Podcasts about couche tard

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.

GESTIONNAIRES EN ACTION. Les conflits géopolitiques mondiaux et les barrières tarifaires ont-ils créé des occasions d'investissements sur les marchés boursiers? François Rochon, président et gestionnaire de portefeuille à Giverny Capital, soutient qu'il existe toujours de bonnes occasions d'achat en Bourse. Après un commentaire sur les plus résultats trimestriels d'Alimentation Couche-Tard (ATD, 68,90$), qu'il qualifie de «corrects, mais sans plus», le dirigeant estime que les six premiers mois de l'année ont encore une fois démontré que les investisseurs boursiers n'appréciaient pas l'instabilité, mais qu'il fallait être capable de ne pas laisser les émotions prendre le dessus en périodes de reculs. «On l'a vu au début d'avril quand les marchés boursiers américains ont rapidement reculé de plus de 20% lorsque le président américain Donald Trump a annoncé sa vague de tarifs douaniers. Une semaine plus tard, il a ensuite calmé le jeu et les marchés ont presque récupéré tout le terrain perdu», philosophe-t-il. À ce jour, l'indice S&P 500 est même en hausse d'environ 4% depuis le début de l'année, alors que la progression de l'indice canadien S&P/TSX est de 8%. «Aux États-Unis les marchés boursiers dans leur ensemble ont toutefois moins bien performé. Par exemple, le Russell 2000 est en repli de 3% depuis janvier. De plus, en calculant les variations des taux de change, les Canadiens qui ont investi aux États-Unis cette année ont enregistré des rendements négatifs», précise-t-il. Il ajoute qu'à court terme, les rendements boursiers n'ont pas une grande signification. «Il faut rester concentré sur le long terme. Si on possède de bonnes entreprises dont la valeur intrinsèque progresse chaque année, éventuellement, leurs titres vont bien faire», dit-il. Des occasions à saisir dans les titres de produits de luxe? François Rochon soutient qu'il existe toujours des titres favoris de la foule et d'autres qui sont en défaveur. «Je dirais en ce moment, un endroit où je vois des occasions, c'est du côté des produits de luxe. Ça a été une période difficile depuis quelques trimestres pour les produits de luxe. Les consommateurs à la grandeur de la planète sont un peu échaudés par l'inflation et ça a affecté l'industrie. À mon avis, une des plus belles entreprises dans ce secteur-là, c'est LVMH (MC, 437,55 euros, Bourse de Paris), qui possède entre autres Louis Vuitton. Je pense que c'est une excellente entreprise», croit-il. Il concède que les derniers trimestres ont été décevants, mais qu'un investisseur patient qui conserverait le titre cinq ans et plus devrait être récompensé. Le gestionnaire de portefeuille n'est toutefois pas prêt à investir dans le secteur de la défense pour profiter de la manne qui sera éventuellement générée par la hausse des dépenses des pays membres de l'OTAN. «On n'aime pas trop le secteur parce qu'avec le politique, on devient tributaires de multiples facteurs qu'on ne contrôle pas», dit-il. Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Plein de produits Couche-Tard en studio et on n’a pas le droit d’y toucher. Étienne est passé très près d’assister de près aux émeutes de Los Angeles. CKOI ton prix: y’a un seul Comique qui ne chargerait pas trop cher pour aller souper chez un inconnu rencontré sur la rue. Bobby Bazini, 36 ans, a maintenant son diplôme de secondaire 5. Alphé raconte le moment où il a dû affronter un rat dans son appartement. Joanie a réalisé que sa fête la rendait nostalgique. Debout les Caves - Vos meilleures jokes du jour. C’est pas tous les paris qui se terminent bien. Le Monde Merveilleux d’Alphé: Une nouvelle passion pour laquelle Alphé lâcherait tout. Ça ne va pas toujours bien quand les gens essaient de passer les douanes. Débat: Une mère dénonce sa fille qui profite d’un congé de maladie alors qu’elle ne l’est pas - Qui est le tas de crotte? Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée

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.

Il y a de nouveaux développements dans l’histoire de Couche-Tard qui veut acheter le géant qui possède les dépanneurs 7-Eleven. Écoutez la chroniqueuse économique Marie-Eve Fournier parler des tentatives de l'entreprise pour acquérier la firme Seven & I.Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée

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.

Dollarama acquiert 390 magasins en Australie pour environ 230M$. Couche-Tard toujours dans la quête d'acheter Seven Eleven. Discussion affaires et société avec Philippe Richard Bertrand, expert en commercialisation et en technologies et co animateur du balado Prends pas ça pour du cash à QUB Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Jour de budget provincial: toujours moins pour les ménages! Le conseil d’administration de Seven & I met en garde Couche-Tard qui « sous-estimerait la complexité de la transaction ». Discussion économique avec Francis Gosselin, économiste.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Couche-Tard a une forte présence aux États-Unis, notamment en Floride, au Texas et en Arizona, des États qui sont actuellement marqués par l'inflation, notamment en raison des tarifs de Donald Trump.Voir https://www.cogecomedia.com/vie-privee pour notre politique de vie privée

Couche-Tard dévoile des profits conformes aux attentes. Quelques idées pour s’affranchir davantage des Américains. La rémunération des patrons des grandes banques canadiennes bondit. Discussion économique avec Francis Gosselin, économiste.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

The founder of Alimentation Couche-Tard Inc. on Thursday urged Seven & i Holdings Co. to "adequately consider" the Canadian convenience store chain's attempt to take over the Japanese retailer.

