Retail's Inventory Problem

Retail's Inventory Problem

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses: - Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers - The inventory glut major these retailers will have to work through - Lowe's benefitting from the residential home environment - Whether Target's stock is more attractive after today's drop (13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista. Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB Host: Chris Hill Guests: Bill Mann, Tim Beyers, Jayshree Ullal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2102)

The AI Infrastructure Opportunity: 3 Fools Weigh In

The AI Infrastructure Opportunity: 3 Fools Weigh In

Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will pr...

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Interview with Barry Ritholtz: How Not To Invest

Interview with Barry Ritholtz: How Not To Invest

What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and beh...

5 Okt 202523min

Make the Most of Your Cash and Credit Cards

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The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money (www.fool....

4 Okt 202523min

Apple’s Headset Strategy & Tesla’s EV Sales Windfall

Apple’s Headset Strategy & Tesla’s EV Sales Windfall

We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before cove...

3 Okt 202542min

Open AI’s Worth Half a Trillion Dollars

Open AI’s Worth Half a Trillion Dollars

In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is ope...

2 Okt 202520min

Winners & Losers from ChatGPT’s Shopping Launch

Winners & Losers from ChatGPT’s Shopping Launch

OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in thi...

1 Okt 202525min

Asian Food Chains Moving Stateside

Asian Food Chains Moving Stateside

American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of...

30 Sep 202526min

What’s a Supernova Stock? 3 Ideas For Your Watchlist

What’s a Supernova Stock? 3 Ideas For Your Watchlist

David Meier, Rick Munarriz, and Tim Beyers preview the Oct. 1 return of Motley Fool Supernova with three stocks with Rule Breaker DNA that are worthy of your watchlist. David Meier, Rick Munarriz,...

29 Sep 202526min

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