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(2094)

PayPal Turns Around (Slowly)

PayPal Turns Around (Slowly)

Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots. (00:21) PayPal’s earnings and why a drop at a specialty insurance company ...

30 Apr 202432min

Big Drama At Paramount

Big Drama At Paramount

Ahead of earnings at Paramount, potential deals and rumors are flying. At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza a...

29 Apr 202432min

How to Win in Business: Be Right, Be Positive

How to Win in Business: Be Right, Be Positive

Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater? Elliott Parker is the CEO of High Alpha Innovation and author of, “The...

28 Apr 202430min

Why Resale is Forever

Why Resale is Forever

Winmark doesn’t make a lot of noise. The business speaks for itself. Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The co...

27 Apr 202432min

Earnings: Chipotle, Tesla, and Alphabet Soar

Earnings: Chipotle, Tesla, and Alphabet Soar

We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta comminglin...

26 Apr 202440min

Meta Slows Its Roll

Meta Slows Its Roll

At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business. And what was it about Meta’s earnings that gave the market pause? Comp...

25 Apr 202422min

Tesla: Carmaker Now, Robotaxi Future

Tesla: Carmaker Now, Robotaxi Future

Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited. At (00:21) we talk Tesla’s down results and up market reaction,...

24 Apr 202423min

These Investments Fight Inflation

These Investments Fight Inflation

A primary reason to invest now? Have money to buy stuff decades later. The stock market can help you with that goal, but so can government bonds. At (00:21), we look at earnings from General Motors ...

23 Apr 202426min

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