Canadian convenience store operator
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In this episode, Simon and Dan break down Canada’s latest inflation print, with CPI hitting 3.2% in May as gasoline, airfare, and food prices continue to pressure consumers. They also cover earnings from Empire, Air Transat, Couche-Tard, and Stingray, including the competitive pressure in grocery, Air Transat’s fuel and Cuba-related headwinds, Couche-Tard’s rally after a stronger quarter, and Stingray’s surprising growth following its TuneIn acquisition. They finish with a quick look at OSFI lowering the domestic stability buffer for Canadian banks and what it could mean for lending, buybacks, dividends, and the broader economy. Tickers of Stocks Discussed: EMP.A.TO, TRZ.TO, ATD.TO, RAY.A.TO Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Médecins: des primes sans vérification? Ebola: un vol dérouté à Montréal. Politique: Duhaime et Milliard visés par des insultes homophobes. Prix de l’essence: toute une promo de Couche-Tard. La Victoire de Montréal remporte la Coupe Walter ! C’est ce soir que débute la finale de l’est. Le CH était de retour au boulot. L’aspect fatigue vs repos des Hurricanes fait beaucoup jaser. Les Golden Knights ont remporté le premier match. Gilbert Rozon n’ira pas en appel. Tout savoir en quelques minutes avec Alexandre Dubé, Isabelle Perron et Mario Dumont. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radio Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr
Couche-Tard offre un rabais de 10 cents le litre aujourd’hui seulement Québec annonce une aide de 10M$ pour aider l’emploi des jeunes Discussion économique avec Francis Gosselin, économiste. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radio Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr
Médecins: des primes sans vérification? Ebola: un vol dérouté à Montréal. Politique: Duhaime et Milliard visés par des insultes homophobes. Prix de l’essence: toute une promo de Couche-Tard. La Victoire de Montréal remporte la Coupe Walter ! C’est ce soir que débute la finale de l’est. Le CH était de retour au boulot. L’aspect fatigue vs repos des Hurricanes fait beaucoup jaser. Les Golden Knights ont remporté le premier match. Gilbert Rozon n’ira pas en appel. Tout savoir en quelques minutes avec Alexandre Dubé, Isabelle Perron et Mario Dumont. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radioPour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I talk about Alimentation Couche-Tard' latest quarterly earnings (ATD.TO). It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/
Écoutez la chroniqueuse économie, Marie-Eve Fournier, analyser la stratégie du géant québécois de l'alimentation, jeudi, à Lagacé le matin.Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée
Ecoutez Ça va beaucoup mieux avec Jimmy Mohamed du 05 février 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
À l’occasion de sa revue de presse, mercredi, Paul Arcand aborde les nombreuses arnaques qu’on reçoit par courriel ou par messages ainsi que les fausses nouvelles qui circulent sur les réseaux sociaux. Des dizaines d’entrepreneurs en déneigement ont notamment dénoncé au Journal de Montréal être victimes de fraudeurs qui envoient de fausses factures de retard de paiement à leurs clients. Pendant ce temps, une enquête de Radio-Canada démontre que les Canadiens de Montréal sont une cible des malfaiteurs alors que des centaines de fausses nouvelles concernant des joueurs du Tricolore ont été publiées sur Facebook au cours des derniers mois. Celles-ci contiennent de fausses informations concernant la vie personnelle ou professionnelle des athlètes et cherchent à générer des clics pour engranger des revenus publicitaires, ce qui fonctionne. Autres sujets abordés Des millions de cancers pourraient être évités, selon des experts; Les couche-tard mettent leur santé en péril; Le mystère des nids-de-poule; Les coûts d’un chantier informatique à Ottawa explosent; Rentrée parlementaire à Québec: qu’est-ce qui a retenu l’attention? À Québec, débat sur les funérailles et la guignolée. Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée
L'entreprise québécoise Couche-Tard devra s'expliquer devant les tribunaux américains à la suite d'une histoire de fraude liée aux guichets automatiques de cryptomonnaie Bitcoin Depot qui se trouvent dans ses commerces. Circle K, la version américaine de Couche-Tard, se fait notamment reprocher de ne pas en avoir fait assez pour prévenir et protéger sa clientèle. Déjà connue pour ses tactiques frauduleuses, l'entreprise Bitcoin Depot, qui possède une entente avec Circle K, vise principalement les personnes âgées. Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée
