Mary Ross Gilbert

Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, shares insights on retail trends, focusing on Kohl's return to private labels and Abercrombie's appeal among younger consumers. John Liu, Bloomberg's Executive Editor for Greater China, discusses the challenges of China's PMI data and investment slump, alongside rising Sino-Japan tensions. Jo Mays, a UK politics reporter, analyzes the political pressures faced by Chancellor Rachel Reeves as the UK budget approaches, revealing internal Labour dynamics influencing fiscal strategies.

Join Lindsay Dutch, a savvy consumer hardlines analyst, who dives into the ups and downs of Dick's Sporting Goods and Best Buy's strong earnings. Mary Ross Gilbert, a retail expert, shares insights on Kohl's renewed focus on private labels and the contrasting fortunes of Abercrombie and Hollister. Diana Rosero Pena discusses JM Smucker's turbulent results in the packaged food sector and the ongoing tariff impacts. Together, they dissect the latest trends reshaping retail, from sneaker strategies to evolving consumer demands.

Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, dives into TJX's innovative off-price strategy. She discusses how smart inventory sourcing boosts sales while emphasizing international expansion trends. Gilbert also explores consumer behavior shifts, revealing a steady demand for affordable retail options amid economic uncertainty. Tune in for insights on how TJX navigates the competitive retail landscape to maintain its edge.

In this discussion, Mary Ross Gilbert, a Senior Equity Analyst covering retail, shares insights on Kohl's optimistic sales outlook and strategies for recovery after 14 quarters of decline. Michael Halen, a Senior Restaurant and Food Service Analyst, talks about Cracker Barrel's branding overhaul after a controversial logo change. The conversation also touches on Abercrombie's positive earnings and the broader retail landscape, highlighting adaptability amid economic challenges and changes in consumer behavior.

Michael Shah, a Senior Pharma-Biotech Analyst, reveals Novo Nordisk's aggressive pricing strategy for obesity drugs, significantly undercutting Eli Lilly. Liana Baker, Managing Editor for Deals, shares insights on the $6.2 billion acquisition of Sealed Air by Clayton, Dubilier & Rice. Mary Ross Gilbert discusses how retail giants like Ralph Lauren and Gap are poised for a strong sales boost in 2026, while Michael Halen analyzes restaurant trends and how quick-service chains are adapting to rising costs and changing customer preferences.

Mary Ross Gilbert, a senior equity analyst at Bloomberg Intelligence, discusses how Gen Z and millennials are likely to cut holiday spending amidst strong apparel demand. Sam Fazeli breaks down the Pfizer-Metsera bidding war and Pfizer's strategic moves in the obesity drug market. Matthew Palazzola reflects on Warren Buffett's announcement regarding Berkshire Hathaway's future and succession plans. Emily Mason uncovers Circle's challenges and opportunities in the stablecoin market, while Justin Teresi explains the implications of the Visa-Mastercard litigation settlement for merchants and consumers.

Caroline Hyde, a Bloomberg technology anchor, shares insights on Anthropic's ambitious $50 billion plan to build AI data centers, creating thousands of jobs. Emily Mason, a fintech reporter, discusses Circle's struggles with declining interest rates affecting its stock, and their innovative strategies to diversify revenue. Mary Ross Gilbert, a retail analyst, reveals surprising resilience in holiday apparel demand despite spending cuts from younger consumers, highlighting trends in e-commerce and off-price retail performance.

Mary Ross Gilbert, a Senior Equity Analyst at Bloomberg, shares insights on the potential takeover interest in Performance Food Group by US Foods, highlighting the massive combined revenue it could generate. She also discusses Levi Strauss's optimistic earnings outlook amidst tariff challenges, revealing consumer preferences shifting in the retail space. The conversation touches on competitive dynamics in food distribution and hints at the regulatory hurdles that may impact such large-scale mergers.

Mary Ross Gilbert, a Senior Equity Analyst at Bloomberg Intelligence specializing in retail, joins the discussion to dissect Macy's latest earnings. She highlights Macy's strategic store closures and evolving tactics amid fluctuating tariffs. The conversation dives into consumer sentiment, uncovering opportunities for growth in the retail sector despite current pressures. Additionally, insights into profitability trends at Dick's Sporting Goods provide a broader picture of stability in retail sales amidst an evolving market landscape.

Michael McKee, Bloomberg's International Economics and Policy Correspondent, shares insights on the February jobs report and its implications for Fed policy. Mary Ross Gilbert, Senior Equity Analyst, analyzes Macy's and Gap's fourth-quarter earnings amidst retail challenges. Swati Pandey, Australia EcoGov reporter, discusses the effects of the RBA's recent rate cut on the Australian economy and the recovery of consumer spending. The conversation also highlights key global economic trends, making it a must-listen for investors.