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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Consumers, Choice, And Apple

Consumers, Choice, And Apple

The European Commission is the latest to take aim at Apple’s app store. (xx:xx) Jason Moser and Deidre Woollard discuss: - Why Spotify and Apple are engaging in a new music streaming battle. - If Spi...

4 Mars 202430min

What’s Up With Super Micro?

What’s Up With Super Micro?

When a stock goes parabolic, there’s more to the story than business performance. Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities i...

3 Mars 202426min

The Small Cap Show

The Small Cap Show

With small caps, come great thrills. What about great rewards?  Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap inve...

2 Mars 202426min

Tech in 2024: AI and Dividends

Tech in 2024: AI and Dividends

The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club. (00:21) Jason Moser and Matt Argersinger discuss:...

1 Mars 202440min

Platforms, Platforms, Platforms

Platforms, Platforms, Platforms

For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers. (00:21) David Meier and Deidre Woollard discuss: - The power of a great CFO. - What a change in leaders...

29 Feb 202429min

Greed is Short

Greed is Short

When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today. (00:21) Asit Sharma and Dylan Lewis discuss: - Apple’...

28 Feb 202429min

Earnings for Breakfast, Cereal for Dinner

Earnings for Breakfast, Cereal for Dinner

Zoom has a new growth story. Are investors buying it? (00:21) Ricky Mulvey and Bill Barker discuss: - Zoom’s quarter, and if the company has a moat. - AutoZone’s international growth. - Wendy’s plan...

27 Feb 202433min

Berkshire After Charlie

Berkshire After Charlie

Warren Buffett’s annual letter points to a steady path ahead. (00:21) Jason Moser and Deidre Woollard discuss: - Why Berkshire Hathaway doesn’t pay a dividend. - If utility businesses are in trouble....

26 Feb 202428min

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