Podcasts about Five Below

Today, “Marketplace Morning Report” Kimberly Adams is joined by economist Lauren Saidel-Baker with ITR Economics to break down the results. The food manufacturer Campbell's reported a 4% decline in sales, citing inflationary pressures and softer demand, while Smucker's, Dollar General, and Five Below all flagged consumer stress in their outlooks. Later in the show, we look at how longstanding challenges for rural Alabama communities accessing healthcare might get worse because of federal policy changes.

Today, “Marketplace Morning Report” Kimberly Adams is joined by economist Lauren Saidel-Baker with ITR Economics to break down the results. The food manufacturer Campbell's reported a 4% decline in sales, citing inflationary pressures and softer demand, while Smucker's, Dollar General, and Five Below all flagged consumer stress in their outlooks. Later in the show, we look at how longstanding challenges for rural Alabama communities accessing healthcare might get worse because of federal policy changes.

On Episode 304 of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc dig into a busy earnings season, the global forces reshaping retail, and the competitive divides separating winners from also-rans. They open with the department store sector, which Steve frames as "The Good, The Bad, and The Ugly." Macy's shows incremental progress and Bloomingdale's posts double-digit growth, but Kohl's stays stuck and JCPenney's latest numbers underscore the structural problems dogging traditional operators. The throughline: shifting market share, real estate decisions, and changing consumer behavior keep narrowing the path forward for the format, and the gap between the sector's healthier players and its laggards continues to widen. From there, the hosts turn to retail's brighter turnaround stories. Victoria's Secret keeps building momentum with stronger comps and improved profitability, while Gap Inc. shows how disciplined brand management and sharper product focus can revive a business. They also weigh the intensifying competition among athleisure brands as the category's leaders pull further ahead and the middle of the pack scrambles to keep up. Value retailing is the episode's recurring theme. TJX, Ross Stores, Burlington, and Five Below all posted strong results, reinforcing the durable consumer shift toward value and the treasure hunt. Steve and Michael explore why off-price keeps outperforming while dollar stores wrestle with a tougher customer—and they spotlight Costco, where fuel, membership economics, and traffic-driving loss leaders keep the warehouse club model ahead of much of the sector. Drawing on his recent travels through Portugal and Spain, Steve shares observations on European retail: the distinct dynamics of specialty players, the enduring pull of department stores like El Corte Inglés, and one of the world's most remarkable retail experiences, Livraria Lello in Porto, a bookstore so beloved that shoppers pay admission and book a timeslot just to get in. The episode closes with Walmart's fast-expanding same-day delivery, the rise of faster fulfillment across retail, Saks Global's exit from bankruptcy, and the geopolitical risks looming over supply chains and consumer spending. Michael also previews his visit to T&T Supermarket's first California store—a reminder of how much innovation is still alive in modern grocery. It's a wide-ranging look at a sector where the winners are pulling away and the stragglers are running out of time. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! 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 author 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 a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Die Wall Street sieht eine starke Sektorenrotation, raus aus dem Tech-Sektor und rein in die anderen Bereiche des Aktienmarktes. Der Dow Jones ist dementsprechend ausgesprochen stark im Vergleich zum Nasdaq. Hauptbelastung ist Broadcom: Die Zahlen lagen zwar leicht über den Erwartungen, und der KI-Umsatz stieg um 143 Prozent auf 10,8 Milliarden US-Dollar. Der Ausblick enttäuschte jedoch, weil Broadcom für das laufende Quartal nur 16 Milliarden US-Dollar KI-Halbleiterumsatz erwartet und die Jahresprognose nicht anhob. Die Aktie fällt deutlich und belastet den gesamten KI- und Halbleiterkomplex. Auch CrowdStrike übertraf die Erwartungen und hob den Ausblick leicht an, konnte aber ebenfalls nicht begeistern. Ciena überzeugte dagegen mit einem starken Gewinnsprung und höherer Prognose, während Five Below, Veeva Systems und Costco robuste Zahlen lieferten. Abseits von Tech sorgt Private Credit für Aufmerksamkeit: Blackstone begrenzt Rücknahmen aus einem großen Fonds, nachdem Anleger verstärkt Kapital abziehen wollten. Fazit: Die KI-Story bleibt intakt, aber die Latte liegt hoch und die Nervosität nimmt auch außerhalb von Tech zu. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street sieht eine starke Sektorenrotation, raus aus dem Tech-Sektor und rein in die anderen Bereiche des Aktienmarktes. Der Dow Jones ist dementsprechend ausgesprochen stark im Vergleich zum Nasdaq. Hauptbelastung ist Broadcom: Die Zahlen lagen zwar leicht über den Erwartungen, und der KI-Umsatz stieg um 143 Prozent auf 10,8 Milliarden US-Dollar. Der Ausblick enttäuschte jedoch, weil Broadcom für das laufende Quartal nur 16 Milliarden US-Dollar KI-Halbleiterumsatz erwartet und die Jahresprognose nicht anhob. Die Aktie fällt deutlich und belastet den gesamten KI- und Halbleiterkomplex. Auch CrowdStrike übertraf die Erwartungen und hob den Ausblick leicht an, konnte aber ebenfalls nicht begeistern. Ciena überzeugte dagegen mit einem starken Gewinnsprung und höherer Prognose, während Five Below, Veeva Systems und Costco robuste Zahlen lieferten. Abseits von Tech sorgt Private Credit für Aufmerksamkeit: Blackstone begrenzt Rücknahmen aus einem großen Fonds, nachdem Anleger verstärkt Kapital abziehen wollten. Fazit: Die KI-Story bleibt intakt, aber die Latte liegt hoch und die Nervosität nimmt auch außerhalb von Tech zu. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street sieht eine starke Sektorenrotation, raus aus dem Tech-Sektor und rein in die anderen Bereiche des Aktienmarktes. Der Dow Jones ist dementsprechend ausgesprochen stark im Vergleich zum Nasdaq. Hauptbelastung ist Broadcom: Die Zahlen lagen zwar leicht über den Erwartungen, und der KI-Umsatz stieg um 143 Prozent auf 10,8 Milliarden US-Dollar. Der Ausblick enttäuschte jedoch, weil Broadcom für das laufende Quartal nur 16 Milliarden US-Dollar KI-Halbleiterumsatz erwartet und die Jahresprognose nicht anhob. Die Aktie fällt deutlich und belastet den gesamten KI- und Halbleiterkomplex. Auch CrowdStrike übertraf die Erwartungen und hob den Ausblick leicht an, konnte aber ebenfalls nicht begeistern. Ciena überzeugte dagegen mit einem starken Gewinnsprung und höherer Prognose, während Five Below, Veeva Systems und Costco robuste Zahlen lieferten. Abseits von Tech sorgt Private Credit für Aufmerksamkeit: Blackstone begrenzt Rücknahmen aus einem großen Fonds, nachdem Anleger verstärkt Kapital abziehen wollten. Fazit: Die KI-Story bleibt intakt, aber die Latte liegt hoch und die Nervosität nimmt auch außerhalb von Tech zu. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

