retail sector

Explore "retail sector" with insightful episodes like "A higher-than-expected CPI", "Morning briefing Monday 9th October", "Earnings Buzzwords: AI and Shrink", "A glitch in the consumer-driven recovery" and "Afternoon Briefing Tuesday 1st August" from podcasts like ""Marketplace", "Times news briefing", "Motley Fool Money", "Make Me Smart" and "Times news briefing"" and more!

Episodes (9)

A higher-than-expected CPI

The February consumer price index is out — inflation was 3.2% year over year. That’s just a smidge higher than January. Still, prices in some sectors are down from a year ago. We’ll dig into the data, from price drops in furniture to still waters in apparel. Plus: the state of banking one year after the SVB fiasco and the future of addiction treatment in Oregon.

enMarch 12, 2024

Morning briefing Monday 9th October

The Times Briefing for the Morning of Monday 9th October

For more on these stories throughout the day tune into Times Radio - on DAB, online, through your smart speaker or on the Times Radio app

Hosted on Acast. See acast.com/privacy for more information.

Times news briefing

enOctober 09, 2023

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economic development

retail sector

business evacuation

terrorism glorification

Earnings Buzzwords: AI and Shrink

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

enAugust 25, 2023

A glitch in the consumer-driven recovery

Consumer spending has been fairly resilient in the face of high inflation (see Taylor Swift, Beyoncé). But, the Federal Reserve’s interest rate hikes can pack a punch, and it’s showing up in Americans’ credit card bills. We’ll hear a bit of Macy’s quarterly earnings call and unpack what it tells us about consumer habits. And, AI is being used to give people their voices back. And, we’ll play a round of Name That Tune, economic anthem-style.

Here’s everything we talked about today:

- “Credit card delinquencies jump past pre-pandemic levels” from Axios

- “Big retailers disappoint Wall Street as consumer spending shifts” from Marketplace

- “A Stroke Stole Her Ability to Speak at 30. A.I. Is Helping to Restore It Years Later.” from The New York Times

- “India lands a spacecraft softly on the moon’s surface” from The Washington Post

- “The Trash We’ve Left on the Moon” from The Atlantic

- “What’s next for India’s Chandrayaan-3 mission on the moon?” from Space

- “The economic anthem of the moment depends on how you read the data” from Marketplace

- “Marketplace: Your Economic Anthems” on Spotify

Join us tomorrow for Economics on Tap. The YouTube livestream starts at 3:30 p.m. Pacific time, 6:30 p.m. Eastern. We’ll have news, drinks, a game and more.

enAugust 25, 2023

Afternoon Briefing Tuesday 1st August

The Times Briefing for the afternoon of Tuesday 1st August. For more on these stories throughout the day tune into Times Radio - on DAB, online, through your smart speaker or on the Times Radio app.

Hosted on Acast. See acast.com/privacy for more information.

enAugust 01, 2023

Consumer Spending is Tightening Up… Kind Of

Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally. (00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release. (19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk. (32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems. Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money

enJune 02, 2023

effective communication

Was the Bank of England right to raise interest rates?

They finally did it! The Bank of England's Monetary Policy Committee raised the base rate from its emergency 0.1% level to 0.25%.

That came the day after inflation rocketed to 5.1 per cent - and is forecast to keep rising - and in the week that the International Monetary Fund warned the Bank of England against 'inaction bias'.

Markets were cheered by the rate rise and economists were broadly welcoming too, yet the general consensus is that it will make little difference to the inflation Britain is suffering.

So, why raise interest rates and was this the right move as the nation stares down the barrel of yet more (potentially overcooked) Covid disruption?

On this week’s podcast, Georgie Frost, Tanya Jefferies and Simon Lambert delve into the rate rise, ask whether it was the right move but maybe for the wrong reason, and look at why inflation is soaring and when it may abate.

The team also discuss how this will affect ordinary people and whether it will add to the cost of living squeeze hitting everywhere from the petrol pump, to your heating and the supermarket aisles.

Tanya gives an update on delayed state pension cases and her investigations into this and whether the generation in their late 40s will have to wait longer to retire.

And finally, it’s nearly Christmas and frantic present buying is the order of the day, but if you were going to give a financial gift to a child would you give Premium Bonds, shares or bitcoin?

This is Money Podcast

enDecember 17, 2021

Spotify IPO: Sweet Music for Investors?

Best Buy and Kohl’s report strong holiday profits. Amazon buys Ring. And Spotify files to go public. Plus, Lakehouse Capital fund manager Joe Magyer talks Buffett, small caps, hot trends, and investing in Australia. Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to LegalZoom.com. Use the promo code “Fool” at checkout. Learn more about your ad choices. Visit megaphone.fm/adchoices

enMarch 02, 2018