The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.
(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon ... Show More
Yesterday
The Private Equity Playbook Most Small Business Owners Never Get Access To
Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, ... Show More
20m 21s
Oct 9
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Dec 2023
Holiday shopping: Consumer savvy and retailer responses
Across the United States, consumers are continuing to spend, but they’re not opening their wallets too wide. Joining us are McKinsey partners Colleen Baum and Tamara Charm who say retailers that offer personalized promotions, same-day delivery, and “buy now, pay later” plans are ... Show More
23m 18s
Nov 2024
SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24
<p>Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into th ... Show More
43m 48s
Apr 2022
Which Consumers Will Buy | Retail Reborn Season 2
<p>McKinsey’s head of retail practises in Central and South America Tracy Francis, luxury analyst Erwan Rambourg and Warby Parker’s SVP of retail Sandy Gilsenan join Doug Stephens, founder of Retail Prophet, to examine the global forces redefining consumer behaviour and circumsta ... Show More
38m 23s
Feb 2025
Is the US consumer in trouble?
A sharp decline in consumer sentiment is leading to questions about consumer strength. Are investors right to be concerned, and where are the opportunities in consumer stocks now? Scott Feiler, consumer sector specialist in Goldman Sachs Global Banking & Markets, discusses with C ... Show More
7m 36s
Jul 2024
Can the US consumer stay strong?
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ... Show More
21m 58s
Mar 2025
Fast Five Shorts | Is App Fatigue Real And A Reason To Move To Digital Wallets?
In the latest edition of Omni Talk’s Retail Fast Five sponsored by the A&M Consumer and Retail Group, Alvarez & Marsal, Mirakl, Simbe, Infios, and Ocampo Capital Chris Walton, Anne Mezzenga, along with guest hosts from the Alvarez & Marsal Consumer and Retail Group Chris Creyts a ... Show More
8m 36s
May 2024
Consumer stocks: Finding the winners
Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris ... Show More
7m 59s