The chapter explores the disconnect between consumers' concerns and their spending habits, as well as the trend of reduced inventory in 2022 and the increase in shrink concerns in retail. It also discusses how some retailers are better equipped to handle shrink and possible reasons behind the use of shrink as an excuse by some retailers.
The key word for retail in 2022 was inventory. This year, it’s shrink.
Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:
- How Americans are spending and changing their priorities.
- The tech replacement cycle, and what that means for Best Buy.
- A slowdown for Home Depot and Lowes.
- Retail trends to watch in 2024.
Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA
Host: Deidre Woollard
Guest: Asit Sharma, Toby Bordelon
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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