Wildcard: Which Retailers are Thriving?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 8 April 2020
⏱️ 26 minutes
🧾️ Download transcript
Summary
Wayfair was up over 50% earlier this week on earnings and the news that the company had re-accelerated growth as more folks are staying home and ordering online. We talk about the results, and why fellow e-tailer Chewy is well positioned to thrive while we're all semi-quarantined.Stocks: W, CHWY
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| 0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day. |
| 0:11.5 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Saiple. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods. |
| 0:20.0 | Wild-C |
| 0:18.0 | Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:25.0 | It's Wednesday, April 8th and we're talking about retailers that have thrived |
| 0:32.0 | even as coronavirus has totally altered how we're living our everyday lives. |
| 0:36.0 | I'm your host, Illinois, and I'm joined by fool.com's Dan Klein. |
| 0:40.0 | Dan, how you doing, man? |
| 0:41.0 | Thank you for sharing the day. |
| 0:43.0 | It's really blurred into one long day where maybe a choice of food separates things. |
| 0:51.0 | Happy Passover. I think every day is just kind of a weird blur of cotton |
| 0:56.8 | shorts. It's kind of how I feel at this point. Yeah I mean I live in Florida anyway |
| 1:01.5 | where there are no seasons so it's kind of hard to know when anything is I'm often surprised by holidays because you know nothing changes to indicate them but this is a new kind of bizarre. |
| 1:11.6 | Yeah Dan I think Thanksgiving is really going to creep up on you |
| 1:14.1 | this year. Is it tomorrow? Like I don't even know. You'll know. You'll know. It'll |
| 1:20.4 | come. Um, Dan, uh, today we are talking about a couple businesses |
| 1:24.8 | that have done pretty well in spite of everything |
| 1:28.1 | that is going on. |
| 1:29.5 | We're going to be specifically talking about retailers and two names that have seemingly |
| 1:36.1 | delighted investors over the last week and that's Wayfair and Choey. |
| 1:41.2 | Wayfair, really the story here is earnings and pleasantly surprising earnings for this |
| 1:47.4 | company. |
... |
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