This chapter analyzes the shifts in consumer spending habits following the pandemic, particularly the rise of non-store retailers and changes in the food and furniture markets. It also discusses the societal implications of weight loss drugs on local economies and highlights the need for cautious investing in the evolving pharmaceutical landscape.
The world’s largest retailer is crushing the market.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Walmart’s international growth and pricing power.
- What broader retail sales data says about the economy.
- The economic side effects of weight-loss drugs.
Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers.
Companies discussed: WMT, COST, KR, WMS, LLY
Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com
Host: Ricky Mulvey
Guests: Asit Sharma, Buck Hartzell
Engineer: Dan Boyd
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