American department store chain
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How did Trump's latest threats hurt Apple? And how did a DEI boycott affect Target's latest quarter? Plus, why was Ross Stores the latest company to pull its outlook? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Listen: Boycotting Target: A WSJ Podcast Series Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
How did Trump's latest threats hurt Apple? And how did a DEI boycott affect Target's latest quarter? Plus, why was Ross Stores the latest company to pull its outlook? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Listen: Boycotting Target: A WSJ Podcast Series Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, Jim Cramer and David Faber explored stock markets taking a hit on both sides of the Atlantic, after President Trump threatened both the European Union and Apple with fresh tariffs. Cramer suggested how Apple CEO Tim Cook should respond to the president. Jim also offered his take on buying the dip in this market. Also in focus: Trump's memecoin gala, Disney's rally and holiday box office countdown, rough day for Deckers Outdoor and Ross Stores. what Elon Musk told David about Tesla's Optimus robots. Squawk on the Street Disclaimer
Ricardo Tomás, asesor del fondo Multigestión Basalto USA, hace el análisis de las compañías Apple, Oklo, NuScale Power, Cameco, NexGen Energy, Constellation Energy, Vistra, General Dynamics, Fannie Mae, Freddy Mac, JPMorgan Chase, Banco de América, Citigroup, Wells Fargo y Ross Stores.
Adam Crisafulli of Vital Knowledge and Nicole Webb of Wealth Enhancement Group break down the market action today and whether more pain is ahead. Earnings highlights included results from Workday, Autodesk, Deckers, Ross Stores, and Intuit. Jon sits down for the latest commentary from Intuit CEO Sasan Goodarzi. In Washington, the Trump budget bill took a major step forward—Raymond James policy analyst Ed Mills talks through the implications for investors—including winners and losers. Sean Henry, CEO of logistics firm Stord, on how companies are reshaping supply chains in a new world for global trade.
Donald Trumps Rede zur Lage der Nation war aggressiv und laut, aber mit wenigen neuen Informationen. Im Fokus stehen die Kommentare von US-Handelsminister Howard Lutnick. In einem FOX-Interview wurde signalisiert, dass es heute Nachmittag Meldungen zur Zollpolitik geben wird. Die Wall Street geht davon aus, dass man die Auto-Industrie von den Zollanhebungen wohl befreien wird. Die Branche warnt vor drohenden Preisanhebungen um 25%, mit einem möglichen Einbruch der Produktion in Nordamerika um täglich 20.000 Fahrzeuge, berichtet CNBC. Was die Wirtschaft betrifft, bleibt das Bild verhangen. Laut des Lohnabwicklers ADP wurden im Februar deutlich weniger Jobs geschaffen als erwartet. Gleichzeitig fallen die seit gestern Abend gemeldeten Zahlen überwiegend enttäuschend aus. Campbell‘s, CrowdStrike enttäuscht bei den Aussichten, vor allem wegen eines höheren Steuersatzes. Abercrombie, Foot Locker, Ross Stores enttäuschen alle bei den Aussichten. Bei Tesla gibt es erneut negative Meldungen aus Europa. Die Februar-Registrierungen lagen in Deutschland 76% unter Vorjahresniveau, obwohl branchenweit die eAuto-Registrierungen 31% über Vorjahresniveau lagen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Donald Trumps Rede zur Lage der Nation war aggressiv und laut, aber mit wenigen neuen Informationen. Im Fokus stehen die Kommentare von US-Handelsminister Howard Lutnick. In einem FOX-Interview wurde signalisiert, dass es heute Nachmittag Meldungen zur Zollpolitik geben wird. Die Wall Street geht davon aus, dass man die Auto-Industrie von den Zollanhebungen wohl befreien wird. Die Branche warnt vor drohenden Preisanhebungen um 25%, mit einem möglichen Einbruch der Produktion in Nordamerika um täglich 20.000 Fahrzeuge, berichtet CNBC. Was die Wirtschaft betrifft, bleibt das Bild verhangen. Laut des Lohnabwicklers ADP wurden im Februar deutlich weniger Jobs geschaffen als erwartet. Gleichzeitig fallen die seit gestern Abend gemeldeten Zahlen überwiegend enttäuschend aus. Campbell‘s, CrowdStrike enttäuscht bei den Aussichten, vor allem wegen eines höheren Steuersatzes. Abercrombie, Foot Locker, Ross Stores enttäuschen alle bei den Aussichten. Bei Tesla gibt es erneut negative Meldungen aus Europa. Die Februar-Registrierungen lagen in Deutschland 76% unter Vorjahresniveau, obwohl branchenweit die eAuto-Registrierungen 31% über Vorjahresniveau lagen. Ein Podcast - featured by Handelsblatt. +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=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 +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html
Jon and Morgan lead a packed hour, covering today's roller-coaster ride in the market from every angle. We talk tariff concerns with BCA Research's Marko Papic and former Walmart US CEO Bill Simon analyzinf the geopolitical and retail implications. Bespoke's Paul Hickey and JPMorgan's Phil Camporeale assess broader market moves. Earnings coverage includes Ross Stores, Nordstrom, CrowdStrike, and Flutter, plus Cantor Fitzgerald's Eric Johnston on the macro picture and Joel Fishbein on cybersecurity giant CrowdStrike.
We talk to the mountain wave weather dude to get the lowdown on this arctic blast coming our way. Ross has announced it is closing 27 stores across the country. The National Archives are looking for people can read cursive!
Carl Quintanilla, Jim Cramer and David Faber discussed what to make of certain stocks going parabolic. Jim offered words of wisdom when it comes to searching for the next Nvidia. The Trump transition in the spotlight: The President-elect reportedly floated the idea of choosing former Fed governor Kevin Warsh as Treasury Secretary, and later nominating him to succeed Jerome Powell as Fed Chair. The anchors reacted to Citadel CEO Ken Griffin's comments about tariff risks. Also in focus: Gap and Ross Stores jump on earnings and holiday season guidance, Amazon to invest an additional $4 billion in Anthropic, OpenAI vs. Google, dueling magazine covers featuring Elon Musk. Squawk on the Street Disclaimer
Ponemos en el foco a Nvidia y sus ganancias del 3T, la tecnológica Netapp, Ross Stores, el Bitcoin y Google. Con Rafael Ojeda, analista independiente.
Der Dow Jones und Russell 2000 führten die gestrigen Gewinne an, mit einer im Nasdaq insgesamt uneinheitlichen Tendenz. Nach den Ergebnissen stehen zum Wochenausklang die Aktien von GAP, NetApp, Ross Stores und Elastic im Fokus, mit teils deutlichen Kursgewinnen. Wegen der trüben Aussichten im laufenden Quartal, stehen die Aktien von Intuit unter Druck. Die Wall Street blickt mit wachsender Sorge auf den festen US-Dollar, der droht das Ertragswachstum der großen Konzerne zu belasten. Der Euro befindet sich seit den Wahlen und wegen anhaltend schwacher Daten aus der Region quasi im freien Fall. Der November-PMI-Einkaufsmanager Index der Euroländer sackt im Bereich der Industrie und Dienstleister weiter ab. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt Der Dow Jones und Russell 2000 führten die gestrigen Gewinne an, mit einer im Nasdaq insgesamt uneinheitlichen Tendenz. Nach den Ergebnissen stehen zum Wochenausklang die Aktien von GAP, NetApp, Ross Stores und Elastic im Fokus, mit teils deutlichen Kursgewinnen. Wegen der trüben Aussichten im laufenden Quartal, stehen die Aktien von Intuit unter Druck. Die Wall Street blickt mit wachsender Sorge auf den festen US-Dollar, der droht das Ertragswachstum der großen Konzerne zu belasten. Der Euro befindet sich seit den Wahlen und wegen anhaltend schwacher Daten aus der Region quasi im freien Fall. Der November-PMI-Einkaufsmanager Index der Euroländer sackt im Bereich der Industrie und Dienstleister weiter ab.
S&P Futures are non directional this morning ahead of a the release of a host of earnings and economic reports. Boeing has priced its offerings of common stock and depositary shares as the company looks to raise about $21 billion. FFIV, LDOS PFE THC & WM are higher after earnings announcements, BOOT, F, RCL & SWK are lower. The CEO of Boot Barn said that he is leaving for the top job at Ross Stores. The Biden administration is finalizing a rule that will limit U.S. investments in AI and other technology sectors in China that could threaten national security. In Europe, markets are higher due to positive earnings from blue chip stocks. Oil prices are edging higher this morning with API stockpile estimates due out after the bell today.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Is it already the end of another week? We're looking back this morning as we look at buy/sell activity from the first half of the year, reflect on the legacy of Ford Pro CEO Ted Cannis, and dig into how discretionary spending is on the rise.The first half of 2024 has shattered records in the dealership buy/sell market. With 204 dealership transactions completed and 381 franchises sold, this is nearly double pre-pandemic levels. So, what's fueling this surge?Blue sky values are up 74% from pre-pandemic, driving sellers to cash out.Despite a 35% drop in average earnings, consolidation continues strong as multi-dealership sales (55 transactions) account for 27% of the market.Public dealer groups have $7.4B in capital, driving the frenzy.Shout out to all of our friends at Lithia & Driveway, Morgan Auto Group, Ciocca Automotive, Ourisman Automotive Group, Nucar Family of Dealerships, Hudson Automotive Group, Premier Truck Group, just to name a few of the many auto groups who have gained new partners this year.A Kerrigan Advisors report reveals, "This unprecedented market activity highlights the industry's ongoing transformation."Ted Cannis, CEO of Ford Pro and key architect of Ford's commercial vehicle division's success, is set to retire at the end of September. His leadership helped Ford Pro become a $70 billion business within just a few years.Cannis led development of the Mustang Mach-E and had key roles in Ford's overseas operations.Ford Blue President Andrew Frick will serve as interim Ford Pro CEO while a replacement is sought.Ford Pro's earnings forecast was raised by $1 billion, expected to reach $9-$10 billion for 2024.CEO Jim Farley praised Cannis' role in driving Ford Pro's success and technological growth.Cannis emphasized Ford Pro's unmatched scale, service, and dealer network, saying "Leading Ford Pro has been the most thrilling chapter of my career, and I'm excited to see its continued growth."Despite continued economic uncertainty and consumer caution, discretionary spending is beginning to show signs of recovery in certain sectors. While overall non-discretionary spending remains strong, discretionary categories like apparel, home goods, and electronics are seeing early signs of a rebound.A Deloitte survey found that discretionary spending was down 18.6% from 2021, while non-discretionary spending rose by 3.3%.Discounters like Dollar General and Ross Stores report that their customers remain focused on necessities, with discretionary spending still soft.However, some categories, including apparel and home improvement, are seeing renewed consumer interest ahead of the holiday season.Target reported a 9% jump in beauty sales during Q2, and Best Buy saw a 6% year-over-year increase in computer and tablet sales.KPMG's Duleep Rodrigo highlighted positive spending trends in areas like trHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
Path Change - Once the air clears, how will markets react? Cracking down on excessive "junk" fees Cracking down on Unfree Speech? Jackson Hole - big update about "The Path" PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Warm Up -Cracking down on excessive "junk" fees - Cracking down on Unfree Speech? - Jackson Hole - big update about "The Path" - Intel is nervous Market Update - Lower End Consumers Fueling Spend - Big news this week - NVDA earnings - Rotation ? Consumers are still spending (Discounters loving it!) - Taxing Unrealized Gains? Political rhetoric - Taxing Unrealized gains - questions coming in --- Realize this is for the ultra-rich and the potential to get this passed is not high - BUT - Harris campaign wants to see about higher taxes - which are needed, but not a good thing ----- How else are we going to pay back this mountain of debt? Jackson Hole - Time to Change the Path of Rates - Powell was clear and they are now pricing in a 100% probability of a 0.25% rate cut for September - 0.50% will probably scare some people - so 0.25% is plan - Odd ahead of election - but maybe Powell realizes he is behind the curve Target - Against the odds? - Target beat Wall Street's earnings and revenue expectations on Wednesday. - Sales at the discounter grew as shoppers made more visits to Target's stores and website and bought more discretionary items like clothing. - Yet, the retailer struck a cautious note, saying it expects comparable sales for the full year to be in the lower range of its guidance. - Target raised its profit guidance, however, saying it expects adjusted earnings per share to range from $9 to $9.70, up from the previous range of $8.60 and $9.60. - Investors loved it! Stock moved from $135 - $169 on the news (back to $158) ---- Walmart near ATH and Ross Stores stock at ATH SpaceX - Boeing - So embarrassing for Boeing... - Starliner is going to come back - Unmanned... - Butch Wilmore and Suni Williams, will return to Earth on a SpaceX vehicle early next year Telegram - Telegram messaging app CEO Durov arrested in France - Pavel Durov, the Russian-born billionaire founder and owner of the Telegram messaging app, was arrested at Le Bourget airport outside Paris shortly after landing on a private jet late on Saturday and placed in custody. - Free speech under fire? Or is this more than just a Twitter alternative. - Supposedly 900M Daily Active users??? Junk Fees - FTC trying to crack down on "junk fees" - Last year, 15% of restaurant owners added surcharges or fees to checks because of higher costs, according to the National Restaurant Association - Inflation fee, credit card fee, health-care fee, house fee - Restaurants are fighting back as they want the fees to add to bottom line and increase profitability and benefit staff. - Makes the entire idea of going out to eat an expensive proposition. What is this? - Microsoft said Friday it will hold a conference in September for cybersecurity firms to discuss ways the industry can evolve following a faulty CrowdStrike software update that caused millions of Windows computers to crash in July. - Microsoft will meet with CrowdStrike and other security companies at its campus in Redmond, Washington, on Sept. 10 to discuss how to prevent similar issues in the future --- Wasn't this already something that was not supposed to happen? - The executive said participants at the Windows Endpoint Security Ecosystem Summit will explore the possibility of having applications rely more on a part of Windows called user mode instead of the more privileged kernel mode. - Software from CrowdStrike Check Point,
Plus: Warner Bros. Discovery shares rise after the media giant said it plans to beef up original programming for its TNT network. Ross Stores shares climb after the retailer reported better-than-expected sales figures. J.R. Whalen reports. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks slid into the close as investors await Fed Chair Jerome Powell's speech at Jackson Hole tomorrow; Goldman Sachs Chief US Economist David Mericle breaks down what's at stake. BofA's Savita Subramanian on top ideas. Plus, earnings from CAVA, Intuit, Ross Stores, Workday.
In this episode, we discuss the alarming drop in the M2 money supply and the concerns it raises about a potential Great Depression 2.0. We dive into the historical context of money supply contractions and compare them to the current economic situation. Additionally, we cover the changing behaviors of American consumers, the growth of build-for-rent communities, and key economic indicators. Special shoutouts to community members and insights from experts are also highlighted. [0:00] M2 Money Supply Drop - Explanation of the 3.94% drop in the M2 money supply and its historical significance. [1:27] Historical Context - Analysis of past instances where M2 money supply drops led to depressions. [4:22] Recent Market Behavior - Discussion on why the M2 money supply has decreased, including consumer behavior and investment trends. [6:28] American Consumer Trends - Insights into how inflation is affecting consumer spending, with an emphasis on value-oriented retailers like Ross Stores and TJX. [8:34] Build-for-Rent Communities - Overview of the growing trend of single-family homes built specifically for rent. [9:37] Economic Indicators - Analysis of the S&P Manufacturing PMI and its implications for the economy. [10:47] Consumer Spending Slowdown - Bank of America's observations on the slowing rate of consumer purchases. [11:13] Roaring Kitty's Market Influence - Discussion on Roaring Kitty's recent market activity and its potential implications. [12:19] Real Estate Investing Insights - Jason Pritchard's strategies and insights shared with the One Rental at a Time community. [14:16] Community Engagement and Resources - Information on joining the school community for access to expert advice and resources. One Rental at a Time: Access the 54-year real estate spreadsheet and other valuable resources. Think Media Interview with Uneducated Economist: Watch the insightful interview (link is illustrative). Join the School Community: Sign up for special content and expert sessions (link is illustrative). Thank you for tuning into today's episode. If you found our discussion valuable, please rate, follow, share, and review our podcast. Your support helps us continue to deliver quality content. Stay informed, stay proactive, and remember, understanding market dynamics and leveraging educational opportunities is key to navigating these economic challenges.
Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien * Exklusiver NordVPN Deal ➡️ https://www.nordvpn.com/Wallstreet Mit der 30-Tage-Geld-zurück-Garantie von NordVPN gibt es kein Risiko! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt Die Handelsvolumen dürften vor dem langen Wochenende dünn sein. Die Wall Street ist am Montag wegen des Memorial Day-Feiertags geschlossen. Wie zahlreiche Medien berichten, ist NVIDIA nach dem am 7. Juni umgesetzten Aktiensplit ein Kandidat für die Aufnahme in den Dow Jones. Die Aktien von Deckers (Uggs und Hoka) und Ross Stores tendieren nach den soliden Ergebnissen freundlich. Bei Intuit und Workday sehen wir wegen gemischter Aussichten Abgabedruck. *Werbung
Rafael Ojeda, estratega de Mercados Globales de Fortage Funds, destaca valores protagonistas estadounidenses como Live Nation, Micron Technology, Workday y Ross Stores.
Die Handelsvolumen dürften vor dem langen Wochenende dünn sein. Die Wall Street ist am Montag wegen des Memorial Day-Feiertags geschlossen. Wie zahlreiche Medien berichten, ist NVIDIA nach dem am 7. Juni umgesetzten Aktiensplit ein Kandidat für die Aufnahme in den Dow Jones. Die Aktien von Deckers (Uggs und Hoka) und Ross Stores tendieren nach den soliden Ergebnissen freundlich. Bei Intuit und Workday sehen wir wegen gemischter Aussichten Abgabedruck. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Despite Nvidia closing up nearly 10%, broader markets closed in the red with the Dow posting its worst day since March 2023. Truist's Keith Lerner and G Squared's Victoria Greene break down the market action, plus earnings from Workday, Ross Stores and Deckers. Intuit CEO joins in an exclusive interview to talk the strong quarter, plus the productivity gains from investing in AI. KeyBanc's John Vinh on why there is still more upside ahead in Nvidia. The Department of Justice is suing Live Nation; company President Joe Berchtold on the counterargument. Raymond James' Global Head of Private Capital Advisory Sunaina Sinha Haldea on how her clients are allocating their money.
Our guest this week is Nancy King, SVP, Product Engineering at Target whose interview from 2022 we are reprising.This episode provides a deep-dive, insider's perspective on how Target has embraced the blur of modern retail and put their stores at the center of the guest experience. We get a fascinating behind the scenes look at how the application of agile methodology, combined with digital technology and a willingness to experiment aggressively, has driven break-through results. We also explore how Target knew to invest in these areas ahead of the COVID crisis and what their plans are to stay in sync with ever escalating customer needs and wants.As usual we open with the week in retail news, including weaker than expected US job growth, blockbuster earnings from Amazon, and a not so buzzy report from Starbucks. Walmart announced it was pulling the plug on it's healthcare foray while at the same time launching a new grocery private label line called bettergoods. Then it's a return to the Wobbly Unicorn Corner and another rough quarter from both Peloton and Wayfair. We end with happier news as Ross Stores announces plan to open more than 2 million square feet of new retail space. About UsSteve Dennis is a strategic advisor, board member, and keynote speaker focused on strategic growth and transformation and the impact of digital disruption. He is the author of the bestselling book Remarkable Retail: How To Win & Keep Customers in the Age of Disruption and the all new Leaders Leap: Transforming Your Company at the Speed of Disruption , now available for purchase in the U.S. and available for pre-order at book retailers elsewhere. Steve regularly shares his insights in his role as a Forbes senior contributor and on social media..Don't forget to join Steve's new Linked Group for his new book.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and media entrepreneur. He has been on the front lines of retail industry change for his entire career. He 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 Secure conference with leaders from The Gap and Kroger talking about violence in retail stores, keynotes on the state & future of retail in Orlando and Halifax, and at the 2023 Canadian GroceryConnex conference, hosting the CEOs of Walmart Canada, Longo's and Save-On-Foods Canada. Michael brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael also produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in North America, Remarkable Retail,Canada's top retail industry podcast; the Voice of Retail; Canada's top food industry and the top Canadian-produced management independent podcasts in the country, The Food Professor, with Dr. Sylvain Charlebois. Rethink Retail has recognized Michael as one of the top global retail influencers for the fourth year in a row, Coresight Research has named Michael a Retail AI Influencer, and you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok. Available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state of the retail industry in Canada and the U.S., and the future of retail.
A sell off in tech sinking stocks today. Vital Knowledge's Adam Crisfulli and EMJ Capital's Eric Jackson break down what the moves mean, plus earnings from Crowdstrike, Box, Nordstrom and Ross Stores. CFRA analyst Zachary Warring digs deeper in retail and Needham analyst Alex Henderson reacts to Crowdstrike's strong report. Plus, Accenture CEO Julia Sweet on the AI skills gap, Fifth Third CEO Tim Spence on regional bank volatility and AeroVironment CEO Wahid Nawabi on the future of autonomous warfare.
Die Jahresendrally bei DAX, S&P 500 und Nasdaq stockt, hingegen ist der Goldpreis auf Sechs-Monats-Hochs gestiegen. Das wird Finanzspezialist Egmond Haidt im Podcast alles ebenso analysieren, wie die neuesten Zahlen und Nachrichten zu Nvidia, ThyssenKrupp, Deere, BYD, Abercrombie, RWE, Ross Stores und Loews. Nun warten Investoren gespannt auf die Inflationsdaten für die Eurozone und die USA, die jeweils am Donnerstag veröffentlicht werden. Wie geht es weiter bei S&P 500, Nasdaq und DAX, Euro-Dollar, Öl und Gold?Wichtige rechtliche Hinweise (www.bnp.de/service/disclaimer/rechtliche-hinweise)Grundsätze zur Weitergabe von Anlage- und Anlagestrategieempfehlungen sowie Informationen über eigene Interessen und Interessenkonflikte (https://www.derivate.bnpparibas.com/service/disclosure/mad-mar)Informationen über Interessen und Interessenkonflikte des Erstellers (https://news.derivate.bnpparibas.com/wp-content/uploads/egmond_pdfs/Offenlegung_EgmondHaidt.pdf)
Ross Stores Q3 2023 earnings call, unedited
Ross Stores Inc's Q3 2023 earnings call, unedited
Muy poquitos movimientos en índices americanos desde la apertura. Sí que los hay en acciones a nivel individual. Por ejemplo, minoristas. Los títulos de Gap alcanzan su máximo en 1 año y medio tras los resultados positivos del tercer trimestre. Los de Ross Stores también al alza tras elevar su previsión de beneficios anuales. En el lado negativo, ChargePoint, que alcanza un mínimo histórico tras el cambio en la cúpula directiva y unas previsiones poco halagüeñas. Ha habido buenos datos de Permisos de construcción y de inicios de viviendas en los EE.UU. Esto podría ser una buena noticia para la desinflación, ya que mayor oferta podría ayudar a relajar los precios. Mester, presidenta de la Fed de Cleveland, dice que quiere “muchas más pruebas” de que se ha derrotado a la inflación.La inercia alcista prosigue en Bolsas europeas. En la española, y dentro de Ibex, Rovi, Merlin Properties y Arcelor lideran las subidas. A la cabeza de las pérdidas, las dos Acciona y Cellnex. Esta hora tenemos análisis con Rafael Ojeda, de Fortage Funds.
Amazon announced it will begin selling cars on its site, sending Carvana down 8% at one point; CEO Ernie Garcia joins to discuss why he says increasing online sales helps everybody. Stocks mostly held steady, but remain higher on the week. Vital Knowledge's Adam Crisafulli and UBS Senior US Equity Strategist Nadia Lovell break down the market action. Earnings from Ross Stores, Applied Materials and Gap. Plus, our Deidre Bosa on why Alibaba shares tumbled today. BMO analyst Simeon Siegel on Gap's numbers. KKR Chief Investment Strategist for Global Wealth, Paula Campbell Roberts, on how she is enhancing the traditional 60/40 portfolio for her clients.
I met Pam McGee at an ATD conference last year and was amazed at her confidence, and depth of knowledge in HR. I knew she was someone that should be a guest on The Intern Whisperer. A little about her background, she served in the Air Force and joined when she was 17 years old and served for 6 years. Impressive, right? She led the conversation with Lead without influence. Those are three powerful words. Think about that for a minute and how to do that in your life. Pam is a go-getter and after leaving the Air Force, went to school and worked full time while being a young mom. From there her career journey included working for big companies such as Home Depot for 8 years, Ross Stores, and then moving to Valencia College. She holds SHRM certifications in (PHR)/SHRM-CP. Her thoughts about what 2030 holds for us are built around AI, robots, and what remote work will look like as we continue to move closer to that not too far off date. Tune in to this episode and learn more about Pamela and reach out to connect with her on LinkedIn. #iHeartRadio #ApplePodcasts #GooglePlay #Spotify #Stitcher #Podbean #YouTube #Employers4Change #E4C #internships #radio #podcast #innovation #employers #smallbusiness #business #FutureOfWork #ValenciaCollegeRadio The Intern Whisperer Podcast is brought to you by Employers 4 Change - Increasing diversity through #Skills based #DiversityEquityInclusion #recruitment and #management for #interns and #employees alike. Apply today to be an #Employer4Change that invests in #intern #talent and #employees. Want a break? Play Intern Pursuit Game on Steam. Thank you to our sponsor Cat 5 Studios. Follow us on our social channels Facebook: https://www.facebook.com/employers4ch... Instagram: https://www.instagram.com/employers4c... Twitter: https://twitter.com/employer4change LinkedIn: https://www.linkedin.com/company/empl...
Joining us for our final episode recorded live at last month's Lead Innovation Summit is Ophelia Ceradini, recently departed VP, Digital Technology & Innovation Group at Estée Lauder Companies Online. In a wide-ranging interview we go inside Estee Lauder's innovation process, digging into what inputs drive their strategic agenda, the role of employing a "test and learn" framework, and how to build a culture of experimentation. We also touch on the emerging world of "hyper-personalization."As usual we kick-off with the week in retail news. In the earnings battle between two of the world's biggest retailers, Walmart is the clear victor delivering solid sales growth and raising their guidance, while Target reports its first down quarter in six years. The home improvement sector struggles continues with Home Depot lackluster results, while the flight to value is clear as TJX and Ross Stores grab market share. We then move to the blockbuster merger between Tapestry and Capri Holdings, before wrapping up with worries about the commercial real estate market (and WeWork in particular) and the big pullback in online grocery shopping.Our interview with Judith McKenna, formerly President of Walmart InternationalOur interview with Nancy King, SVP Product at Target About OpheliaOphelia Ceradini is the former Vice President of Digital Technology and Innovation at The Estée Lauder Companies. In this role, Ophelia oversaw Digital Innovation for the company's portfolio of over 25 prestige beauty brands, where she lead consumer experience-driven innovation for Mobile, In-Store Digital and other Multi-Channel Platforms.Over the last 15 years, Ophelia held various strategic digital and creative roles across The Estée Lauder Companies. In her previous role as the Executive Director of Production for the company's Online division, Ophelia led the expansion of the company's e-commerce footprint, contributing to the company's position today as the number one e-commerce player in prestige beauty both globally and in the U.S. In addition, Ophelia launched The Estée Lauder Companies' first mobile platform, which established the cornerstone of the company's mobile-first strategy.Ophelia loves the outdoors, embracing a healthy and active lifestyle that includes participating in triathlons, biking, swimming and running. She's an aspiring ceramic artist and loves spending time with her family. About UsSteve Dennis is a strategic advisor, keynote speaker, and bestselling author of focused on growth, innovation, and the impact of digital disruption. He is widely considered one of the foremost and influential voices in the retail industry. You can learn more about Steve on his website. His #1 bestselling book Remarkable Retail: How To Win & Keep Customers in the Age of Disruption is available at Amazon or just about anywhere else books are sold. Steve regularly shares his insights in his role as a Forbes senior contributor and on Twitter and LinkedIn. You can also check out his speaker "sizzle" reel here.Michael LeBlanc is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career. Michael is the producer and host of a network of leading podcasts including Canada's top retail industry podcast, The Voice of Retail, plus Global eCommerce Leaders podcast, and The Food Professor with Dr. Sylvain Charlebois. You can learn more about Michael here or on LinkedIn. Be sure and check out Michael's latest venture for fun and influencer riches - Last Request Barbecue, his YouTube BBQ cooking channel!
In this video, we'll perform a ROST stock analysis and figure out whatRoss Stores looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for Ross Stores. And answer is Ross Stores one of the best stocks to buy at the current price? Find out in the video above! Global Value's Ross Stores stock analysis. Check out Seeking Alpha Premium and score a 14-day free trial. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue Ross Stores ($ROST) | Ross Stores Stock Value Analysis | Ross Stores Stock Dividend Analysis | ROST Dividend Analysis | $ROST Dividend Analysis | Ross Stores Intrinsic Value | ROST Intrinsic Value | $ROST Intrinsic Value | Ross Intrinsic Value | Ross Stores Discounted Cash Flow Model | Ross Stores DCF Analysis | ROST Discounted Cash Flow Analysis | ROST DCF Model #Ross #ROST #Rossstock #ROSTstock #stockmarket #dividend #stocks #investing #valueinvesting (Recorded May 17, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...
Tiffany Joachim is the Owner and Co-Founder of Celeste Sol Jewelry. She began her career as a Buyer, working in Dallas and New York City for big box retailers such as, Neiman Marcus, Macy's, and Ross Stores for 10 years. When needing to relocate to Miami for her husband's work, she decided to take the opportunity to use her knowledge as a merchant to revive and rebrand a 60+ year old family owned jewelry store located in Puerto Rico. Launched in 2019, Celeste Sol is a fashion jewelry brand that strives to connect community, culture, and fashion, all at affordable price points. As a first generation Dominican, Tiffany's deep commitment to supporting and empowering Women of Color is visible in Celeste Sol, with a portion of all sales going towards their charitable partners that share in her mission.In This Conversation We Discuss: [00:00] Intro[01:00] The types of products Celeste Sol offers[01:32] The journey to selling jewelry[03:57] Reviving the heart and soul of the business[04:49] From D2C to brick and mortar[05:55] Celeste Sol's go-to-market strategy[08:02] Sponsor: Electric Eye electriceye.io/connect[08:59] Sponsor: JSON-LD For SEO jsonld.app[10:16] Sponsor: Retention.com retention.com/honest[11:07] Confirming the timelines[11:30] Finding customers outside friends and family[13:38] The message and the target as the USP[14:30] The white space of Latin-Hispanic audiences[15:47] Feeling the authenticity of the community[17:17] Where to find Celeste Sol products[17:57] Live stream selling is a growing channel[18:56] The ShopShops app for livestream sellingResources:Subscribe to Honest Ecommerce on YoutubeBridging the gap between fashion and culture celestesol.comUse promo code HONEST25 at checkout to get 25% off your first purchaseConnect with Tiffany linkedin.com/in/tiffany-joachim-a277a418A global shopping app that mimics the fun of in-person shopping through the magic of livestream video shopshopslive.comSchedule an intro call with one of our experts electriceye.io/connectGet your free structured data audit for your store jsonld.appBook your demo today and get 20% off the annual commitment fee retention.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!
Stocks were mostly lower on the final day of February to close out a downbeat month. Aaron Dunn from Eaton Vance and Jack Ablin from Cresset Capital break down the action and give their outlooks for March. The CEOs of Shift4 Payments and Klarna discuss their read on the consumer and the credit markets. Two biotech movers – Novavax and Sarepta – saw big moves post-market on breaking headlines. Plus analysis of a slew of companies that reported results in the after-hours session, including Ross Stores, Urban Outfitters, First Solar, HP, Virgin Galactic, AMC and Rivian.
