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(2101)

Big Tech Is Fun Again & The Fed Speaks

Big Tech Is Fun Again & The Fed Speaks

Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the econo...

19 Sep 202542min

Nvidia and Intel Make a $5 Billion Bargain

Nvidia and Intel Make a $5 Billion Bargain

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made...

18 Sep 202521min

EV and Autonomy State of the Union

EV and Autonomy State of the Union

Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, ...

17 Sep 202522min

The Labubu Economy

The Labubu Economy

Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually ...

16 Sep 202523min

Fools Duel Over DocuSign: Is It Still a Breaker?

Fools Duel Over DocuSign: Is It Still a Breaker?

We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you! Tim Beyers and Rick Munarriz discuss: -...

15 Sep 202524min

Interview with Dan Ariely: Investing in the Irrational

Interview with Dan Ariely: Investing in the Irrational

Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks ...

14 Sep 202520min

401(k) Millionaires and Maximizing Your HSA

401(k) Millionaires and Maximizing Your HSA

No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. Roger Young, CFP®, discusses some suggestions from a T. Rowe Pric...

13 Sep 202526min

Media Merger Mania Strikes Again

Media Merger Mania Strikes Again

We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers...

12 Sep 202542min

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