

US Retail Earnings, Weight Loss Drug
Aug 23, 2024
Joining the discussion are Sam Fazeli, Director of Research at Bloomberg Intelligence, who shares insights from a study showing Eli Lilly's weight-loss drug significantly lowers diabetes risk. Mary Ross Gilbert analyzes Macy's and TJX earnings, revealing shifts in consumer habits. Jennifer Bartashus highlights Target's impressive sales recovery through strategic initiatives. They also touch on potential retail mergers impacting convenience stores, all while keeping an eye on the evolving retail landscape amidst economic pressures.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Weight Loss Drugs and Retail Dynamics
01:32 • 11min
Target's Recovery: A Look at Retail Sales Trends
12:45 • 3min
Retail Resilience and Global Trade Dynamics
15:52 • 13min
Understanding Cognitive Biases in Financial Decision-Making
28:27 • 2min
Strategic Mergers in Convenience Retail
30:38 • 6min
Estee Lauder's Quarterly Challenges
36:09 • 5min
Consumer Trends and Stock Performance in Retail Sectors
40:40 • 3min