The chapter delves into the financial performance of companies like Chewy, Nike, and Lululemon, highlighting their revenue growth, market challenges, and strategic shifts. It explores the impact of changing consumer behavior and macroeconomic factors on these companies' results, emphasizing the importance of adaptability in a dynamic market landscape. Additionally, the discussion touches on Reddit's IPO prospects, revenue sources, and the potential strategies for growth and monetization amidst competition in the advertising market.
For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.
(00:19) Emily Flippen and Jason Moser discuss:
- The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple.
- Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.
- Earnings from Chewy, Nike, Lululemon, and Accenture.
(18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”
(33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.
Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Brian Feroldi
Engineers: Rick Engdahl, Austin Morgan
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