CG: Papa John, JAB, and the Future of Retail
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 12 March 2019
⏱️ 32 minutes
🧾️ Download transcript
Summary
On this week’s Industry Focus Consumer Goods, Motley Fool Contributor Dan Kline and host Nick Sciple break down some of the latest news in the CG space. “Papa” John Schnatter has reached an agreement with his namesake company to retract his lawsuit with the company and step down from its board. What does this mean for the company’s future? JAB Holdings is considering spinning off its coffee and retail brands. Should investors be paying attention? Finally, Dan discusses some of the latest retail technology he learned about last week at ShopTalk in Vegas. We hope you’ll enjoy their conversation.
Stocks Mentioned: PZZA, DPZ, KDP, SBUX, AMZN, WMT, TGT
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| 0:00.0 | Welcome Industry Focus, the podcast that dives into a different sector of the stock market every day. |
| 0:06.7 | Today is Tuesday, March 12th and we're talking consumer goods. |
| 0:09.4 | I'm your host Nick Saipoll and today I'm joining studio by Motley Fool contributor Dan |
| 0:12.8 | How you doing Dan? I'm good Nick how are you? I'm doing great Dan good to have you in the DC area once |
| 0:18.8 | again you've returned from yet another trip to Vegas and you know how was your trip you know what what went |
| 0:25.5 | on there so I went as as some of you industry focus fans know to shop talk with |
| 0:30.5 | Matt Frankel another industry industry focus, frequent guest. |
| 0:34.0 | And that's a retail show that really draws some heavy hitters. |
| 0:37.0 | A lot of the keynotes are CEOs or CFOs, COs. |
| 0:40.9 | And it's really a showcase for technology. |
| 0:45.0 | So this year, and we'll talk about this later in the show, |
| 0:48.0 | I thought of it as sort of the democratization of some pretty high-end technology, |
| 0:52.0 | meaning that things that used to really only |
| 0:54.6 | be available to Amazon Walmart Target companies that created it now you were seeing |
| 0:59.4 | like off-the-shelf versions of it so you're starting to see technology that was once |
| 1:04.4 | really hard to come by work a little bit like the way you know the cloud does |
| 1:09.5 | where just like any company can jump in and we'll talk about all the different things that |
| 1:13.2 | are being offered but it was a really interesting place to be. Yeah Dan |
| 1:16.5 | excited to hear your thoughts about these new developments in retail on the |
| 1:20.1 | second half of the show but first off off we're going to talk about some news |
| 1:24.0 | particularly in the restaurant and retail space. Later on we're going to talk about |
| 1:28.0 | J. A. B. Holdings rumors that they are going to spin off their coffee and |
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