Motley Fool Money

Retail, Inventory, and Deals!

Nov 12, 2022

Sanmeet Deo, a Motley Fool Senior Analyst specializing in retail and inventory management, joins the conversation to tackle critical retail challenges. He discusses the 74% drop in shipping container prices and how it impacts retailers with excess inventory. Sanmeet highlights which companies are managing these challenges well, including strategies for maximizing holiday sales. He also emphasizes an important metric that could guide long-term investors, offering insights into the evolving landscape of retail dynamics.

25:09

Creator website

Episode guests

Sanmeet Deo

AI Chapters

Episode notes

Intro

3min

Navigating Shipping Costs and Retail Inventory Challenges

2min

Holiday Spending Trends and Retail Dynamics

15min

The Resilience of Physical Retail: Simon Property Group and Hybrid Business Models

2min

Innovative Hybrid Strategies in Retail

2min

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors

Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY

Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/

Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.