Consumer Goods: Wal-Mart Takes Aim at Amazon’s Delivery Drones
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 28 October 2015
⏱️ 17 minutes
🧾️ Download transcript
Summary
As the king of retail recognizes its growing reliance on online sales, the company plans to experiment with drones to beat Amazon at its own game.
On this episode we also learn how Cheesecake Factory serves up continued success, we preview Buffalo Wild Wings' earnings release and discover a retailer who says "no" to the Black Friday shopping craze.
Transcript
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| 0:00.0 | The Drone Wars are heating up on this Consumer Goods Edition of Industry Focus. |
| 0:07.0 | Greetings Fool's, I am Sean O'Reilly here at full headquarters in Alexandria, Virginia. |
| 0:16.2 | It is Tuesday, October 27, 2015, and joining me is the always insightful, Vince and Shen. |
| 0:21.7 | How's it going today, Vince? How are you, Sean? We got a lot to talk about today yeah we got like four big stories let's dive right in here sure |
| 0:27.6 | before we talk about the the attack of the killer drones |
| 0:30.1 | that's Star Wars joke we've got a few restaurant earnings releases to |
| 0:35.2 | chat about as earnings season ramps up. Who do we have first? Sure, so there's two |
| 0:40.0 | companies I want to talk about in particular for the restaurant industry those being |
| 0:44.1 | first of all Cheesecake Factory which I feel well you really like your high calorie |
| 0:49.6 | meals don't you? Well I just look at this company as having recovered very, very well compared to some of |
| 0:56.7 | the other companies in the sector since the financial crisis and it's kind of developed |
| 1:01.1 | this leading brand and dining experience that has resonated very, very |
| 1:06.1 | well with especially like upper middle class consumers. |
| 1:09.8 | My family and I went to the location in Clarendon over the weekend. |
| 1:14.0 | Sure. |
| 1:15.0 | I'm just training in whatever. |
| 1:17.0 | 45 minute wait. |
| 1:19.0 | Place was hopping. |
| 1:21.0 | I mean it was nuts. |
| 1:22.0 | Yeah, most of the times I've tried to go there, a handful of times, there's usually the way. |
| 1:25.5 | If you go there on a Friday night, for example, you can expect to have a nice long wait. |
| 1:30.5 | So how do they do this quarter? Sure. so revenue came in at about 526.7 million, which is up 5.5% year every year. |
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