Real Talk About The RealReal
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 22 December 2020
⏱️ 17 minutes
🧾️ Download transcript
Summary
Shares of Sportsman’s Warehouse pop 35% as Great American Outdoors Group takes it private. One Wall Street firm upgrades The RealReal, but how big is the addressable market for luxury consignment? Maria Gallagher analyzes those stories and shares why Ajay Banga of Mastercard and Randy Garutti of Shake Shack get her votes for “CEO of the Year”.
Holiday Song - “Merry Christmas, Baby” by Otis Redding
Transcript
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| 0:00.0 | It's Tuesday, December 22nd. |
| 0:04.0 | Welcome to Market Fullry. |
| 0:06.0 | I'm Chris Hill. |
| 0:07.0 | With me from New York City, it's Maria Gallagher. |
| 0:10.0 | Thanks for being here. |
| 0:11.0 | Thanks for having me. |
| 0:12.0 | Happy almost holidays. Happy almost holidays. |
| 0:14.0 | Happy Merry Christmas. |
| 0:15.0 | Yes. |
| 0:16.0 | We've got luxury retail to talk about. |
| 0:19.0 | We've got a CEO in the spotlight, but we're going to start with the deal of the day. Sportsman Warehouse is being |
| 0:25.2 | taken private. Great American Outdoors Group, which is the parent company to |
| 0:30.6 | Cabellas. People are probably more familiar with Cabellas. So Great American |
| 0:37.0 | Outdoors Group is buying Sportsman's warehouse at $18 a share, which is about 40% higher than where the stock was trading yesterday. |
| 0:49.0 | You know, there's still a little bit of gap right now. |
| 0:52.0 | The stock's trading at about |
| 0:53.7 | seventeen dollars and change but that this looks like a good deal |
| 0:58.4 | yeah it's pretty interesting i hadn't been familiar with sportsman warehouse as |
| 1:02.0 | someone who is not very outdoorsy growing up in New York, |
| 1:04.8 | but it has 112 store locations. It has product offerings for fishing, camping, hunting, |
| 1:11.0 | boating, and so this merger seems like it's really logical. |
| 1:14.8 | It will get to expand its product offerings. |
... |
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