We are in a tough economic environment. Increased costs of new items make resale more attractive by comparison. Yet third-party marketplaces such as ThredUP and The Real Real (TRR) have reduced their growth projections. Let us look at the variety of factors at play: Less discretionary income, hence less shopping dollars in playRetailers are heavy on inventory across the boardDeeper discounts on new merchandiseA KFYR News piece from last week highlighted increased traffic to thrift stores. Mercari shared, 62% of parents bought secondhand items for their children in the past year of which a quarter of those purchases were motivated by inflation. Similarly, WWD wrote that StockX experienced a record sales day on Black Friday this year with the marketplace seeing one trade every second. StockX stated it had roughly 10 million visitors to its website and app this weekend and customers from nearly 150 countries. That's staggering growth.At the same time, Retail Wire published in third-quarter announcements, major off-pricers, TJ Maxx and Ross Stores, raised their full-year outlooks while expressing confidence in their ability to reposition their mix for an increasingly promotional environment. This confidence and guidance provide a clear data point that retailers are heavy on inventory.So we would expect this would be a boon for apparel resale marketplaces. However, ThredUP and TRR both reduced their outlook for the year. Why? The relative price benefits of secondhand are being overshadowed by the deep discounting given inventory positions this Holiday. While this is a near-term challenge for 3rd party marketplaces, it is an opportunity for brands to leverage secondhand as an incredibly relevant offer in the market today.Brands are increasingly taking advantage of secondhand opportunities. Rolex announced the launch of an official certified pre-owned program. The program is rolling out in a select set of markets and is highly dependent on official Rolex retailers. These retailers will assure the ROLEX movement of each timepiece and then deem the items Rolex Pre-Certified. Only the official Rolex network is able to provide these guarantees. The dependence on the Rolex network is both a strength and has limits. On the plus side involving jewelers and setting high standards is right for the brand and program launch. However, the dependence will limit the scale and adoption of the standard and I would expect the program to evolve over time.We've had lots of talk about economics but let's dive into sustainability. Rachel Greenley, an M.F.A. student took a seasonal warehouse job for an online superstore and described her experience in an NYT editorial. Her job is to determine — in less than two minutes — whether a garment should be resold. The editorial goes on to highlight the incompatibility between brand sustainability efforts and the growth of fast fashion. “We support a system of throwaway clothes that didn't deserve their trip around the world or the number of hands that touched them.” A 2018 Environmental Protection Agency report estimates 66% of discarded clothes end up in landfills each year, and another 19% are incinerated.A related NYT piece highlighted the opening of a Renewcell factory and half-dozen start-ups around the world aimed at commercial textile recycling. While the scale of this new facility is laudable, they are only able to accept pure cotton textile waste, and the majority of clothes are made from synthetic blends. McKinsey estimated it would cost €6 - €7 billion to handle less than a fifth of the textile waste generated in Europe alone. And this neglects the customer change necessary to collect these items.While textile recycling is an essential part of a more sustainable future, it's not a solution for our growth of production. We can't recycle our way out of this. Credible sustainability programs must address new production growth. Growth from selling well-made items multiple times is an obvious retrofit.Key TakeawaysGreat time for brands to enter the secondary market with a branded resale program as these options are highly relevant in this economyBrand sustainability plans need to go beyond recycling to ultimately decouple growth from increases in net new productionUntil Next Week,Andy Ruben | Founder & Exec Chair of TroveResources:What does the promotional climate mean for off-pricers and resale?Retail WireIn third-quarter announcements, major off-pricers, TJX and Ross Stores, raised their full-year outlooks while expressing confidence in their ability to reposition their mix for an increasingly promotional environment. Apparel resale marketplace thredUP, however, reduced its outlook due to the heightened price competition from traditional retailers.INSIDE RE-SEE, THE ULTRA-LUXURY SECONDHAND RETAILER THAT WANTS TO BE THE HERMÈS OF RESALEFashionistaWith a new partnership with Alaïa and a much-talked-about old-Céline archive sale during Paris Fashion Week, Re-See is one of the industry's best-kept secondhand shopping secrets. "Luxury is a brick-by-brick approach," Bernardin of Re-See says. "And the most important thing is to have a point of view. We want to be the Chanel or Hermès of resale, and that takes time."Secondhand shopping: parents cut back on spending on kids because of inflationKFYR NewsWhen money is tight and parents sit down to work out a budget, usually the last thing to get cut is money spent on the kids. However, children's secondhand stores are seeing a notable increase in business, and many say budgets that are stretched too thin because of inflation are the reason why. Children's clothing thrift stores are seeing lots of growth in new customers. According to the resale platform Mercari, 62% of parents bought secondhand items for their children in the past year. 25% of those purchases were motivated by inflation.NIKE IS TOPS: Sneakerheads went all in on Cyber Weekend, according to a new report from StockXWWDThis year, StockX experienced a record sales day on Black Friday with the marketplace seeing one trade every second. StockX stated it had roughly 10 million visitors to its website and app this weekend and customers from nearly 150 countries.Will We Ever Be Able to Recycle Our Clothes Like an Aluminum Can?New York TimesA new textile recycling plant opened by the company Renewcell in the small coastal city of Sundsvall, Sweden, is so big that employees use bikes to get from one end of the production line to the other. Up until now, most clothes marketed as made from recycled materials only contained a small percentage of recycled cotton or were made from water bottles, fishing nets and old carpets. (Technology exists to recycle polyester into polyester but is prohibitively expensive and rarely used.)ROLEX LAUNCHES THE ROLEX CERTIFIED PRE-OWNED PROGRAMMENewsroomBecause they are built to last, Rolex watches often live several lives. And because they may be worn on new wrists, the Rolex Certified Pre- Owned programme now enables retailers in the brand's official distribution network to sell second-hand models that are certified as authentic and which come with a new two-year international guarantee.Vestiaire Collective, Paco Rabanne collaboration celebrates circular fashionLuxury DailyFrench fashion brand Paco Rabanne and repurposed fashion retailer Vestiaire Collective on a new collection called Paco Rabanne x Vestiaire Collective: Long Live 1969.Shein Confusion: The Fast-Fashion Giant's New Resale Site Doesn't Make Buying EasyThe InformationIs Shein Exchange, the e-commerce behemoth's foray into resold clothes, a growth engine—or just greenwashing? All I wanted from Shein Exchange was a plain black skirt. It was a simple enough desire, I thought, as I swiped around the fast-fashion giant's newly launched resale platform. Scrolling through the offerings, I was bombarded with used neon crop tops, bedazzled pants and denim skirts—but my basic wardrobe staple was nowhere to be found.This Is the Reality of America's Fast-Fashion AddictionThe New York TimesI'm a seasonal worker in a warehouse of an online superstore. Five days a week, I make $18.75 an hour standing at a station with yellow bins brimming with returned clothing. My job is to determine — in less than two minutes — whether a garment should be resold. Indeed, 66 percent of discarded clothes end up in landfills each year, and another 19 percent are incinerated, according to a 2018 Environmental Protection Agency report. Brands point to sustainability efforts, but fast fashion is simply incompatible with sustainability. We operate under an economic belief that growth is unlimited. Our natural resources are not.
Jim Cramer and David Faber discussed stocks being on track for a negative week, but showing some resiliency in the face of the FTX collapse and its impact on crypto. The anchors also explored a retail stocks rally including Foot Locker, Ross Stores and Gap in reaction to their respective quarterly results. Visa CEO Al Kelly and incoming CEO Ryan McInerney joined Jim and David at Post 9 to discuss the company's leadership transition as well as crypto and the FTX crisis. Also in focus: crude oil falls below $80/barrel, David's Liberty Media interviews with Chairman John Malone on Paramount Global and Shari Redstone, and CEO Greg Maffei on the backlash against Ticketmaster's handling of Taylor Swift tour ticket sales.
Die Erholungsphase ist noch nicht beendet! Marktteilnehmer sollten sich weniger auf die Kommentare einzelner US-Notenbanker fokussieren, und mehr auf die Wirtschaftsdaten. Der Gegenwind durch die Inflation lässt nach, was die Renditen der langlaufenden Staatsanleihen in den kommenden Wochen weiter reduzieren dürfte. Morgan Stanley sieht Renditen 10-jähriger Staatsanleihen bis auf 3,25% sinken. Vor allem Neben- und Wachstumswerte sollte profitieren. Trotz der anziehenden COVID-Neuinfektionen hat China letzte Nacht die Regeln weiter gelockert. Laut der Financial Times nimmt das Interesse ausländischer Anleger an der Region wieder zu. JD.com kann vor allem Dank aggressiver Einsparungen die Ertragsziele schlagen, genauso wie gestern Alibaba. In den USA melden Palo Alto Networks und Applied Materials solide Zahlen und heben die Aussichten. Auch die Aktien von GAP und Ross Stores profitieren von besser-als-befürchteten Ergebnissen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien * Ein Podcast - featured by Handelsblatt. Die Erholungsphase ist noch nicht beendet! Marktteilnehmer sollten sich weniger auf die Kommentare einzelner US-Notenbanker fokussieren, und mehr auf die Wirtschaftsdaten. Der Gegenwind durch die Inflation lässt nach, was die Renditen der langlaufenden Staatsanleihen in den kommenden Wochen weiter reduzieren dürfte. Morgan Stanley sieht Renditen 10-jähriger Staatsanleihen bis auf 3,25% sinken. Vor allem Neben- und Wachstumswerte sollte profitieren. Trotz der anziehenden COVID-Neuinfektionen hat China letzte Nacht die Regeln weiter gelockert. Laut der Financial Times nimmt das Interesse ausländischer Anleger an der Region wieder zu. JD.com kann vor allem Dank aggressiver Einsparungen die Ertragsziele schlagen, genauso wie gestern Alibaba. In den USA melden Palo Alto Networks und Applied Materials solide Zahlen und heben die Aussichten. Auch die Aktien von GAP und Ross Stores profitieren von besser-als-befürchteten Ergebnissen. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________
Newly-published author Barbara Fulmer (Ditch Your Career Plan, 2022) has taken her years of corporate experience and consolidated the knowledge and insight she's gained to deliver practical, actionable advice that will help you take the next step on your career path. Barbara founded her career consulting and coaching business, Performance At Work in 2009, out of a deep passion for inspiring people to perform at the optimum level of their abilities. Barbara is an energetic mentor with a collaborative style and the ability to motivate others to achieve their highest ambitions. Barbara's unique experience has come from the last 25 years working with thousands of employees and leaders as head of performance development for industry titans such as Toshiba and Jenny Craig/Nestle a division of United Healthcare. As a business development professional, her clients included Disney, PayPal, Qualcomm, LinkedIn, Salesforce, Herbalife, Illumina, Wells Fargo, Samsung, Ross Stores and more. Barbara has entertained and inspired audiences as a successful keynote speaker, stand-up comedian, and now in her new book, Ditch Your Career Plan. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. Learn more about Ric at www.ricfranzi.com. Catch up on past Critical Mass Business Talk Show interviews... YouTube: https://lnkd.in/gHKT2gmF LinkedIn: https://lnkd.in/g2PzRhjQ Podbean: https://lnkd.in/eWpNVRi Apple Podcasts: https://lnkd.in/gRd_863w Spotify: https://lnkd.in/gruexU6m #orangecountyca #mastermind #ceopeergroups #peergroups #peerlearning
Ed currently serves as a senior director, human resources for Ross Stores. He's worked in human resources for over twenty- five years and has published two books, Hello, Job Search, and Hello, Career, to help recent graduates achieve success in their first jobs. He lives in the Bay Area with his wife, Christy, their three kids, Sarah, Corinne, and Liam, and two puppies, Alfie (labradoodle) and Emmet (maltipoo). When he's not out walking the dogs, he enjoys attending concerts and sporting events. Connect with Ed here: https://www.linkedin.com/in/edbrayiii/
At a time when most people start thinking about slowing down and taking things a little easier, this dynamic duo is just getting started with their multifamily ventures as active real estate entrepreneurs. You see, they're both now retired from successful, long-time careers. Chip was an attorney with his own practice, and Jeanne worked with several major retailers in sales and inventory management. So what compelled them to jump in and become “active” investors rather than only “passive” investors? Their story will fascinate and inspire you! Here's a sample of what we discuss: Insider tips on how to become a top notch “acquisition specialist”. What you MUST do to create great relationships with commercial brokers… so you're one of the first one's they call whenever they have an incredible deal (they recently closed on a $17M deal that came from a broker they built a relationship with!). Want to become unforgettable? Do this… Where your focus should be… if you really want to deliver your projected returns. Secrets to maintaining a thriving marriage and business partnership. Much, much, more. More about Chip & Jeanne Allen: Chip is Director of Operations and Asset Manager for Valley of the Moon Investments, working with lenders, legal, and insurance brokers, and managing all aspects of the business through property disposition. In his former life, he was legal counsel for a national property management company, litigated real estate and construction matters, and operated his own law firm specializing in Business Planning and Estate Planning. Chip received his J.D. from Hastings College of Law, University of California, San Francisco. He graduated from the Naval Academy in Annapolis, MD and served in nuclear submarines. Jeanne is the Director of Acquisitions for Valley of the Moon Investments, working with brokers to procure properties and participating in all phases of the business leading up to closing. Prior to real estate, Jeanne's career was in sales and inventory management with national companies Ross Stores, Mervyns and Levi Strauss. She graduated from the University of Missouri, Columbia with a BS in Fashion Merchandising. For contact info and links to recommended resources, visit our website www.GimmeSomeMORE.info/episodes and type in the search bar: Chip & Jeanne Allen
Die asiatisch-pazifischen Märkte eröffneten durchweg schwächer, nachdem sich die jüngste Rallye an der Wall Street über Nacht abgekühlt hatte und das Protokoll des Offenmarktausschusses der US-Notenbank für Juli darauf hinwies, dass es zum Zeitpunkt der Sitzung "kaum Anzeichen für ein Nachlassen des Inflationsdrucks" gegeben habe.Zum Handelsende notierte der deutsche Leitindex 2 Prozent tiefer bei 13 627 Punkten. Für den MDax der mittelgroßen Unternehmen ging es am Mittwoch um 2 Prozent auf 27 543 Punkte bergab. Heute wird der Dax bei 13 621 Punkten erwartetDer Dow Jones Industrial verlor letztlich 0,50 Prozent auf 33 980,32 Punkte. Der marktbreite S&P 500 sank um 0,72 Prozent auf 4274,04 Punkte. Der technologielastige und zinssensible Nasdaq 100 büßte 1,21 Prozent auf 13 470,86 Zähler ein.Heute werden die Verbraucherpreise für die Eurozone bekannt gegeben. Nach ersten Schätzungen ist die Inflationsrate im Juli auf den Rekordwert von 8,9% gestiegen.In den USA werden neben den wöchentlichen Erstanträgen auf Arbeitslosenhilfe der Philadelphia Fed Index und die Verkäufe bestehender Häuser gemeldet.Geschäftszahlen kommen von Hella, Schoeller-Bleckmann, Vienna Insurance, Zur Rose, Adyen, Applied Materials, Estée Lauder, NetEase und Ross Stores.Support the show
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
This chat is my all-time favorite conversation with the best consumer analyst in the industry. He's a top ranked analyst for a reason, he knows retail and the consumer better than anyone. Simeon started his career at Goldman and simply has better insights than most analysts. In my experience, not every analyst understands the power of the brand, sometimes the intangible asset of brand tells a different story than the excel spreadsheets. When combining the raw numbers with the brand relevancy analysis, and adding some technical & sentiment work, better entries and exits often happen. We talked about the state of the consumer (don't bet against them), how inflation is affecting consumption trends, inventory issues short term, demand being pulled-forward, and which categories seem well positioned. We talked at length about Under Armour, a new obsession of mine. We also talked about the discounters like TJX and Ross Stores. Other brands and categories discussed: Nike, Lulu, Deckers, footwear, apparel, omni-channel. For more information on Simeon: https://www.linkedin.com/in/simeonsiegel/ https://capitalmarkets.bmo.com/en/our-bankers/simeon-siegel-cfa/ For more information about global brands investing: https://www.globalbrandsmatter.com Simeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet. Simeon has been named a Rising Star of Wall Street by Institutional Investor, a Rising Star of Equity Research by Business Insider, a Top Stock Picker by StarMine and a Top Earnings Estimator by Thomson Reuters and Refinitiv. He has worked on the Institutional Investor #1 ranked All America Research Team for Specialty Retail and the Wall Street Journal's "Best on the Street" list of top analysts. He is in constant dialogue with investors and C-Level Management across the industry, analyzing and advising on the ever-evolving retail landscape. He is a regular guest on CNBC and frequently quoted across the media including The Wall Street Journal, The New York Times, Women's Wear Daily, The Business of Fashion, Barron's and Bloomberg, among others. Link to media disclosures at BMO: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