This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery. 0:00- Intro8:33- Alimentation Couche-Tard's rebound15:04- Canadian compounder buybacks24:17- Copart's earnings30:29- Copart's low-value car problem 36:42- How AVs impact Copart 39:00- Netflix's bid for Warner Brothers Discovery
Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall. And then there’s Nvidia another monster quarter… paired with a surprisingly cold market reaction. We dig into what’s driving the pullback, the emerging threat from in-house AI chips, and why Michael Burry believes Nvidia today mirrors Cisco in 2000. Tickers of Stocks Discussed: ATD, HD, NVDA, META, ORCL, MSFT, GOOGL, AMZN, CSCO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Confused by wild price swings? Here's a repeatable, 3-step playbook to make faster, calmer buy, hold, and sell decisions—without guessing. By the end, you'll be able to separate noise from news, stress-test a shaky position, recognize when a “bad” quarter is actually better than feared, and act with conviction—whether that means trimming, adding, or doing nothing. We show the process on real names (Nike, Couche-Tard, Granite REIT), and point you to a free replay with slides and cheat sheets so you can apply it to your portfolio today. Catch the Full Webinar Replay (Free) Make sure to check out the complete show notes. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about Alimentation Couche-Tard (ATD.TO) quarterly earnings. Don't know why a stock is or Up or Down? Avoid price confusion! A simple framework to judge if you should sell, hold or buy! Register my free webinar to get rid of paralysis by analysis: https://moosemarkets.com/webinar It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars *This show is for information & entertainment purposes only. I'm not your financial advisor or investment broker. I don't provide financial advice or buy/sell recommendations. It's not because I like a stock that you should buy it (far from it!). Please do your due diligence and seek professional advice before making any financial decisions.
Barry and Ernest are back from summer vacation and discuss why companies need to think locally in international markets, before breaking down how Big Techs can earn healthy returns on their massive capital spending on AI. 1:41- Ernest getting stuck in Europe 5:37- Importance of local operators9:04- Couche-Tard's failed Carrefour deal14:50- Market update21:24- Google's strong performance26:24- What's the return for big tech capex?33:20- Will AI displace traditional software? 36:25- How AI impacts Constellation Software
In this episode of “At Your Convenience,” CSP Editor Diane Adam talks with Mike Maraldo, who leads the business unit of GetGo Cafe + Market as vice president of operations. Laval, Quebec-based Circle K owner Alimentation Couche-Tard acquired GetGo Cafe + Market in June. On this podcast, Maraldo explains why Couche-Tard a great fit for GetGo, what makes GetGo's food and loyalty program so successful and more.
In this episode, we start by breaking down the year-to-date performance of major asset classes, including equities, gold, Bitcoin, and bonds. We then dive into why Couche-Tard’s $47B bid for Seven & i ultimately fell apart after nearly a year of back-and-forth. Lastly, we cover the latest earnings from BlackRock and American Express. Tickers of stocks discussed: BLK, AXP Get your TSX Meetup tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
En el episodio de hoy, te ponemos al día con la suspensión de Hernán Bermúdez de Morena y la postura de la presidenta Sheinbaum sobre la posible implicación de Adán Augusto López. Lamentamos el fallecimiento de Roberto Servitje, cofundador de Grupo Bimbo. Te damos los detalles del chequeo médico de Donald Trump, el fracaso de la oferta de Couche-Tard por 7-Eleven en Japón, y los ataques aéreos de Israel en Damasco. Además, analizamos la absolución del jefe de Samsung, el bombardeo a un centro comercial en Ucrania, y las nuevas leyes de criptomonedas en EE. UU. No te pierdas el acuerdo de Uber para comprar robotaxis a Lucid y Nuro.Este episodio es traído a ti por nuestro patrocinador del día: STRTGY y su solución EVA Supply Chain Manager. Gestionar inventarios con precisión ya no es una opción: es la base de una cadena de suministro rentable. Conoce más en www.strtgy.ai o agenda un demo en arturo@strtgy.aiRecibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@brieffy.com Hosted on Acast. See acast.com/privacy for more information.
After nearly a year of getting ghosted by 7-Eleven, Canada's convenience store king has gotten the message that it's time to start seeing other people. Flying saucer research is no longer just the domain of the tin-foil hat crowd, as the federal government could soon be watching the skies.
