known retailer Abercrombie & Fitch, whose stock has fallen by over 50%. Scott discusses the retailer's struggles with brand image and market competition.

“Abercrombie and Fish [sic] around 50 plus percent.”
— Scott Becker [01:45]

The decline reflects broader challenges in the retail sector, including shifts in consumer preferences and the rise of online shopping.

3. Trump Media

Surprisingly, Trump Media also figures among the big losers, with its stock down by more than 50% year-to-date. Scott explores the disconnect between executive success and stock performance.

“Even though he's cleaning up and all kinds of other deals, even though he's president and seems to be making money left over, you know, hand over fist in different ways and God only knows, his stock, the stock is down over 50% in the last year.”
— Scott Becker [02:15]

This highlights the volatility and unpredictability inherent in media ventures, especially those tied to politically charged figures.

Analysis and Insights

Scott provides a nuanced analysis of these declines, emphasizing the importance of understanding underlying factors beyond mere stock performance. He underscores the impact of leadership changes, brand management, and external market forces on a company's financial health.

“So, what is it? The Donner is it.”
— Scott Becker [Note: The transcript provided has unclear wording here, but likely intended to emphasize the state of the companies.

Conclusion

Wrapping up the episode, Scott reiterates the significance of monitoring "big losers" in the market to inform investment strategies. He encourages listeners to stay informed and critically assess the factors contributing to stock declines.

“Those are the big losers for the day. Stellantis, Abercrombie and Fitch and Trump Media.”
— Scott Becker [02:40]

Final Thoughts

Scott expresses gratitude to his listeners for tuning into the Becker Private Equity & Business Podcast, reinforcing the show's commitment to delivering timely and relevant business insights.

“Thank you for listening to the Becker Private Equity and Business Podcast.”
— Scott Becker [02:50]

Summary

This episode of the Becker Private Equity & Business Podcast offers a comprehensive look at three major companies experiencing significant stock declines. Through detailed analysis and expert commentary, Scott Becker provides valuable perspectives for investors and business enthusiasts seeking to understand the complexities of market dynamics.

Transcript

A (0:00)

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B (1:02)

With the Becker's Private Equity and Business Podcast Thrilled to be ranked number one today in the Apple Business News Podcast rankings. So thrilled to be hitting a great month of download. So thank you all very much. Today's discussion is the Big Losers. So so, so there used to be a TV show, the Big Loser where people competed to see how much weight they could lose and I think it went pretty well for a period of time. And then of course at the end of the day probably Ozempic and all these things over and took the fun out of the Big Loser competition. But it is what it is. Today's discussion of the Big Losers talks about three stocks or three of the most recognized names that are down the most over the last 52 weeks. And so here are these three big losers. One of them we've talked about a lot. One is surprising and one is what it is. The three big losers are Stellantis, which is the owner of Chrysler, Jeep, and a lot more. They have famously destroyed the brand over the last couple years and hopefully they'll bring it back. New CEO in place. Hopefully they'll start to move in the right direction. Second is Abercrombie and Fitch again, the retailer famously known for all kinds of bad things. Also another stock that's down 50 plus percent this past year. Again, Stellantis is down about 60%. Abercrombie and fish around 50 plus percent. And finally something I did not realize, the Trump Media business is also down about 50% year to date. So even though he's cleaning up and all kinds of other deals, even though he's president and seems to be making money left over, you know, hand over fist in different ways and God only knows, his stock, the stock is down over 50% in the last year. 52 weeks. Best thing to watch. Again, those are the big losers for the day. Stellantis, Abercrombie and Fitch and Trump Media thank you for listening to the Becker Private Equity and Business Podcast.