S1E12 – The Retail Avengers & The Future of Social CommerceWelcome to Season 1, Episode 12 of The Retail Razor Show!Social Commerce is one of the hottest (and noisiest!) topics in retail today! What exactly is it? How does livestreaming fit in? And what should retailers do to take advantage of this trend? As a retailer, how will you find the right platform to work with, and convert sales transactions? So many questions!The Retail Avengers team is back with two special guests to cut through the clutter in social commerce: First, Mohamed Amer, a member of multiple retail tech advisory boards, a RetailWire BrainTrust member, and former global head of strategic communications for consumer industries at SAP. Second, a friend of the Retail Avengers on Clubhouse, Darius Vasefi, co-founder and CEO of Visional Commerce, host of the Retail Tech podcast, and frequent contract chief product officer. From our Retail Avengers team, Brandon Rael, Shish Shridhar and Jeff Roster join. Plus, for the recap returning guest, Alicia Esposito, VP of Content for Retail Touchpoints and a fellow RETHINK Retail top retail influencer, joins us to spice things up with some not-to-miss items you will not see coming!Have you heard the news! We're up to #20 on the Feedspot Top 60 Retail podcasts list, so please keep those 5-star reviews in Apple Podcasts coming! With your loyal help, we'll be moving our way up the Top 20 in no time! https://blog.feedspot.com/retail_podcasts/Meet your hosts, helping you cut through the clutter in retail & retail tech:I'm Ricardo Belmar, a RETHINK Retail Top Retail Influencer for 2022 & 2021, RIS News Top Movers and Shakers in Retail for 2021, a Top 12 ecommerce influencer, advisory council member at George Mason University's Center for Retail Transformation, and lead partner marketing advisor for retail & consumer goods at Microsoft.And I'm Casey Golden, CEO of Luxlock. Obsessed with the customer relationship between the brand and the consumer. I've spent my career on the fashion and supply chain technology side of the business. Now I slay franken-stacks!The Retail Razor ShowFollow us on Twitter: https://bit.ly/TwRRazorConnect with us on LinkedIn: https://bit.ly/LI-RRazorJoin our club on Clubhouse: http://bit.ly/RRazorClubListen to us on Callin: https://bit.ly/RRCallinSubscribe on YouTube: https://bit.ly/RRShowYouTubeSubscribe on Apple Podcasts: https://bit.ly/RetailRazorShowRetail Razor Show Episode Page: https://bit.ly/RRShowPodHost → Ricardo Belmar,Follow on Twitter - https://bit.ly/twRBelmarConnect on LinkedIn - https://bit.ly/LIRBelmarRead my comments on RetailWire - https://bit.ly/RWRBelmarCo-host → Casey Golden,Follow on Twitter - https://bit.ly/twCaseyConnect on LinkedIn - https://bit.ly/LICaseyRead my comments on RetailWire - https://bit.ly/RWCaseyTRANSCRIPTS1E12 The Retail Avengers & The Future of Social Commerce[00:00:20] Introduction[00:00:20] Ricardo Belmar: Hello. Good morning. Good afternoon. And good evening, whatever time of day you're listening. Welcome. Welcome to season one episode 12 of the retail razor show. I'm your host, Ricardo Belmar, a RETHINK retail top retail influencer, and lead partner marketing advisor for retail and consumer goods at Microsoft.[00:00:36] Casey Golden: And I'm your co-host Casey golden CEO of Lux lock. I'm obsessed between the relationship of brands and consumers. The experience is everything. I spent my career on the fashion side and supply chain technology of the business. Now I'm slaying Franken stacks to power the future of commerce. [00:00:53] Ricardo Belmar: Well, Casey, this episode, we've got another amazing clubhouse discussion to share, and the topic is social commerce. Definitely one of the buzziest trends going on in retail right now. And of course, one of our 2022 predictions.[00:01:06] Casey Golden: not surprised that our predictions keep working out this year.[00:01:11] Ricardo Belmar: no kidding.[00:01:11] Casey Golden: really hit a groove and dug into fundamental challenges to find these opportunities. I hate that I missed this clubhouse session. It's just a real treat for our listeners.[00:01:21] Ricardo Belmar: Yes, indeed. It is. And keeping with last episodes example, we had two guests join the retail Avengers team this time in clubhouse. First, we had Mohamed Amer. Member of multiple retail tech advisory boards, a retail wire brain trust member, and former global head of strategic communications for consumer industries at SAP and second, a frequent friend of the retail Avengers on clubhouse, Darius Vasefi, a co-founder and CEO of visional commerce, host of the retail tech podcast and frequent contract chief product officer plus from our regular retail Avengers team, we had Brandon Rael, Shish Shridhar and Jeff Roster joining.[00:01:57] Casey Golden: You guys took a deep dive on the value of current social commerce platforms and really identifying what works, what doesn't, and how live streaming is a centerpiece to this equation. I can't wait to listen and come back here and chat some more about it. Plus, we've got a repeat visitor to the show.[00:02:15] Alicia Esposito from retail touchpoints, joining us for the recap.[00:02:18] Ricardo Belmar: And spoiler alert. Our recap will have a few surprise discussion points that listeners will not see coming. So stick around.[00:02:26] Casey Golden: I thought I was the one that takes us off script.[00:02:28] Ricardo Belmar: No, I can do it too. You know, we have there's equal hosting privileges and everything.[00:02:32] Casey Golden: In that case, let's go straight to the clubhouse session. Let's listen in to the Retail Avengers and the Future of Social Commerce. [00:02:44] Clubhouse Session[00:02:44] Ricardo Belmar: Welcome everyone to the Retail Razor club. Our session today is the Retail Avengers and the Future of Social Commerce. So let me move into doing some introductions here with the folks we have up on stage. I'm Ricardo Belmar. I founded the retail razor club here on clubhouse, and I've been in the retail tech side of the industry for a better part of the last two decades working for different technology providers and managed service providers.[00:03:08] Most recently joined Microsoft as a senior partner marketing advisor for retail and consumer goods. So I'm gonna move across the stage here. Darius, why don't you introduce yourself? [00:03:17] Darius Vasefi: Hey Ricardo. And everybody else good friends and the audience thanks for having me.[00:03:22] My name is Darius Vasefi. I am the co-founder CEO of a company called Visional Commerce. As well as a startup studio called Infini Ventures. My passion is e-commerce and retail, especially retail tech, the picks and shovels of what makes retail and e-commerce move forward. So look forward to our interesting conversation today.[00:03:42] Ricardo Belmar: All right, thanks. Darius, and we have another guest speaker today, Mohamed [00:03:45] Mohammed Amer: thank you very much, Ricardo. Mohamed Amer in Southern California Ventura area. And I've been in retail, retail technology for the past about two decades similar to you. And most of that time in the large enterprise space with with SAP. [00:04:02] Ricardo Belmar: Great. Thank you. Jeff. [00:04:03] Jeff Roster: Jeff Roster, former retail sector analyst for Gartner and IHL.[00:04:07] Now a cohost on This Week In Innovation and serving on several advisory boards in retail. [00:04:12] Ricardo Belmar: Right. Thanks Jeff. Shish. [00:04:14] Shish Shridhar: Good afternoon. Shish. I've been in retail for about 20 years working with retailers specifically around AI, IOT analytics. I'm currently the retail lead for Microsoft for Startups and I'm building out a portfolio of innovative, disruptive startups.[00:04:30] Thank you. [00:04:30] Ricardo Belmar: Thanks, Shish. And Brandon. [00:04:31] Brandon Rael: Well, everyone happy Friday. Brendan Rael, I'm up in the the Tristate New York area been in and around the retail consumer industry, my whole career, then made the shift over to the digital transformation work on the strategy side to help enable and empower retailers and consumer companies to accelerate growth and pivot to the new digital world we live in today.[00:04:48] Ricardo Belmar: All right. Great. Thanks Brandon. So what do we mean when we say social commerce? When you hear those words start thinking immediately about all of the big social media platforms, places like Facebook, Instagram, TikTok, Pinterest, even Twitter is now getting into the idea of social commerce. You're probably familiar with Facebook shops and Instagram as those have launched over recent years. And we also hear more about social commerce because of activities coming out of China.[00:05:15] And as it moves into Western countries, we hear about live streaming and other specialized platforms that maybe focus around particular retail segments, like apparel and all of these things play together to enable an ability to have commerce, just like you want on your e-commerce site, but natively within some kind of social networking platform.[00:05:34] So I wanted to share some stats just to put some of this into context, and then maybe we can go around and see what to everyone's reactions are to that. A number of these stats come from eMarketer. So for example, china's estimated social commerce sales are gonna be somewhere on the order of 315 billion, and social commerce will represent about 13% of all e-commerce sales in China. If we look at what's been happening in the us, e-marketer had an interesting forecast that this year we should see social commerce sales rise up to about 36 billion dollars, which is an increase of about 35% and will represent about 4.3% of all retail e-commerce sales.[00:06:10] let go around the stage here and just get everyone's reaction. Darius, wanna start with you. What, what do you think about those stats? [00:06:15] Darius Vasefi: So I think definitely the difference between China and the us, I is something that I've also heard.[00:06:21] Now one thing that I don't know as much about the details of what e-marketer means by social commerce is I guess one, one question that I would just like put out there, but I think if we make an assumption that they are talking about transactions made on some form of social media channel and then the definition of what do they think, what these social media channels is?[00:06:46] Another thing we can probably talk about later, but I think the numbers sound good. And actually, I mean, the us definitely makes sense. 4.3%. The sounds about right, because it's just getting started here. [00:06:59] Ricardo Belmar: And my understanding reading through the e-marketer report, they are considering these to be any transactions originating from social media platforms, which they view right now the leaders in that being Facebook, Instagram but also up and coming from Pinterest, Twitter and Snapchat. [00:07:13] Jeff Roster: What do we do with live streaming though? Is that, I mean, I know that is social commerce, but that really isn't the social platform. It's a digital media platform, but [00:07:21] Ricardo Belmar: yeah, I view live streaming, like you said, Jeff, as a hundred percent part of social commerce. Now some of that live streaming might originate from those social platforms that I could do a live stream through Instagram or Facebook.[00:07:33] Social Commerce or Social Network?[00:07:33] Ricardo Belmar: But also there are lots of options that have nothing to do with those networks that are native platforms that retailers can use for live streaming. I'm not clear myself how e-marketer is tracking those. But I thought, it was interesting to take a look at these stats and for us to consider do we think that's is that a reasonable number?[00:07:48] Do we think that it might grow faster than that? Do we think that's too aggressive? And you're right. It does depend on what we're including in that count.[00:07:55] Darius Vasefi: Yeah. The term social and the fact that it only has to take place on a social network is probably incomplete. And even looking towards 20, 25. [00:08:05] Shish Shridhar: I tend to agree with that. go on [00:08:08] Darius Vasefi: so yeah, that, that's basically what I wanted to throw in there is that if, that's the only channels that we're looking at for the definition of social commerce, I think it's not enough and it's gonna change and we'll probably come back and revisit it.[00:08:22] Brandon Rael: I, yeah. And Darius, and Shish, I completely agree. I think the culture and where China and, most of the Asian countries are with, with WeChat is everything is integrated with the one major platform, all social, all commerce, all interactions, all financial and transactions take place in one app centralized and seamless and real time and, and accelerated lightening speed.[00:08:42] Whereas we're just, we're finally embracing that paradigm shift and, you know, seeing the emergence of Instagram shop now capabilities and Facebook and TikTok shop now capabilities and live streaming. And it's starting to gain momentum, but China certainly has such a far advantage way ahead of the rest of the world, including the us.[00:08:57] Shish Shridhar: I tend to agree that, you know, the the social network platforms, the social media platforms is one aspect of it. But really the social aspect of shopping and all of the capabilities and technologies available today that enable social within, within shopping, I think is another element. And what I mean by that is one of the very early startups that I worked with, this was a few years ago. They built a platform where when you're researching a product in a store and you look at product feedback, you're not sure whether the feedback is, is fraud or not. [00:09:31] Rather you want to have feedback from your network. What does your network think about it? What do your friends think about it? And what they really built was this QR codes where when you scan it, it will filter out your network and their opinion about a product. And that was a social element to it as well.[00:09:50] Where there was that social trust element that was brought in that enabled you to make decisions on what product is good. And look at a trusted network to tell you this is good, or it's not, and, and give you some feedback. And that was the, the early one I saw a few years ago. And also a few years ago when smart mirrors were popular there were startups that were building network interfaces into the smart mirrors. So when you're trying out outfits virtually you could pretty much ping your network for opinions on it and, and ratings and rankings. And there was that social element to the shopping which was, which was sort of a physical and digital combination. The other thing that I also worked with this was a startup called spot.[00:10:37] They were looking at shopable media. So really looking at. You know, influencers and, and Instagram Pinterest feeds, and then using vision AI to detect products within either images of video. And when you're, when you're watching the video or looking at these streams from your network, you could actually find products and shop the products directly from the media.[00:11:03] So that is, again, something that's prevalent. And that is again, a capability that the social networks are adopting, but it doesn't have to be social networks. It could be on any media. And of course, the other element that I see as well as the, the chat bots chat bots are increasingly becoming a way in which, and as they're getting better, it is becoming a way in which shoppers can interface with a chat bot and find what they want, get recommendations and interact and engage through a chat Bott as well.[00:11:33] And I think all of these capabilities are not necessarily connected with a social media network, but do have a social aspect to it. And I kind of believe the same with live streaming as well. [00:11:46] Jeff Roster: Yeah. So really interesting shish, do you see then chat bots in that social commerce component.[00:11:52] And then what about call centers? [00:11:53] Shish Shridhar: Well, so call centers one of the developments that we've been seeing is that combination of chat bot and human elements in call centers. But at the same time, there is a chat bot that is listening and transcribing looking for questions, looking for the intent of the questions from customers, finding recommendations and providing it to the human who's at the call center to be able to provide recommendations and things like that.[00:12:21] So that's, again, one element that is seeing for call centers. [00:12:25] Mohammed Amer: So Ricardo, I kind of take a, a different avenue or out of when we're talking about social commerce, at least the way the numbers have been set up and looking at statistics. I believe also the, these are really social platforms, the way that we know most of us know social platforms, the Instagrams, the Facebooks and, and so.[00:12:47] And Twitter trying to get into that with their new shopping module. And, that's the same number that e-marketer was talking about that 36 billion this year with, which had surged 39% during the, the lockdown. So clearly they're looking at where people are spending their time.[00:13:07] And they're combining where you're spending your time, where you're getting, where you're comfortable and trust the platform. When we're online, there's kind of a risk element. When we're making a purchase, you're wondering, are you really getting what you want or not, but when you back that up by a platform or a social platform that you already trust, you've been using it, you're familiar with it.[00:13:30] It has a reputation then all of a sudden it takes some of that risk away. And it allows you to go on the early steps of you know, the metaverse where now you're, you're doing things that you would do in the real world, but now you're doing it in the, in a social platform. And shopping is a social activity.[00:13:49] It's as well as a functional thing that we all need to do. [00:13:53] Ricardo Belmar: I agree with you on that. What is social commerce trying to mimic for us? And in some ways I look at it as it's trying to take what was a, a straight e-commerce experience, which I think I would describe as somewhat a detached shopping experience because shopping is a social activity and it normally involves some human interaction, at least in the way that we're all used to.[00:14:14] Although you could make an argument about different age demographics and how they view what a social human shopping experience may be. But I see social commerce as trying to in effect, bridge a gap between taking what would've otherwise been e-commerce and making it a more as the words implies social, but therefore more, more human interaction in commerce.[00:14:32] So doing things like what we we've mentioned making media shoppable. There's some startups doing some dedicated I'll call them social networks. But I think maybe they're a little bit different. Me spoke is one that, that I see often where it's designed to allow you to shop any of the things you see in images or videos posted in the app.[00:14:51] And they actually link back to brands. So they have a connection that goes to a brand to help you shop directly from them. Because you see that item on someone you say, I want this and that's how you would be able to, to shop for it. So another way of looking at it, which I think is also interesting is that this is another mechanism to search for items. So if we think about search, and I think we've all heard stats anywhere from, you know, 65, 70, 80% of product searches people just naturally go to Amazon to search before they even go to Google in the search. But if you think about how often do you search for products on social media?