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Consumer Spending is Tightening Up… Kind Of

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Manage episode 365051861 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

1529 episodes

Artwork
iconShare
 
Manage episode 365051861 series 8012
Content provided by The Motley Fool. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Motley Fool or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

1529 episodes

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