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Best Trent Kling podcasts we could find (updated February 2020)
Best Trent Kling podcasts we could find
Updated February 2020
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As Walmart closes out their fiscal year, we take a look back at some of the initiatives they started during the last 12 months, and look at their sales forecasts for the next 12 months. Additionally, we discuss Floor & Décor’s dramatic growth plans, and how SpartanNash’s numbers suggest strengths in independent grocery. Our interview guest is Jeff …
 
We start with positive news from Ahold Delhaize (as Food Lion showcased solid comps) and CVS (as their front-store comps were up yet again). We also discuss the largest point-of-sale provider in the U.S. in NCR, Quiktrip’s expansion into Alabama, and the shuttering of Brandless. Our interview guests are Shlomo Chopp and Ryan Wolfe of ShopFulfill, w…
 
We begin with a rare deep dive on the latest from Boot Barn, as they ride their loyal customers to continued sales growth but are endeavoring to draw new customers through exclusive clothing lines. From there, it is on to Natural Grocers, Earth Wise, and pleasant numbers from Simon that show retailers in their malls may be busier than previously th…
 
After following up on the newly announced Lucky’s Market bankruptcy, we dive into reasons behind Tanger Outlets’ industry-leading high occupancy rates and whether they will continue into 2020. We also discuss Amazon’s earnings call, Stein Mart potentially going private, and Kohl’s commitment to smaller footprints. Our interview guest is Andrew Park…
 
We lead off with sad news from the natural food retail space, as Lucky’s Market announced closures of over 75% of their store base this week. After discussing potential ramifications, we move on to New York City’s new cash requirements for retail and food outlets, and Mars Retail Group announcing an expansion of their M&M’s retail concept. Our inte…
 
A few big news stories headline our show, including Walmart’s continued rollout of robotics for both the back and front of the store, and Gap calling off their planned split of Old Navy. We also discuss Amazon’s backtrack regarding FedEx Ground, and an investigation at Best Buy. Our interview guest is Marci Weisler, Chief Commercial Officer of Veng…
 
We start the show with holiday sales updates, which came out en masse last week. We talk in some depth about Mark Tritton’s first earnings call as Bed Bath & Beyond CEO, and we look at a deal that could enable grocer Save A Lot some flexibility as they search for stability. Our interview guest is Michael Hurst of Starch Creative (whatsyourstarch.co…
 
Although we cover some brief news from Amazon and Kroger, we spend the bulk of this episode ranking our top and bottom five retailers for calendar year 2019. Who makes the list for the first time, and who takes the number one spot? Our interview guest is Cardlytics CMO Dani Cushion, who joins us to talk the data behind taking market share from dist…
 
In a show that tilts towards e-commerce news, we begin with the news surrounding Amazon and FedEx, as Amazon makes it more difficult for third-party sellers to use the shipping platform for Prime sales. From there we head to Chewy’s earnings call, and positivity surrounding their steadily increasing margins and private label products. We close the …
 
We start with a regional grocer in Ingles Markets this week, as they continue to display solid same-store sales trends. From there, we discuss Casey’s most recent earnings call and a new distribution center that will potentially allow them further expansion. We wrap up with Conn’s and their pivot in electronics and an acquisition of New Seasons Mar…
 
We begin with sad news—that of Ollie’s CEO Mark Butler’s passing. From there, we discuss Aldi’s postponement of building in Arizona, Kroger’s latest earnings call, and retailers we both paid a visit to last week. Additionally, we conduct a deep dive on Big Lots, discussing how their “Store of the Future” layout and their movement away from essentia…
 
As promised in our last show, it is an off-price extravaganza this week, with TJX, Ross, and Burlington all hosting earnings calls in the last seven days. We compare the retailers, specifically as it pertains to the all-important holiday inventory levels and deal flow. In closing, we briefly touch on A.C. Moore’s announced closures and Dick’s Sport…
 
We lead our show with Target, who once again impressed the retail world with a solid earnings call—we go beyond the numbers to discuss their initiatives on tap for the upcoming quarter and year. After, we discuss two very different calls from the home improvement sector in Home Depot and Lowe’s, and look ahead to our off-price show next week. Our i…
 
It is earnings season, and as per our obligation, we start the show by covering Walmart’s earnings. After, we discuss Grocery Outlet’s promise as an expanding concept, JCPenney’s earnings, and Layton’s retail experiences in Detroit. Our interview guest is Sean Turner, Co-Founder & CTO of Swiftly, who joins us to discuss implementation of e-commerce…
 
As far as the news portion of the podcast is concerned, we touch on Kroger’s recent investor conference and their rebranding announcements, followed by Sally Beauty earnings and a study from UBS that made headlines regarding mall food courts. Our interview guest is Dani Cushion, CMO at Cardlytics, who joins us to discuss Cardlytics’ recent holiday …
 
As earnings season gets under way, we go beyond the main earnings metrics for Carter’s to find that children’s clothing retail may be more robust than thought, especially given declining birth rates. From there, we take a look at Walgreens’ front-store sales and an earnings call from ROIC that suggests neighborhood shopping centers are popular as e…
 