[00:15:23] And I've seen some surveys that actually show that us as much as 70% of consumers will say they search for products. They wanna buy on Instagram and Facebook which tells me that that's almost as much as people use Amazon as their go to for product search. So if you're starting your search on social where do you go from there?[00:15:40] Do, do you want to, as a consumer immediately be able to buy when you find it there? Or do you wanna click through to an eCommerce site and have a more traditional, transactional interaction at that? What I think is interesting is these same surveys. It'll tell you, 70% of consumers start their search for products on Instagram or Facebook, and the same surveys ask, well, would you buy directly a product from within a platform like Facebook, Instagram, or Twitter, Pinterest, and so forth.[00:16:06] And the numbers drop. Then you see numbers like 30% say that of people will actively buy. But if you break it into demographics, then you say, well, what about millennials? Millennials will say more than 50% of them are willing to buy that way.[00:16:17] So I'll ask everyone what your impression of that is. [00:16:19] Defining social commerce vs e-commerce[00:16:19] Darius Vasefi: Okay. Sorry. Here, here's a question from what you actually mentioned, if I go to a website and I purchase an item based from a video that's on the website even if I can click on it and it can actually drill down, for example, a wardrobe in two different parts of it.[00:16:37] Are we considering that a social commerce? [00:16:41] Jeff Roster: I would not. I would say that's part of the website. That's that's classic to me as a classic [00:16:46] e-commerce [00:16:47] Ricardo Belmar: if it takes you to the website first. Yeah. From [00:16:49] Darius Vasefi: just because it's a video, just because it's a clickable video on a website. [00:16:54] Jeff Roster: Oh, wait a minute. What, whose website?[00:16:56] Yeah. What kind? [00:16:57] Darius Vasefi: That person's website. That brand's own web [00:17:00] web website.[00:17:00] Jeff Roster: That's e-commerce [00:17:01] Ricardo Belmar: yeah. I, I would, I agree. [00:17:02] Jeff Roster: It's their website's e-commerce [00:17:04] Darius Vasefi: okay. [00:17:04] Ricardo Belmar: Yeah. I, I think in this case, if you saw that video on Instagram and while you were watching it on Instagram, you click and buy it without having to click through to the brand's e-commerce site, then I'd consider that transaction as social commerce.[00:17:15] Jeff Roster: Exactly. I agree. [00:17:17] Darius Vasefi: Okay, but, so, so again, we're talking a little bit more definitions here. If you, if you see something on Instagram and it takes you to that brand's website and they make a purchase off Instagram, that's you don't, that's not considered social commerce.[00:17:35] Ricardo Belmar: If you have to click through to the brands e-commerce site, their, their existing e-commerce site, I, I would consider that a standard e-commerce.[00:17:42] That was just a click through the social post, [00:17:45] Darius Vasefi: even though it was [00:17:45] okay. [00:17:46] So it's a transaction since seems like it's the where the transaction actually happens is how we're [00:17:53] Jeff Roster: it's location. It's located on the eCommerce [00:17:55] website. Then it's eCommerce. If it's off the eCommerce website, then it's social. I would say even even the same video, I would think.[00:18:03] Ricardo Belmar: Yeah, I think in, in one instance, we're talking about a referral process, right? Where my click through from say a Facebook post referred me to the brand's website and that's where I completed the transaction. So in that scenario, I call that an e-commerce transaction, not a social, but if I was in a Facebook shop and I never have to leave that Facebook interface to complete the transaction that I would consider as social commerce [00:18:26] Jeff Roster: a hundred percent.[00:18:28] Ricardo Belmar: I'll give you some other interesting stats since we're on this point, and I'm glad you brought this up, Darius. If you think about a way to measure how valuable could this be? Right. How much could it grow ? There's one argument to be made that I'm, I'm reducing some friction in the process[00:18:40] if I can just complete that transaction natively in the social platform, I don't have to click through to an e-commerce site. I don't have to do any of the things I do on a normal e-commerce site to put payment information in or any of those things. So in a way, I've reduced the friction in completing that purchase.[00:18:54] I did find the following numbers kind of interesting. So if you were to track now this would be based on referrals, click throughs through social. So from Facebook or Twitter clicking through and if you were to measure what's the average transaction value of transactions came through those clickthroughs for the different social platforms. I think it's interesting to see which ones generate more valuable transactions. So I'll give you a few examples. From Facebook customers referred through Facebook, see an average order of $55. If you go to Twitter, the average value is $46 29 cents.[00:19:26] And it's worth noting that that Twitter click through rate for this type of commerce is about somewhere between one and 3%. If you are on Instagram and, and wanna know what's the, what's the average value of click through from Instagram, it's $65. So it's even higher than Facebook. And if you see a click through from a YouTube video, that's only about $37.[00:19:43] So there are differences today in the types of things people will click through within these different platforms.[00:19:47] Darius Vasefi: Yeah. That's a very interesting dis this, I guess differentiation. Definitely the product category and the pricing makes a difference. Especially like what I've seen personally on a lot of what is being sold in China. And on a lot of social live streaming, I guess I'm talking more about live streaming.[00:20:06] It's a lot of lower priced items. I have not seen any high priced considered purchases being sold yet on that, especially like the, the one too many, the public type of live streaming. And I don't know if that translates across all social or not [00:20:24] Jeff Roster: Darius in China, you're talking about or in here in the us, [00:20:27] Darius Vasefi: both, both.[00:20:29] I mean, if you, if you go to Amazon live right now, you go to Facebook, live shop, you'll see the kind of products that are being sold over there. [00:20:36] Jeff Roster: Now, I don't know enough about the China market to comment on that, that bit of nuance, but here in the us, I think we're still so, so early in this whole evolution of social commerce that I would expect the items that are really gonna push on social are gonna be fairly low priced, immediate kind of purchase engagements.[00:20:52] I think that we, as we evolve in that, I think that's gonna change pretty dramatically, but I just can't imagine a complex purchase being done through social. It can start the process and then lead to the website where there's more engagement [00:21:05] yet to be determined though.[00:21:06] What are consumers buying via social commerce?[00:21:06] Ricardo Belmar: Yeah. I think there is something to the category. I'll give you another a data point there. And I think this is us in 2020 apparel made up just under 22% of the total social commerce revenue. So a little over a fifth. Just thinking in terms of what items are people more inclined to buy in social commerce?[00:21:22] I view it as it needs to be more of an impulse buy? Something has to entice me either in the visual that I'm seeing, whether it's a photo or a video clip, or if it's a live stream, something about the way that product is shown or described has to make me wanna buy it right now in a slightly more enticing way than just looking at a product page on eCommerce and without having a desire to go physically see it and touch it in a store.[00:21:45] So I, I think it's an interesting thing to consider luxury items. How would luxury items do in this scenario? Do we think that there's a future for true luxury apparel, for example, or some of the more aspirational luxury brands selling significant numbers this way, or is it more, you know, maybe Darius to your point of what you see in China that it's more lower cost items?[00:22:07] Shish Shridhar: I would imagine that's, lower cost and also the target demographic I think is primarily gen Z. And from that perspective my opinion is lower cost and apparel seems like the most likely I see a point about, there's certain things you wanna try out and not necessarily the kind of thing you wanna buy on a social platform without touching it, seeing it, trying it out.[00:22:31] But I believe for low cost, fast fashion, that's probably a good fit. [00:22:37] Jeff Roster: But if you add in live streaming I think that changes, cuz I dang near bought a thousand dollars lens from BNH photo a hundred percent because of live streaming. Now I would've, you know, I have bought $2,000 lenses through chat and just the website because without trying 'em out.[00:22:52] But that live streaming is so sticky in that kind of a, that kind of an app. So you're basically just talking about a, digital sales engagement and that I absolutely can see becoming very high end.[00:23:03] Darius Vasefi: So from my, from my point of view that it depends on the format. There is two key formats for live streaming. One is the one to many, like which is the QVC style. You have one person setting up this show, highly curated and many people watching. Then there is the private live streaming, and I think that they're completely different and they're also different in the product category.[00:23:28] So that's what we do at visional is private live streaming. And we only focus on the top end or the considered purchases, things that are not just impulse purchases and were the advice of somebody, a human being on the other side makes the shopper not only buy something better, actually buy more buy a whole wardrobe instead of just buying a shirt when they thought they just wanted a shirt.[00:23:54] So I think it depends on, on the format, but there is definite potential for everything. [00:24:00] Ricardo Belmar: Yeah, that's a good point. I think I just saw a, a retail dive article that stitch fix is planning to beef up their one to one. Live video sessions as a way of increasing their sales. [00:24:09] Darius Vasefi: Yeah. But they're still working on.[00:24:11] So the, the challenge with stitch fix is that it's still an eCommerce company, so they are, I don't know how they're gonna handle, and I've, I've tried this actually with lulule lemon, which is another 4runner in trying live to bring live into the commerce. And basically what you're connecting with is somebody in their home, again, running through a catalog with you, they don't have products to show you.[00:24:34] Now, maybe stitch fix is gonna improve on that and actually have some products that people can look at. But if they're doing it from their home, there is no way they can have access to the inventory and the experience of the store. So that's something that I'm interested to learn how they do it.[00:24:52] Brandon Rael: I think there's a certain delicate balance between the highly pro high production value live streaming, but also remaining authentic with the micro influencer, real, real, real shoppers. So how do you balance those two together so that it's more authentic and it's really lifestyle driven approach versus, and has some level of production value?[00:25:10] I mean, TikTok it's is a fascinating platform, not so necessarily for live streaming, but just the amount of creativity and innovation that's coming out of there. The videos and just resonate the current generation of shoppers it's emerging. So yeah, I, I agree with Darius. I mean, the ones I've done at your home access to the physical store or least merging those two experiences together, it's a, it it's a delicate balance.[00:25:34] Mohammed Amer: And like in the example, I'm sorry, Darius. So just in example, that Jeff was mentioning the $1,000 lens from BNH you start out with, there is a, a comfort level of trust factor that he has with that company must have made some purchases before or their reputation or online reviews.[00:25:53] And you're more comfortable about making that high ticket purchase item, given that you can see the details about the product. You can ask questions performance, specs feedback and, and that's something, again that can be, can come to life very well in a video commerce setting [00:26:15] Jeff Roster: and Mohammed you're a hundred percent right[00:26:16] the best camera shop in America, in my opinion Excellent return policy, beautiful website super knowledgeable people, a hundred percent. You're a hundred percent, right. That's why that, that video streaming is so, so such a slam dunk for that organization. And by the way, the actual live streaming was, was pretty poor quality.[00:26:34] I, I think they literally probably just set it, set up a camera and out they were going nothing like what Darius is working with and, and developing, but just the concept alone was enough for me to say, wow, [00:26:45] Ricardo Belmar: I can really see how this is gonna work well. And a related point to that, that's making me think about Jeff, so this was already a trusted retail brand for you.[00:26:54] If I separate the live streaming from this, but if I just thinking of social commerce and its ability to add more merchants to it, right. What, what do we think is happening as far as returns, for example we, we know, you know, e-commerce has an issue with return rates and various product categories.[00:27:10] Don't you think that in social commerce, this could actually get worse in terms of how you're gonna handle returns?[00:27:15] Jeff Roster: I would think it might be maybe a little bit better other than other than apparel I, I just, I think the more, the more knowledge you get about a part or a lens or, or anything along those lines, hopefully the less returns you're gonna have other again than apparel, where it's about size and fit and look and all that sort of stuff.[00:27:32] I don't think it's a driver though. Ricardo. Yeah. I don't think, I don't think social commerce is a driver. [00:27:36] Ricardo Belmar: that's probably true. I guess what I'm thinking of is if you're searching for products in social commerce, well, I'll put it this way. It's not all that different from a problem you might have with Amazon marketplace sellers, where you do a search and you get a hundred different results.[00:27:50] Right. And they're from 99 different sellers you've never heard of, but how do you choose? Which one do you want? Same thing on, on any social commerce platform. If I'm searching by product and I see a big number of merchants come back. I don't know who any of them are. How am I gonna choose? And am I taking my chances when I pick one, if I say, decide to pick it on price, just like I would with a marketplace.[00:28:11] Am I gonna have an issue? If I have a problem with later, do I know that it's an authentic product? Am I gonna have an issue with, fake products in this space. Where is the quality control there? I'm curious what everybody thinks about these issues. [00:28:22] Darius Vasefi: So if we are talking specifically about returns I think definitely the more snap judgment is involved in the making of transaction the more the returns are gonna be probably. So if you are Again, I don't have exact data from any, places, but what I do know is that like, for us, when we've done sales, when you build a relationship with a person on the other end, actually the number of returns actually become less than really like the 50% that you're seeing in apparel on eCommerce.[00:28:53] So I dunno if that answers your question, Ricardo, or did I miss a part of it? [00:28:57] Live streaming makes it more social[00:28:57] Ricardo Belmar: No, I think you're. Getting it exactly at it. So for example, if I bring the live streaming component back into this, that having the ability to build the relationship first, which is how I'm viewing the live streaming component to this, that's gonna help, I believe in, in building that trust factor, building some, authenticity with the customer versus just scrolling through a series of product posts on a social platform, which is in, in some ways, almost the same thing that you'd be doing on just a standard e-commerce marketplace. You're just scrolling through a lot of products in a social platform. So there isn't anything additive. I would argue there that helps enhance trust or authenticity.[00:29:33] I'll throw another variable into this that we haven't talked about yet, because I think another thing that we see come up quite often in any discussion on social commerce is influencers, especially around live streaming. I'm sure everybody's seen that the crazy photos from China, where there are influencers standing in front of 500 different phones and ring lights of all these influencer videos being done to promote different products. So influencers have a role to play, I think, in this social commerce space where do you see that? You know, is this, I'll ask this, the question here. Is it more less, does it affect how retailers and brands should be viewing social commerce?[00:30:08] Mohammed Amer: So I I'm gonna bring in China in the, to address that question you know, in China's a outfit called little red book, how appropriate, huh. And they are doing a lot of you know, facilitating social commerce. And they're basically aimed at gen Z and millennials and they, they have even been able to live stream with Louiston.[00:30:32] So even, a luxury retailer is getting on board in that. And where I was getting to is their influencers are called key opinion leaders, KOLs, and they pair that with blog posts. So they, they, bring the personality, the influencer, the expertise, the live streaming, the product, and they they're creating an experience around, around all that in a social commerce factor.[00:31:00] Brandon Rael: Yeah, I think we are, again the, the outstanding point, there are light years ahead of the of the west, especially our country. We, we are just scratching the surface of social commerce and live streaming. This has been part of their culture and their, and their commerce operating models for, for almost a decade now.[00:31:16] And they had the technology, the infrastructure, the. I think the centralization of, of commerce via Wechat and, and Tencent and Alibaba really enables that to be possible. And there is really no disparate apps you need to go to, or different retail that, you know, go across. And that influencer model, it works so, so effectively in, in their culture.[00:31:36] And I think we'll, we'll get there eventually, but again, there's some, there's some regulatory factors to consider it as well. If you have a monopoly such as WeChat controlling everything.