B (3:12)

Looking forward, I want to underscore one very important thing that you said, Peter, earlier, which is Omnichannel.

C (3:19)

Yes, Sree. You know, when I talk about Omni Channel, I think about a company like L', Oreal where 30% of their volume. 30% is online. And, you know, you have strong D2C in the beauty category. Ulta is selling brands that are also available. D2C. It is the epitome of where E Commerce will be going. All the other categories are laggard. These guys are ahead of the game.

B (3:47)

Yeah. And it's a training for food and beverage companies. You may still be hanging onto the fact that 85% of your volume is done in store, whatever your number is. If you're not omnipresent by Omnichannel, make six men content assortment pricing. If you don't muscle up online, you are bad.

C (4:10)

All right, Sree, let me throw it back to you. Gap reported Q2 earnings last week. They've bet heavily on this hot new cape pop band called Cat's Eye. What? What are you seeing over there?

B (4:21)

Oh, boy, oh, boy. This one's been in the news quite a bit this past week, Right? So Gap, CMO and I even traded messages. Want to guess why, Peter? Because Cat's Eye and of course, Lara, my daughters in the band. And this was a brand new ad that was put out by them about two weeks ago, 10 days ago, whatever it was, made a lot of noise in the country. Ad Age recognized it immediately. Recognized it immediately in so many advertising publications as one of the best comeback ads in the history of branding and especially in clothing. Lots of comparisons to American Eagle and what they did with Sydney Sweeney. A lot of conversation about the fact that they chose, why they chose Cat's Eye. Six girls with six diverse backgrounds. Gap is for everybody, anybody and everybody. The perfect genes, things of that nature. I looked at the results from Q2, which we recently announced. I jumped in pretty deeply, started looking at the numbers, did some digging to see what the story is. You know, the revenue is pretty flat year over year. However, E Commerce, there you go. Omnichannel rose 3%. And that tariff is actually impacting inventory because we know most clothing in the United States is actually made externally. You look at that. Net income did grow. They cut some costs, et cetera. But net net gap hasn't grown significantly year over year. Quarter comparison. This ad, will it be the messiah? Will it help drive sales? Now, if it was about the buzz and what a CMO needs to do to create a viral moment. Check, check, check, check, check. It's got the attention. The question is, one quarter out, when they report sales and earnings again, will this have translated to actual sale of Gap jeans and the rest of Gap's portfolio that will know virality score.

C (6:18)

Sri. Did I mention to you that my daughter's latest obsession is Netflix hottest show K Pop Demon Killers?

A (6:26)

It's big sri.

C (6:28)

Yeah, the demon hunter.

A (6:29)

Yes.

B (6:30)

And they're starting to make all kinds of toys about that right now. So exciting stuff. Anyway, so let me get to another one. Peter. You know, of course American Eagle had to respond. So what do they do? Within a week, 10 days of all this buzz created by app by Gap with cat's eye, they announced that the Travis Kelsey has been signed to represent menswear. What do you think about that? Especially in lieu of all the buzz around his engagement to none other than one of the greatest stars in the history of entertainment, Taylor Swift.

C (7:06)

Well, I'll tell you, that's a quick comeback, but this isn't really about the jeans. It's from my understanding, sri a partnership with Travis's True Colors brand, one that represents what I would consider to be a very diverse ad platform and a menswear brand. So, you know, I'm not thinking it's comparable in nature to trying to come.

A (7:31)

Back off the city Sweeney thing.

B (7:33)

He just got engaged with Taylor Swift.

C (7:35)

He did and got it sree. I can't tell you how. That's the other thing that we didn't. We didn't put on the list. But we got to acknowledge every single commercial entity is on board congratulating them and trying to tie their brand. Their engagement. It is.

B (7:52)

Why do you think?

C (7:52)

Remarkable.

B (7:53)

Why do you think?

C (7:54)

Because there is popular. They want to be a part of it. This is like royalty wedding.

B (7:59)

You know, it'll get its public time in court and publicly noise buzz. Isn't that what advertising is about?

C (8:06)

I think it's all about that. There's nothing more viral than Taylor and Kelsey, Right?

B (8:11)

Yeah. So I think the issue here is they have Cat's eye group of six. This is Travis Kelsey True Colors brand football again. A going to a certain segment of the population, people who watch care about football. What if they signed Taylor Swift? But maybe she's unaffordable. I don't know. Peter, what do you think?

C (8:31)

I think she's going to be given a given Travis Kelsey a very big prenup document. We'll just leave it at that.

A (8:38)

Straight.

B (8:38)

Yeah, there's a lot of buzz in the news and that's what we do here. In this new segment, we're going to riff that the prenup document is already in the works.

C (8:45)

I'm happy to say. SRI and I don't have a prenup. We do not have a prenup in place.

B (8:49)

I don't think there was such a word when I got married. I mean, was this a word back.

C (8:53)

In why men, even between us running.

B (8:56)

Our business, do we need a prenup?

C (8:58)

No, we don't. We're on a handshake. We're the best of friends.

B (9:01)

Yeah. So all that said, folks, this is our new podcast Short Sweet. You ask for content weekly highlight worthy news. We used to the Fresh four, if you remember. So that's our take on relevant commerce happenings from so many announcements that we actually filtered through, look through and build this for you. These were meaningful. We could not pass it on for a rip. We hope you enjoyed it. Please do click like our posts on all platforms. Follow us on LinkedIn, Instagram, TikTok and now back by popular demand, YouTube. Thank you. Thank you Peter for this first riff. We will see you next week for another edition of the Commerce Chef by the CPG Guys.

A (9:46)

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