From the BBC World Service: The Canadian firm Couche-Tard, best known for Circle K, is walking away from a $47 billion bid to buy Japan's Seven & i, the parent company of 7-Eleven. Couche-Tard says it faced a “calculated campaign of obfuscation and delay” from the Japanese side. Then, Americans are firing up their grills this summer, but they're getting singed by the cost of beef. Prices continue to rise. We find out why.
From the BBC World Service: The Canadian firm Couche-Tard, best known for Circle K, is walking away from a $47 billion bid to buy Japan's Seven & i, the parent company of 7-Eleven. Couche-Tard says it faced a “calculated campaign of obfuscation and delay” from the Japanese side. Then, Americans are firing up their grills this summer, but they're getting singed by the cost of beef. Prices continue to rise. We find out why.
In this episode, we dig into a busy week of earnings from three very different businesses navigating challenging environments. We start with Couche-Tard, where modest merchandise growth in Canada and Europe couldn’t offset softness in the U.S. and fuel sales. Next, we check in on Blackberry, which posted its first profit in three years while questions about the future of the company still remain front and centre. Lastly, we break down Nike’s rough Q4. Revenue and earnings are way down, margins are getting crushed, and inventory problems persist. But there are a few signs of sequential improvement. Tickers of stocks discussed: NKE, BB.TO, ATD.TO Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Walmart opens its first owned-and-operated case-ready beef facility. Illinois residents prepare for a tobacco tax hike starting Tuesday. And the FTC approves Giant Eagle's sale of GetGo gas stations to Couche-Tard.
Episode 667: How does one pants? Ten hours of dropped pipe noises. Are PGH cops abusing the P-Town gays? Puke is vindicated by his art. Our favorite brain-rots. Willie's 4-star chicken at Winky's. Andrew learns that Canada is very boring and very French. Couche-Tard.
In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers. They also cover Tesla’s steep sales decline in Europe and the mounting brand backlash surrounding Elon Musk. Couche-Tard’s latest results are in—with mixed signals across geographies—and Nike shares tumble after ugly guidance and worsening fundamentals. Finally, FedEx continues to make progress on cost-cutting, but persistent economic weakness has forced yet another revenue downgrade. Tickets of stocks/ETFs discussed: TSLA, ATD.TO, LSPD.TO, FDX, NKE Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
En este episodio de El Brieff, Arturo profundiza en la postura de la Presidenta Sheinbaum contra posibles aranceles de Donald Trump, el escrutinio de congresistas estadounidenses sobre la financiación china del Tren Maya y la llegada de Mark Carney como Primer Ministro de Canadá para enfrentar las tensiones con Estados Unidos. Además, cubre la reocupación rusa de territorios en Kursk, la crisis política en Rumania, conflictos en Siria, el potencial acuerdo de Seven & i Holdings con Couche-Tard, y las reformas en Alemania y Reino Unido. Cierra presentando el resumen de “Bad Blood” de John Carreyrou, disponible en Brieffy.Para contactarte con el equipo de STRTGY, hazlo en arturo@strtgy.aiSuscríbete gratis a nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@brieffy.com Hosted on Acast. See acast.com/privacy for more information.
Seven & i denies reports that it will reject Couche-Tard's acquisition proposal. Family Express is erecting its first modularized convenience-store prototype. And Target was hit the hardest by a national boycott last week against retailers who reversed course on their diversity, equity and inclusion.
