The speakers share their thoughts on SnapChat, ELF Cosmetics, Chipotle, and Chegg, discussing various aspects such as user base, stock performance, business models, growth in the beauty industry, acquisitions, dependence on college towns for sales, and valuation.
Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation.
Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could ride the tailwinds of back-to-school season. They discuss:
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Why “experiential” spending could be the future, or failure, of one big-box sports retailer
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If chatbots killed the homework help business
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And six stocks that play to back-to-school trends
Tickers discussed: MBG.DE, TSLA, META, GOOGL, UBER, LYFT, SPOT, AAPL, PYPL, DKS, TGT, SNAP, ELF, CMG, CHGG Host: Mary Long Guest: Deidre Woollard, Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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