This episode of The Rizzuto Show spirals beautifully from wholesome weekend recap into full-blown suburban psychological warfare. You know… like every responsible daily comedy show should.Lern kicks things off with an annual hibachi pilgrimage complete with onion volcanoes, airborne chicken, mysterious yum yum sauce addiction, and a vegetarian teenager accidentally catching meat in her mouth out of pure social pressure. Honestly, hibachi is less “restaurant” and more “public performance art with teriyaki.”Meanwhile, Rizz discovers that the neighborhood children may officially think he's the mean old guy on the hill. After overhearing kids whisper “those are Mr. Rizzuto's dogs,” the gang conducts a full emotional autopsy on how years of HOA complaints, dirt bike feuds, poop-bag incidents, and aggressive radio storytelling may have turned him into the suburban cryptid of his subdivision.The solution? Obviously a bounce house festival called “Curmudgeon Fest 2026.”The crew also dives deep into the newest suburban panic sweeping America: grown adults stampeding Five Below stores to hoard “Neatos” and “dumpling” squishy toys before actual children can buy them. Tiny kids crying. Parents fighting collectors. Black Friday energy in Wildwood. Humanity thriving.Elsewhere in the chaos:Rafe accidentally spends his Saturday bonding emotionally with a stained-glass artisan named Dave while listening to Foghat in a basement.Lern delivers a passionate iced coffee complaint that somehow becomes a full societal discussion.Rizz warns everyone about a terrifying new AI Uber scam involving fake mess photos and cleanup fees.The gang discusses documentaries built entirely from bodycam footage and social media evidence.They debate whether single dads hosting sleepovers has unfairly become suspicious in modern parenting culture.Plus stories about weird dads from the 90s, mooning cops, NA beers, and the exact emotional danger of getting insulted while trapped in an Adirondack chair.Basically this episode has: neighborhood drama hibachi lore emotional damage weird toy economics suburban anthropology middle-aged confusion and one very wounded Blackstone grillIf you like sarcastic chaos, ridiculous conversations, and a group of adults turning tiny life moments into a full sociology documentary, congratulations — this daily comedy show remains medically unsafe for productivity.And yes… somebody absolutely compared Rizz to the Addams Family neighbor everyone warns their kids about.Another totally normal episode of your favorite daily comedy show.Follow The Rizzuto Show → linktr.ee/rizzshow for more from your favorite daily comedy show.Connect with The Rizzuto Show Comedy Podcast online → 1057thepoint.com/RizzShowHear The Rizz Show daily on the radio at 105.7 The Point | Hubbard Radio in St. Louis, MO.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nancy’s mouth and jaw are still hurting from where she got a temporary crown at the dentist last week. The last Monday Morning wakeup call of the school year with 9-year-old Carter Nancy's husband stayed up until midnight to watch the Rousey vs Carano MMA fight and was very upset that it only lasted 17 seconds. Hot Tea: Ella Langley took home all 7 ACM Awards that she was nominated for, and set a record for the most ACM awards won by an artist in one year. There is a rumor that Tom Cruise and Pamela Anderson are dating. A woman had her lawyer make sure she got to keep Netflix access after her divorce. Joey had to go with his kids and nieces to Five Below to look for dumpling toys. They are all the rage with kids right now. Joey tested a laughing challenge on Nancy to see how she could do. Joey went fishing over the weekend and it was a disaster. His wife and son both caught fish at the same time. He was trying to help them both when his pole went flying into the water. A catfish has bit his line and swam away with his pole. Nancy made a deal with her 19 year old that she would loan him $600 if he agreed to not ride his motorcylce. See omnystudio.com/listener for privacy information.

Nancy’s mouth and jaw are still hurting from where she got a temporary crown at the dentist last week. The last Monday Morning wakeup call of the school year with 9-year-old Carter Nancy's husband stayed up until midnight to watch the Rousey vs Carano MMA fight and was very upset that it only lasted 17 seconds. Hot Tea: Ella Langley took home all 7 ACM Awards that she was nominated for, and set a record for the most ACM awards won by an artist in one year. There is a rumor that Tom Cruise and Pamela Anderson are dating. A woman had her lawyer make sure she got to keep Netflix access after her divorce. Joey had to go with his kids and nieces to Five Below to look for dumpling toys. They are all the rage with kids right now. Joey tested a laughing challenge on Nancy to see how she could do. Joey went fishing over the weekend and it was a disaster. His wife and son both caught fish at the same time. He was trying to help them both when his pole went flying into the water. A catfish has bit his line and swam away with his pole. Nancy made a deal with her 19 year old that she would loan him $600 if he agreed to not ride his motorcylce. See omnystudio.com/listener for privacy information.

Progressive Real Estate Partners SVP Roxanne Klein on Southern California retail leasing, tenant trends, lease negotiation blind spots, and why not all franchisees are created equal. The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.   Crexi Platinum Award-winner Roxy Klein spent 20-plus years building sales instincts running a candy manufacturing business across 30 states before finding her way into commercial brokerage. Today she is SVP of Retail Leasing and Sales at Progressive Real Estate Partners, the number one retail firm in the Inland Empire, specializing in landlord representation and leasing across Southern California. In this episode, Roxy joins host Yannis Papadakis on what is moving in SoCal retail, why footprints are shrinking, what CC&Rs and amperage issues are quietly killing deals, and why she backs a 20-year mom-and-pop over a franchise tenant with no business experience. Welcome to The Crexi Podcast Roxy Klein's background and path to Progressive Real Estate Partners From candy manufacturing and trade shows to commercial brokerage No playbook: learning retail CRE from a 35-year mentor Why retail: combining business, merchandising, and real estate The value of specializing at a firm that only does retail Boutique versus big shop: why entrepreneurial spirit matters Landlord rep versus tenant rep: why listing agreements mean security Watching retail go from dirt to grand opening Balancing prospecting: door-to-door, phone, social, in-person Why you have to walk into the store before you prospect it Building relationships with national brands through ACRE Independent pharmacies filling former Rite Aid boxes Head spas, beauty tenants, and the risk of over-broad use clauses Footprints are shrinking — and rent is the reason Car washes, drive-through ground leases, and demo opportunities Why drive-throughs dominate: convenience, speed, busy families Coffee is the hottest category — drive-through and independent Large full-service restaurants: very few players left Minimum wage, inflation, and which food tenants are on pause SoCal vacancy: low but rising, and the spaces dragging the number up Keep an open mind, respond fast, don't wait for a better offer CC&Rs blocking gyms, car washes, and entertainment Amperage: the deal killer nobody checks until it's too late Use clauses, exclusives, and inherited lease problems How lease renewals create waiver negotiating leverage Three things new retail brokers must know before their first assignment Rapid fire: $10M into a multi-tenant asset close to home How to spot a fad before it becomes your vacancy Don't get caught up in the franchise name — vet who's signing Parting words: stick with it, and call Roxy   About Roxy Klein: Roxanne “Roxy” Klein is the Senior Vice President of Retail Leasing & Sales at Progressive Real Estate Partners, specializing in the leasing and sale of retail properties in Southern California's Western Inland Empire, Eastern San Gabriel Valley, and Northern Orange County. With over 20 years of real estate and business management experience, Roxy's expertise includes leasing, sales, client relations, landlord and tenant representation, contract negotiation, research, and marketing. Roxy has completed transactions with a wide range of corporate retailers, including brands like Sprouts, Chipotle, Dunkin', Circle K, Broken Yolk Café, Capriotti's, Visionworks, Five Below, and American Family Care, among many others. Roxy graduated from the University of La Verne with a Bachelor of Science in Business, Marketing, and Law. She is on the ACRE So Cal (Association of Corporate Real Estate Executives of Southern California) board, where she has served in various leadership roles, including President in 2024, and Vice President in 2023; Roxy is also the Best Practice Chair for RIAOC (Realty Investment Association of California), a role she is currently serving for the fourth consecutive year and a Captain on the Retail Brokers Network Restaurant Council. She also is a Crexi Platinum Award winner for 2026. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi About Crexi:Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has subsidized over $2.74 trillion in property value, 26 billion square feet listed, and supports a growing community of more than 23 million yearly users.

