Retail Focus 11/2/19 – Carter’s Flexes Wholesale Muscles; ROIC Shows Neighborhood Retail Strength


Manage episode 245580456 series 1016721
By Trent Kling and Retail Focus Podcast. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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 ever. We close by discussing Amazon’s latest grocery delivery efforts and Wayfair’s quest to stop hemorrhaging money.

196 episodes