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(2119)

The Case Against Google

The Case Against Google

Facebook deals with a growing crisis as Mark Zuckerberg prepares to testify before Congress. And Spotify makes its Wall Street debut via a direct public offering. Our analysts discuss those stories an...

6 Apr 201841min

The China Hustle

The China Hustle

In the wake of the 2008 financial collapse, hundreds of China-based companies merged with American shell companies. Many of those companies reported assets and revenues out of line with their actual v...

30 Mar 201841min

Facebook Faces The Music

Facebook Faces The Music

Facebook’s CEO finally emerges to discuss the Cambridge Analytica scandal. Nike finally has a blowout quarter. Dropbox soars on its first day of trading. Jason Moser, Matt Argersinger and David Kretzm...

23 Mar 201843min

Beauty Stocks, Snap's Stumble, and Adobe's New High

Beauty Stocks, Snap's Stumble, and Adobe's New High

Adobe hits a new all-time high. Toys R Us calls it quits. Ulta Beauty wows. And Snap stumbles. Our analysts discuss those stories. Plus, CNBC media and entertainment reporter Julia Boorstin talks Sout...

16 Mar 201839min

How to Create an Unfair Advantage

How to Create an Unfair Advantage

Investors cheer the latest jobs report. Toymakers tank on a possible Toys R Us liquidation. Cigna shakes up the healthcare industry. And Costco helps consumers prepare for the apocalypse. Plus, market...

9 Mar 201840min

Spotify IPO: Sweet Music for Investors?

Spotify IPO: Sweet Music for Investors?

Best Buy and Kohl’s report strong holiday profits. Amazon buys Ring. And Spotify files to go public. Plus, Lakehouse Capital fund manager Joe Magyer talks Buffett, small caps, hot trends, and investin...

2 Mar 201840min

Big Deals, Snap Judgments, and Oscar Predictions

Big Deals, Snap Judgments, and Oscar Predictions

General Mills loads up on pet food. Walmart stumbles. Texas Roadhouse sizzles. Boston Beer fizzles. And Kylie Jenner breaks up with Snap. Plus, corporate governance expert and film critic Nell Minow t...

23 Feb 201840min

New CEOs, New IPOs, and a Conversation with LinkedIn

New CEOs, New IPOs, and a Conversation with LinkedIn

Baidu announces IPO plans for its video service. Under Armour jumps higher. Boston Beer and Chipotle name new CEOs. And Alibaba’s Chairman hits the big screen. Our analysts discuss those stories and s...

16 Feb 201841min

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