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(2115)

Software Eating The World, Healthcare Stocks to Watch

Software Eating The World, Healthcare Stocks to Watch

Adobe hits an all-time high on earnings. Kroger raises guidance and announces a $1B stock buyback. The Honest Company issues its first report as a public company. Homebuilder Lennar posts strong profi...

18 Jun 202139min

Investors vs. Inflation

Investors vs. Inflation

Despite increased fears about inflation the S&P 500 hits a new all-time high. Chewy, RH, and Marvell Technology all post better 1st-quarter results than Wall Street was expecting. Dave & Buster’s pops...

11 Jun 202139min

AMC’s Drama and the Future of Restaurants

AMC’s Drama and the Future of Restaurants

AMC Entertainment takes investors on a wild ride. DocuSign, Five Below, Lululemon, and Zoom Video report strong earnings. Twitter launches a subscription service. Etsy makes a big buy. And enterprise ...

4 Jun 202139min

Amazon’s Entertaining Buy, Tesla’s Ford-Tough Competition

Amazon’s Entertaining Buy, Tesla’s Ford-Tough Competition

Amazon buys MGM Studios. Costco slips a bit despite strong earnings. Salesforce rises. And Dick’s Sporting Goods swings higher thanks to strength in its golf business. Motley Fool analysts Ron Gross a...

28 Mai 202139min

Big Retail, Big Deals, and 1 Big IPO

Big Retail, Big Deals, and 1 Big IPO

Target and Walmart rise on strong sales growth. Home Depot and Lowe’s slide. Bitcoin tumbles during a volatile week. AT&T’s WarnerMedia merges with Discovery to make a new entertainment juggernaut. Tw...

21 Mai 202139min

Amazon Unbound

Amazon Unbound

Disney+ subscriber growth falls short of Wall Street’s expectations. Marriott International and Airbnb find room for improvement. Roblox pops on strong revenue. DoorDash shares rev 20% on upbeat guida...

14 Mai 202139min

Peloton, PayPal, and Investing in Real Estate

Peloton, PayPal, and Investing in Real Estate

Peloton shares fall and its CEO apologizes for not recalling treadmills sooner. Activision Blizzard, Cloudflare, PayPal, and Square deliver stronger results than their stock movements indicate. Beyond...

7 Mai 202139min

Big Tech, Huge Earnings

Big Tech, Huge Earnings

Alphabet, Amazon, and Apple report record earnings. Microsoft reports its biggest revenue growth in three years. Shopify rises on a strong quarter. Shares of Crocs, Facebook, and Waste Management hit ...

30 Apr 202139min

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