Motley Fool Money Retail: The Good, the Bad and the Ugly
Aug 16, 2019
David Gardner, co-founder and co-chairman of The Motley Fool, shares his unique insights on investing and his recent trip to China. He discusses the contrasting fortunes of retailers like Walmart, which is thriving, versus struggling giants like Macy’s. Gardner emphasizes the potential for brands like Nordstrom and Under Armour. He highlights the power of holding onto winning stocks longer and dives into investment strategies shaped by his experiences in China. Additionally, he reflects on the evolution of stock selling and the significance of The Motley Fool's digital journey.
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Walmart's success
- Walmart's consistent sales growth for 20 consecutive quarters demonstrates its strength in the retail sector.
- E-commerce contributes significantly to their success.
Macy's struggles
- Macy's struggles with declining profits and lowered guidance show the challenges of traditional retail.
- Despite the difficult environment, real estate holdings offer potential value.
Tapestry's decline
- Tapestry's significant stock drop, driven by poor performance of Kate Spade, highlights the importance of brand management.
- The company faces difficulty in clearing excess inventory and gaining consumer interest.
