Author: The Motley Fool

Younger generations want more experiences and less stuff. That’s a problem for retailers.

Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:

- The evolution of grocery stores, and how regional players can compete.

- Why direct-to-consumer brands have a scaling problem.

- How Harley Davidson stores became a social destination.

Company discussed: HOG

Host: Deidre Woollard

Guest: Kevin Ervin Kelley

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Desireé Jones

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AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.

(00:21) Andy Cross and Matt Argersinger discuss:

- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.

- Why AI is pushing Oracle up and Adobe down after earnings.

- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story, 

(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..

(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.

Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC

Host: Dylan Lewis

Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw

Engineers: Dan Boyd

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The old CEO is the new CEO at the athletic brand, but can he turn the ship around?

(00:21) Jason Hall and Deidre Woollard discuss:

- Why Kevin Plank is back in the CEO seat at Under Armour.

- What makes Dick’s Sporting Goods so resilient.

- The making of a perfect storm for homebuilders.

(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.

Companies discussed: LEN, PGY, DKS, UA, UAA

Host: Deidre Woollard

Guests: Gal Krubiner, Bill Mann, Jason Hall

Producer: Ricky Mulvey

Engineers: Kyle Carruthers, Dan Boyd

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NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.

(00:21) Matt Frankel and Dylan Lewis discuss:

- Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.

- New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.

- The banks to watch instead.

(13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.

Companies discussed: DLTR, NYCB, DOUL

Host: Dylan Lewis

Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra

Engineers: Desiree Jones, Dan Boyd

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Why does ASML want to leave its home country?

(00:21) Bill Mann and Ricky Mulvey discuss:

- A growth problem for the European tech giant.

- BMW’s ability to make a profit on electric vehicle sales.

- Product problems for BYD Auto.

Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.

Companies discussed: ASML, BMWYY, TSLA, BYDDY

NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html

Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial. 

Host: Ricky Mulvey

Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas

Engineers: Dan Boyd, Rick Engdahl

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Stem CEO John Carrington is full speed ahead on the clean energy transformation.

(00:21) Jason Moser and Deidre Woollard discuss:

- Don Julio’s Oscars moment.

- If Oscar buzz is still powerful for movie makers.

- How Reddit is more like X than Pinterest.

(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.

Companies discussed: DIS, PINS, SNAP, META, STEM

Host: Deidre Woollard

Guests: John Carrington, Jason Moser, Ricky Mulvey

Producers: Dylan Lewis, Ricky Mulvey

Engineers: Dan Boyd, Mary Long, Rick Engdahl

Special Thanks: Jason Hall

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Sky Harbour sees massive opportunities in the world of private aviation.

Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:

• How Sky Harbour is building home bases for planes.
• The massive growth in private aviation and why it’s poised to continue.
• Turning underutilized airports into hubs.

Companies discussed: SKYH, GD, BDRBF, FDX

Host: Deidre Woollard

Guests: Tal Keinan, Bill Mann

Producer: Dylan Lewis

Engineers: Kyle Carruthers, Rick Engdahl

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Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:

• If Airbnb can take a greater share of the hospitality market.
• Why sports and the Sphere are a winning combination for Las Vegas.
• How large-group travel provides a safety net for Ryman Hospitality.

Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard

Guest: Matt Argersinger

Producer: Dylan Lewis

Engineer: Rick Engdahl

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Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.

(00:21) Ron Gross and Jason Moser discuss:

- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.

- Target’s rebound and how it might get back to growth.

- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.

(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.

(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.

Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH

Host: Dylan Lewis

Guests: Ron Gross, Jason Moser, Nell Minow

Engineers: Dan Boyd

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Big pockets have weighed in at New York Community Bank, can they turn the ship around?

(00:21) Bill Barker and Deidre Woollard discuss:

- Why New York City Bank needed a deep-pocketed rescue.

- Abercrombie & Fitch’s incredible rise.

- American Eagle’s tough bet on logistics.

(18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.

Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN

Host: Deidre Woollard

Guests: Mary Long, Matt Frankel, Bill Barker

Producer: Dylan Lewis

Engineers: Rick Engdahl, Dan Boyd

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