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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

4.6 • 854 Ratings

🗓️ 25 May 2021

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Motley Fool analysts Asit Sharma and Emily Flippen hold a quick-fire discussion over seven consumer goods companies that have recently reported earnings and discuss how their guidance (or lack thereof) may impact investor expectations in the second half of 2021.

Stocks: Target (TGT), Dicks Sporting Goods (DKS), Lowes (LOW), Home Depot (HD), Poshmark (POSH), ThreadUp (TDUP), TattooedChef (TTCF)

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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 Seyple. I'm Dylan Lewis. And today
0:16.0	we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.
0:20.4	And we're talking energy. And today we're talking tech.
0:23.0	Let's dive in.
0:24.0	Welcome to Industry Focus.
0:29.0	Today is Tuesday, May 25th, and I'm the host of this Consumer Goods episode Emily Flippin.
0:33.7	Today I am joined by Motley Fool senior analyst Osset Sharma as we take a look at
0:38.6	some of the retailers that have benefited the most in 2020 and how they are handling 2021. So we're going to be chatting
0:45.6	about recent earnings reports for a ton of companies here, mostly in the
0:49.8	context of did they provide guidance and if not what's happening if so what should investors
0:56.2	be expecting a little bit of a deviation from our our normal deep dives into a single
1:01.6	company but hopefully it'll be fun.
1:03.4	Ausset, thank you so much as always for joining.
1:05.8	Emily, thanks for having me.
1:07.7	I'm so glad you suggested this topic because man if you've been following
1:12.0	the earnings of retailers, it's sort of hard to get your bearings this quarter,
1:17.0	just because of everything that went on in the last year.
1:19.0	So I'm glad we're sort of taking this pause to try to take stock and figure out what the heck is going on for some really well-known names and a few newer names that we follow.
1:28.5	Well, I'm happy you like it. I liked the idea, but as I started to take notes notes all the things I wanted to talk about I
1:35.1	realized our outline was kind of turning into just me word vomiting earnings notes all over
1:41.7	the place so hopefully you can provide some key
	...

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