Motley Fool Money Streaming Wars, Retail Surprises, and Home Improvement's Growing Problem
Nov 22, 2019
Nell Minow, Vice Chair of Value Edge Advisors and film critic, shares her insights into the WeWork saga and the complexities of corporate governance. She dives into the competitive streaming landscape, particularly Disney Plus's rivalry with Apple Plus. The discussion also touches on must-see holiday film releases like 'Frozen 2.' Additionally, the podcast team analyzes retail performances, highlighting Lowe's success against Home Depot's struggles and the challenges of rising theft in stores. They also explore PayPal's strategic acquisition and its implications for e-commerce.
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Target's Smart Move
- Brian Cornell sold Target's pharmacy business a few years ago to invest in private brands and e-commerce.
- This decision has proven to be a smart move, contributing to Target's current success.
Grocery as a Differentiator
- Grocery is becoming a key differentiator for retailers like Walmart and Target.
- Their investments in this area are paying off, unlike traditional grocery stores.
Kohl's Dividend Risk
- Consider Kohl's dividend yield of 5.7%, but be cautious.
- Declining financials may not support the payout, resembling JCPenney.
