Is Physical Retail Not Dead?

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Simon Property Group has a 6.4% dividend yield and an occupancy rate now of 94 about 94 95%. That's about in line slightly higher than pre pandemic levels. David Simon on his quarterly earnings calls, it's based his theme is this is a message to all of my haters in person shopping is not dead. If you want to kind of build your portfolio to have some investments in there that will help you kind of beat the market over long term dividend paying stocks can definitely help you do that.

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors

Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY

Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/

Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd

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