En voulant absorber la chaîne nippone aux 80.000 supérettes en Asie du sud-est et dans le monde entier, le groupe québécois Couche-Tard s'est buté commen en France avec Carrefour à une levée de boucliers. Dans « La Story », le podcast d'actualité des « Echos », Pierrick Fay et son invité Yann Rousseau décryptent les moyens déployés pour rendre le rachat impossible de 7-Eleven Eleven.Retrouvez l'essentiel de l'actualité économique grâce à notre offre d'abonnement Access : abonnement.lesechos.fr/lastoryLa Story est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en décembre 2024. Rédaction en chef : Clémence Lemaistre. Invité : Yann Rousseau (correspondant des « Echos » au Japon). Réalisation : Willy Ganne. Chargée de production et d'édition : Michèle Warnet. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Shutterstock. Sons : France 24, TV Tokyo BIZ, Couche-Tard, 7-Eleven Inc, BFM TV. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Lock in the lowest price for DSR: https://www.dividendstocksrock.com/last-chance/ Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Rocks waitlist here: https://moosemarkets.com/retirement Dividend Income For Life webinar: https://moosemarkets.com/webinar Read More
I was confined to a Couche-Tard gas station for this ep so the audio sucks but this episode is a GARGANTUAN WIN. Everyone agrees. Also, check out my new appearance on //MOVIES with the boys The iconic actor-director duo composed of JAY KARALES (f.k.a. Lowres Wunderbred) and HANS LAM joins me on 8pl8s to discuss Clint Eastwood's latest film Juror #2 (2024), which we all saw together in NYC. SHARE THE SHOW WITH ALL YOUR GAS GOBLIN FRIENDS & RATE 5 STARS ~ 8pl8s IG: https://www.instagram.com/8pl8s/ Follow Jay on IG Follow Hans on IG
Joining us for another interview recorded live in the Bambuser remote podcast studio at Shoptalk Fall event is Joe Megibow, Casper Sleep's CEO. Joe is a veteran of both more traditional companies as well as disruptor brands, and he helps us understand the evolution of digitally-native brands, the trials and tribulations of trying to reinvent the mattress category, and how he hopes to reinvent Caspar and set it on a path of profitable growth.As usual we open by dissecting the most important news of the week including making sense of last week's US monthly retail sales report, news that the Tapestry/Capri merger is off and that 7-Eleven is looking to fend of Couche-Tard by taking the company private. We also discuss Amazon's debut of Haul, its response to Temu, before a quick dip into quarterly earnings reports from Shopify, On Running, and Home Depot. The it's deals, deals, deals as before Vuori receives a big new investment and BNPL leader Klarna looks to go public. We wrap up with the unfortunate news that Advanced Auto will close some 700 stores after another rough quarter.Richard Kestenbaum episode.Joe Kudla interview About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
In this episode of The Canadian Investor Podcast, we begin with ASML's Q3 earnings, breaking down their net sales growth, concerning 50% drop in bookings, and how China's shifting demand could impact future performance. Next, we explore Couche-Tard's increased bid to acquire Seven & i. We also cover Amex's latest earnings with rising revenues and increased card fees. We contrast that with Goeasy's debt offering and discuss TFI International's struggles with a weakening economy. Tickers of Stocks & ETF discussed: ASML, ATD.TO, 3382, AXP, GSY.TO, TFII.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Joining us for our final interview recorded in the Scratch Event DJs remote podcast studio at the Revtech Rev Summit is Richard Kestenbaum, leading retail influencer, Forbes contributor, and co-Founder and Partner at Triangle Capital.Richard and his firm specialize in mergers, acquisitions and capital-raising for consumer-related businesses, and were fortunate to get his insightful perspective and uniques takes on a variety of topics, including the accelerating pace of disruption, resistance to change, and the transformative impacts of AI. We also get Richard's hot-takes on an improving deal environment, department store consolidation, and whether taking a company private makes any difference whatsoever.But first we unpack the most important retail news of the week, starting with the impacts of climate change and the imminent US elections, brought to you by SCAYLE. Then it's on to talk about the implications of Amazon Prime Days on the holiday season. We conclude with deals, deals, deals as MyTheresa's plans to acquire YNAP from Richemont, Moose Knuckles gets a minority investment from Chinese apparel giant Bosideng, Couche-Tard ups its offer to take-over convenience store giant 7-Eleven. and Selfridge's receives a 40% investment from PIF, the Saudi wealth fund.For more on the Berns Communication Group's Retail Influencer Network go here.For our 2022 interview with MyTheresa's CEO Michael Kliger go here. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
