Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a blacksmith, not a goldsmith - Home Depot raising guidance after strong 1st-quarter profits - The role of higher mortgage rates play for home improvement retailers
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Yesterday
Dick’s Sporting Goods has a Foot Locker Problem
When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick ... Show More
23m 51s
Aug 24
1 Earnings Report That Could Move the Market
On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical ... Show More
26m 19s
Jun 2024
Between shrinkflation and shoplifting, what's in store for retail?
If there has been any constant down the aisles of supermarkets and on the racks at clothing stores, it’s inflation. While inflation has started to cool down, the reality is that prices for stuff continue to be high – and that remains a top of mind problem for consumers and consum ... Show More
25m 45s
Aug 2021
Stocks Slide At The Open, A Pair of Dow Retailers Report, Cathie Wood vs. Michael Burry
Carl Quintanilla and Jim Cramer began with a closer look at yesterday’s record close with the S&P 500 doubling from its pandemic bottom, marking the fastest bull market rally since WWII. The anchors then shifted to a pair of big retailers reporting results. Home Depot saw shares ... Show More
44m 6s
Feb 2023
Prof G Markets: Home Depot and the Housing Crisis, Stellantis Beats Tesla, and the Lithium Market
This week on Prof G Markets, Scott breaks down why Home Depot’s disappointing earnings are indicative of healthy market trends. He also takes a look at promising earnings from Stellantis, the second largest EV seller in Europe behind Volkswagen and ahead of Tesla. Finally, Scott ... Show More
40m 21s
Feb 2025
Fast Five Shorts | "The Price Of Wishes Has Increased With Inflation" Lightning Round
In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, and Ocampo Capital Chris Walton and Anne Mezzenga, along with special guest hosts from the A&M Consumer & Retail group David Brown and Lisa Collier discuss: How " ... Show More
4m 30s
Jul 2022
Walmart’s Big Warning, GM’s Earnings Miss, Shopify Layoffs 7/26/22
Carl Quintanilla and Jim Cramer started the show with Walmart shares sinking after the company cut both its Q2 & full-year profit outlook. The big warning dragged other retailers like Home Depot, Amazon and Best Buy lower as well. The anchors then shifted to a slew of earnings, i ... Show More
44m 11s
Nov 2022
Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ... Show More
22m 45s