This week, Kate is trying something new by returning to her old form. After taking time off and noticing her comment section brain rot, she's trying to get back to occasional one-pass, no-edits, no-looking-things-up format to practice for a live format of the show coming soon. It's the kind of episode where Reneesme, Billie Eilish, Five Below, and the Epstein files all somehow end up in the same conversation and it almost tracks. Also, some musing about the discomfort of realizing the millennial girlhood pipeline of Limited Too to Abercrombie to Victoria's Secret was built and run by men who turned out to be predators, and the connection between frat bro philanthropy shirts and A&F. Plus, everything's coming up Kate following a streak of good luck that she thinks might have something to do with a haunted candle. Enjoy!    Order Kate's NYT Bestselling book, One in a Millennial here! Text or leave a voicemail for Kate at 775-HEY-BETH! Thank you to AllModern for furnishing Kate's Season 2 Studio! AllModern has the best of modern furniture and decor all in one place. With styles from Scandi and mid-century, to minimalist and maximalist, every design is hand-vetted for quality by their team of experts. Plus they have fast + free shipping! Check out allmodern.com; you'll find Kate's bookshelves here and her new rug here! As an exclusive offer, new listeners can get their choice between chicken breast or top sirloin for a year OR ground beef for life, PLUS $20 off when you go to ButcherBox.com/BETHEREINFIVE. That's right - your choice of chicken breast or top sirloin for a year OR ground beef for life, PLUS $20 off your first box, and free shipping always. That's ButcherBox.com/BETHEREINFIVE. Don't forget to use our link so they know we sent you. Go to helixsleep.com/bethereinfive for their Spring Savings Event April 20-29, 2026 for 20% Off Sitewide. That's helixsleep.com/bethereinfive for 20% Off Sitewide. Soak up unforgettable memories with on-the-go hydration from Liquid I.V. Tear. Pour. Live More. Go to LIQUID-IV.COM and get 20% off your first purchase with code BETHEREINFIVE at checkout. That's 20% off your first purchase with code BETHEREINFIVE at LIQUID-IV.COM. Let this Mother's Day be a reminder that she deserves care, too — discover how Cozy Earth turns everyday routines into moments of softness and ease. Head to cozyearth.com and use my code BETHEREINFIVE for an exclusive 20% off, and if you see a post-purchase survey, be sure to mention you heard about Cozy Earth right here on Be There in Five. Because home starts with Mom You're going to love Hungryroot as much as I do. For a limited time get 40% off your first order PLUS get a free item in every box for life. Go to Hungryroot.com/bethereinfive and use code bethereinfive. That's Hungryroot.com/bethereinfivee, code bethereinfive to get 40% off your first box and a free item of your choice for life.

On today's 4.7.26 show we talked about International Trombone week, poo bucks, the manosphere, Offset was shot at in Florida, Instagram is testing out a subscription service, another Waymo incident, London's Wireless festival updates, Amanda Bynes has a new project she's working on, the Five Below dumplings, hotels are getting rid of this one appliance and more!See omnystudio.com/listener for privacy information.

GESTIONNAIRES EN ACTION. À la Bourse, le plus difficile, c’est de savoir quand vient le bon moment de se départir d’un titre, estime François Rochon, président et gestionnaire de portefeuille à Giverny Capital. «La décision de vendre un titre, je dirais que ça dépend beaucoup de notre philosophie d'investissement au départ. Il faut un peu que la philosophie de vente soit en ligne avec la philosophie d'achat», estime-t-il. Il dit regarder divers critères au moment d’ajouter une entreprise en portefeuille, tentant de dénicher celles qui possèdent une valeur intrinsèque supérieure à la moyenne, bénéficient d’avantages concurrentiels durables, d’une bonne équipe de direction et d’un bon bilan tout en ayant de bonnes perspectives de croissance. «Tant que ça, c'est intact, on va vouloir garder le titre en portefeuille. Je dirais qu'il y a deux choses qui peuvent se produire qui nous inciteraient à vendre. La première, c'est que les belles qualités qu'on admirait dans l'entreprise peuvent changer», explique-t-il. La seconde chose qu’il aime moins, c’est si une entreprise augmente beaucoup son endettement, soit avec une acquisition ou pour toute autre raison. «Si je deviens moins confortable avec le niveau de la dette, même si les résultats sont bons, je vais parfois préférer vendre. C'est vraiment du cas par cas», explique-t-il. François Rochon soutient que d’autres éléments peuvent l’inciter à se départir d’un titre est l’émergence d’un concurrent qui possède de meilleures perspectives de croissance. Dans ces circonstances, il peut être avantageux selon lui de vendre le titre avec le moins de potentiel et d’allouer le capital à l’idée la plus prometteuse. Quand garder un titre : Constellation Software Quelques titres du portefeuille de Giverny Capital ont connu une année difficile en 2025 et l’éditeur de logiciels Constellation Software (CSU, 2441,27$) est l’un de ceux-là, lui qui valait 5300$ au printemps dernier avant d’amorcer un important repli. «Je pense que Constellation Software, c'est une très, très bonne entreprise. Il y a deux, trois facteurs qui expliquent la baisse du titre. Une des raisons, ça a été le départ pour des raisons de santé du président Mark Leonard. Toutefois, la raison principale de la baisse du titre, c'est que toutes les sociétés de logiciels ont beaucoup baissé en Bourse par crainte que l'intelligence artificielle vienne affecter durement leur modèle d'affaires», affirme-t-il. Le titre de Constellation, ces dernières années, se négociait à 30 fois les profits prévus, alors que ce ratio a chuté à 15 fois. «Pourtant, les résultats de 2025 ont été très bons. Le bénéfice par action ajusté a progressé d'à peu près 20%. Il n'y a donc pas de raison de croire, que les fondamentaux de l’entreprise ont changé», juge-t-il, estimant que le recul du titre est exagéré. Quand garder un titre : Five Below Un autre titre que Giverny Capital a choisi de garder en portefeuille malgré une période tumultueuse est celui du détaillant d'articles à 5 $ et moins Five Below (235,39$US). Le titre a chuté jusqu'à un peu moins de 55 $US avant de rebondir fortement pour dépasser 230$US. Dans ce cas, la patience des actionnaires a été récompensée. La patience a été récompensée dans ce cas. «On a acheté le titre la première fois durant la pandémie, donc en mars 2020. Je pense qu'on avait payé 70$US à l'époque. Les années 2020, 2021 et 2022 ont bien été, sauf que 2024 a été très difficile. Les profits ont baissé et le titre a beaucoup reculé», rappelle-t-il. Le creux de moins de 55$US a été atteint dans la foulée des tarifs du président Donald Trump. Les investisseurs craignaient alors que ces tarifs viennent rogner les marges bénéficiaires de l’entreprise, qui s’approvisionne beaucoup en Asie. «À ce moment-là, le titre était vraiment déprimé, mais je croyais beaucoup dans le modèle d'affaires de la société. Puis bon, le bilan était encore très solide. Ils ont changé de PDG (en embauchant Winnie Park en décembre 2024) et finalement, les résultats de 2025 ont été très bons, ce qui a fait rebondir le titre», dit François Rochon. Cinq ans après l’achat du titre, Giverny Capital était en territoire négatif avec cet investissement, mais selon l’investisseur, c’est la qualité du bilan qui a fait toute la différence.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

