Consumer Goods: What Investors Need to Know When Struggling Retailers Report Q3 Results
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 11 November 2015
⏱️ 19 minutes
🧾️ Download transcript
Summary
Traditional apparel retailers like Macy’s and Nordstrom have limped through 2015. What is driving weakness in the sector, and what should investors watch in the latest quarter?
Transcript
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| 0:00.0 | Vincent Shen and I are going shopping on this Consumer Goods Edition of Industry Focus. |
| 0:07.0 | Greetings Fool's, I am Sean O'Reilly joining you here from Fool Headquarters in Alexandria, Virginia. |
| 0:16.2 | It is Tuesday, November 10th, 2015, and joining me as we basically walk through a virtual shopping mall is Vincent Chen. What's up brother? |
| 0:23.2 | How are you Sean? Not too bad. When's the last time you went to the mall? |
| 0:26.0 | I never go to the mall. Yeah me neither. My wife rides the train depending on the city. Anyway, |
| 0:32.0 | so Vince, I'm anxious to get, because I talked to Dylan on Friday about this. |
| 0:37.1 | We here at the Motley Fool, we're lucky enough to participate in the annual Fool-Pilousa conference. |
| 0:42.4 | What was your favorite part? |
| 0:44.0 | I think getting to meet a lot of the other fools that I usually work with was awesome. |
| 0:48.0 | But in terms of activities, I have to say, I hadn't played paintball in like five years. |
| 0:53.3 | Oh boy. |
| 0:54.3 | So getting to lay some paint down. |
| 0:55.3 | Did you go Rambo on everyone? |
| 0:57.4 | It was intense. |
| 0:58.6 | Everybody here is very competitive. |
| 1:00.1 | I appreciated that. |
| 1:01.1 | Good. |
| 1:02.1 | Good good Good. |
| 1:03.0 | Do you have any wounds, bruises? |
| 1:05.0 | Yes. |
| 1:06.0 | Does it hurt to walk? |
| 1:07.0 | No, it's fine. |
... |
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