The speakers discuss Dollar General's auto ship numbers and stable revenue, as well as the challenges the company is facing according to its recent earnings report. They debate on the returning CEO's timeline for results and the potential for a turnaround.
Chewy’s growth depends on how much we love our furry friends.
(00:21) Bill Barker and Deidre Woollard discuss:
- The power of Chewy’s auto-ship service.
- If Chewy’s growth is too dependent on macro trends.
- What factors could lead to a Dollar General turnaround.
(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.
Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Kevin Sayer, Mary Long, Bill Barker
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices