meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

New Highs, “Oscar Buzz” Movies, and a Sweet IPO

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 19 November 2021

⏱️ 39 minutes

🧾️ Download transcript

Summary

Target and Walmart report big earnings but shares slip on margin concerns. Sweetgreen surges 85% on the salad restaurant’s first day of trading. And Intuit, Nvidia, Home Depot, and Lowe’s all hit new highs. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and discuss the latest from Axon Enterprise and Bilibili. Plus, our analysts share two stocks on their radar: Farfetch and Peloton. And corporate governance expert and film critic Nell Minow talks ESG, executive compensation, and must-see movies with Academy Awards potential. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:07.0

From full global headquarters, this is Motley Fool Money. It's the Motley Fool Money

0:20.3

radio show. I'm Chris Hill joining me this week, Senior Analyst Jason Moser and Emily

0:24.4

Flippin. Good to see you both.

0:26.0

Hey Chris. We've got the latest headlines from Wall Street. Nell Minnow is our guest this

0:31.0

week and as always we've got a couple of stocks on our radar but we begin with big retail

0:36.7

shares of Walmart down a bit this week despite the fact that third quarter profits and revenue

0:41.4

were higher than expected. So were their same store sales and they raised guidance Jason.

0:47.1

This is pretty much everything you would want going into the holiday quarter if you're

0:51.9

Walmart. Yeah, I think you're right. I mean I think the theme going into this quarter was

0:57.8

really all about margins and inventory at least for investors. I mean this is about margins

1:03.2

and inventory. Those are the two biggest questions because we know people are shopping.

1:08.3

People are moving forward, they're getting out there shopping. It's going to be a busy

1:12.0

holiday season but will there be stuff to buy? According to Walmart, yes, there will be.

1:17.9

If you look at the most recent quarter revenue was up 4.3%, $140.5 billion they raked

1:24.4

in. Walmart, US comps grew 9.2% transactions were up 5.7%. And they even grew e-commerce

1:33.5

sales 8% for the quarter. That's coming off of some very robust performance here over

1:38.1

the past year and a half or so for obvious reasons. But I think that's noteworthy that

1:42.7

8%. Now to the margin side, they are witnessing some gross margin pressure that margin was

1:47.7

down about 50 basis points, mostly on supply chain pressures and a higher mix of fuel sales,

1:54.5

operating income was down a tick as well. But in regard to this holiday season, inventory

2:00.0

levels are up 11.5% from last year. So they're in a very good spot. They raised guidance

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2026.