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(2095)

BMW’s Kinder Egg Strategy

BMW’s Kinder Egg Strategy

Why does ASML want to leave its home country? (00:21) Bill Mann and Ricky Mulvey discuss: - A growth problem for the European tech giant. - BMW’s ability to make a profit on electric vehicle sales. -...

12 Mar 202432min

Clean Energy Solutions, Profitability Questions

Clean Energy Solutions, Profitability Questions

Stem CEO John Carrington is full speed ahead on the clean energy transformation. (00:21) Jason Moser and Deidre Woollard discuss: - Don Julio’s Oscars moment. - If Oscar buzz is still powerful for mo...

11 Mar 202430min

The Sky’s The Limit

The Sky’s The Limit

Sky Harbour sees massive opportunities in the world of private aviation. Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates...

10 Mar 202428min

A One-Night Tenant

A One-Night Tenant

Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discu...

9 Mar 202428min

Death, Taxes, Retail Membership Programs

Death, Taxes, Retail Membership Programs

Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program. (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike’s eye-popping quarter a...

8 Mar 202440min

Can This Bank Be Saved?

Can This Bank Be Saved?

Big pockets have weighed in at New York Community Bank, can they turn the ship around? (00:21) Bill Barker and Deidre Woollard discuss: - Why New York City Bank needed a deep-pocketed rescue. - Aberc...

7 Mar 202431min

Soaring Stocks and EVTOLs

Soaring Stocks and EVTOLs

Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.  (00:21) Asit Sharma and Dylan Lewis discuss: - Target finally finding its footing, an...

6 Mar 202434min

Trouble or Turnaround Plays?

Trouble or Turnaround Plays?

We try to separate the falling knives from the buying opportunities. (00:21) Jim Gillies and Dylan Lewis discuss: - NYCB’s credit downgrade, material weaknesses, and current struggles. - Stitch Fi...

5 Mar 202425min

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