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(2097)

Headsets First, Killer Apps Second

Headsets First, Killer Apps Second

The Consumer Electronics Show kicks off with big news from Nvidia and many more. (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro succes...

8 Jan 202431min

Morgan Housel on Economic Forecasts, Resolutions, and Writing

Morgan Housel on Economic Forecasts, Resolutions, and Writing

Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewi...

7 Jan 202426min

A Fool’s Guide to Investing in 2024

A Fool’s Guide to Investing in 2024

New year, new you! Or maybe just a new portfolio.  Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long ta...

6 Jan 202436min

Mag Seven or Lag Seven?

Mag Seven or Lag Seven?

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven...

5 Jan 202440min

Is Walgreens Your Next Healthcare Giant?

Is Walgreens Your Next Healthcare Giant?

Walgreens’s new CEO has some big plans. (00:21) Bill Barker and Deidre Woollard discuss: - The big tasks ahead for Walgreens’s new CEO. - What a dividend drop might be signaling. - How price drops im...

4 Jan 202433min

The End of the Mickey Mouse Moat?

The End of the Mickey Mouse Moat?

After 95 years of copyright protection, Steamboat Willie enters the public domain.   (00:21) Asit Sharma and Dylan Lewis discuss: - Why early versions of Disney’s Mickey and Minnie Mouse characters ...

3 Jan 202428min

Stock Picks > Economic Forecasts

Stock Picks > Economic Forecasts

Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong. (00:21) Ricky Mulvey and Jason Moser discuss:  - Apple res...

2 Jan 202433min

2024 Preview!

2024 Preview!

We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions. (00:21) Ron Gross and Matt Argersinger share: - The trends they’re following in 2024 - C...

29 Des 202340min

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