This week on The Remarkable Retail podcast, Steve Dennis and Michael LeBlanc begin with a sweeping look at the key retail and macro stories of the week, then dive into a compelling interview with Jennifer Woo, Chairman and CEO of Hong Kong-based luxury retailer Lane Crawford. Woo shares her unusual path into retail leadership, from studying psychology and working in advertising to joining her family's business and ultimately transforming Lane Crawford into one of the most distinctive luxury department store operators in the world. She explains how Lane Crawford has rethought the traditional department store model by operating compact stores in extremely expensive real estate markets, working with unusually short leases, and maintaining an owned-buying model rather than relying on concessions. That structure gives the company more control over the customer experience and allows it to deliver seamless service across categories. Woo describes Lane Crawford as relationship-driven rather than transaction-driven, with associates empowered to build client relationships through supportive tools and internal recognition rather than scripts. Her examples of extraordinary service during and after the pandemic illustrate this approach. Woo also details Lane Crawford's investment in independent designers and a lifestyle-led merchandising strategy. She emphasizes that AI and digital tools should only enhance, not replace, human judgment and connection. In the opening news segment, Steve and Michael tackle the retail implications of the Iran war, particularly its impact on oil, inflation expectations, interest rates and retailer planning. They discuss the NRF's somewhat surprisingly upbeat retail sales forecast and break down recent earnings from Macy's, highlighting Bloomingdale's strength relative to the core Macy's banner, and examine Lululemon's uneven performance, tariff pressures and ongoing boardroom drama. They close the earnings discussion with Five Below, praising its sharp positioning and standout growth in an increasingly crowded value retail space. The final segments extend the conversation with Steve's remarkable story of the week on digitally native vertical brands losing momentum, and Michael's reflections on Gen Z shopping habits, AI anxiety and the limits of assuming young consumers will automatically embrace AI-powered commerce. The episode wraps with radar-screen commentary on U.S. tax refunds, consumer spending and the potential precipitous slowdown in luxury demand in the GCC. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets: Your code is "REMARKABLE" . See you in the Big Apple! 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 author 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 a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Dollar stores are quietly winning, Prime Day is jumping the calendar, and the AI arms race just hit its first major reboot. Rick Watson and Jessica Lesesky break down what actually moved this week in retail and commerce.Dollar General doubled its operating profit, Dollar Tree shed Family Dollar and beat estimates, and Five Below kept growing — while 99 Cents Only filed for bankruptcy. The value shift is real, and it's not just low-income shoppers driving it.Amazon is moving Prime Day to June. Is this a Q2 earnings play, a back-to-school land grab, or both? And what does that mean for Walmart, Target, and everyone else chasing the same wallet?The Watson Weekly Weekend edition is sponsored by Avalara. For more information on Avalara, visit - https://avalara.watsonweekly.com/Then: the agentic reboot. Adyen's co-CEO drops a white paper on infrastructure problems in agentic commerce. OpenAI's applications chief reportedly called a "code red" on internal focus. Amazon is adding senior engineer oversight to rein in autonomous code. Anthropic is quietly picking up enterprise market share — and OpenAI's people. Rick's verdict: we are in the early innings, and the wholesale strategy changes are just beginning.Chapters00:00 — Welcome & Intro01:14 — Dollar Store Earnings: Why Dollar General, Dollar Tree, and Five Below are winning — and who isn't04:24 — Amazon Prime Day Moves to June07:23 — The Agentic Reboot: Adyen's white paper, OpenAI's "code red," Anthropic's enterprise surge, and what it all means for brands building on AI

A.M. Edition for Mar. 19. European gas prices surge more than 20% after Iran strikes the world's largest liquified-natural-gas export facility in Qatar. WSJ editor Peter Landers discusses how the attacks signal the Iran war is entering a new and more volatile phase. Plus, U.S. shoppers hunt for bargains in a boost for discount retailers like Five Below. And art dealers expect Banksy's work to be even more valuable after the elusive street artist's identity is revealed. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Robert DeWeese, 37, is a convicted sex offender who's back in jail accused of raping a six-year-old girl in the restroom of a Five Below store in Warren County, Ohio. DeWeese has a criminal history going back to 2007 and has served time for voyeurism and gross sexual imposition. Body-worn camera video just released shows deputies investigating the incident at Five Below and tracking down DeWeese. He has pleaded not guilty. Law&Crime's Angenette Levy goes through the investigation in this episode of Crime Fix — a daily show covering the biggest stories in crime.PLEASE SUPPORT THE SHOW: Stay Informed, Stay Safe – Check Public Records with TruthFinder now at https://www.truthfinder.com/lccrimefixHost:Angenette Levy https://twitter.com/Angenette5CRIME FIX PRODUCTION:Head of Social Media, YouTube - Bobby SzokeSocial Media Management - Vanessa BeinVideo Editing - Daniel CamachoGuest Booking - Alyssa Fisher & Diane KayeSTAY UP-TO-DATE WITH THE LAW&CRIME NETWORK:Watch Law&Crime Network on YouTubeTV: https://bit.ly/3td2e3yWhere To Watch Law&Crime Network: https://bit.ly/3akxLK5Sign Up For Law&Crime's Daily Newsletter: https://bit.ly/LawandCrimeNewsletterRead Fascinating Articles From Law&Crime Network: https://bit.ly/3td2IqoLAW&CRIME NETWORK SOCIAL MEDIA:Instagram: https://www.instagram.com/lawandcrime/Twitter: https://twitter.com/LawCrimeNetworkFacebook: https://www.facebook.com/lawandcrimeTwitch: https://www.twitch.tv/lawandcrimenetworkTikTok: https://www.tiktok.com/@lawandcrimeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

