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Kelly

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 30, 2023 by David Rosenthal · across every show →

Everything said about Kelly, oldest first

May 30, 2023 positive
Assertion Partly supported
Lockheed Built the First US Jet Fighter Prototype in 143 Days
“In this circus tent in a parking lot, Kelly and this super elite team from Lockheed build the first prototype U.S. Fighter jet named the Lulu Bell in 143 days start to finish.”
David Rosenthal May 30, 2023 ▶ 19:55 Lockheed Martin (Audio) · Acquired
Feb 20, 2024 neutral
Insight
Hermès maintains below-market retail pricing to cultivate an image of inaccessibility.
“Hermes is doing the opposite. They want this to happen In order to maintain the image of Hermes, and specifically the Birkins and the Kellys, as a brand and a product that is not accessible to everyone.”
David Rosenthal Feb 20, 2024 ▶ 2:00:47 Hermès (Audio) · Acquired
Feb 20, 2024 neutral
Assertion Supported
Birkin and Kelly bags alone generate 25% to 30% of Hermès revenue.
“In 2020, the Wall Street Journal estimated that about a 120,000 Birkin and Kelly bags were made in that year. That's about 25 to 30% of total revenue coming from just those two bags, which, again, you can't buy.”
Ben Gilbert Feb 20, 2024 ▶ 3:14:54 Hermès (Audio) · Acquired
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