Motley Fool Money Disney+, Jobs, and Big Tech's Return to Office
Mar 4, 2022
Emily Flippen, a Motley Fool Analyst, joins to discuss the surge in U.S. job growth, especially in leisure and hospitality. They dive into big tech's return-to-office strategies, highlighting the hybrid work approach and its impact on employee satisfaction. The conversation also covers Disney's new ad-supported tier for Disney+, while exploring Costco's growth and Salesforce's pivot towards Slack over acquisitions. Listeners get insights into investing opportunities with a focus on Bilibili and Accenture.
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Omnichannel Employer
- Companies must embrace an omnichannel employer philosophy.
- This approach balances flexibility with in-person collaboration.
Target's Capital Allocation
- Target's CEO, Brian Cornell, has effectively allocated capital, leading to strong stock performance.
- His decisions, like exiting the pharmacy business and investing in apparel, have been successful.
Costco's Performance
- Costco's strong foot traffic and high-margin sales indicate healthy business performance.
- However, they face headwinds from rising wages and supply chain issues.