LikeFolio's Andy Swan thinks Five Below's (FIVE) turnaround story is better than Dollar Tree's (DLTR) after a new CEO took over. However, investor expectations are “very high” going into the report. Andy thinks the company is “doing fantastic,” but it might not be enough for the Street. “We think they're outperforming peers,” Andy adds, saying they're finding their “niche” by targeting Gen Z and Gen Alpha.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Robert DeWeese, 36, is accused of raping a 6-year-old girl in a family bathroom of a Five Below store in Warren County, Ohio. The grand jury indicted DeWeese on several charges including rape and gross sexual imposition for the February 2026 incident. DeWeese has been convicted of similar crimes in the past. Law&Crime's Angenette Levy goes through the allegations in this episode of Crime Fix — a daily show covering the biggest stories in crime.Host:Angenette Levy https://twitter.com/Angenette5Guest: Chris KlotzCRIME FIX PRODUCTION:Head of Social Media, YouTube - Bobby SzokeSocial Media Management - Vanessa BeinVideo Editing - Daniel CamachoGuest Booking - Alyssa Fisher & Diane KayeSTAY UP-TO-DATE WITH THE LAW&CRIME NETWORK:Watch Law&Crime Network on YouTubeTV: https://bit.ly/3td2e3yWhere To Watch Law&Crime Network: https://bit.ly/3akxLK5Sign Up For Law&Crime's Daily Newsletter: https://bit.ly/LawandCrimeNewsletterRead Fascinating Articles From Law&Crime Network: https://bit.ly/3td2IqoLAW&CRIME NETWORK SOCIAL MEDIA:Instagram: https://www.instagram.com/lawandcrime/Twitter: https://twitter.com/LawCrimeNetworkFacebook: https://www.facebook.com/lawandcrimeTwitch: https://www.twitch.tv/lawandcrimenetworkTikTok: https://www.tiktok.com/@lawandcrimeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Shoot us a Text.Episode #1273: GM is staying lean to outmaneuver the next sales slowdown. AI's appetite for memory chips could spark a new supply squeeze across autos and tech. Retailers are proving that telling better stories sells.Show Notes with links:General Motors is rewriting its inventory playbook, running 30–40% leaner and hoping that tighter supply, stronger cash flow, and faster decision-making could turn the next cycle into a competitive advantage.S&P Global Mobility forecasts U.S. sales down 2.5% to 15.8M units as affordability and softer EV demand weigh on the market.GM is targeting a 50–60 day supply versus the pre-pandemic 100+ days.Leaner inventory gives GM more flexibility to adjust incentives in a downturn without crushing profitability.Dealers have felt the squeeze, especially on affordable models, prompting GM to stage select Trax and Trailblazer units at ports to speed delivery.CFO Paul Jacobson summed up the strategy: “It's easier to do when you have less inventory in the system because you can just respond much more quickly.”Just when the auto industry thought it survived the chip crisis, here comes round two—this time powered by AI. Data centers are devouring global memory supply, forcing automakers to brace for tighter supply, higher costs, and potential production headaches.AI data centers are soaking up global DRAM and memory production, with Western Digital and Seagate already sold out of most 2026 capacity.Memory chip prices have jumped 90% quarter-over-quarter, prompting PC makers like Dell to raise prices 15–20%.Tesla's Elon Musk says the solution may be vertical integration: “We're going to hit a chip wall if we don't do the fab.”Retailers are doubling down on something we at More Than Cars know well—storytelling sells. Brands are shifting from simply stocking products to crafting narratives that spark emotion, build loyalty, and turn casual shoppers into long-term fans.Nordstrom says department stores no longer “introduce” brands—they help tell their story and build deeper consumer connection.Five Below credits curated social storytelling—merchandising and marketing working together—for stronger engagement with younger shoppers.Under Armour's Kevin Plank says brands must inspire emotion: “The world does not need another capable apparel and footwear manufacturer. The world needs hope and they need a dream.”Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turnover - before employees leave.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Most agencies aren't fragile because of bad systems but because everything runs through the founder. One unexpected hit and the whole thing wobbles. Today's featured guest shares the real-world test no agency owner ever wants: a hemorrhagic stroke that took him out overnight. What happened next is the part every agency owner needs to hear. Because his business didn't collapse. It kept moving, clients stayed, deals closed, and trust carried the weight. If your agency can't function without you, this conversation will feel uncomfortably familiar. Brian Franks is the founder of Where Eagles Dare, a premium branding and storytelling agency working with major retail brands like American Eagle and Five Below. He spent 20+ years rising to VP of Creative at American Eagle before launching his agency over a decade ago. In this episode, we'll discuss: Getting comfortable with a hard question How Brian built a resilient agency Why your network is the real asset Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. If You Got Hit by a Bus, Would Your Agency Survive? Let's get uncomfortable for a second. If you disappeared for 30 days (hospital, burnout, family emergency), would your agency come back stronger, the same… or on fire? Most agency owners don't like that question. Because deep down, they already know the answer. This is a question every agency owner should ask, especially if you're doing $1M–$10M, stuck in fulfillment, carrying everything in your head, and telling yourself, "I'll fix the systems later." Brian didn't plan to test his agency this way. In February 2024, he suffered a hemorrhagic stroke and ended up in the ICU for a brain drain. It took weeks of recovery. No warning. And his agency didn't collapse. Here's why that matters. Brian Didn't Build a "Big" Agency. He Built a Resilient One. Brian spent 20 years at American Eagle, rising from graphic designer to VP of Creative. He worked with massive agencies and saw the billings. He also saw the waste and understood what actually mattered. So when he launched Where Eagles Dare, he didn't chase headcount or ego. He sought to build: A small, senior team A premium positioning Deep relationships, not vendor contracts An agency designed around his strengths That's the part most founders miss. They scale complexity instead of clarity. The Lie Agency Owners Believe A lot of agency owners think freedom comes after scale. More clients → more people → more systems → someday freedom. In reality, that path usually leads to: Team chaos Thin margins Constant Slack pings And a founder who can't unplug without guilt Brian flipped that by staying scrappy, limiting active clients, staying close to the work that mattered, and delegating the rest to people he trusted for years. So when life punched him in the face, the agency stepped up. Your Network Is the Real Asset When Brian went down, his network took over. A former American Eagle CMO stepped in to help lead. His wife helped close a major Five Below deal. Longstanding client relationships stayed solid There was no panic, mass client churn, or revenue freefall. That doesn't happen by accident. That happens when you: Play the long game Treat relationships like equity Build trust before you need it Most agencies don't fail because of bad marketing. They fail because everything depends on the founder. The Question You Can't Ignore If you were gone for a month, would your agency be worse, the same, or better? If the answer scares you, good. Because it means you're still early enough to fix it. The Real Goal Isn't Scale. It's Control Brian's story isn't about hustle or heroics. It's about building an agency that: Pays you well Respects your health Doesn't collapse without you Still excites you creatively That's the real win. And if you're tired of being the bottleneck, you're stuck in fulfillment, referrals are your only growth plan, or you're not paying yourself what you should… Then it's time to rebuild. Not bigger, but smarter. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Steve Dennis and Michael LeBlanc kick off this episode with a sharp breakdown of the retail news that mattered this past week. AI dominates the conversation—not as hype, but as a clear shift from experimentation to real-world implementation. Steve shares observations from the show floor, noting how retailers are racing to modernize product data, digital infrastructure, and site experiences to better capture the growing wave of AI-driven and agent-led shopping traffic.The conversation then turns to one of the most consequential stories in retail: the Saks Global bankruptcy. Steve provides deep context on the failed Saks–Neiman Marcus merger, the leadership shake-up, Amazon's unexpected equity exposure, and the cascading impact on vendors—particularly smaller brands that may never be made whole. Early earnings and sales signals round out the news segment, with standout performances from Costco, American Eagle, and Five Below reinforcing a widening gap between retail's winners and laggards. The hosts also discuss Walmart's renewed push into drone delivery and the accelerating ripple effects of GLP-1 drugs, especially as pill-based options expand access and potentially reshape apparel and discretionary spending.From there, Steve and Michael are joined by Jessica Schinazi, CEO of Away for an engaging interview recorded live in the Narvar remote podcast studio on the floor at the NRF Big Show  Jessica reflects on her journey from LVMH, Amazon, and Dyson to leading one of the original digitally native vertical brands as it approaches its tenth anniversary. She shares why Away's emotional connection with customers—paired with uncompromising product quality—has allowed the brand to endure while many early DTC peers have struggled.Jessica explains Away's evolution into what she describes as a “DTC-smart” model: maintaining direct customer relationships while strategically expanding through wholesale partners such as Nordstrom, Amazon, and Dick's Sporting Goods. Each channel plays a distinct role, from immersive storytelling in owned stores to trust-building through reviews and scale on marketplaces. The discussion also explores leadership in the AI era, with Jessica emphasizing resilience, curiosity, and the importance of using AI as a tool to elevate human work—not replace it.In the closing segments, the hosts revisits new details emerging from the Saks Global bankruptcy, and share what's on their radar screen, exploring labor market signals and leadership changes at Kendra Scott, the fast-growing jewelry brand. 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 edition of The Update Journal, I issue what can generously be described as a retraction regarding the St. George Ferry route—though in reality, it's less an apology and more an admission that I simply did not read the schedule. At all. Turns out the boat does go where it says it goes… when you look. Meanwhile, it's the final week before Christmas, which means every Target, Five Below, and vaguely festive retail space has been transformed into a real-life obstacle course. Everyone has collectively decided now is the time to shop, creating a citywide panic fueled by procrastination, blinking lights, and people blocking aisles while “just browsing.” And finally, we ask the most important question of the season: how much would the 12 Days of Christmas actually cost today? Spoiler alert: the answer involves inflation, regret, and the realization that true love may need a payment plan.In the headlines on #TheUpdate this Monday, six teenagers were wounded in a mass shooting at a Brooklyn “Sweet 16” birthday bash– with a pair of gunmen still on the loose, according to police.A weekend storm sent temperatures plunging well below zero in the Midwest and dumped heavy snow on parts of the Northeast, creating many airport delays and slick roads as the Pacific Northwest braced for more rain after days of flooding and mudslides.And it was a day of crisis around the world:In Los Angeles, Director-actor Rob Reiner and his wife Michele were the two people found dead at a Los Angeles home owned by Reiner, according to a law enforcement official briefed on the investigation. Overseas, Two gunmen opened fire during a Hanukkah celebration on Sydney's Bondi beach, killing 15 people, including a child, officials said Monday, in what Prime Minister Anthony Albanese called an act of antisemitic terrorism that struck at the heart of the nation. The shooters were father and son. And In Rhode Island, a person of interest detained after a Brown University shooting that killed two students and injured nine will be released after law enforcement authorities determined there was no basis to keep the individual in custody.