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.

0:00 Intro 1:54 Trump's tariff threats + challenges 9:34 How Tim Cook managed Trump's first term 13:37 Have markets peaked? 15:29 Google's challenges from antitrust and AI 26:25 Alimentation Couche-Tard's earnings + update on 7 Eleven 35:02 Copart earnings and long-term drivers 42:34 Why does Copart have so much cash? This week, Barry and Ernest cover the Tariff concerns in depth. They review the risks to the Canadian and U.S. economies and discuss the types of companies that could be hurt the most. Next, they discuss the proposed remedies by the DOJ in its anti-trust lawsuit against Google. Moving on, Barry and Ernest provide an update on Couche-Tard's bid for 7 Eleven and a review of its recent earnings release. The feature discussion is on the risks and opportunities for Copart.

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

Couche-Tard remains confident in its ability to finance and complete the proposed acquisition of Seven & i Holdings. Boar's Head unveiled a new Food Safety and Quality section on its website. And Parkland Corp. plans to add about 100 stores over the next three years.

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.

On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Howard Smith, Partner at Indus Capital Partners and Portfolio Manager for the Indus Japan Strategies. Howard shares his extensive experience investing in Japan, discussing the country's economic resurgence, corporate reforms, and strategic positioning as an alternative to China. The conversation covers Japan's role in high-tech industries like semiconductors and robotics, the impact of Abe's three arrows policy, and the evolving landscape of corporate governance and M&A in Japan. They also delve into the yen carry trade unwind and its global implications, as well as the potential takeover of Seven & I Holdings by Canadian company Couche-Tard.Tune in for key insights on Japan's economic transformation and investment potential.Key Takeaways:Japan is experiencing renewed interest from investors after decades of stagnation. This resurgence is driven by corporate reforms, a strong manufacturing base, and Japan's strategic positioning as an alternative to China.Japan offers significant opportunities in high-tech industries such as semiconductors and robotics. The country benefits from lower valuations compared to Western markets and plays a crucial role in the global tech supply chain.Japan's corporate governance has improved, with increased board independence and better capital allocation. The potential takeover of Seven & I Holdings by Couche Tard highlights Japan's evolving openness to foreign investment and corporate control.The yen carry trade unwind caused significant market volatility. Additionally, Japan's high public debt levels are sustainable due to low interest rates and the majority of debt being held by the central bank. However, the terms of trade and reliance on energy imports pose ongoing risks.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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.

Good morning. We're hosting a competition at the Bet on Canada Summit in Toronto on November 5 to narrow down the companies where people actually like working. With bonus season around the corner, we can't think of a better way to get in your boss's good books.  Submit your pitch here.  If U.S. regulators have their way, Google Chrome could become just Chrome. One of Canada's most valuable retailers is doubling down on its bid to become the king of convenience.

Couche-Tard sert d'amorce pour parler des autres grandes multinationales du Québec : Bombardier,  Garda, CGI, AtkinsRéalis, WSP GLOBAL, Cirque du Soleil, Céline Dion. Discussion de Normand Lester, blogueur au Journal de Montréal Journal de Québec et animateur du balado « Normand Lester raconte » à QUB radio.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

(00:00) Intro (01:20) Increase in gambling (12:50) Tracking investors we respect (19:32) Alimentation Couche-Tard's acquisition offer for Seven-Eleven (25:45) Disclaimers

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.

Noticias Económicas y Financieras Cada vez hay más peticiones de que Estados Unidos cree un fondo soberano de riqueza, o un brazo inversor del gobierno federal. El candidato presidencial republicano Donald Trump anunció su apoyo a una iniciativa de este tipo la semana pasada durante un discurso en el Club Económico de Nueva York. Según se informa, la administración Biden también ha estado trabajando en un plan similar en los últimos meses, encabezado por el asesor de seguridad nacional Jake Sullivan y el adjunto Daleep Singh, cuyo papel se centra en la economía internacional. El segundo juicio antimonopolio del Departamento de Justicia contra Google $GOOG $GOOGL comenzará hoy en Virginia, donde el gigante de las búsquedas se defenderá de las acusaciones de que opera ilegalmente un monopolio en el mercado publicitario. El Departamento de Justicia busca, como mínimo, la desinversión de la plataforma Google Ad Manager. El juicio se produce poco más de un mes después de un fallo judicial histórico sobre el monopolio de búsqueda de Google. En otras noticias de Big Tech, Apple $AAPL está lista para presentar el nuevo iPhone 16, que contará con un chip de próxima generación desarrollado por la última arquitectura de diseño de Arm $ARM. La secretaria del Tesoro, Janet Yellen, ha dicho que los datos económicos recientes indican que la economía estadounidense está logrando un aterrizaje suave, pero señaló que existen "riesgos a la baja" para el empleo. Sus declaraciones siguieron a los datos de empleo de la semana pasada y a los renovados temores sobre el crecimiento, lo que desencadenó la peor liquidación semanal del S&P 500 desde la crisis bancaria regional de 2023. Alimentation Couche-Tard ATD:CA ha informado a Seven & i OTCPK:SVNDY de que sigue interesada en llevar a cabo una adquisición después de que el propietario de la tienda 7-Eleven rechazara su oferta inicial. El operador canadiense de las tiendas de conveniencia Circle K podría incluso estar dispuesto a aumentar el precio de su oferta después de que se dijera que su propuesta inicial era demasiado baja y no tenía en cuenta los obstáculos regulatorios. Couche-Tard prefiere una adquisición amistosa, pero al parecer no ha excluido la posibilidad de presentar su oferta directamente a los accionistas de Seven & i.

