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(2105)

Hidden Moats

Hidden Moats

Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies...

26 Nov 202226min

4 Stocks We're Thankful For

4 Stocks We're Thankful For

Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss:  - Humble Pie (aka, stocks we were wrong about)  - Stocks we're thankful for  - Turkey stocks t...

25 Nov 202239min

Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions

Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions

Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense! (1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - Wh...

24 Nov 202257min

“$5 Billion Feels Like Overkill”

“$5 Billion Feels Like Overkill”

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss:  - Questions about Autodesk’s capital allocation strategy.  - No...

23 Nov 202226min

Is Zoom Video an Acquisition Target?

Is Zoom Video an Acquisition Target?

Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: - Bob Iger's second day back as CEO - Best Buy, and CEO Corie Barry, defying exp...

22 Nov 202228min

Bob Iger 2: Return of the CEO!

Bob Iger 2: Return of the CEO!

Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger. (0:21) Jason Moser discusses: - The board's sudden reversal on Chapek - Expected change...

21 Nov 202223min

Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos

Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos

The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hi...

20 Nov 202219min

2022: New Learnings for Investors

2022: New Learnings for Investors

Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about: - 2022 through the lens of a small business - T...

19 Nov 202225min

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