Motley Fool Money USA vs. Microsoft
Dec 9, 2022
Joining the discussion are Andy Cross and Ron Gross, both Senior Analysts at Motley Fool, alongside Jay Jacobs from BlackRock, a leader in thematic and active equity ETFs. They dive into unexpected trends like rising wholesale prices and Costco's disappointing quarter while highlighting Chewy's surprising profitability and Casey's General Stores' growth. The trio also tackles Microsoft's acquisition challenges with Activision Blizzard, exploring legal hurdles and investment strategies in booming sectors like healthcare and electric vehicles.
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Inflationary Pressures
- While recent reports show cooling inflation, food prices continue to rise.
- This suggests a longer-term struggle with inflation despite positive trends.
Consumer Spending and Costco
- Costco's disappointing quarter reflects the impact of reduced consumer spending due to inflation.
- This highlights the broader economic consequences of ongoing inflationary pressures.
Lululemon's Outlook
- Lululemon's lowered holiday quarter guidance caused a stock drop despite strong current performance.
- This suggests investor concern over future growth prospects amidst economic uncertainty.