In this episode of The Canadian Investor podcast, we examine whether 2024 is on track to break the record for Canadian ETF inflows. We discuss the trends driving September's strong inflows and the potential for a new all-time high by year-end. In addition, we cover rising 5 and 10-year Canadian government bond yields and their implications for fixed income investors, the broader economy and on fixed-rate mortgages. We also dive into the dramatic fallout from Payfare losing its largest client, DoorDash, and how that could reshape the company's future. Rounding out the episode are discussions on Couche-Tard's bid for 7&i and Canadian Natural Resources' major acquisition. September 2024 Canadian ETF Fund Flows Tickers of Stocks & ETF discussed: CNQ.TO, PAY.TO, ATD.TO, VFV.TO, CASH.TO, ZMMK.TO, CBIL.TO, XEQT.TO, VEQT.TO, ZGLD.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
One of retail's most insightful minds makes her triumphant return to the pod. Sucharita Kodali, Forrester's Principal Analyst, was our very first guest when we launched the podcast in September of 2020, and now she's back to separate the hope from the hype on key topics like the important difference between e-commerce and digital commerce and the critical role of digital influence on brick-and-mortar performance. She also gives us her fun and fascinating perspective on how Amazon is different under Andy Jassy, where retail media networks are headed, the challenges in online grocery, luxury's future, and a whole lot more. We also get a bold prediction about Temu and rocket through a lighting round of hot-takes.But before our interview we unpack the week in retail news brought to you by Scayle, the fastest-growing enterprise commerce platform in the world.We kick things off with the implications of the latest news on inflation, before discussing Forrester's remarkable prediction on the dominance of Walmart and Amazon. We then move to two pieces of interesting Amazon news, discuss Couche-Tard's rebuff by 7-Eleven, ponder Big Lots bankruptcy, before wrapping up with two noteworthy quarterly earnings announcements. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
In this episode, we dive into the Bank of Canada's recent 25bps rate cut and its implications for the Canadian economy. With inflationary pressures persisting in shelter costs, we discuss whether the central bank's decision could reignite the housing market while balancing economic slowdown. We also analyze Couche-Tard's ambitious bid to acquire 7/11, their Q1 earnings, and the potential risks of such a massive acquisition. Finally, we cover BRP's disappointing earnings and the rise of subprime lending, examining how companies like Affirm Holdings and Propel Holdings are faring in an economy where more consumers are struggling to make ends meet. Tickers of Stocks & ETF discussed: PRL.TO, AFRM, BRP.TO, GSY.TO, ATD.TO NY Fed BNPL Survey Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Chicago Traffic Miracle: The DNC is in town, but instead of chaos, BJ and Isaiah find themselves cruising through the best traffic Lake Shore Drive has seen in ages. Maybe we should invite the DNC more often?The Shorts Debate: Isaiah makes a rare sartorial choice—shorts in the office! But don't worry, he's got a good reason: Cubs game after work. BJ, ever the professional, doesn't miss her chance to comment on the changing tides of office attire post-pandemic.Couche-Tard's Bold Move: $86 billion is the number on everyone's lips as Couche-Tard makes an aggressive play to acquire 7-Eleven. BJ and Isaiah break down what this could mean for the convenience store landscape, from antitrust hurdles to the shifting role of these neighborhood staples.Rise of the Mega Convenience Stores: With pharmacies on the decline, mega convenience stores like Wawa and Buc-ee's are stepping in to fill the gap. The duo discuss how these mini shopping centers are redefining the hard corner real estate game.Amazon's Industrial Double Play: Two major Amazon transactions in Pennsylvania have caught the market's attention. BJ and Isaiah analyze the rising cap rates and what this signals for the industrial sector's future.Car Washes on Hard Corners?: Isaiah shares his thoughts on the growing trend of car washes popping up on prime real estate. Could this be the next big thing? Isaiah remains skeptical, but the debate is worth the listen.Looking Ahead to 2025: BJ predicts that 2025 could be the best year for real estate fund formation in a decade. She and Isaiah explore why the time might be right for raising capital and deploying it strategically in the years ahead.Family Loyalty Tested: Isaiah's Sox-loving kids are baffled by his decision to head to Wrigley for a Cubs game. Can you say household drama? But hey, at least the weather's nice!Wrap-Up: As always, BJ and Isaiah bring their A-game with a mix of industry insights and banter. Don't forget to like, share, and subscribe to stay tuned for more episodes of Net Takeaways.
