CG: 2016 Rewind How Retailers Manage the Delicate Balancing Act That Is Their Inventory
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 27 December 2016
⏱️ 20 minutes
🧾️ Download transcript
Summary
The IF crew is looking back at some of their favorite episodes of 2016 . . .
From the apparel industry to your local grocery store, metrics like inventory turnover can tell investors a lot about a company and its operations. But in the words of one of the most well-known CEOs today, should management treat inventory as “fundamentally evil”?
Transcript
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| 0:00.0 | Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day. |
| 0:07.0 | I'm your host, Vincent Shen and it is Tuesday, December 27th. |
| 0:10.0 | With most of the team out of the office this week for the holidays, we wanted to share with you some of our favorite episodes from 2016. |
| 0:17.0 | I decided to go with an older show from Spring when Sean, now hosted the Energy and and Industrial Show was still my partner for this |
| 0:24.6 | consumer and retail series. |
| 0:26.7 | In this episode we offer some guidance on inventory management, relevant metrics, and just |
| 0:30.5 | a broad view of how investors should think about this line on the balance sheet when evaluating a company's operations. As it becomes increasingly important for retailers to adapt to the different ways, consumers shop and receive their goods from in-store to online with home delivery, in-store pickup, |
| 0:46.7 | direct to consumer, and especially as we ran out this holiday shopping season, even the most conventional |
| 0:51.7 | retailers like supermarkets and grocery stores |
| 0:54.3 | are getting turned on their head by new ideas like Amazon Go and smaller store concepts. |
| 0:59.8 | These initiatives and strategies can all have direct ties to inventory, how it moves through the supply |
| 1:03.7 | chain and optimizing these details can often prove vital to a company's bottom line. |
| 1:08.8 | That explains why one of the most famous CEOs in the world, who we will get to during this episode has been known to describe |
| 1:14.2 | inventory as fundamentally evil. Thanks again fools for a fantastic 2016. |
| 1:19.0 | Have a great new year and we'll pick things back up next week. |
| 1:31.0 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day. Today is Tuesday May 17 so we're talking about |
| 1:33.8 | consumer goods. I'm joined by Motley Fool analyst Vincent Shen who's going to |
| 1:38.0 | take us to school on that most exciting of topics retail inventory |
| 1:41.6 | management. How's it going Vince? I'm doing well Sean. I personally |
| 1:45.2 | think it's quite exciting. Oh man, I was, I didn't even need coffee to do this. I'm so excited. |
| 1:51.3 | But it realistically though, and on a more serious note you know this is a really |
| 1:57.0 | important part of the business for a lot of the retailers and you know I'm kind of |
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