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(2117)

Streaming Wars, Retail Surprises, and Home Improvement's Growing Problem

Streaming Wars, Retail Surprises, and Home Improvement's Growing Problem

Target hits a new all-time high on earnings. Macy’s and Kohl’s tumble. Lowe’s rises. Home Depot slips. Nordstrom surprises. And Schwab and TD Ameritrade may be teaming up. Analysts Andy Cross, Ron Gro...

22 Nov 201941min

Range, Grit, and Predicting Business Success

Range, Grit, and Predicting Business Success

Is it better to be a generalist or a specialist? Can you ever have too much grit? And what do birds and frogs have to do with business success? On this week’s show, we revisit our conversation with Da...

15 Nov 201941min

Disney’s Latest Magic, Facebook’s Latest Challenge

Disney’s Latest Magic, Facebook’s Latest Challenge

Disney earnings produce some magic. Gap gets a new look. And Zillow raises the roof. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest fro...

8 Nov 201939min

Google Gets Fit, Facebook Connects, and Apple Hits a New High

Google Gets Fit, Facebook Connects, and Apple Hits a New High

Google buys Fitbit. Apple hits a new high on earnings. Facebook connects with advertisers. And Barbie gives Mattel a boost. Motley Fool analysts Andy Cross, Ron Gross, and Jason Moser discuss those st...

1 Nov 201941min

Amazon's Investments, Tesla's Surprising Profit

Amazon's Investments, Tesla's Surprising Profit

Amazon slips as one-day shipping costs rise. Microsoft climbs higher thanks to growth in the cloud. Tesla generates its best day in six years. Southwest Airlines reports record earnings despite MAX he...

25 Okt 201941min

Retail roundup, Online Advertising, and Coca-Cola’s Latest Buzz

Retail roundup, Online Advertising, and Coca-Cola’s Latest Buzz

Netflix reports strong international growth but shares slip on slowing domestic growth. UnitedHealth rises on healthy earnings. And Coca-Cola serves up big revenues thanks to zero-sugar sodas and Coca...

18 Okt 201942min

The Genius at Apple

The Genius at Apple

Bed Bath & Beyond gets a boost from a new CEO. IAC unloads its stake in Match Group. Domino’s cools off on increased competition. Roku rises on a big investment. And Hooters’ parent company gets into ...

11 Okt 201942min

Brokerage Madness, Pepsi’s Pop, and Wrestling Smackdowns

Brokerage Madness, Pepsi’s Pop, and Wrestling Smackdowns

Charles Schwab cuts trading commissions to zero and TD Ameritrade and E*Trade follow suit. Pepsi hits an all-time high thanks to healthy returns from healthier snacks. Costco slips on disappointing ea...

4 Okt 201939min

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