It's the Friday news roundup! We're looking at both national political conventions to see how Pennsylvanians talked about local issues and celebrating the golden anniversary of an iconic Pittsburgh landmark. Plus, Covid cases are on the rise, and Giant Eagle is dropping GetGo — but another bird is swooping in. We always cite our sources: Giant Eagle is dropping GetGo but the new owners, Couche-Tard, will keep the myPerks loyalty program. Covid cases are on the rise in Pgh and elsewhere, and the new vaccine isn't ready yet. The CDC tracks Covid levels in wastewater, and so does the state, which has a county by county dashboard. Only about a quarter of Allegheny County residents got the last Covid vaccine. The stakes are especially high for Allegheny County because respiratory illnesses don't play well with poor air quality. A bunch of PA and Pgh folks spoke at their respective party conventions, including organizer Erin Koper and Senate candidate Dave McCormick at the RNC and Lt. Gov. Austin Davis and Gov. Josh Shapiro at the DNC. At the RNC, Koper talked about Pittsburgh police staffing levels, which are rising, and homicides, which have fallen since the year she cited on stage. Homicides rose in 2022 all over the nation. The Democratic roll call doubled as a dance party, featuring both “Motownphilly” and “Black and Yellow” for Pennsylvania. Aliquippa Mayor Dwan Walker, who welcomed VP candidate Tim Walz to talk to the Quips football team last week, gave the first remarks. Point State Park and our enormous fountain are celebrating their combined 50th birthdays. We talk about some of their most fun facts in this week's news quiz. City Paper has a great deep dive into its history, too. Nurses at West Penn Hospital authorized a labor strike this week, and striking workers at the Post-Gazette are nearing two years off the job. The PSO is on its European tour. They'll be back in Pittsburgh to open their new season in September. Besides baton diplomacy, there's a lot of other ways we foster connections with other countries. Learn more about our sister cities in our conversation with the former director of the Sister Cities Association of Pittsburgh. Learn more about the sponsors of this August 23rd episode: U.S. Steel Pittsburgh Cultural Trust Pittsburgh Recovery Walk Become a member of City Cast Pittsburgh at membership.citycast.fm. Want more Pittsburgh news? Sign up for our daily morning Hey Pittsburgh newsletter. We're also on Instagram @CityCastPgh! Interested in advertising with City Cast? Find more info here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The news of Texas covered today includes:Our Lone Star story of the day: After the home town RINO whiner, Rep. Glenn Rogers, was defeated in the Republican Primary this year, his Palo Pinto County commissioners court pals passed a slate of “electioneering regulations” designed to restrict active conservative opposition in the county. Conservatives sued and the courthouse kings got an early win in U.S. District Court but now the 5th Circuit Court of Appeals has handed the county a big loss, for now:“For the reasons herein, we conclude that the district court erred in denying Plaintiffs' motion for a preliminary injunction. We thus VACATE the district court's judgment and order, GRANT a preliminary injunction of the Regulations in their entirety, and REMAND for further proceedings consistent with this opinion.”The 15-page order is very much worth reading for those involved in political campaigns and activism: https://www.ca5.uscourts.gov/opinions/unpub/24/24-10432.0.pdfOur Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.A very long story with a grabbing headline that actually doesn't present much of anything new: Texas GOP making inroads with Latino voters in big cities.In a story that should remind that simply passing a law mandating things isn't often a full solution when it comes to results: Houston ISD vows to repair automated external defibrillators that are not working after student's death. I wonder how many of these lifesaving devices are unworkable.Texas leftists to be big part of the Democrat Convention in Chicago.Circle K owner Couche-Tard seeks to buy $31 billion owner of 7-Eleven stores.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
In some big business news, Canadian company Alimentation Couche-Tard Inc...better known simply as Couche-Tard has offered to purchase the entire 7-11 empire for tens of billions of dollars in a still confidential takeover bid! Host Alex Pierson speaks with Professor Sylvain Charlebois, the director of the agri-food analytics lab at Dalhousie University and a professor in food distribution and policy at Dalhousie University about what we know so far about this deal, and also what it would mean for Canada if our entire rail system is essentially shutdown due to strikes...like what we could see in the coming days. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Canadian Investor Podcast, we go over General Mills' Q4 results. Despite being a consumer staple company with brands like Cheerios, Betty Crocker, and Häagen-Dazs, the company is facing some challenges due to consumers opting for cheaper alternatives. Next, we turn our attention to Alimentation Couche-Tard. Reporting its second consecutive quarter of soft earnings, Couche-Tard saw revenue beat expectations but profits were below what bay street was expecting. We'll explore the factors contributing to their 32% year-over-year decline in earnings, including challenges in fuel margins and consumer behavior shifts in Canada. We also answer some listeners' questions about investing when markets are at all time highs, the best methods for currency conversion, and alternative fixed income investments. Tickers of Stocks & ETF discussed: ATD.TO, GIS, XAW.TO, ITOT, DLR.TO, DLR-U.TO, HSAV.TO, CASH.TO, ZMMK.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.