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Industry Focus

CG: 2 Best in Class Brick-and-Mortar Companies

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 27 June 2017

⏱️ 26 minutes

🧾️ Download transcript

Summary

After spending several months covering casualties, headwinds, and consolidation in the retail sector, we turn our attention to two companies that have thrived in the era of e-commerce. Ulta Beauty and TJX Companies are growing thanks to their physical store footprints, not in spite of them.

Transcript

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0:00.0

Thanks to Harry's for supporting the Motley Fool to get your free trial set including a

0:03.7

razor handle, five blade cartridge and a shave gel go to Harry's.com slash fool.

0:08.5

Again, that's Harry's dot com slash fool.

0:10.9

Welcome to Industry Focus, the podcast it dives into a different sector of the stock market

0:17.0

every day.

0:18.0

This is your host, Vincent Shen, and it is Tuesday, June 27th.

0:21.8

I'm excited to welcome two foolish guests to the studio today.

0:25.2

First, we have full.com editor and analyst Sarah Priestley, and we're also joined by one of our

0:30.0

summer interns, Addie Lallye. Thanks for being here guys.

0:34.0

No problem, thank you very much for having us.

0:37.0

Yeah, thank you for having me.

0:38.0

So, Sarah, you have been on a bit of a podcast hiatus.

0:42.0

Do you remember when the last time you were on the show?

0:43.8

I don't even remember now. It's been that long.

0:46.4

Back by popular demand. It's been that long. And you are back by popular demand from me at the very least.

0:51.6

And Addy, this is your first time on a pet

0:54.0

cast right? It is. I'm an editorial intern here at the Fool and I'm a rising senior

0:59.0

at UNC Chapel Hill studying business journalism. So this is quite fitting for you.

1:03.2

This is and I'm really excited to be here.

1:05.2

Perfect.

1:06.2

Well, I'm really excited to have you guys on.

1:07.4

I think our foolish listeners will be excited to hear what you guys have to say about some of

...

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