It's Tuesday, October 6th. Welcome to Market Foolery. I'm Chris Hill with me today.

He's in a good mood because the Yankees won last night. It's Bill Barker. Thanks for being here.

Thanks for having me. That's true. I'm in a good move.

We are going to look at the retail landscape. We are going to talk about capital allocation,

at least how one company is executing their capital allocation strategy.

But we're going to start with the stock of the day.

Shares of Alteryx up more than 25% this morning.

The Data Analytics software company increased revenue guidance for the third quarter.

There are also shuffling some positions in the boardroom, but I'm assuming this is about the increased guidance.

Yeah, I believe that's the case and although it is up 25% today it really collapsed about 30% last month so it had pulled back on not really

decreased guidance just had had said that the second quarter,

although it beat estimates,

was not really beating sort of the whisper numbers

and that they didn't see things going on

for the second half of the year,

improving over sort of where they were.

Now they're kind of correcting that

and the stock is making up about half of what it lost

following the second quarter earnings report.

So it's been a very volatile stock.

It's done okay compared to a lot of other software performers. It's not stand out. It's up a bit this year but

nothing close to the better performers. I was looking at a one-year chart of Al-Tarix and reminded of the comment you made from time to time,

...