We welcome Moody's Mark Zandi, Moody's Chief Economist and one of the most influential and trusted macroeconomic voices shaping markets, policy, and business strategy worldwide. Zandi begins by explaining how today's consumer landscape is defined by a widening K-shaped economy—an income and wealth split decades in the making and now intensified by rising asset values and post-pandemic dynamics. Households at the top of the income spectrum are spending freely, while middle-class consumers remain pressured and those at the bottom struggle to keep up, borrowing to sustain purchases.Zandi also connects the affordability crisis to structural issues like housing supply, wage pressures, labor shortages, and the unpredictable impact of tariffs—which are simultaneously slowing job creation, lifting inflation, and clouding retailers' pricing strategies. He warns that delayed tariff pass-through may soon accelerate and that upcoming legal decisions could radically alter retail margins.Perhaps most striking is Zandi's analysis of AI's fingerprints on the labor market. He highlights rapidly rising unemployment among younger workers and the risk that productivity gains arrive faster than hiring can adjust—potentially tipping the economy toward recession just as retail faces profit pressure, concentration of growth among a handful of giants, and shifts in category performance.Before joined by Zandi, Steve and Michael dig into the retail headlines: strong BFCM e-commerce results , Buy Now Pay Later surging again, and evidence that AI-driven traffic is now materially influencing online demand. They examine the evolving performance of dollar stores, with Five Below delivering standout comps, the ongoing stampede to value, and whether the end of de minimis rules may reshape the bargain landscape.They then break down Macy's mixed but improving traction, tariff lawsuits led by Costco, and the broader retail question of whether top-line growth is increasingly profitless prosperity—a theme reinforced by margins squeezed across beauty, off-price, and specialty retail formats.In a quick recap of the most remarkable stories of the week Steve is stunned that Meta still invests heavily in the metaverse—even while shrinking budgets Michael questions whether defunct brands like Bed Bath & Beyond can meaningfully return in the Canadian retail market dominated by TJX, HomeSense, and IKEA.Expect the annual game of holiday discount chicken to intensify as promotions escalate, plus intriguing experiments like Netflix House in former department-store spaces—potentially hinting at new opportunities for mall real estate. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 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.

Episode #1260 vom 05.12.2025 Hier geht's zu unserem Wirtschaftskalender: https://www.amazon.de/Ohne-Aktien-Schwer-Wirtschaftskalender-Wirtschaftsgeschichten/dp/3430212111 Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Sparen & Börse war gestern eine gute Kombo. Bei Meta, bei Dollar General, bei Five Below. Autos und Börse auch super. UiPath & Börse ebenso. Ansonsten will Cambricon mehr Chips, was den Gründer reich macht. Kunden wollen immer mehr verschiedene Produkte. Sie wollen immer bessere Produkte. Sie wollen lokal produzierte Produkte. Intertek (WKN: 633526) profitiert. Vor 24 Jahren gab's die bis dahin größte Insolvenz ever. Kurz danach ist ein großer Wirtschaftsprüfer kollabiert. Und paar Jahre später war VW die wertvollste Firma der Welt. OAWS-Geschichtsstunde vor dem Adventswochenende. Diesen Podcast vom 05.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Diane King Hall takes investors through the retail front and highlights Five Below's (FIVE) big earnings beat and guidance raise that helped rally the stock. Dollar General's (DG) rally was even more substantial as it continued earnings wins for discount retail stores. Kroger's (KR), however, moved to the downside on its mixed quarter. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Likefolio's Landon Swan previews Five Below's (FIVE) earnings report, saying that everything Dollar Tree (DLTR) is doing right is in Five Below's wheelhouse already. He examines year-over-year change in visits, highlighting a +22% growth – though that's lower than Dollar General's (DG) +39%. Landon notes FIVE is on a strong earnings streak, emphasizing that they are “doing really well.”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Oracle (ORCL) saw a stunning run following September's earnings report but fell more than 40% since hitting all-time highs. George Tsilis explains how a $38 billion loan to build OpenAI data centers added to losses on Friday and why it creates more concerns around A.I. spending. Retail stocks gained attention too, seen in Abercrombie & Fitch's (ANF) 30% run in the last five trading sessions, and Five Below's (FIVE) price target hike from UBS ahead of earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

We try out some clever little tools designed to make tasks way less annoying, puzzle over another what the heck is it, and wrap things up with quirky wearables. Plus, Chad finds yet another way to question his life choices. Meanwhile, Chad dives into a gooey disaster from Five Below.

We try out some clever little tools designed to make tasks way less annoying, puzzle over another what the heck is it, and wrap things up with quirky wearables. Plus, Chad finds yet another way to question his life choices. Meanwhile, Chad dives into a gooey disaster from Five Below.

It's hump day on WHAT THE TRUCK?!? and host Malcolm Harris is bringing the heat with a jam-packed lineup covering innovation, strategy, and the latest headlines shaking up logistics. In this episode: Arthur Axelrad, CEO & Co-Founder of Dispatch Science, breaks down the launch of DataSync — the newest part of their DSX ecosystem giving carriers real-time control and visibility over operations. Discover how data is reshaping last-mile logistics and why modern architecture and APIs are key to the future. Sarah Olmstead (President, Rebel Logistics Service) and Mike Holland (Senior Director of Domestic Logistics, Five Below) join forces to dive into the ECA Marketplace — the unique “speed dating for logistics” event where shippers and carriers forge real partnerships and optimize freight strategy for 2026. Freight headlines on CDL rule reversals, Zoom Freight's bankruptcy, and U.S. port fee suspensions on Chinese vessels. Plus, Malcolm previews: ProShip's 2025 End-of-Year Parcel Roast — where shipping strategies get roasted live The Great Freight Debate featuring Craig Fuller, Ken Adamo, and Matthew “The Armchair Attorney” Leffler, live from the Traffic Club of Chicago ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

It's hump day on WHAT THE TRUCK?!? and host Malcolm Harris is bringing the heat with a jam-packed lineup covering innovation, strategy, and the latest headlines shaking up logistics.In this episode: Arthur Axelrad, CEO & Co-Founder of Dispatch Science, breaks down the launch of DataSync — the newest part of their DSX ecosystem giving carriers real-time control and visibility over operations. Discover how data is reshaping last-mile logistics and why modern architecture and APIs are key to the future. Sarah Olmstead (President, Rebel Logistics Service) and Mike Holland (Senior Director of Domestic Logistics, Five Below) join forces to dive into the ECA Marketplace — the unique “speed dating for logistics” event where shippers and carriers forge real partnerships and optimize freight strategy for 2026. Freight headlines on CDL rule reversals, Zoom Freight's bankruptcy, and U.S. port fee suspensions on Chinese vessels. Plus, Malcolm previews: ProShip's 2025 End-of-Year Parcel Roast — where shipping strategies get roasted live The Great Freight Debate featuring Craig Fuller, Ken Adamo, and Matthew “The Armchair Attorney” Leffler, live from the Traffic Club of Chicago Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Vidcast:  https://www.instagram.com/p/DO5Tq2tDEsg/This fuel can ignite and trigger a flash fire and larger flames that escape the unit and create serious burn and fire hazards. About 66,000 of these fire pits were sold at Five Below stores and online at fivebelow.com between April 2024 and August 2025.Consumers should immediately stop using the recalled tabletop fire pits. Return the product to any Five Below store for a full refund in the original form of payment, cash, or store credit. You can also submit a photo of your fire pit with your name and date written on it in permanent marker to Recalls@FiveBelow.com to receive a refund by check or store credit. Proof of purchase is not required.For additional information, call Five Below at 1-844-452-3569 or by email the company at Recalls@FiveBelow.com.https://www.cpsc.gov/Recalls/2025/Five-Below-Recalls-Tabletop-Fire-Pits-Due-to-Risk-of-Serious-Burn-Injury-from-Flame-Jetting-and-Fire-Hazards#fivebelow #firepit #fuel #fife #burns #recall

