Bed Bath and Beyond is expanding its fitness options with Lula Lemon. The company has slashed the expectations for that business in 2021. Bed Bath continues to struggle as it tries to clear out excess inventory, shift its merchandise strategy again.
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements.
(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.
(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.
Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA
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