

EP295 - Walmart, Target Q2 Earnings, and US Commerce July Data
Aug 20, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Are You Going to Do Game of Throns or Lord of the Rings?
01:31 • 3min
Amazon's Going to Try a Second Prime Day in Oct.
04:08 • 2min
Is There a Newtiktok Like Feature in the Amazon Ap?
06:15 • 3min
Live Streaming for Collectables
09:32 • 4min
Retail Sales Are Up 8 Point Two % Against 20 21
13:17 • 5min
Ecommerce Growth Regressed to the Mean
18:02 • 2min
Walmart's Earnings Report
19:34 • 3min
Walmart Is a Super High Margin Part of Your Business
23:01 • 5min
Target and Amazon Aren't Affected by Inflation.
27:53 • 2min
Is That an Affordable Luxury?
29:26 • 3min
What's the Last Thrunch of Earnings?
32:05 • 2min
The New Brandy Is a Good Idea, but It's Not Going to Last Longer.
33:46 • 6min
I'm Growing X %, My CTV Is Three or Four, and I Can't Grow a Revenue, Right?
39:26 • 2min
Is There a Scaling Problem?
41:45 • 4min