[00:31:44] The TikTok Effect[00:31:44] Ricardo Belmar: So what about platforms like TikTok, which I know Brandon, this is always a, a hot topic for you, what influence is TikTok having on this whole social commerce space? [00:31:53] Brandon Rael: Oh, you called me out. I see am I [00:31:55] Ricardo Belmar: know this is one of your favorites. Yeah. One of your favorite topics. [00:31:57] Brandon Rael: It is. I, I think there's just a fatigue overall with Facebook for many reasons and a fatigue almost with Instagram, cuz the lack of storytelling, everyone's showing the perfect state of the world and Instagram and I think TikTok is the algorithms built to, to match the trends and the, the news and and all the creator, the creators that come outta that, the innovations come outta that the retailers and brands have started to pay close attention to this and find ways to monetize and commercialize off of just the, the rapid expansion of TikTok as, as a presence in our culture. And it's not just gen Z and the millennials it's ing all the generations. And there has to be a way for retailers like Louiston and others to capitalize and jump on the bandwagon because it's here, it's here and it's serious day.[00:32:38] And I think we'll have a lot more momentum on, on side versus Facebook shopping or Instagram shop now capabilities. I think that those days are numbered. It's just the, the live streaming slash TikTok creative engines are, are often running. So I think they'll have, it'll have a significant presence and a significant factor and customers decision making, whether it's on the app or outside the app, or it's gonna be part of that customer journey for sure.[00:33:02] I think go across platforms. [00:33:03] Ricardo Belmar: Yeah. And we've seen Walmart do, was it two events now that they've done on TikTok? [00:33:07] Brandon Rael: Exactly. And they were probably the last retailer I thought would be on there, but we see we've underestimated Walmart for a decade now, but they like jet.com and the revenue Ascension eCommerce and their BOPIS and their digital first acceleration they could do.[00:33:21] And they have the power and they, and their capital do anything. And they proved it. [00:33:24] Shish Shridhar: Well, there was a attempt by Walmart and Microsoft to acquire TikTok. And I think there's a huge, influence there. I mean, the whole thing about short form video, I think that is driving a lot of engagement and it is becoming a big content platform, even though today I think it's still Instagram and Facebook, that's driving most of the sales but TikTok is from what I can tell is growing very fast. [00:33:50] Brandon Rael: Very true. [00:33:51] Ricardo Belmar: Yeah, I agree. And if you think of influencers on the platform and tie that back into the use of influencers for live streaming in this, in support of social commerce, I think that a TikTok of any of the platforms probably has the, the greatest growth potential.[00:34:05] Brandon Rael: Brands and retailers have to go where the, where the consumers are and where the consumer behaviors are. And the consumer, the consumers are engaging with content on TikTok or Instagram. That's where you need to be. And then you're, you know, obviously I think we haven't done our due diligence, so it has been studies on what the revenue potential is or opportunities are for the retailers.[00:34:22] But there is certainly a lot you can learn from this model and how you can leverage TikTok's growth and, just acceleration to grow your own revenues accelerations as well is go where go where the customers are. And they're not necessarily in a physical store or not necessarily in the mall any more they're engaging content on tikTok and Instagram.[00:34:38] Ricardo Belmar: Well, and, and to that point, if the retailer or a brand is gonna treat social commerce as if it were another channel, and I know there's probably a lot of people shaking their head and down the audience saying, oh, no, we're gonna talk about channels again. But at the end of the day even though consumers don't, think about channels.[00:34:52] I think it it's just a fact that retailers, brands, they, think in terms of channels because they have to know where to put their advertising money and where to put their marketing money, how they're gonna generate a campaign to target customers. And they need some kind of a framework to be able to, to characterize this.[00:35:07] Measuring success with social commerce[00:35:07] Ricardo Belmar: So I'm just gonna go with that for the moment and let's treat social commerce as a channel. And the reason I say that is, every brand and retailer wants to measure their activities in that channel. So if I look at social commerce and live streaming, other of course, than, understanding, what are the different analytics I'm looking for to help me understand whether I'm successful or not in social commerce and more importantly, whether my customers are there.[00:35:28] Darius Vasefi: So, I mean, as far as like live streaming for us, what we are looking at in, in our format is the number of appointments. What appointment actually translates into a purchase, the amount of the purchase, the repeat visit from that same customer, even to the same agent to the same store and the conversion the order, average order value.[00:35:50] And, you know, maybe the the maximum order value is really interesting. Also the type of products. So, I mean, all of these metrics are things that we have to be, measuring and monitoring. And then, of course customer acquisition costs is, when it gets to the marketing and what channels we go to .[00:36:06] Brandon Rael: I think that's the scalability is the factor here. I think the cost of acquiring new customers is significant Darius, but can that be mitigated somewhat with the the expansion and the growth of a TikTok or Instagram, where there is lower carrying costs of acquiring new customers, , the challenge is, how would you make the content authentic and, and satisfying enough to drive that conversion, to drive that engagement, to lead it into the actual, the shopping journey?[00:36:29] I think that traditional customer journey has been, was so fragmenting. And then now it's, now it's originally social commerce across many different paths and it's not too linear anymore. It may start in social commerce may end up in the store. It may start in the store and they can actually be engaging on the app or TikTok within the store itself.[00:36:44] And then they can final a decision. So all those customer journey touchpoint across, across the channels, digital and physical matter, like you said, it's about the editorial value. The conversion rates, the turns, everything we, everything you would consider from a eCommerce perspective, that would really change what we used to talk about from a retail perspective, inventory terms, gross margin percentage EBIDA, which all are very relevant by that customer journey.[00:37:08] It it's so, so significant different than it used to be. [00:37:11] Mohammed Amer: Yeah, it's a fractured buying journey and the attribution problem continues with now the multiple paths that are available and they can start anywhere. They can end anywhere, but social commerce, the way we defined it is it ends for sure within, that social platform. I think going where your targeted customer base that you're going after for that specific product where they spend their time, that's the biggest nut that you need to, to crack. And whether that ends up being TikTok, Instagram, Facebook, something else. And then, then you get to the content, creating the kind of content that, that attracts them that gives them the right information they need. And how do you convert that into an actual transaction and then the follow on after the sale to ensure that they're happy and talk well about it, .[00:38:03] Shish Shridhar: So one of the areas that I'm seeing a lot of spike in, in the startup world is the emergence of social commerce platforms. These have plugins to all the popular social media networks, so TikTok and Instagram and Facebook all of these, and as ones emerge, they will have connectors to it.[00:38:24] What really enables the brands to do is. Hook in their inventories and their product catalogs to it and enable creating embedable links to, to social media. So if I'm an influencer on Instagram or TikTok, I can, I can, I can embed products through the social commerce platform. It is akin to the Amazon associate tags where the attribution goes to the Amazon associate and they're paid a percentage.[00:38:56] So that same model has been applied to, to social commerce as well. And being able to find and engage with influencers through that social commerce platform. And, and that's something I'm seeing and emergence, and also the, the, not necessarily reliance on a single network, but really looking at whatever network that the influencer is on the brand is able to create that connector.[00:39:20] Alternate models[00:39:20] Ricardo Belmar: Yeah, that's, that's an interesting point there Shish. So we've been talking about, I would say a pretty foundational aspect around social commerce and where it's headed from brands and retailers perspective. I'm curious what everyone thinks is gonna happen in the startup community, or I think everybody up here on stage has some experience in some form or another talking to different retail tech startups.[00:39:40] Is social commerce and, and you just mentioned a number of examples, Shish, are there other areas besides those who think that social commerce is gonna see a lot of investment in, in retail tech? We we've had this conversation before about oftentimes seeing a lack of investment in retail tech, but is social commerce. One of those areas that may see a bigger share of that investment.[00:39:58] Jeff Roster: Well, bigger shares. It's a loaded, a loaded word. [00:40:00] That's I mean, it depends you can't the nanosecond, you start talking about artificial intelligence. You can't talk about bigger share, but that's because that share is so gigantic, is it right , for significant growths, Shish is gonna love to hear this, absolutely 100% and there's, there's very solid evidence then in, in the investment community.[00:40:18] But it's, it's gonna be nowhere near artificial intelligence. [00:40:22] Darius Vasefi: So on the startup side Ricardo, I, personally think that we're gonna see a major investment shift into the companies that enable the next I guess, generation of what we call or what we don't wanna call omnichannel retailing is where the direct and deep integration within the social channels and the brand's own experiences are gonna enable.[00:40:47] I think about as like the picks and shovels of making social commerce work and in, in general retail work, I mean, if you look, let's say at 20, 25, right, we're looking at 20, 25, do you think that there's gonna be any major retailer in 2025 that doesn't have some form of integration to at least a major social channels directly going into their inventory system.[00:41:12] And like the tracking and everything analytics,[00:41:15] Jeff Roster: I would say the answer to that is if, if you're saying, well, the all be the a hundred percent, they will all not be. I can think of TJ max. I doubt that ever happens. Probably two or three others, even in the tier ones, but the majority, as long as you say, the majority, [00:41:29] I'll I'll agree with you on that.[00:41:31] Darius Vasefi: I'll change majority. [00:41:32] Ricardo Belmar: If you think, for example, the existing integrations that Shopify has on their platform. To TikTok and other social platforms, you can tie, if you're Shopify merchant, you can tie all your product listings right off the bat in, into TikTok, Facebook, Instagram you know, if Twitter shops takes off, I'm sure they'll add that one later, but so yeah, I would have to say majority.[00:41:50] Yes, I would. I would agree with that. And actually, Jeff, you brought up like, like a TJ X, TJ max. So obviously those brands like them, they're not fans of e-commerce, but I, I wonder would they have a different mindset around social commerce only because, and I, and I'm thinking particularly of a brand like home goods, because home goods, in addition to living off of the treasure hunts, they already generate significant social traffic from people just posting about their finds and what they found at a given store. So do you think they would view social commerce differently than they view e-commerce? [00:42:24] Jeff Roster: No. And because it's the same issue, how do you, how do you have social commerce if you don't have a sustainable or a, a, a long term plan on inventory?[00:42:34] So posting about your finds. I mean, that's that's history. Hey, I, you know, look at this, look at this piece of data, you know, I found it's not, Hey, you can find, this could be a hundred percent wrong in that, but it's. [00:42:45] It's just such a, a far. [00:42:47] Ricardo Belmar: Yeah. What if you consider livestreaming ?[00:42:48] Mohammed Amer: The current [00:42:49] model?[00:42:50] Yeah. The current model that I agree with you, Jeff, the current model that TJM max Ross stores, those, kinds have, does not fit the models that we've been discussing and they don't have the infrastructure nor do they have the, the, the will to, to spend that kind of money and investment, because that will just upset the model that they currently have.[00:43:10] So I, I just don't think that that will work for them. [00:43:13] Brandon Rael: It won't work cuz they're the building, the treasure hunt and opportunistic merchandise and buys it's in the marketplace. They can't necessarily predict what's gonna be available in the next six months or, or anticipate demands on the, on the top trending items on, on, across the social channels. Where it could work is, is complicated to have the agility and flexibility to pivot their designs and, and meet the, the surging consumer demands a lot faster than a necessarily a discount or off price retailer could.[00:43:39] Maximum stores. [00:43:40] Jeff Roster: So I agree. So what would be interesting to see if somebody like a Costco pivots to a social commerce model, even though they are also sort of a treasure hunt, but I mean, I, I can think of about a couple thousand dollars worth of stuff I've bought over the years with no desire. My, my high end blender being, being the number one thing, just walking through, seeing the demonstration, boom, off we go.[00:44:00] Maybe that's a different type of retail that might really embrace social that you wouldn't necessarily think of. I could, I could, [00:44:05] Ricardo Belmar: yeah. You could especially see that in livestream scenario, right? Yeah. And the same way that you exist. Yeah, definitely. I think, I think the way I look at a TJX, you know, so, so they they introduced, I guess, was it right before the pandemic started on Marshall's e-commerce site where they positioned it as it was going to be special merchandise that was still gonna try to promote the flavor of the treasure hunt and that it wasn't gonna be the same thing, always available day in, day out on that site. And it, it speaks to me in terms of what, what if they look at limited drops and turned into events, where again, the live streaming model maybe helps in a one to many scenario there and, and they treat it that way. Which I, I agree, it's not the existing business model, right. It's a little bit of a pivot for them to do that, but still, maybe on brand. And that that's the way I'm thinking about it.[00:44:48] Darius Vasefi: So I, I think that this is a really interesting conversation, especially when you bring in TJ, max and home goods. We, we personally actually have done some experiments and those models actually work perfectly for what we do because the, the inventory is changing so fast. They can never keep up with it.[00:45:07] and the treasure hunt can really be enhanced with another human being, like doing it, helping you in the store. So it's a very interesting concept. And same thing applies to like flea markets, resale, used clothing, like stores, which is like really getting big. I think that's a, that's another very interesting side of the market for me, especially because that's like, you know, we could definitely make a difference in that.[00:45:31] Ricardo Belmar: It's very much like a newer version of a flash sale.[00:45:34] Mohammed Amer: Yeah. And, and your model Darius with the one on one is ideally suited for that, that type of an environment. It, it works as well in other environments, but where other models would not work, whether TJ Max or Ross Stores yours definitely would because you were bringing their shopper via video to that store to do, to go and do their treasure hunt.[00:45:58] And and that, that will make it happen. And, you know, you don't versus what we're discussing before about social commerce and the kind of investment and the visibility into inventory and the systems and so on.[00:46:09] Darius Vasefi: Yeah. I mean, outlets is another interesting concept, probably somewhat to that, or maybe not, but I know like, like Simon is really investing a lot into their outlets and how to bring eCommerce into their outlet malls and it's good to see that. So, and, and it goes to like what Jeff was saying is like that direct integration to the inventory and supply chain is is a lot harder to do when you get into these like highly unique and fast moving inventory type situations, [00:46:38] Brandon Rael: so how do you tangibly analyze the impact of this? Because that, that path of purchase is so dynamic right now, and it's so far from what the linear understanding we had of it five years ago, 10 years ago, even last year, it's, it's pivoting so quickly. [00:46:53] Ultimately it's about brand engagement and building trust and, and the relationships with, with products and, and also influencers. It may actually lead to a immediate conversion that lead to the customer, going to a store or, or shopping via eCommerce. It may lead to an engagement that leads to buying something months from now because of that, that experience they had via via social commerce and live streaming or TikTok videos.[00:47:15] Mohammed Amer: And that's why I wanna talk to retailers and they they're talking about, well, you know, e-commerce is giving us this or the website I'm gonna, you, you don't know, you don't really know you want, we need, we have this need to, to be certain about things, to have a number, to have be precise, we'll go 27.7%.[00:47:33] I mean, it, it's still a guessing game because you don't understand how to really attribute that you, you can get a direction, get an idea, but you, you never really are going to be a hundred percent confident of that, of the numbers that you think you're dealing with regarding the attribution.[00:47:50] And that exactly Brandon brings it to, you know, every, every moment that you're interacting the brand and the, and the shopper consumer, the potential shopper, it, it has to be done the way that you would like it. But again, it's not a one way communication mechanism anymore. It's interactive. There are influencers or opinion leaders that are now inserted in this and just have to have a, a broad brand message value proposition that you can then operationalize across those different points. [00:48:24] Ricardo Belmar: Yeah. I think those are excellent, excellent points. So we've had a really great discussion here on social commerce. We're gonna go ahead and close out the room and I'm gonna thank everybody up here on, on stage today. This has been a really great dive into the nuances of social commerce. We do expect the majority of retailers to be very much involved in some form of social commerce whether it's on one of the big social network platforms or whether it's engaging in live streaming because it's where the customers are. And you have to go where your customers are if you want to grow. [00:48:55] So with that again, thanks to all my speakers, thanks to the audience for joining us. [00:48:59] Deep Dive with Alicia Esposito[00:48:59] Ricardo Belmar: Welcome back retail, razor show listeners. We hope you enjoy that great clubhouse discussion on social commerce.