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

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Ben Franklin: Founding Father of Microfinance and Open-Source Tech

Ben Franklin: Founding Father of Microfinance and Open-Source Tech

If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life. Robert Brokamp talks with Michael Meyer, author of “Benjamin ...

2 Okt 202227min

No Solutions, Just Trade Offs: Doomberg on Worldwide Energy Challenges Molecules, Physics, and Platitudes

No Solutions, Just Trade Offs: Doomberg on Worldwide Energy Challenges Molecules, Physics, and Platitudes

The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a...

1 Okt 202227min

Scott Galloway on CEOs, Big Tech, and Energy

Scott Galloway on CEOs, Big Tech, and Energy

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. ...

30 Sep 202239min

An IPO, In This Environment?

An IPO, In This Environment?

Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!  (0:18) Dylan Lewis and Tim Beyers discuss:  - Why Porsche is going public while o...

29 Sep 202227min

"All of this has happened before."

"All of this has happened before."

If what's happening today with Apple seems familiar, it should. (0:21) Jim Gillies discusses: - Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to...

28 Sep 202221min

Mistakes? We've Made A Few

Mistakes? We've Made A Few

When you don't get what you want, you get experience. (0:21) Asit Sharma discusses: - The S&P 500 hitting a new low for the year - Seeking out companies with "fortress balance sheets" - Whether Mulle...

27 Sep 202227min

Prime Day 2: E-Commerce Boogaloo

Prime Day 2: E-Commerce Boogaloo

For the first time ever, Amazon is having a second "Prime Day" event. (0:21) Jason Moser discusses: - Behind-the-scenes planning that led up to this announcement - Inventory clearing, and the role it...

26 Sep 202220min

What Do Higher Interest Rates Mean for REITs?

What Do Higher Interest Rates Mean for REITs?

Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest ...

25 Sep 202220min

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