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Wall Street Breakfast

Boots, Beats & Billion-Dollar Brands

Sat, 10 May 2025

Description

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scene, has helped push brands like Levi’s (LEVI) and Boot Barn (BOOT) into the spotlight. Despite short-term stock dips, the western wear market is projected to grow from $80B in 2022 to $136B by the end of 2031, showing how culture can drive real economic trends.Episode transcripts seekingalpha.com/wsb.Levi Strauss & Co. (LEVI) Q1 2025 Earnings Call TranscriptUlta Beauty, Inc. (ULTA) Q4 2024 Earnings Call TranscriptBoot Barn is tipped by BTIG to be a retail sector outperformerSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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