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

Avsnitt(2099)

Back-to-School Stocks

Back-to-School Stocks

Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation. Deidre Woollard, Mary Long, and Ricky Mu...

16 Sep 202319min

A 1700s Cobbler Is Going Public

A 1700s Cobbler Is Going Public

We break down two IPOs on today’s show, one for your phone and one for your toes.  (00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of ...

15 Sep 202341min

Deadline In Detroit

Deadline In Detroit

It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: - The demands of the Unit...

14 Sep 202327min

Apple's Compounding iPhone Iteration

Apple's Compounding iPhone Iteration

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.  (00:21) Tim Beyers and Dylan Lewis discuss: - Apple’s fall update an...

13 Sep 202331min

Why IPO?

Why IPO?

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How in...

12 Sep 202331min

Twinkies Find A New Home

Twinkies Find A New Home

The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers. (00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instac...

11 Sep 202328min

The Four Pillars of Investing with William Bernstein

The Four Pillars of Investing with William Bernstein

“The essence of investing is not maximizing returns, but rather maximizing odds of success.”  William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars ...

10 Sep 202331min

Expectations Investing Part 2: General Motors to Nvidia

Expectations Investing Part 2: General Motors to Nvidia

What does an investor have to believe for today’s share price to make sense?  Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four com...

9 Sep 202332min

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