Go offline with the Player FM app!
Consumer Spending is Tightening Up… Kind Of
Manage episode 365051861 series 8012
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
1529 episodes
Manage episode 365051861 series 8012
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
1529 episodes
모든 에피소드
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.