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(2133)

Big Tech Is Fun Again & The Fed Speaks

Big Tech Is Fun Again & The Fed Speaks

Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the econo...

19 Sep 202542min

Nvidia and Intel Make a $5 Billion Bargain

Nvidia and Intel Make a $5 Billion Bargain

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made...

18 Sep 202521min

EV and Autonomy State of the Union

EV and Autonomy State of the Union

Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, ...

17 Sep 202522min

The Labubu Economy

The Labubu Economy

Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually ...

16 Sep 202523min

Fools Duel Over DocuSign: Is It Still a Breaker?

Fools Duel Over DocuSign: Is It Still a Breaker?

We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you! Tim Beyers and Rick Munarriz discuss: -...

15 Sep 202524min

Interview with Dan Ariely: Investing in the Irrational

Interview with Dan Ariely: Investing in the Irrational

Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks ...

14 Sep 202520min

401(k) Millionaires and Maximizing Your HSA

401(k) Millionaires and Maximizing Your HSA

No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. Roger Young, CFP®, discusses some suggestions from a T. Rowe Pric...

13 Sep 202526min

Media Merger Mania Strikes Again

Media Merger Mania Strikes Again

We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers...

12 Sep 202542min

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