I love groupon. Do you think it has a bad brand name? I agree with everything you've just said, except for the part about group nhaving a good brand. If either of these coveries were to acquire groupon, then you're ditching that name, and then it becomes like booking experiences, like it becomes a separate division, that sort of thing. That's fair. But i don't think there is wrapped up in that business. So i i hope that it is a record quarter, because if it's not, i think the stock will really get get hit quite quickly if that ends up not being true.
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!
(0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital
(10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.
Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB
Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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