Shrinkflation, Balance Sheet Strength, and VR's Potential in Healthcare

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 16 June 2022

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses:
- The strength of a company's balance sheet becoming more important
- Increasing data that customers are starting to spend less
- Shrinkflation being a tool some (but not all) companies can employ
- Net expansion being a key metric to watch

(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.

Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN
Host: Chris Hill
Guests: Jason Moser, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Transcript

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0:00.0	Lately we've been asking about pricing power. Today, it looks like we may need to start
0:09.7	asking a new question.
0:11.3	Boutiful money starts now.
0:12.9	I'm Chris Hellen joining me today.
0:22.9	For the second time this week, Boutiful Senior Analyst Jason Moser.
0:26.7	Thanks for being here.
0:27.7	Hey, thanks for having me.
0:28.9	Well, yesterday was fun while it lasted.
0:32.9	And today the market continues.
0:34.8	It's grim slide.
0:35.8	So I wanted to get your thoughts on what appears to be a trend.
0:44.4	Or if it's not a trend, it's certainly a growing amount of data.
0:50.1	And it has to do with consumer prices.
0:52.7	But I say consumer prices.
0:54.6	It may even be on the business side as well.
0:57.0	And this morning we got two bits of consumer data.
1:00.1	One was that for the first time this year, airfare prices have dropped.
1:06.6	So for anyone still looking to book some summer travel.
1:10.9	That's welcome news.
1:13.1	And more specifically, Kroger came out and said that their customers are starting to
1:18.4	drop more expensive name brand products in favor of lower price generics.
1:25.5	And you and I have talked plenty of times in the past about pricing power.
	...

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