Deep Dive: The Rise and Fall and Takeover Fight for Accent Group, Australia's Shoe Giant
About this episode
Scott Middleton joins Adam and Adir to discuss the complexities of Accent Group's business and its market challenges.
Scott Middleton from Terem Capital joins Adam and Adir to break down Accent Group’s business model, the strength of The Athlete’s Foot, the Hoka opportunity, the Glue Store write-off, the risks in fashion retail, and whether Frasers is trying to buy the company too cheaply. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Adam Schwab, Adir Shiffman
Guest: Scott Middleton
Topics covered
- business model
- fashion retail
- acquisition
- market risks
- shoe industry
- investment analysis
Keywords
- Accent Group
- Terem Capital
- The Athlete’s Foot
- Hoka
- fashion retail
- Frasers
- investment
- business model
Mentioned in this episode
Organizations: Terem Capital, Accent Group, The Athlete’s Foot, Hoka, Glue Store, Frasers
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