Walmart, Etsy Face Tighter Wallets

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 21 February 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer. - How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs - The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies. (19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective. Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/ (31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Macro Wonks watch the Fed, retail wonks, watch Walmart.
0:08.9	This week's Moutly for Money Radio show starts now.
0:11.1	This week's Muttly for Money Radio show starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money Radio Show.
0:42.0	I'm Dylan Lewis.
0:42.7	Joining me over the Airwaves, Motley Fool's senior analyst, Jason Moser, and Asset Sharma.
0:47.1	Fools, wonderful to have you both here.
0:49.0	Hey, hey, great to be here.
0:50.8	This week, we have a comeback story brewing for one of China's biggest companies,
0:54.7	some wise words from Motley Fool co-founder, David Gardner and friends, and of course,
0:58.5	the stocks that you'll be bringing that are on your radar this week. We're going to pick up
1:01.8	this week, though, looking at retail update from the largest brick-and-mortar retailer in the
1:07.0	United States. That's Walmart. And Jason, the market, not exactly buying what Walmart
1:12.5	was selling this quarter with their earnings. Consumers are buying a lot of what Walmart
1:17.4	is selling. That's for sure. I mean, this was, I thought a good quarter they met and exceeded
1:22.3	expectations, but as always the case, investing is about what are you going to do for me next, right?
1:30.1	Not what have you done for me lately?
1:31.6	And I think language in the call says that leadership expects things to slow down a little bit this year.
1:37.1	At least their outlook was a little bit more conservative than was expected, which is understandable.
	...

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