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(2135)

Business Plans and Science Projects

Business Plans and Science Projects

Do you have a real relationship or just a non-binding letter of intent? (00:21) Nick Sciple and Mary Long discuss: - The S&P’s turnaround and inflation’s slow month-over-month decline. - A stock ...

14 Mai 202531min

ONON Fire

ONON Fire

A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors aren’t reacting to President Trump’s executive ord...

13 Mai 202531min

U.S. & China Strike a Trade Deal?

U.S. & China Strike a Trade Deal?

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. (00:21) Jason Moser and Dylan Lewis discuss: - The U.S. ...

12 Mai 202528min

How Governments Shape Markets

How Governments Shape Markets

Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: ...

10 Mai 202534min

Wait and See on Rates and Tariffs

Wait and See on Rates and Tariffs

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. (00:21) Tim Beyers and ...

9 Mai 202542min

S&P 500 Shakes Liberation Day Loss

S&P 500 Shakes Liberation Day Loss

For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressi...

8 Mai 202532min

Uber Hits Gas on Autonomous Vehicles

Uber Hits Gas on Autonomous Vehicles

Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey ta...

7 Mai 202531min

Palantir’s Valuation Question

Palantir’s Valuation Question

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business resul...

6 Mai 202527min

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