[00:49:10] Casey Golden: Great discussion and incredibly disappointed I missed out on this one[00:49:14] Ricardo Belmar: Yeah, we definitely missed you on that one, Casey. But fortunately you get to be here for the special discussion with our special guest on this very special topic. That's a lot of specials I worked in there. Isn't it?[00:49:24] Casey Golden: we noticed, but with the voice made for radio, no one's complaining.[00:49:27] Ricardo Belmar: Oh, well, thank you. It was really special.[00:49:29] Casey Golden: voice made for radio, no, one's complaining . And on that note, let's introduce our extra special guest today. We have Alicia Esposito, VP of content at retail touchpoints. She's here with us. Let's talk some shop[00:49:42] Alicia Esposito: Hello everyone thanks for having me. [00:49:44] Ricardo Belmar: So, this is a fun one for us this week and a little bit out of our normal routine. We usually invite someone who was in the clubhouse discussion we just heard to come join us on the show, but this time Alicia, we thought this was a really good time to bring you back to the show. And I say back cuz you were on in our episode last time when we talked about Loyalty in the last clubhouse episode.[00:50:03] And plus I guess it was what, last month when I was on your show, retail remix, and we talked about social commerce, right. So this kind of feels a little bit like a part two to that discussion.[00:50:13] Alicia Esposito: exactly. Because there's so much to unpack and like, anytime you get me started on this topic, I can just go on and [00:50:18] Ricardo Belmar: Yeah. Yeah. We can go for hours, right?[00:50:21] Casey Golden: this is why we've never been on a call together.[00:50:27] Ricardo Belmar: Right. It it'll never [00:50:28] Casey Golden: eight [00:50:29] Ricardo Belmar: Yeah. We, we would never end. Yeah. Yeah. And, and like we've said before, I think the one comment we never get from listeners in our show is that, you know, if only you could make the episodes longer[00:50:39] Casey Golden: hours.[00:50:40] Alicia Esposito: I just need[00:50:42] Ricardo Belmar: Yeah, more content, more content. So obviously there's a lot to talk about. Cause social commerce is just so big. You know, where, how retailers and brands are gonna invest in it. I think it on, on your show Alicia I think we talked a little bit about live streaming too. Right. And how that relates into, social commerce and that's a worthy investment.[00:50:59] We see lots of folks making you know, I think we, we didn't quite touch on if there's an angle for retail media in, in social commerce, how do they all intersect? And when we were talking ahead of time, before , we were recording here, you brought up something super interesting, I think and maybe that's where we should start this conversation and that's, what are all the platforms that matter here.[00:51:18] In the clubhouse session, we talked about, what, I'll call it the big three. It's Facebook, Instagram, and TikTok, but they're not the only platforms. . And Alicia, you, you mentioned at least one that I had honestly kind of almost forgotten about. But, but we shouldn't right.[00:51:31] Alicia Esposito: Right. Poor Pinterest. Everybody forgets about them. and I think it's largely because there there's, this really close association with things like recipes with even home renovations and home decorating. But there is a really clear opportunity for commerce. I think it's just. They, they haven't, it feels like they haven't really gone all in, but what I find really interesting right now is recently they acquired the yes.[00:51:58] Which, you know, they're kind of seeing as the vehicle or the driver for. What they want their AI powered, highly curated shopping experience to look like they actually indicated, you know, this is a fashion app fashion platform, but we want to explore what this will look like in other categories. So I thought that was my first little hint of like, oh, they, it seems like they're gonn
In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Anja Ettel über eine Milliardärsfamilie auf Shoppingtour, den Höhenflug bei Linde und gefährliche Viren fürs Depot. Außerdem geht es um AirBnB, Ross Stores, Apple, Deutsche Bank, Covestro, Manz, Daimler Truck, Deutsche Euroshop, Emergent Biosolutions, Bavarian Nordic, Siga Technologies, Chimerix, Sanofi, GSK, iShares S&P 500 Health Care Sector (WKN: A142NZ) und Lyxor Stoxx Europe 600 Healthcare (WKN: LYX02K). Wir freuen uns an Feedback über aaa@welt.de. 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. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++Werbung+++ Hier geht's zur App: Scalable Capital ist der Broker mit Flatrate. Unbegrenzt Aktien traden und alle ETFs kostenlos besparen – für nur 2,99 € im Monat, ohne weitere Kosten. Und jetzt ab aufs Parkett, die Scalable App downloaden und loslegen. Hier geht's zur App: https://bit.ly/3abrHQm Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Shares in Tesla fell 6.4% in response to a negative news report. Shares in heavy equipment maker Deer & Co fell 14% in response to an earnings report. Shares in discount clothing retailer Ross Stores fell 22.5% after it cut its sales and profit forecasts. The Dow Jones index closed higher by 9 points or less than 0.1%. The S&P 500 index rose by less than 0.1%. But the Nasdaq index shed 34 points or 0.3%. Over the week the Dow fell 2.9% - the eighth straight decline and the longest losing streak since 1932. The S&P 400 fell 3.0% and the Nasdaq fell 3.8% - the seventh straight declines and the longest losing streak for both indexes since 2001. This report is approved and distributed in Australia by Commonwealth Securities Limited based on information available at the time of publishing and any opinions, statements or recommendations are reasonably held or made as at the time of its compilation. The information in the report is subject to change without notice and do not reflect the view of CBA Group or any other employees within CBA Group. To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. The information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, any individual should, before acting on this information should consider the appropriateness of the information, having regards to the individual's objectives, financial situation or needs, and, if necessary, seek appropriate professional advice. You can view the Terms and Conditions, Product Disclosure Statement, Best Execution Statement and Financial Services Guide, and should consider them before making any decision about our products and services. Past performance is no guarantee of future performance. Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited (formerly Chi-X Australia Pty Limited), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.
With the markets on track for another weekly decline, Carl Quintanilla, Jim Cramer and David Faber discussed stocks looking to rebound and whether this might indicate a bottom. The anchors also reacted to Amazon's nearly 30% decline from a month ago and Citi taking the stock off of its "Focus List." Jim explains why he believes Amazon is a buy at current levels -- and feels the same way about the defense sector. Also in focus: China cuts a key interest rate, Deere tumbles despite an earnings beat, Ross Stores joins the list of retailers getting crushed, Palo Alto leads a security stocks rally and Elon Musk strikes back against sexual harassment allegations.
What we called a Tech Wreck last week is now becoming a Retail Wreck, as Walmart, Target, and Ross Stores all delivered poor results this week. But are there still investing opportunities left in the consumer sector? Scott Mushkin of R5 Capital joins us to discuss which stocks he's buying and which ones he's avoiding in this negative macro environment. Plus, how broken is the market, if at all? Tim Quast of Modern IR joins us break down the three problems with market mechanics that compound volatility. And, with the S&P 500 inching closer to a bear market following another volatile week, investor sentiment seems to be the primary driver of the market. Robert Teeter of Silvercrest Asset Management and Lindsey Bell of Ally Invest give us their takes on if a recession is in store.
Erneut dominierten an der Wall Street gestern die Verluste. Für den Dow Jones ging es um 0,8 Prozent abwärts. Der Nasdaq Composite ging 0,3 Prozent schwächer aus dem Handel.
ADÓVILÁG: A Selyemút országai: Izrael. Gerendy Zoltán, a BDO Magyarország ügyvezetője, adótanácsadó partnere és Feledy Botond, külpolitikai szakértő meséltek Izrael történelméről, adózásáról, gazdaságáról és politikájáról. ARANYKÖPÉS: Obi-Wan Kenobi. BEFORE THE BELL: Inflációs adatok európai, kanadai, ill. amerikai kiskereskedelmi forgalmi adatok jönnek a héten. Fontosak lehetnek a kiskereskedelmi cégek gyorsjelentései: Wallmart és Ross Stores. Lakatos István, az Erste Befektetési Zrt. USA Desk üzletkötője.
Die asiatisch-pazifischen Märkte legten am Dienstag überwiegend zu, da die Anleger die veränderte Lage in Russland und der Ukraine im Blick hatten.Der Dow Jones Industrial schloss 0,5 Prozent tiefer bei 33 893 Punkten. Der marktbreite S&P 500 sank um 0,2 Prozent auf 4374 Punkte. Der technologielastige Auswahlindex Nasdaq 100 stieg um 0,3 Prozent auf 14 238 Zähler.Der Dax , der am Vormittag noch etwas mehr als drei Prozent verloren hatte, beendete den Handel mit einem relativ moderaten Abschlag von 0,7 Prozent auf 14 461 Punkte. Der MDax schloss am Montag sogar mit 0,2 Prozent im Plus bei 31 873 Zählern. Der Dax wird heute im Minus bei 14 443 Zählern erwartet.Heute werden die deutschen Einzelhandelsumsätze sowie die Einkaufsmanagerindizes für das verarbeitende Gewerbe für Deutschland und die Eurozone gemeldet. Im Fokus stehen aber vor allem die Verbraucherpreise für Februar. Nach einem Rückgang auf 4,9% im Januar erwarten Volkswirte einen leichten Anstieg der Inflationsrate auf 5,1%.In den USA werden der ISM-Index für das verarbeitende Gewerbe und die Bauausgaben bekannt gegeben. Am Abend stehen außerdem noch die Fahrzeugverkäufe für Januar an.Geschäftszahlen kommen von Bayer, Beiersdorf, Covestro, HelloFresh, Symrise, Zalando, Swiss Life, Autozone, Baidu, Bank of Montreal, Domino's Pizza, Hewlett Packard Enterprise, Hormel Foods, Ross Stores, Salesforce, Scotiabank und Target.Support the show (https://www.patreon.com/kommponisten)
Welcome to Diversity & Inclusion: Revolution or Reform? Today's conversation is a behind-the-scenes look at life and work as a solo DEI Practitioner with special guest Carissa Begonia. David and Carissa speak about the growing pressure on solo DEI Practitioners to do it all within their organizations as the only one. The conversation also highlights the growing need for healing specifically for POC within DEI work and organizations. A big thank you to Carissa for her time and openness to having real conversations. Guest BioCarissa is a first-generation Filipina-American daughter of immigrants. She is the founder of CONSCIOUSXCHANGE, an equity-focused leadership and business coaching and consulting company with a mission to forward the economic advancement of BIPOC, women, and folx of historically marginalized identities by helping them lead values-aligned careers or launch their own purpose-driven businesses. Carissa, aka the Dream Doula, serves as a startup and small business consultant as well as executive coach, helping BIPOC entrepreneurs and leaders bring their wildest, most audacious dreams to life and design a life they are proud of. She is the former head of Diversity, Equity, and Inclusion (DEI) of Zappos and has over 15 years of experience working on both the operations and the human side of business at some of the country's largest retailers including Macy's, Saks 5th Avenue, and Ross Stores. Carissa has been featured in TIME magazine and has been invited to speak at organizations including KPMG, Publicis Groupe, Kapor Capital, Pearson, and the YMCA. As a serial entrepreneur, Carissa is also the co-founder of Green Mango International, a 501 (c)(3) non-profit organization supporting educational opportunities for underserved school children in the Philippines, as well as the co-founder of AARISE - Asian American Racialized Identity and Social Empowerment for AAPIs, a program and community focused on justice and liberation for all centering Asian American activist history, AAPI experiences, emotional processing and somatic healing.Connect with CarissaLinkedIn: Carissa Begoniawww.consciousxchange.comREMINDER!Join us on Thursday, January 272022 at 4pm PST/7pm EST for a LIVE conversation + audience Q&A on Dismantling White Supremacy Culture in organizations and society with poet, artist, & writer Dr. Tema Okun. Tickets are available HERE.Learn more about our work:Email: revolutionorreform@gmail.comConnie's Instagram: @and.now.collectiveConnie's Work: and-now-collective.comDavid's Instagram: @amplify.rjDavid's Work: amplifyrj.comListen and follow the podcast on all major platforms:Apple PodcastsSpotifyStitcherClick here to access the transcript of today's episode.
I talk JORDAN! (Nwora) getting busted down to the G-League, is Justin Fields the best QB prospect the Packers faced in the division in a while, and I compare the Packers front office to Ross Stores.
Quendrida Whitmore loves leadership! She has been in executive positions and leading teams for over 25 years. Her experience ranges from Target Corporation as a buyer, a director of loss prevention, and store operations Senior Director to a Regional Vice President with Ross Stores. She has taken on a new adventure in hospitality and real estate with WeWork as a Senior Vice President of Community, United States, and Canada. Quendrida's passion for people inspired her to launch Quendrida Whitmore Coaching and Consulting. Where, as Coach Quen, she has helped leaders and organizations transform their futures over the last six years. Quendrida has a passion for building great teams that drive excellent results. Additionally, she enjoys helping individuals accomplish personal goals that are life-changing. Coach Quen excels in building trust among groups to create a cohesive team along with authentically believing in development for all, including herself. Persistently, she has driven her personal and professional growth. A few examples, she received her master's in business administration and is a certified coach earning her CPCC from Co-Active Training Institute. She also received her EdD from the University of Southern California with a focus on Organizational Change and Leadership.
Our interview guest is Tom McGee, president and CEO of ICSC, who joins us to discuss their Thanksgiving weekend sales projections. Additionally, he breaks down the expected cadence of holiday sales and who, from a demographic perspective, is expected to shop when. In news, Ross Stores' leadership discusses deal flow going forward and tempers expectations for the fourth quarter due to supply chain concerns. And we look ahead to CVS' announcement of planned store closures over the next three years.
Nach überraschend guten Konjunkturdaten wächst in den USA die Sorge vor einer Zinserhöhung im nächsten Jahr. Das brachte gestern die Wall Street aus dem Takt. Der DAX hingegen kletterte in neue Rekordhöhen.Die asiatisch-pazifischen Märkte wurden am Donnerstag nach den Verlusten an der Wall Street über Nacht uneinheitlich gehandelt, da die Aktien in Japan, Hongkong und auf dem chinesischen Festland um Gewinne kämpften.Heute sind in Europa keine wichtigen Wirtschaftsdaten zu erwarten.In den USA wird neben den wöchentlichen Erstanträgen auf Arbeitslosenhilfe der Philadelphia Fed Index bekannt gegeben.Geschäftszahlen kommen von CTS Eventim, ThyssenKrupp, KWS Saat, Vienna Insurance, Alibaba, Applied Materials, Intuit, JD.com, Kohl's, Macy's, Palo Alto Networks und Ross Stores.Die Futures bewegen sich gemischt. Beim Dax wird ein plus von 5 Punkten erwartet. Beim Dow Jones wird kaum Bewegung zum Börsenstart erwartet und beim S&P 500 wird ein plus von 10 Punkten erwartet. Beim technologielastigen Nasdaq 100 wird ein plus von 430 Punkten erwartet.Support the show (https://www.patreon.com/kommponisten)
Ross Stores, Inc., Q2 2022 Earnings Call, Aug 19, 2021
Die Aktien im asiatisch-pazifischen Raum fielen im Donnerstagshandel, wobei chinesische Tech-Aktien erneut abrutschten, da Regulierungsängste die Stimmung der Anleger weiterhin belasten.Der Leitindex Dow Jones Industrial , der am Montag noch auf ein Rekordhoch gestiegen war, verlor am Mittwoch 1,1 Prozent auf 34 961 Punkte und weitete damit die Verluste vom Vortag aus. Der marktbreite S&P 500 , der zum Wochenbeginn ebenfalls ein Rekordhoch erklommen hatte, gab um 1,1 Prozent auf 4400 Zähler nach. Der technologielastige Nasdaq 100 verlor knapp 1% Prozent auf 14858 Punkte.Der MDax der mittelgroßen Werte erreichte angesichts positiver Unternehmensnachrichten sogar ein Rekordhoch. Der Leitindex Dax , der am vergangenen Freitag erstmals die Marke von 16 000 Punkten getestet hatte, legte nun zur Wochenmitte um 0,3Prozent auf 15966 Punkte zu. Heute wird der Dax im Minus bei 15 805 Punkten erwartet.Heute wird die Leistungsbilanz für die Eurozone veröffentlicht.In den USA wird neben den wöchentlichen Erstanträgen auf Arbeitslosenhilfe der Philadelphia Fed Index gemeldet. Erwartet wird ein Anstieg von 21,9 auf 28,0 Punkte.Geschäftszahlen kommen von Hella, Global Fashion Group, Mayr-Melnhof, Schoeller-Bleckmann, Applied Materials, Kohl's und Ross Stores.Support the show (https://www.patreon.com/kommponisten)
Welcome to Reimagining Company Culture, a series discussing emerging trends and priorities shaping the future of workplace culture and employee wellbeing. We highlight thought leaders who are constantly evolving their strategy and can provide insight to folks about how to address new business challenges. AllVoices is on a mission to create safe, happy, and healthy workplaces for all, and we're excited to learn from experts who share our mission.In this episode of Reimagining Company Culture, we're chatting with Carissa Begonia, Founder of CONSCIOUSXCHANGE. Carissa has over 15 years of experience working on both the operations and the human side of business at some of the country's largest retailers including Zappos, Macy's, Saks 5th Avenue, and Ross Stores.About AllVoicesIn today's workforce, people often don't feel empowered to speak up and voice their opinions about workplace issues, including harassment, bias, and other culture issues. This prevents company leadership from making necessary changes, and prevents people from feeling fulfilled, recognized, and included at work. At AllVoices, we want to change that by providing a completely safe, anonymous way for people to report issues directly to company leaders. This allows company leadership real transparency into what's happening in their companies—and the motivation to address issues quickly. Our goal is to help create safer, more inclusive companies.To learn more about AllVoices visit us at www.allvoices.co!
