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(2132)

Market Volatility and Opportunities We See Today

Market Volatility and Opportunities We See Today

The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in t...

21 Nov 202542min

Semis and Housing and Retail, oh My!

Semis and Housing and Retail, oh My!

This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a dee...

20 Nov 202520min

Google Steals the Show in AI

Google Steals the Show in AI

Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we t...

19 Nov 202520min

Bull vs Bear: Chinese Stock Showdown

Bull vs Bear: Chinese Stock Showdown

Chinese stocks are back in the headlines, and we’re putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between l...

18 Nov 202518min

Three Non-AI Stocks to Buy: MRK, UPS, CVX

Three Non-AI Stocks to Buy: MRK, UPS, CVX

There are plenty of potential winners outside the world of AI. Anthony Schiavone and Karl Thiel join Tim Beyers in discussing three big names that may be worth betting on. Anthony Schiavone, Karl T...

17 Nov 202521min

Interview with Sezzle CEO Charlie Youakim

Interview with Sezzle CEO Charlie Youakim

Sezzle is a fintech company known for its buy now, pay later services. At our annual Motley Fool member event, Motley Fool co-founder and CEO Tom Gardner talked with Sezzle co-founder and CEO Charlie ...

16 Nov 202519min

The Many Reasons to Roth, and How Long You'll Live

The Many Reasons to Roth, and How Long You'll Live

When saving for retirement, the first decision is how much. But the next decision is where: Do you contribute to a traditional retirement account or a Roth? By far, the majority of retirement assets a...

15 Nov 202519min

Is the “Santa Rally” Cancelled This Year?

Is the “Santa Rally” Cancelled This Year?

The stock market has slumped the first two weeks of November as investors worry about layoffs, consumer spending, and returns of the AI buildout. We discuss what we’re looking at and how we would inve...

14 Nov 202542min

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