With their latest earnings report, privately-held Albertsons appears to be trending in a positive direction. We lead our show with a deep dive and positives and negatives from their second quarter information. From there, we discuss a new report from the NRF that suggests November imports will be on the rise as a result of potential tariffs, and Ma…
 
We lead the show with an intriguing study from First Insight that suggests price elasticity may be declining across most apparel categories as well as home goods. After discussing the potential implications for retailers, we move on to Costco’s latest earnings call, and then to the NRF’s yearly holiday sales projections. As we conclude the show, we…
 
Amidst an ongoing turnaround plan, Pier 1 puts forth a difficult quarter but hopes their strategy will begin to pay off for the holidays. Meanwhile, more rumors surround a potential deal between two REITs and Forever 21, and we discuss convenience store operators’ relative optimism for the winter season. We wrap up by looking at IKEA’s new smaller …
 
Projections come out from Deloitte and AlixPartners suggesting the holiday season may see a robust increase in sales year-over-year, countering a more bearish outlook from Wells Fargo. We discuss this, as well as hhgregg (or H.H. Gregg, depending on which style you prefer) making a foray back into brick-and-mortar. Additionally, we take a look at S…
 
We begin our show by looking at Michaels earnings results—more specifically, we look at Michaels’ continued attempts to differentiate in the craft retail space and hone in on their core consumer. From there, we discuss the potential impacts of Hurricane Dorian on U.S. retail, paper shrink in organics, and Kimberly-Clark’s confidence. Additionally, …
 
In a packed podcast, we talk about Target’s record earnings call (and share price) before discussing L Brands’ Jekyll and Hyde status. From there, we discuss Sears Hometown’s most recent suitor, how a once-bankrupt brand may be helping to save Stage, and various initiatives at Ross before wrapping up by glancing at Costco’s China entrance and Ollie…
 
After discussing another quarter in which Walmart provides a positive earnings surprise, we turn our attention to JCPenney’s announced partnership with thredUP, and why it may surpass critics’ expectations. From there, we talk point-of-sale—a new study from creditcards.com suggests customers are still using cash for small purchases at a high rate. …
 
CVS and Walgreens were both in the news this week, albeit for vastly different reasons—we discuss CVS’ great quarter and more closures for WBA. We then look to the most recent Sears and Kmart closures for optimism, of all things, before turning our attention to a recent story about retail landlords potentially having interest in serving as de facto…
 
After referencing Amazon’s earnings to begin the show, we re-hash Albertsons’ latest quarter and some of their ongoing initiatives as the company seeks to make themselves desirable for a potential IPO. From there, we discuss a bellwether in home improvement, as Sherwin-Williams surges on the retail front once again. We wrap up by discussing GNC’s n…
 
Our yearly obligatory coverage of Prime Day leads the show, as many of the same storylines are pasted in from last year. From there, we discuss Chewy’s first earnings call and their potential path to profitability, and Rent-A-Center’s deal for a virtual lease provider. We wrap up by looking ahead to GNC’s earnings call, and Layton tackles the idea …
 
We start with Bed Bath & Beyond’s first earnings call with their interim CEO Mark Winston, and attempt to decipher whether or not the company’s directives have actually changed since the previous call. From there, we look at 7-Eleven’s desire to sell more fresh foods—and with it, their desire to clean up their stores’ image. Finally, we talk about …
 
We begin by focusing on a Recode article that got plenty of attention this holiday week, claiming that Walmart’s e-commerce division may show a $1 billion loss for 2019. We talk about why the main points in the article might be overblown a bit by other media, as well as a new convenience store survey that suggests retailers are very optimistic for …
 
This week, we tackle Toys”R”Us—or the newest iteration of Toys”R”Us—as plans leak out about what their new brick-and-mortar presence might look like under Tru Kids. We also discuss analysts’ downward revision of Amazon’s market share, how Stage appears to be ahead of schedule with their Gordmans pivot, and how Home Depot is planning to endure poten…
 
In a quick podcast, we discuss Layton’s trip to Colombia, the current state of retail in the South American country, and whether there is anything Colombia can adapt from U.S. retail (and vice-versa). We also discuss Target’s no good, very bad weekend, and two stories that we’ll cover in more detail on the June 24th podcast, including new analyst n…
 
We begin with Five Below, who, as per usual, released stellar earnings. Of more concern to us, however, are different initiatives the retailer is testing in order to maintain its fast growth. From there, we discuss GameStop, as the company hopes that a SKU revitalization will be its equivalent to a green mushroom. We also talk about the state of co…
 
Although it is a podcast with plenty of positivity, we start with a bit of a downer, as ascena retail group announces their intention to “wind down” Dressbarn as a brand. Meanwhile, Dick’s Sporting Goods beats on earnings, and we compare their recent sales numbers to others in the industry while talking about a category the company feels might be w…
 
We lead with Best Buy earnings, mostly to discuss their Best Buy 2020 initiatives and their new rent-to-own program rolled out in the first quarter. From there, we touch on two mall retailers heading in different directions. First, Foot Locker, whose Champs Sports brand is seeing remarkable success, and then The Buckle, whose price points are heade…
 
