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.