Poonam Goyal

Geetha Ranganathan, a U.S. media analyst, dissects Disney's disappointing Q4 results, emphasizing challenges in studio expenses versus the success of parks and streaming. Woo Jin Ho, a senior tech analyst, highlights Cisco's positive earnings and its potential to capture AI spending, projecting significant revenue growth. Poonam Goyal, an e-commerce analyst, explores the athleisure market, pointing to Adidas's resurgence and Nike's continued dominance while analyzing competitive pressures and product innovations. Their insights reveal the evolving dynamics of these major industries.

Poonam Goyal is a Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, and Angelo Zino is a Senior VP and Equity Analyst at CFRA Research. They dive into Amazon's surprising stock declines fueled by disappointing profit forecasts and challenges in its AWS cloud performance. The duo contrasts Amazon’s retail growth with its lackluster cloud margins, discussing competitive pressures from rivals like Microsoft. They also explore how shifting consumer behavior might impact the retail landscape during the back-to-school season.

The podcast discusses post-pandemic retail challenges, focusing on athleisure trends and AI solutions. Topics include rise of resale brands, sustainability in retail, Amazon's dominance, generative AI impact, and revolutionizing retail feedback with social commerce and customer insights.

eBay Chief AI Officer Nitzan Mekel-Bobrov and Bloomberg Intelligence senior analyst Poonam Goyal discuss the importance of AI in driving e-commerce growth, eBay's AI investment strategy, deciding whether to build or buy technology solutions, future opportunities in e-commerce, and embracing the AI disruption.

Poonam Goyal, a senior analyst at Bloomberg Intelligence specializing in e-commerce and athleisure, dives into Amazon's recent financial performance. She highlights AWS's impressive 20% revenue growth, the strongest in nearly three years. Goyal also discusses challenges in retail margins and pricing strategies, as well as ongoing investments in automation and fulfillment. The conversation touches on the booming advertising revenue, which is growing at 22%, and the impact of AI on Amazon's operational efficiency and long-term profitability.

Geetha Ranganathan, a media analyst, dives into the DirecTV and Dish merger, aiming to reshape the paid TV landscape. Anurag Rana talks about OpenAI’s impressive $6.6 billion funding, highlighting its growth potential. Poonam Goyal reviews Nike's earnings amid fierce retail competition. Keith Naughton discusses Tesla's vehicle sales surge, while Brian Egger breaks down Carnival's earnings performance. Thomas Rowlands Rees explores the Inflation Reduction Act's impact on energy, and Janet Lorin critiques Harvard's struggling endowment strategies.

In a dynamic discussion, Poonam Goyal, a Senior E-Commerce Analyst, evaluates Nike’s leadership change and its impact on retail strategies. Financial Advisor Sarah Ponczek shares insights on the market landscape and investment outlook amidst rate cuts. Kenneth Shea, a Consumer Products Analyst, explores M&A trends in the beverage industry, while James Abate, a finance Managing Director, provides a market check-up. Together, they dissect the evolving strategies that companies are adopting in response to market fluctuations and consumer trends.

Bryan Whalen, Chief Investment Officer at TCW, shares insights on market trends and volatility. Claudia Sahm, Chief Economist at New Century Advisors, discusses her unorthodox view on recession indicators. Madison Muller, Bloomberg Health Reporter, reveals the latest on Eli Lilly's weight loss drugs and market competition. Poonam Goyal, Senior Analyst at Bloomberg, analyzes Under Armour's earnings and the brand's struggle against larger competitors. The conversation dives deep into investment strategies amidst shifting economic data.

Poonam Goyal, Sector Head and Senior eCommerce and Athleisure Analyst at Bloomberg Intelligence, shares insights on the booming athleisure market and its implications for retail trends. She connects the rise of athleisure to remote work and changing consumer preferences post-pandemic. Poonam highlights Nike's competitive challenges and explores the lucrative potential of China's athleisure market. She also discusses how businesses leverage data and AI for better personalization and conversion, emphasizing the importance of adapting to evolving market dynamics.

Explore Amazon Prime Day sales success and Blackstone earnings with experts from Bloomberg Intelligence. Delve into the U.S. economy outlook, United Airlines earnings, and commercial real estate state. Learn about asset managers, specialized support, Federal Reserve policies, Airbus and Boeing sales, and real estate growth strategies.