Alimentation Couche-Tard said it wants to continue its “friendly” pursuit of acquiring Seven & i Holdings. The Kroger-Albertsons antitrust merger trial continues. And Casey's General Stores Inc. launches a new fall pizza.

Noticias Económicas y Financieras Ahora que la Reserva Federal está ganando confianza en que la inflación se encamina hacia su objetivo del 2%, el lado del empleo del mandato dual del banco central ha cobrado protagonismo. Eso pone el informe de empleo de hoy en el centro de atención y puede ayudar a los responsables de la política del FOMC a decidir en cuánto recortar su tasa de referencia en la próxima reunión de la Fed. La reunión, muy seguida por todos, se celebrará dentro de solo dos semanas y es uno de los últimos puntos de datos restantes antes de esa fecha, junto con la lectura del IPC de la semana que viene. Seven & i (OTCPK:SVNDY), el propietario japonés de las tiendas 7-Eleven, ha rechazado una oferta de adquisición de $39B de la firma canadiense Alimentation Couche-Tard (ATD:CA) por considerar que la propuesta era demasiado baja. Couche-Tard, que opera las tiendas de conveniencia Circle K, ofreció adquirir Seven & i por 14.86 dólares por acción en efectivo, en una transacción que la habría convertido en el mayor objetivo japonés de una compra extranjera. Seven & i dijo que la oferta "subestima enormemente" su trayectoria independiente y no "reconoce adecuadamente" los desafíos que enfrentaría el acuerdo por parte de los reguladores de la competencia de Estados Unidos. Con el objetivo de mejorar la seguridad de los trabajadores, la gobernadora de Nueva York, Kathy Hochul, ha firmado una nueva ley que exige que los minoristas con más de 500 empleados añadan botones de pánico en todas las ubicaciones del estado para 2027. "Las soluciones en tiempo real de esta ley salvarán vidas y harán que las compras sean más seguras para todos", dijo el Sindicato de Minoristas, Mayoristas y Grandes Almacenes. Sin embargo, la industria no está convencida de la eficacia de los botones de pánico, y Walmart $WMT se opone a ellos por temor a falsas alarmas. La Oficina de Asuntos Comunitarios del Departamento de Policía de Nueva York dijo anteriormente que las llamadas al 911 serían más útiles para comunicarse con las fuerzas del orden. Las llaves de Paramount Global $PARA finalmente caerán en manos de Larry Ellison, el multimillonario cofundador de Oracle $ORCL. Será posible gracias a una serie de fideicomisos y empresas después de que un grupo liderado por la firma de su hijo David, Skydance Media, se hiciera cargo del imperio Redstone. Mientras tanto, Shari Redstone, actual presidenta y accionista mayoritaria de Paramount, se embolsará $180M en indemnizaciones y otros beneficios, además de unos $350M por la venta de su participación del 20% en el acuerdo de Skydance.

Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol prices – equipping you with the knowledge to navigate the market complexities with confidence.  This week's episode features: WTI, Gasoline and Diesel continue declines | Read more Edgewater to purchase Shell assets near Houston Ship Channel | Read more Marathon Detroit Refinery Workers strike | Read more Seven & i Holdings rejects Couche-Tard takeover bid | Read more Tune in every Monday for your weekly recap of the stories shaping the road fuels market.

Couche-Tard's takeover interest in the 7-Eleven owner is a pivotal moment for the country's efficiency drive. In this Viewsroom podcast, Breakingviews columnists explain why Tokyo ought to wait to see how the target reacts before opining, and how a deal could easily turn hostile. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.  

Couche-Tard is bidding to take over the global convenience store giant, 7-Eleven. It's the kind of big swing we rarely see from corporate Canada. So, what are the chances it will succeed? Plus, why the cost of AC is about to go up faster than temperatures in July. And, how much would you pay to have brunch with your favorite reality TV star? 

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

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:50) - Pay attention to rail $CNR and $CP (7:33) - Bill Buys Brookfield $BN (12:15) - $ATD makes a bid for 7-Eleven (16:20) - $TD news

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.