Retail, Inventory, and Deals!

Retail, Inventory, and Deals!

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/ Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2103)

Nike Looks Expensive, Some REITs Look Cheap

Nike Looks Expensive, Some REITs Look Cheap

Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarte...

22 Mar 202320min

Inflation vs. Banking Drama

Inflation vs. Banking Drama

Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates? (0:20) Bill Mann discusses: - The current state of play in the banking industry ...

21 Mar 202321min

Meanwhile, in Switzerland...

Meanwhile, in Switzerland...

(0:21) Jason Moser discusses: - UBS buying Credit Suisse for $3.2 billion - The ripple effects of everyone checking with their bank - Why Amazon's latest layoff announcement has him looking at the rev...

20 Mar 202327min

Vince McMahon’s Advantage

Vince McMahon’s Advantage

If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE. Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmak...

19 Mar 202328min

Waze Co-Founder on Entrepreneurship, Autonomous Vehicles, and ChatGPT

Waze Co-Founder on Entrepreneurship, Autonomous Vehicles, and ChatGPT

When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. Uri Levine is the co-founder of Waze and the author of “Fall in Love wi...

18 Mar 202326min

The Fed's Next Move, ESPN’s Future

The Fed's Next Move, ESPN’s Future

Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates? (0:21) Jason Moser and Matt Argersinger discuss: - First...

17 Mar 202339min

Retail & Tech Try To Transform

Retail & Tech Try To Transform

Adobe wants to be a customer experience platform, and a discount retailer is upscaling.  (0:21) Deidre Woollard and Asit Sharma discuss:  - Adobe’s quarter, and issues acquiring Figma.  - Tech compa...

16 Mar 202326min

Big Telecoms vs. Deadpool

Big Telecoms vs. Deadpool

Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust. (0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion - Ho...

15 Mar 202326min

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