Customer is Key This Earnings Season

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 3 May 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling. (00:21) Ron Gross and Jason Moser discuss: - Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth. - CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual. - The different fates in fast food for Starbucks, Domino’s, and McDonald’s. (19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike. Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING Host: Dylan Lewis Guests: Jason Moser, Ron Gross Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Consumers aren't eager to buy new iPhones or order Starbucks on them.
0:09.0	This week's Smotly Full Money Radio Show starts now. now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in a life are free. but you can give them to the pros and
0:35.4	be the people.
0:37.0	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	It's the Motley Full Money radio show.
0:41.9	I'm Dylan Lewis. Joining me in the studio, Motley Full Money Radio Show. I'm Dylan Lewis.
0:42.6	Joining me in the studio, Motley Full Senior Analysts, Ron Gross and Jason Mozer.
0:46.7	Gentlemen, great to have you both here.
0:48.0	Hey, how you doing, Dylan?
0:49.2	We've got fast food brands signaling that consumer is getting a little pickier and also radar stocks.
0:55.0	Ron, generally this time of year, our eyes are on earnings, but we do take a peek at the big macro
1:01.0	to make sure that we're not missing anything.
1:03.0	For a while, the story was,
1:05.0	rates are going down.
1:06.0	We've had a more recent idea of our rates going up.
1:09.0	We had comments from Fed Chair Powell this week.
1:12.0	We have fresh labor data. What are you seeing with the rate story?
1:15.2	So two big stories this week. On Wednesday, the Fed left interest rates unchanged at 5.3% and commented how they were wary about how stubborn
1:26.1	inflation was proving to be and they signaled that rates will likely continue
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.