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Motley Fool Hidden Gems Investing

Dave & Buster's New High Score

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 10 June 2016

⏱️ 40 minutes

🧾️ Download transcript

Summary

Dave & Buster's racks up big earnings. Restoration Hardware gets hammered. Keurig Green Mountain goes cold. And Disney gets ready for its Shanghai debut. Plus, Motley Fool columnist Morgan Housel shares some surprising insights on risk. For a preview of our Fool Fest Digital Pass, go to digitalpass.fool.com/money .     Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

This episode of Motley Full Money is brought to you by Harry's

0:02.6

for guys who want a great shave experience for a fraction of what you're paying now.

0:06.1

And just in time for Father's Day, get five dollars off the limited edition Father's Day set.

0:11.0

Just enter the promo code FULL when you check out.

0:13.8

Everybody needs money. That's why they call it money.

0:29.6

From full global headquarters, this is Motley Full Money.

0:33.0

It's the Motley Full Money Radio show. I'm Chris Lone, joining me in studio this week

0:36.3

for Million Dollar Portfolio Jason Moser from MDP and Supernova Simon Erickson

0:40.9

and from Motley Full Crow and Options Jeff Fisher. Good to see you as always gentlemen.

0:44.8

Hey there, Chris. We will dig into the latest headlines from Wall Street.

0:47.9

Wardwining calmness Morgan Howsell is our guest this week and as always we're giving

0:52.0

an inside look at the stocks on our radar. But we begin with specialty retail.

0:57.0

The most recent quarter was rough for most general retailers.

1:01.8

But now we're seeing this same story play out with niche retailers too.

1:06.2

Restoration, hardware and urban outfitters in particular.

1:09.2

Let's start with restoration hardware Jeff. The first quarter was bad and the guidance

1:14.8

for the full fiscal year was even worse and the stock down 26% in the last two days.

1:20.7

Sure Chris. So same store sales which were running around 14, 15% a year ago.

1:25.3

We're only 4% this year which is still up, still positive.

1:28.7

But they have inventory issues. They're working out. Their distribution center strategy.

1:33.6

They've launched RH Modern, a whole new line of furnishings that has a modern sleek look.

1:39.7

How's that going? It's going all right. They say demand is there but their ability to meet demand

...

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