Inventories are going to show up, not maybe so much in revenue, but show up in the cash dynamics of the company because that's where you tend to see revenues going up. We've already seen that, for example, with Lulele Lemonridge, which reported last week, which had had inventory issues. They are now coming back down to Earth. You're starting to see the smarter managements out there really start to build in a little bit of return to normal by virtue of not being so fearful about the next shipment not coming in.
If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory.
(00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels
(11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it.
Companies discussed: KMX, INTU
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices