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Consumer Spending is Tightening Up… Kind Of

Jun 2, 2023

In this conversation, Emily Flippen and Ron Gross dissect the shifting landscape of consumer spending, revealing why retailers like Chewy and Five Below are thriving while others struggle. They delve into macroeconomic factors, highlighting the implications of the recent debt ceiling resolution. Richard Ryskalczyk shares compelling stock ideas, including analysis on MongoDB's impressive earnings. The trio also discusses Lululemon's robust performance and its strategic pivots amidst changing consumer dynamics, pinpointing two stocks worth watching.

39:31

Creator website

Episode guests

Emily Flippen

Ron Gross

Richard Ryskalczyk

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Episode notes

Intro

2min

Economic Indicators and Consumer Trends

9min

Analyzing Chewy's Customer Relationships and Sales Dynamics

2min

Retail Resilience and Tech Triumphs

11min

Revolutionizing Organ Transplantation

8min

Lululemon's Strong Earnings Amid Consumer Spending Changes

2min

Lululemon's Market Position and Stock Insights

4min

Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally.

(00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release.

(19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk.

(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.

Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV

Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks

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