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(2095)

Wharton Professor on Risk and Returns

Wharton Professor on Risk and Returns

Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods ...

14 Jan 202442min

Liz Ann Sonders on the Rolling Recession

Liz Ann Sonders on the Rolling Recession

Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up. Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Wool...

13 Jan 202432min

Activist Investors are Acting Up

Activist Investors are Acting Up

Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming. (00:21) Ron Gross and Emily Flippen discuss: - The latest i...

12 Jan 202440min

Are Job Cuts A Sword Or A Knife?

Are Job Cuts A Sword Or A Knife?

(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold. (16:46) What is the s...

11 Jan 202427min

Robot Surgeons and Legal Financiers

Robot Surgeons and Legal Financiers

The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space. (00:21) Jason...

10 Jan 202427min

Crocodile Pop

Crocodile Pop

Crocs investors are expecting slower sales growth this year, but they’re still celebrating. (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the bus...

9 Jan 202425min

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

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