This week we're sharing everything on our spooky season bucket lists. We talk about our shopping hauls at Spirit Halloween, Five Below, and HomeGoods, our excitement for Halloween Horror Nights, and the local haunts and ghost tours that keep the spirit alive. We carve out time for traditions like pumpkin carving, spooky playlists, and seasonal snacks, while also diving into our must-watch horror movies and the 31 Days of Horror challenge. This one's all about how we make the most of spooky season. and how you can join in too. Support the Show We've launched our Patreon to have a place for listener support to help keep our show going. We are accepting support in the form of small monthly donations from our audience. The proceeds we gain from Patreon are put towards ongoing website fees, funding for new content, and equipment upgrades. In return, our patrons enjoy bonus content, early access, live streams, and exclusive channels in our Discord server. Support the Show on Patreon We're building a community where our listeners and horror fans as a whole can connect and share the ideas, movies, games, experiences, and stories they are most passionate about. Our community is completely free and powered by Discord, which you can access from both a web browser and mobile app. We're looking forward to your arrival! Join our Discord Server Contact Us You can connect with us by creepin' on us on Facebook, Twitter or Instagram, @HackorSlash. You can also share your opinions with us by leaving us an audio message on our website, hackorslash.live. Special Thanks We want to give a special thanks to these patrons for continuing to make this show possible Music Credits "Hack or Slash" by Daniel Stapleton "The Dread" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/  

Retail real estate is heating up in 2025 as Criterion breaks down interest rate cuts, market trends, and the biggest store expansion moves from Dollar General, Target, Costco, and more. Time Stamps: 0:00 - Introduction 0:37 - College Football Banter & Market Vibes 1:45 - Fed Update: Jerome Powell & Quantitative Easing 3:15 - Interest Rate Forecasts for End of Year 5:05 - Market Correction Talk & COVID Flashbacks 7:22 - Bailouts, NVIDIA, and Government Investments 9:10 - Main Topic: Future of Retail Real Estate in 2025 10:45 - National Retail Occupancy Numbers 11:25 - Retail Openings vs Closures: Surprising Stats 12:45 - Big Box Winners: Dollar General's Massive Expansion 14:50 - Dollar Tree's Comeback and 5,000 Projects 16:20 - Five Below's Expansion & Lease Strategy 18:05 - Lease Breaks & Negotiating Better Deals 19:45 - Average Retail Releasing Time Revealed 20:40 - Trader Joe's, Target, Costco & Expansion Giants 22:30 - Sam's Club, Home Depot & New CRE Demand 23:50 - Murphy USA, Apple, and the Factory Question 25:30 - Google, Oklahoma Projects, and Bedlam Banter 26:45 - Retail Investment: Up 23% Year-over-Year 28:00 - Final Thoughts: Retail's Strong Future & Lower Rates 29:05 - Outro & Weekly Wrap-Up Interested in diving deeper into commercial real estate investing? Visit thecriterionfund.com and get in on the action! commercialrealestate #retailrealestate #CREinvesting #realestatenews #propertyinvestment #retailtrends2025 #interestrates2025 #dollargeneral #realestateexpansion #thecriterionfund

On this episode of The Option Block, Mark Longo is joined by Uncle Mike Tosaw from St. Charles Wealth Management and Henry "The Flowmaster" Schwartz from Cboe. They discuss the unexpected and muted reaction to Nvidia's earnings, the current state of the market, and the ideal trading conditions for investors. The panel also breaks down unusual options activity in a few unique single names and dives into a lively Mail Block discussion about the VIX and crypto derivatives. Time Stamps (04:54) - The Trading Block The panel discusses the surprising lack of volatility following Nvidia's earnings, despite high expectations and a large straddle pricing. The S&P 500 is up over 10% year-to-date, but the market feels subdued with low volatility and a steady, upward "trudge". Uncle Mike notes this is his "ideal market": boring and making new all-time highs. Technology and energy are the only sectors showing significant movement, with many others "taking the day off." The VIX is "hunching" at 14.25, with respectable options volume. SPY and SPX also have decent, though not record-breaking, paper on the tape. The hosts review the most active single names, including Snowflake's (SNOW) earnings pop, Retti (RETI), and Palantir (PLTR), which continues its pattern of aggressive early-session sell-offs followed by a late-session rebound. A quick recap of earnings moves in names like Best Buy, Burlington, Five Below, and Dell, with many straddles underpricing the actual moves. (22:38) - The Odd Block Onas Holdings (ONDS) Braze, Inc. (BRZE) Westrock PLC (SW) (35:54) - The Mail Block Audience Polls: Mark shares the results of recent listener polls, revealing that most listeners were not comfortable buying the S&P at its current level and that a large majority would prefer to buy rather than sell the VIX December 15 puts. VIX Debate: The show's central question: which level will the VIX hit first, 12 or 20? Both Uncle Mike and the Flowmaster believe the VIX will touch 12 first, driven by the ongoing bull market and low realized volatility, but they both note the high potential for a sudden, unexpected spike. Crypto Derivatives: A discussion on the future of crypto contracts, with a poll showing an overwhelming preference for cash-settled contracts over physically settled ones, due to simplicity and a desire to avoid dealing with the underlying assets. (44:54) - Around the Block  What to Watch: The hosts share what they'll be watching until the next episode, including the S&P 500's attempt to break 6,500, the post-earnings action in Nvidia and Dell, and the overall macroeconomic picture as traders return from summer vacations.        

Five Below (FIVE) shares have run higher over the past 3 months, but have been stuck in a near-term range between $131 and $144 says Kevin Horner. He examines the chart after the retailer's latest earnings report. On a 2-year chart, he highlights a recent "golden cross" pattern occurring with its 50-day and 200-day simple moving averages. Five Below reported a top and bottom line beat in its 2Q report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

On this episode of The Option Block, Mark Longo is joined by Uncle Mike Tosaw from St. Charles Wealth Management and Henry "The Flowmaster" Schwartz from Cboe. They discuss the unexpected and muted reaction to Nvidia's earnings, the current state of the market, and the ideal trading conditions for investors. The panel also breaks down unusual options activity in a few unique single names and dives into a lively Mail Block discussion about the VIX and crypto derivatives. Time Stamps (04:54) - The Trading Block The panel discusses the surprising lack of volatility following Nvidia's earnings, despite high expectations and a large straddle pricing. The S&P 500 is up over 10% year-to-date, but the market feels subdued with low volatility and a steady, upward "trudge". Uncle Mike notes this is his "ideal market": boring and making new all-time highs. Technology and energy are the only sectors showing significant movement, with many others "taking the day off." The VIX is "hunching" at 14.25, with respectable options volume. SPY and SPX also have decent, though not record-breaking, paper on the tape. The hosts review the most active single names, including Snowflake's (SNOW) earnings pop, Retti (RETI), and Palantir (PLTR), which continues its pattern of aggressive early-session sell-offs followed by a late-session rebound. A quick recap of earnings moves in names like Best Buy, Burlington, Five Below, and Dell, with many straddles underpricing the actual moves. (22:38) - The Odd Block Onas Holdings (ONDS) Braze, Inc. (BRZE) Westrock PLC (SW) (35:54) - The Mail Block Audience Polls: Mark shares the results of recent listener polls, revealing that most listeners were not comfortable buying the S&P at its current level and that a large majority would prefer to buy rather than sell the VIX December 15 puts. VIX Debate: The show's central question: which level will the VIX hit first, 12 or 20? Both Uncle Mike and the Flowmaster believe the VIX will touch 12 first, driven by the ongoing bull market and low realized volatility, but they both note the high potential for a sudden, unexpected spike. Crypto Derivatives: A discussion on the future of crypto contracts, with a poll showing an overwhelming preference for cash-settled contracts over physically settled ones, due to simplicity and a desire to avoid dealing with the underlying assets. (44:54) - Around the Block  What to Watch: The hosts share what they'll be watching until the next episode, including the S&P 500's attempt to break 6,500, the post-earnings action in Nvidia and Dell, and the overall macroeconomic picture as traders return from summer vacations.        

