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Customer is Key This Earnings Season

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Manage episode 416276037 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.

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.

(00:21) Ron Gross and Jason Moser discuss:

- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.

- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.

- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.

(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.

Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1577 episodes

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Customer is Key This Earnings Season

Motley Fool Money

11,752 subscribers

published

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Manage episode 416276037 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.

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.

(00:21) Ron Gross and Jason Moser discuss:

- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.

- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.

- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.

(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.

Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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