Alibaba, Tesla, Pepsi
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 13 February 2020
⏱️ 2 minutes
🧾️ Download transcript
Summary
Alibaba posts strong 3rd-quarter results. Tesla plans a $2 billion stock offering. Pepsi’s global organic growth highlights a solid 4th-quarter report. Bill Mann analyzes those stories and calls on Pepsi executives to bring Doritos Roulette to America!
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Transcript
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| 0:00.0 | This slash briefings brought to you by TD Ameritrade member SIPC. |
| 0:04.4 | With the Motley Fool Stock Watch, I'm Chris Hill. |
| 0:06.8 | Walmart in the spotlight on Tuesday. |
| 0:08.8 | Joining me in studio is analyst Jason Moser. |
| 0:11.8 | Fourth quarter profits in revenue for Walmart |
| 0:14.3 | came in a little lower than expected. |
| 0:16.2 | The bright spot for Walmart. |
| 0:18.5 | E-commerce segment up another 35%. |
| 0:21.8 | Yeah, and I mean, this is a business that has been able to pivot away a little bit from being |
| 0:26.3 | just that traditional big box retailer and now they've got a few other drivers at least in e-commerce |
| 0:32.2 | and certainly grocery. |
| 0:33.3 | And I think that's the part where investors don't think probably as much about the |
| 0:38.4 | grocery side of the business as they should. |
| 0:40.2 | It represents more than half of all U.S. sales now. |
| 0:44.6 | I mean, it's greater than 50% of all U.S. sales, which is just phenomenal to think about |
| 0:48.4 | with a company this size. |
| 0:50.6 | So strength, clearly, in e-commerce, strength in grocery, it does look like that growth in e-commerce |
| 0:55.2 | is going to slow down a little bit here in the coming year. |
| 0:59.1 | You look at some of the numbers there in regard to transactions and average ticket size. |
| 1:03.6 | Those are a little concerning. |
| 1:04.8 | Transactions were up just 1%, but that was down from 1.5% a year ago. |
| 1:10.4 | An average ticket was up just under 1%. and that was compared to 2.6% a year earlier |
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