CG: Breaking Down the Earnings Barriers: Walmart, Home Depot, and Kohls
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 18 August 2020
⏱️ 33 minutes
🧾️ Download transcript
Summary
In this episode of Industry Focus: Consumer Goods, Dan Kline, and Emily Flippen discuss strong earnings report across the consumer goods industry including Walmart, Home Depot, and Kohls, plus give an earnings preview for Target. How has foot traffic improved Home Depots sales, and is it sustainable? Plus, what does a premium Walmart subscription mean for Walmart’s growth in the future? Dan and Emily tackle these questions and more in today’s episode.
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphill. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. |
| 0:19.1 | Wild Cars! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.5 | Welcome to Industry Focus. It's Tuesday, August 18th and I'm your host Emily Flippin. Today I am joined by Motley Fool |
| 0:34.5 | contributor Dan Klein and we're going to discuss some big consumer goods |
| 0:38.6 | earnings. That's Walmart, Home Depot, and Kohl's. |
| 0:42.8 | Dan, thanks for joining. |
| 0:44.7 | Thanks for having me and glad we get to talk about something |
| 0:47.5 | a little bit happy. |
| 0:49.0 | How many bankruptcy shows have we done? |
| 0:51.5 | I think I was actually mapping out another bankruptcy show, you know, when we saw, |
| 0:57.7 | oh my God, there's earnings this week and it's companies that are going to do well. I am not so sure in the case of two of these three companies that I knew they would be this they would do this well. |
| 1:07.0 | Yeah, it's rare that we have the opportunity here for our Consumer Goods Focus show to talk about something really positive. |
| 1:14.4 | So I'm excited that today. |
| 1:15.8 | We'll at least put a positive spin on the news we have coming out, |
| 1:19.1 | although it's really hard to paint any of this news in a negative light. I think Kohl's probably warrants a discussion, but let's start out with probably the one that we knew was going to be great, the most obvious one, and that's Home Depot. And the reason why I say it's obvious is because earlier this week the |
| 1:35.8 | Wall Street Journal released an article highlighting what a boon the pandemic has been to Home Depot's |
| 1:40.8 | traffic. They have data from Unicast that suggested traffic to Home Depot's traffic. They have data from Unicast that suggested |
| 1:44.1 | traffic to Home Depot stores since April has consistently run at least 35% |
| 1:49.6 | above last years. So it's natural to assume that that would lend itself to a pretty |
| 1:54.9 | strong quarter. Is that what we saw Dan? Yeah, there's not a lot of window shopping |
... |
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