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(2118)

Live from Austin!

Live from Austin!

MercadoLibre hits a new high. Booking Holdings falls on guidance. And Etsy crafts a twenty-percent rise. On this week’s show – live from Austin, Texas - analysts Andy Cross and Jason Moser dig into th...

1 Mar 201940min

Stocks for the Next 10 Years

Stocks for the Next 10 Years

Kraft Heinz plummets on weak earnings and an SEC subpoena. Stamps.com loses an Uncle Sam-sized partner. Wayfair delivers. And Zillow renovates. Analysts Andy Cross, Ron Gross, and Jason Moser discuss ...

22 Feb 201940min

Amazon vs. NYC, Coke vs. Pepsi, and Oscars Preview

Amazon vs. NYC, Coke vs. Pepsi, and Oscars Preview

Amazon rebuffs the Big Apple. Coke fizzles while Pepsi sparkles. And NVIDIA stops the bleeding. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and talk Activision Blizzard, Shop...

15 Feb 201940min

The Netflix of Video Games?

The Netflix of Video Games?

Jeff Bezos squares off with the National Enquirer. Chipotle sizzles. And Alphabet ramps up its spending. Our analysts discuss those stories and dig into the latest from Disney, Electronic Arts, Take-T...

8 Feb 201940min

Big Tech Returns and Big Game Surprises

Big Tech Returns and Big Game Surprises

Amazon fails to impress Wall Street. Microsoft reports some cloudy returns. And Facebook connects. Analysts Andy Cross, Ron Gross, and Jason Moser discuss these stories and dig into the latest from Ap...

1 Feb 201939min

Are You Paranoid or Complacent?

Are You Paranoid or Complacent?

Is the recent stock market volatility par for the course or an aberration? Is it better for investors to be paranoid or complacent? On this week’s show, award-winning financial columnist Morgan Housel...

25 Jan 201941min

The Man Who Revolutionized Investing

The Man Who Revolutionized Investing

Netflix rises on a price hike but slips on earnings. Atlassian hits a new high. UnitedHealth reports healthy earnings. Lululemon hits its stride. And Tesla makes a big cut. Analysts Andy Cross, Ron Gr...

18 Jan 201940min

Retail Report Card and CES Innovations

Retail Report Card and CES Innovations

Costco and Target report big holiday numbers. Macy’s tumbles on disappointing December sales. Bed, Bath, and Beyond goes above and beyond. Activision Blizzard loses control over Destiny. And Taco Bell...

11 Jan 201940min

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