In this week's Mom Stomp episode (S4, EP37 - Product Placement & Big Bear Lake, CA), Annie and Jo dive headfirst into hydration mania—from late-night survivalist binge-watching and water-jug car hacks to Yosemite hikes and school water fountains breaks. They also unpack a flying car malfunction at the Beyoncé concert and Annie has a Millennium-concert update straight from Backstreet Boy Kevin. Plus! The Bezos wedding GUEST LIST, Big Bear Lake, CA, the girl singing Moana on the Delta flight and why this pod is lasting FOREVER. Oh, and PRODUCT PLACEMENT. Are you listening, Pepsi, Jurassic Park, Hallmark Channel, Kohl's, Old Navy, Gap, Fenty Beauty, Ulta Beauty, Benefit Cosmetics, Gorilla Glue, Paper Mate, Amazon, The Sphere, Five Below, Walgreens and Dollar Tree?!*This podcast is not appropriate for kids.Instagram and TikTok - momstomppodcastEmail - thismomstomps@gmail.comVM hotline - 213-640-7494Weekly memo and episode recap (which includes links to all things referenced in the ep) here: https://momstomppodcast.substack.com/

In this Retail Retold Replay, Chris Ressa dives into the winding path of a complex lease deal at a DLC shopping center in Cheektowaga, NY — where Five Below ultimately took the space, but not before a rollercoaster of negotiations, tenant terminations, and lessons in legal vs. physical possession.The story starts with Office Depot downsizing, a prospective tenant backing out, and ends with a successful Five Below opening. Along the way, you'll hear why contingencies in commercial real estate deals are everything — and how timing, relationships, and flexibility can turn a near-miss into a win.A must-listen for anyone in leasing, development, or deal-making.Takeaways:Buy now, pay later options are on the rise and appealing to younger consumers, and retailers are investing heavily in buy now, pay later platforms.Supply chain challenges can vary based on ordering behaviors. Retailers who continued ordering during the pandemic are better positioned.Five Below's entry into Cheektowaga, NY involved complex negotiations.Possession in commercial real estate can be legally defined but physically contested.The importance of having tenants who are committed to their locations.Understanding the contingencies in real estate agreements is crucial.Chapters00:00 Introduction to Retail Retold02:47 The Buy Now, Pay Later Craze05:40 Supply Chain Insights08:20 The Five Below Story

This landmark episode launches "The Analysts," a periodic new feature segment, bringing together three of retail's most respected thought leaders in a new format . Part One features Sucharita Kodali (Forrester Research), Neil Saunders (GlobalData Retail), and Simeon Siegel (BMO Capital Markets) who cut through industry chaos to reveal what really matters.News of the Week Highlights: The episode opens with Steve Dennis and Michael LeBlanc's signature news analysis, which covers the Trump-Musk political tensions and their potential retail implications, including leadership chaos and economic uncertainty. They examine surprisingly resilient U.S. job market data, showing 4.1-4.2% unemployment despite rising layoff announcements, with a particular focus on AI's emerging threat to entry-level positions as companies like McKinsey dramatically reduce their hiring.A significant development has emerged, with Chinese retailers Temu and Shein experiencing dramatic 50% U.S. sales declines following tariff implementations, although both companies are pivoting aggressively to European markets. The hosts analyze this as validation of tariff impacts while noting potential "brace for impact" implications for international listeners.Eangs season wrap-up reveals telling mixed signals: Lululemon's shocking 23% stock decline despite maintaining profitability, driven by weak guidance amid increased promotional pressure; Dollar General raising guidance despite tepid 2% comp growth; and standout Five Below achieving impressive 7% comps while expanding to 1,826 stores across the U.S. The continuing collapse of second-wave DTC darlings gets spotlight treatment, particularly Rent the Runway's staggering 97% stock decline. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. 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.

Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jason Moser and Mary Long discuss: - The disconnect between Nintendo's sales and its share price. - Different strategies across the video game industry. - Five Below's impressive quarter. Companies mentioned: NTDOY, MSFT, SONY, FIVE Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bond yields fall after softer ADP employment data, setting the stage for Friday's jobs report. Our Rick Santelli breaks down the move, with Mike Santoli offering his take on what it means for markets. Adam Crisafulli of Vital Knowledge weighs in on jobs, the Fed, and the rate outlook. Earnings from Five Below, PVH, and MongoDB take center stage. Marko Papic of BCA Research discusses the implications of an expected Trump-Xi call on U.S.-China trade. Jim Paulsen joins to discuss the wave of strategists lifting their S&P 500 targets. Brent Thill of Jefferies and Gil Luria of DA Davidson go head-to-head in a CoreWeave valuation debate. 

On this week's Stansberry Investor Hour, Dan and Corey welcome Alex Morris to the show. Alex is the founder of TSOH (The Science of Hitting) Investment Research and an author. TSOH, which boasts more than 20,000 subscribers, aims to generate attractive long-term returns while providing complete transparency on the research process, portfolio decision-making, and returns. Alex kicks off the show by discussing the inspiration behind his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights From the Berkshire Hathaway Shareholder Meetings. He goes in depth on what he learned from Warren Buffett and Charlie Munger in the process of crafting his book, including understanding incentives, management turnover, and which macroeconomic factors are important. (1:46) Next, Alex talks about the "pointed" questions Buffett and Munger got during the dot-com era from shareholders who doubted their abilities. Then he breaks down his own investing style, how that style has evolved over the years, and how he got interested in investing in the first place. This leads to a discussion about struggling retailer Five Below (which Alex is keeping an eye on to see if it can turn its business around) and Dollar Tree (which Alex owns and still likes today). (19:53) Finally, Alex delves further into the retail space. He discusses Costco Wholesale versus Walmart, the importance of retailers understanding their core customer base, why Dollar Tree is misunderstood, geographic retail strategies, President Donald Trump's tariffs, and a U.K.-based mixers company he finds attractive. (40:24)

On this episode of The Horizon, John Chang interviews Gregg Katz to unpack the ripple effects of tariffs, the paralysis caused by economic uncertainty, and shifts in consumer behavior. The two dive into how fluctuating tariffs on Chinese goods are impacting retailers differently—especially discount chains like Five Below and Dollar General—and explore how supply chain volatility is reshaping strategic decisions in real estate and retail. They also discuss the experiential shift in retail environments, highlighted by a tour of One Wall Street and its luxury French department store, and forecast a potential "back to basics" retail resurgence driven by Gen Z's unexpected preference for in-person shopping. Ultimately, both agree that despite short-term turbulence, retail real estate remains resilient and ripe with long-term opportunity. Greg Katz Director, Business Industry Solutions Based in: Atlanta, Georgia Say hi to them at https://www.linkedin.com/in/gregg-katz/ vikingcapllc.com Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Miss Spelling address’s the press sensation over a photo of her son “giving” her a massage. How did this “fake news” get so out of control and what really happened! Why was Tori slammed for bad parenting? Also, as a working mom, sometimes your kid is home sick and crashes aka takes over your podcast. Beau wants to start his own business and has some questions on being his mom’s new co-host. And, he wants to speak to the owner of Five Below about their marketing ASAP! He’s a man on a mission. See omnystudio.com/listener for privacy information.

Miss Spelling address’s the press sensation over a photo of her son “giving” her a massage. How did this “fake news” get so out of control and what really happened! Why was Tori slammed for bad parenting? Also, as a working mom, sometimes your kid is home sick and crashes aka takes over your podcast. Beau wants to start his own business and has some questions on being his mom’s new co-host. And, he wants to speak to the owner of Five Below about their marketing ASAP! He’s a man on a mission. See omnystudio.com/listener for privacy information.

Miss Spelling address’s the press sensation over a photo of her son “giving” her a massage. How did this “fake news” get so out of control and what really happened! Why was Tori slammed for bad parenting? Also, as a working mom, sometimes your kid is home sick and crashes aka takes over your podcast. Beau wants to start his own business and has some questions on being his mom’s new co-host. And, he wants to speak to the owner of Five Below about their marketing ASAP! He’s a man on a mission. See omnystudio.com/listener for privacy information.

How are AI agents lifting Salesforce's business? And how did investors react to a new CEO at discount retailer Five Below? Plus, why did investors like American Airlines landing a new credit-card deal? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices