Two Sides of Retail

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 16 August 2023

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends. (00:21) Jason Moser and Dylan Lewis discuss: - Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. - Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment. Companies discussed: TGT, TJX, CAVA, WMT Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got Mediterranean bulls driving some spicy numbers and two retailers on opposite
0:09.5	ends of major trends.
0:11.2	Motleyful money starts now.
0:14.8	I'm Dylan Lewis and I'm joined over the airways by Motleyful analyst Jason Moser.
0:24.5	Jason, thanks for joining me today.
0:26.5	Addy!
0:27.5	We've got updates from Target and TJXX and a look broadly at retail, but we're going
0:31.8	to start out today talking about one of the market's newer entrants, Kava.
0:36.0	The fast casual restaurant brand gave its first quarterly update yesterday.
0:39.8	And Jason, I love the reset the restaurant and I got to say I like the results from this
0:45.0	business so far.
0:46.0	This seems like exactly the kind of quarter that you want to see first earnings report
0:49.8	from a newly public company.
0:51.3	Yeah, totally agree.
0:52.3	I'm right there with you.
0:53.4	I'm a big Kava fan.
0:54.6	I think it's delicious.
0:55.6	So I do find myself frequenting there more and more.
1:00.5	Several months back, we did a show where we sort of asked, right before Kava was going
1:06.2	public, is this going to be the next sweet green or is it going to be the next Chipotle,
1:10.8	right?
1:11.8	Which one is it going to be?
	...

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