The legacy retailer Macy’s leads our show, not only with their latest earnings report, but as they update progress on their five initiatives to drive both brick-and-mortar and digital traffic back to the retailer. From there, we discuss Walmart’s new NextDay shipping adventure, and the limitations of the program from the customer’s perspective. We …
 
We lead our show with Tuesday Morning’s latest earnings report, but more than earnings, we discuss a potential shift in the way they handle inventory within their supply chain. After that, there’s a look into Office Depot/Max and their continued pivot away from retail and towards service offerings, and a discussion of Cub and comments their CEO mad…
 
After talking about Stop & Shop and Wegmans, each of whom in the news for very different reasons, we discuss the landscape of single-tenant retail real estate through the lens of National Retail Properties. From there, it’s on to discussing CVS, Kohl’s, a new private label brand at Target, and a new store structuring initiative from Walmart.…
 
We start our show by discussing Rite Aid and fred’s, back-to-back. Rite Aid reiterated some of their initiatives coming out of a transition period, while fred’s reveals a clearance program that leaves us both scratching our heads. We then discuss new data from Thasos that suggests which retail REITs might be leading the way in generating traffic, b…
 
Leading off our show, we take a deep dive into Duluth Trading Co., focusing on the positives and negatives from their past and future initiatives after their earnings call. Then, we turn our attention to Sears, as they announced new store openings, and news broke of a potential reunion with their Hometown stores. We close by discussing news of At H…
 
In two separate segments, and for two different reasons, Shoe Carnival and Sportsman’s Warehouse talked a lot in their respective earnings calls about making plays for available market share. We break down both retailers’ efforts, discuss Albertsons scaling back Plated’s retail presence, and look towards Wayfair’s first permanent brick-and-mortar s…
 
A podcast heavily weighted towards retailers focused on small- and mid-sized markets, we begin by covering Hibbett Sports’ latest earnings call—and why it was much more positive than most media outlets let on. From there, we discuss Cato’s seeming lack of digital initiatives, ascena’s big announcement, and how new varieties of berries may allow gro…
 
A quick podcast covers Dollar General’s earnings—and why we’re more optimistic than most on their projections for 2019—as well as independents taking market share away from PetSmart and Petco in pet retail. We also discuss why Neiman Marcus’ digital numbers during their recent earnings call were a bit disappointing, and how Shopko’s liquidation may…
 
A big earnings week for the retail world, and we discuss how Target is bearing fruits from their trials two years ago, while Kroger is hoping to bear fruits in two years from their trials today. We also discuss the state of airport retail after a superb Retail Dive article on the subject, what Dollar Tree could or should do with Family Dollar, and …
 
After talking about two brief stories—Amazon’s new grocery concept and Gap’s plan to spin Old Navy off—we dive into JCPenney’s latest earnings and initiatives under new CEO Jill Soltau. We then turn attention to JCPenney’s former CEO (Marvin Ellison) and his latest earnings call at Lowe’s before looking at a potential up-and-coming retailer from th…
 
We discuss Walmart’s latest earnings, along with their initiatives on the table for 2019, to lead the show. Then, it’s a deep dive into Advance Auto Parts—despite their comp store sales going up, we revisit how they seem to be losing market share to their two main competitors. We close by discussing Samsung’s retail foray, a retail-centric REIT, an…
 
A few weeks after an initial deal, we get clarity on Eddie Lampert’s deal to save Sears—at least for now. We discuss Under Armour’s latest earnings call, which largely beat analyst expectations but left something to be desired in U.S. sales figures. From there, we discuss JCPenney’s big move, an abrupt about-face for Amazon’s HQ2 in New York, and a…
 
We lead with Amazon—because we have to—but from there it is on to discussing Simon and their most recent occupancy rates numbers. Then, we discuss Tuesday Morning’s second straight positive earnings call and their potential return to long-term profitability, and Mastercard’s record-breaking numbers. We close by looking ahead at potential H&M store …
 
In an area of retail we don’t discuss often, Signet Jewelers updates holiday sales, and the poor showing leads to management suggestions regarding scaling back brick-and-mortar. From there, positive signs at Big 5 Sporting Goods after a strong December sales showing, and a potential bankruptcy at Things Remembered. We wrap up with fresh credit card…
 
We begin with an abrupt about-face in the retail news cycle, as Sears Holdings goes from doomed to liquidation to still alive (just barely) in the span of a few days. From there, it’s on to early December sales tallies for Kohl’s and Macy’s, earnings for Bed Bath & Beyond, and Sprouts seeking to expand their footprint by three more markets.…
 
In a podcast looking largely at macro trends, we discuss a retail real estate report that suggests that mall occupancy rates are stabilizing heading into 2019, and the potential impact of a slew of minimum wage increases. After discussing Amazon/Whole Foods, we take a deep dive into Fleet Farm’s westward expansion, and their buildout of existing st…
 
In our final podcast of the year, we detail early numbers from Mastercard that suggest holiday sales may have been even better than estimates. We spend the bulk of the episode counting down our picks for the top five and bottom five retailers in terms of 2018 performance, before covering a potential shift in retail real estate purchasing habits wit…
 
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