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Industry Focus

CG: Mattel and Buffalo Wild Wings Flying High

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

🗓️ 14 November 2017

⏱️ 27 minutes

🧾️ Download transcript

Summary

Shares of the #2 toy company and casual dining chain are both up double digits thanks to buyout rumors. For Mattel, the potential deal with Hasbro would create a dominant player in the toy industry. Meanwhile, a private equity firm with significant restaurant experience is courting B-Dubs. The team also takes a look at Canada Goose, one of the best-performing IPOs of the year.

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Transcript

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0:00.0

Thanks to Herries for supporting the Mountly Fool to get your free trial set including a razor handle,

0:04.2

five blade cartridge and shave gel go to herries.com slash fool.

0:07.6

Welcome to industry focus. The podcast it dives into a different sector of the stock market every day.

0:14.6

Another Tuesday and another episode of the Consumer and Retail Edition of Industry Focus.

0:19.2

I'm your host, Vincent Shen, and the date is November 14th.

0:23.0

Joining me via Skype from Raleigh, North Carolina is senior full dot com contributor

0:27.0

Asset Sharma.

0:28.0

Thanks for joining us, Asset.

0:30.0

Thank you, Vince.

0:31.0

As always, what better place to spend my Tuesday afternoon than with you and our fellow investors?

0:36.0

Well, you mentioned you were a little bit under the weather, so I'm really glad you are braving through that, and we'll be able to join us on the show today because we have some pretty interesting news and a great company to cover that I pea in the past year. So first things first. I hope you don't mind if we start this episode by returning to a discussion that Danny

0:56.1

Vena and I had actually two weeks ago.

0:58.7

So on Halloween we talked about the toy industry, how Toys R Us is thinking about its business with the bankruptcy generally

1:05.8

in its rearview mirror, and then also how Mattel and Hasbro are dealing with changing consumer

1:11.7

trends and some of the successes and challenges that

1:15.2

they're facing themselves.

1:17.4

And we've seen previously in many industries that are struggling with lots of change or

1:22.1

upheaval.

1:23.0

Consolidation becomes a pretty popular way of surviving

1:26.8

or just enjoying a little bit more growth

1:32.0

and success in that industry.

1:34.3

So as of late last week, investors are reacting to the news that Hasbro has actually approached

...

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