3 Good Brands in 3 Different Places
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 3 August 2021
⏱️ 19 minutes
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Summary
Clorox ends its fiscal year with a whimper, not a bang. Under Armour shares rise on a strong 2nd-quarter and reasons for optimism. Gartner pops more than 10% on its own strong 2nd quarter. Asit Sharma analyzes those stories and shares why having a good brand is helpful, but not always enough.
Transcript
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| 0:00.0 | It's Tuesday, August 3rd. Welcome to Marketfoolery. I'm Chris Hill with me today, our man in |
| 0:07.6 | North Carolina, Austin, Sharma. Thanks for being here. |
| 0:11.0 | Hey Chris, thanks for having me. It's good to wipe the clean slate with a new day, referring |
| 0:18.0 | with a little bit of foreshadowing to a certain company that we're going to talk about that |
| 0:21.6 | specializes in disinfectant wipes among other products, but good to be with you once again. |
| 0:28.3 | Absolutely. We've got athletic apparel. We've got the sexy world of research, but we're going |
| 0:33.5 | to start with what turns out to be a rough end to the fiscal year for chlorox shares are falling |
| 0:39.4 | more than 10% this morning after four quarter profits in revenue came in lower than expected. I |
| 0:44.7 | was saying to you right before we started the past. Let's just call it six to nine months and |
| 0:52.1 | maybe even a year. It really hasn't gone as well for chlorox as I would have guessed. |
| 0:57.4 | Yeah, same here Chris. I actually thought last year that chlorox was going to have some sticky |
| 1:04.3 | advantages coming out of COVID. We've seen a lot of companies that have taken the benefit of all |
| 1:11.2 | the sales from the spring and summer of last year and they've parlyed those into longer term |
| 1:16.8 | advantages. Chlorox not so much and we have to understand here that chlorox doesn't really face |
| 1:24.9 | the retail world. It supplies to retail outlets. It's a consumer package goods company, |
| 1:31.8 | so it doesn't have a lot of opportunity for say huge direct e-commerce sales. You have to grant |
| 1:37.7 | them that. On the other hand, this was really a chance to get in front of customers and reassociate |
| 1:45.0 | them with the brand. Because of a few thorny problems like supply chain logistics, rising commodity |
| 1:52.4 | costs, etc. Chlorox hasn't been able to capitalize on customers remembering how much they relied |
| 1:59.2 | on the company for household products. I want to read this quote from this morning's press release |
| 2:04.8 | from I see you Linda Randall. Give my quick comments on that fiscal year 2021 was an extraordinary |
| 2:13.0 | year for Chlorox with a pandemic putting us through the test of volatility, including rapid |
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