Die Aktien im asiatisch-pazifischen Raum waren im Donnerstagshandel uneinheitlich, wobei die Daten zeigten, dass Japans Exporte im April stark gestiegen sind.Der Dow Jones Industrial hat am Mittwoch seine jüngsten Verluste etwas ausgeweitet. Der Dow gab am Ende um 0,5 Prozent auf 33 896 Punkte nach, machte damit aber einen Großteil seiner zwischenzeitlichen Verluste von bis zu 1,7 Prozent wieder wett. Bereits zum dritten Mal in diesem Monat sei der der deutsche Leitindex nun schon "in rasantem Tempo" unter diese psychologisch wichtige Marke gesackt und "ebenso schnell auch wieder darüber" gestiegen. Für den MDax ging es zur Wochenmitte um 1,19 Prozent auf 31 899,33 Zähler nach unten. Heute wird der Dax im Plus bei 15 211 Punkten erwartet.Heute werden die deutschen Erzeugerpreise veröffentlicht.In den USA wird neben den wöchentlichen Erstanträgen auf Arbeitslosenhilfe der Philadelphia Fed Herstellungsindex gemeldet.Fresenius Medical Care hält heute die Hauptversammlung ab.Geschäftszahlen kommen von CTS Eventim, Südzucker, Bouygues, Applied Materials, Hormel Foods, Kohl's, Ross Stores und Tencent.
Ed Bray, author of Hello, Career and Senor Director, Human Resources Ross Stores, Inc., shares pearls of wisdom for students and anyone entering the workforce. Bio: Working smart, the ability to make valuable and memorable business decisions at opportune times, is what separates exceptional employees from average employees. Learning how to work smart is not taught in school nor does it appear in an employee handbook. It's learned through listening and understanding your workplace's expectations and then executing appropriately. Hello, Career takes employees in their first job on a journey showing them how to work smart by sharing advice, guidance, and real-world stories from key areas of the workplace, including • Why developing a great relationship with the “office superheroes” is a smart move • The importance of establishing a trusted inner circle • Why it's critical to understand and select the right employee benefits New employees will have the blueprint to work smart allowing them to demonstrate to their manager and colleagues they are wise beyond their years and positioning themselves for success and advancement. Ed Bray has over twenty-five years of human resources leadership experience in major US companies. He was named HR Rookie of the Year in 2017 and Change Champion in 2018 at Ross Stores, Inc., and taught human resources courses at the University of California–Irvine from 2012 to 2018, where he was presented with the Distinguished Instructor Award in 2017. CONTACT AUTHOR: Ed@EdBrayWrites.com (925) 549-1987 WEBSITE: www.EdBrayWrites.com SOCIAL MEDIA: Facebook: @hellocareer1 LinkedIn: Ed Bray Instagram: hello_career https://www.amazon.com/Hello-Career-Successful-Office-Remotely/dp/1736111906/ref=sr_1_2?crid=2X2SXCYC12CBR&dchild=1&keywords=ed+bray+hello+career&qid=1614445918&sprefix=Hello%2C+Career%2Caps%2C551&sr=8-2 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/cherice-taylor/message Support this podcast: https://anchor.fm/cherice-taylor/support
Nordstrom’s 4th-quarter results were (on the surface) so much better than those of Ross Stores, so why are both stocks falling the same? Dollar Tree adds $2 billion to its stock buyback plan. Emily Flippen analyzes those stories, plus FuboTV’s 300% rise over the past year (and 15% drop today).
Ep #173 - Dare To Make Your Dreams A Reality with Justin Key In this episode, Alex and Justin Key discuss the importance of following your dreams, the impact of saying yes and the meaning behind DEI and why is it important in Hollywood. Justin is an actor, author, entrepreneur, speaker, DEI consultant, the best neighbor. He has been featured in BET, Comedy Central, PBS, Amazon Prime, Black Enterprise, and notable print campaigns for Walmart, Ross Stores, Burlington, and a host of others. His first book, Mind Control: Change the way you think so you can live a limitless life, is a how-to, self-help book that centers around living a life without limits and not putting restrictions on one's given talents, intellect, and personality. In this episode we discuss: - From tiny Tennessee Town to Los Angeles to follow his dreams - Cultural differences and learning - Dare to dream - Impacting speaking and dialect has on the perception of others - What is DEI and why is it important in Hollywood - Entertainment industry as an information source - Doctorate in process and why he never stops learning - The year of yes You can connect with Justin Key here: Instagram: @justinkey101 Twitter: @JustinKey101 Facebook: @JustinKey101 Website: www.JustinDKey.com You can connect with Alex Terranova here: Instagram: @InspirationalAlex Website: www.TheDreamMason.com Email: Alex@TheDreamMason.com Remember, You are a DreamMason®… Because Your Dreams Don't Build Themselves. Alex Terranova is a DreamMason, the author of Fictional Authenticity, a Personal & Professional Performance Coach, and he Hosts The DreamMason Podcast, Flip the Lens & Co-Hosts The Coaching Show Podcast. He supports strong & successful high achievers to unmask convention, embrace the rebel within them, and more deeply explore the complex and agitated edges of our existence to create more clarity, freedom, and success. Alex has been featured on NBC, Fox, Focus TV's Good Morning LaLa Land, NBC Radio, Elephant Journal, The University of Adversity Podcast, The Unleash Success Podcast, The Rising Man Podcast, The Sovereign Society Podcast, Love Living Radio, and an episode of The Villain Crusher., rusher.
Das Wikifolio von Boris Krahl nennt sich "PURE FOLIO worldwide" https://go.brn-ag.de/35 . wikifolio.com-Trader Boris: "Für mich als Value-Investor müssen Aktien für mindestens 10 Jahren zeigen, was die Gewinn-Entwicklung, die Eigenkapital-Entwicklung und die Kapitalrendite sehr positive sind und weit überdurchschnittliche Entwicklung aufzeigen kann. Und die zweite Komponente ist dann: ist dieses Unternehmen zu einem unterbewerteten Preis zu haben?" Mit dabei: Apple, Mastercard, Simcorp, Hermes International, Novo Nordisk, Ross Stores, Booking.
Asiatische Märkte fielen am heutigen Tag.Heute sind für Europa keine wichtigen Konjunkturdaten zu erwarten. In den USA werden neben den wöchentlichen Erstanträgen auf Arbeitslosenhilfe die Verkäufe bestehender Häuser und der Philadelphia Fed Index veröffentlicht. Hier wird ein Rückgang von 32,3 auf 24,0 Punkte erwartet.Geschäftszahlen kommen von CTS Eventim, Knorr-Bremse, ThyssenKrupp, Bouygues (buig), Intuit, Macy's, NetEase und Ross Stores.Dax Erwartung liegt bei 13.110 Punkten.
1. Markets yesterday’s action was very encouraging. Russell 2000 was up and today Transports went higher yesterday after gapping lower. Today they’re hitting a new alltime record high today. Nasdaq is down and S&P 500 is up slightly. Overall nothing terrible. Retailers are acting well. Ross Stores, TJX and others are up. Money is coming out of tech. Financials are catching a nice bid. Wells Fargo, dog with flees is up 3%. Same with Citigroup. 2. Energy has been doing well. XOP is up today. Very encouraging What will the great reset have in order for us. No cows or fossil fuels for you. Klaus Schwaa. Will people really eat bugs? We’re coming to a pivotal point in history. People may not yet be aware, but the globalists aren’t hiding what they can do. What’s the difference between a conspiracy theorist and a truth teller. Media censorship is soaring. It’s never happened in modern times the way it is now. 3. Gold/silver GLD up slightly, gold futures down slightly. Silver up slightly. Is this indicative of a market about to take off? Ultimately they’re going higher. Nick is a super-bull on gold. After August’s high, we’re looking at a slightly down market which is extremely bullish. Copper has been on fire. A pull back is probably due in early 2021. There’s a time to be long, a time to be short and a time to go fishing (Jesse Livermore). It’s at or near resistance. Fundamentals tell you what’s happened in the past, charts tell you what’s going to happen in the future. Don’t be fooled.
A MI man accidentally won the lottery twice!Golden Gate Park has a BEAUTIFUL light show!An incredible dog rescue with some amazing video.Ed Sheeran and his wife donate $200,000+ to the high school where they met.Ross stores are back!
Walmart reports big earnings and big growth in e-commerce. Target surges on record same-store sales growth. Home Depot and Lowe’s hit all-time highs. Uber and Lyft attempt to navigate regulatory concerns. Foot Locker gets a boost from its latest quarter and reinstates its dividend. Apple becomes the first U.S. company to hit a $2 trillion-dollar valuation. Citigroup makes a $900 million mistake. And Burger King gets creative with custom facemasks. Motley Fool analysts Ron Gross and Jason Moser discuss those stories and share two stocks on their radar: Ross Stores and Autodesk. Plus, Washington Post sports columnist Barry Svrluga talks about the future of the college and pro sports.
Offenmarktausschuss der US-Notenbank sieht anhaltende Risiken für Wirtschaft, Beschäftigung und Inflation wegen der Pandemie. Derweil gibt es keine Zeichen für neue Konjunkturpakete oder geldpolitische Maßnahmen.Asiatisch-pazifische Märkte geben daher am Morgen überwiegend nach. In Südkorea belastet zudem die rasante Zunahme der Corona-Neuinfektionen.Zuvor hatte es bereits Verluste an den US-Börsen gegeben. Apple zählte zu den wenigen Gewinnern - und steigert Marktwert auf über 2 Billionen US-Dollar.Die Stimmung für den heutigen Tag hebt das aber nicht. Auch hierzulande stehen die Zeichen auf Vorsicht. Es sei denn, außergewöhnlich gute Nachrichten treiben noch die Kurse.Heute werden der GfK-Konsumklimaindex sowie die Erzeugerpreise gemeldet.In den USA steht neben den wöchentlichen Erstanträgen auf Arbeitslosenhilfe der Philadelphia Fed Index zur Veröffentlichung an.Geschäftszahlen kommen von CTS Eventim, TAG Immobilien, Mayr-Melnhof und Ross Stores.Der DAX wird zur Eröffnung wohl deutlich abrutschen und mehr als 100 Punkte niedriger bei 12.819 in den Handel starten.Support the show (https://www.patreon.com/kommponisten)
Massive pool party in Wuhan – you have got to see this picture. What impact will Biden’s VP pick have on markets? Stock splits are coming – what other companies will see their shares split? Retail Earnings will be coming in this week – Lowes, HD, Ross Stores and more… Fed Limericks are Back – […]
Starke Schwankungen an den Asiatischen Märkten wegen schwacher Konjunkturdaten. Hoffnung auf Lockerung der Corona-Beschränkungen stützt die Märkte weltweit. Facebook bewegt mit Plänen für Einstieg in den Online-Handel. GM gefragt wegen Fortschritten beim Bau einer Superbatterie für Elektroautos. Fokus in Deutschland auf Fresenius, Deutsche Bank und Aareal Bank.Gedämpfte Erwartungen für den Feiertagshandel. Heute werden die Einkaufsmanagerindizes für das verarbeitende Gewerbe und den Dienstleistungssektor für Deutschland und die Eurozone bekannt gegeben.In den USA stehen neben den Erstanträgen auf Arbeitslosenhilfe der Philadelphia Fed Herstellungsindex und die Verkäufe bestehender Häuser zur Veröffentlichung an.Geschäftszahlen kommen von Agilent Technologies, Best Buy, Gap, Hewlett Packard Enterprise, Hormel Foods, Intuit, Medtronic, Nvidia, Ross Stores und TJX.Support the show (https://www.patreon.com/kommponisten)
Stock Stories | Case Studies and Mental Models for Individual Investors
I took a little vacation this week with the family and have some more research to do on the next company I plan on bringing to you. In the meantime, here's an episode of a company I enjoyed studying some time ago - retailer Ross Stores. They have continued their expansion, and even though there is a lot of doubt out their regarding the future success of retail businesses, Ross still has a lot going for it. --- alex@stockstoriespodcast.com Instagram: stockstories1
Leah Swan is the CHRO and leader of Enterprise Transformation at The Children's Place. Leah has a track record of leading change and innovation as a senior leader at companies including Ross Stores, Gap Inc, Williams Sonoma, and the Walt Disney Company. Leah brings a unique perspective to her work, with a global vision developed as an Aussie working in the US.
Chris Homewood is President at TriMark USA, the country's largest restaurant supply companyand provider of food service supplies, restaurant equipment, restaurant supplies, and designservices. Prior to his role at TriMark, Chris motivated large teams to accomplish exceptionalresults with leadership positions at Ross Stores, Target, and Circuit City. Chris served as anOfficer in the US Marine Corps and holds a BA from the University of San Diego. Chris is activein his community, serving as a volunteer for the Los Angeles Police Foundation, the AnaheimFamily Justice Center, and the Marines Memorial Foundation Board.
Stock Stories | Case Studies and Mental Models for Individual Investors
Ross is the largest "off-price" department store in the United States. They sell mostly women's clothing, but also clothes for men, shoes, home accents, etc. Although they have been around in some form since 1950, their rapid phase of growth did not start until the late 80s. Ross is a higher growth large business that has sales and profits that continue to increase in recessions. What returns can we expect if we pay up for growth? ---- Follow me for updates on Twitter or Instagram: @StockStories1 Email: alex@stockstoriespodcast.com
This week on "Money Talks," Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the April employment situation, the Producer Price Index, the Consumer Price Index and wholesale trade. They also delve into geopolitical tensions with North Korea and China. Shawna and Jarrett talk about a common question for most investors, "How much life insurance should I have?" The planners’ conversation covers how life insurance protects the financial plan and can help ensure goals are met even if something unfortunate should happen. The experts also answer listeners’ questions on Ross Stores, and how one 401(k) beneficiary can and cannot share her windfall with her siblings.
Henssler’s Experts answer listeners’ questions on Ross Stores, and how a sister who inherited her brother’s 401(k) can share her windfall with her siblings given the tax implications.
In a fast few minutes, Anne Mezzenga discusses this week’s big news out of retail, including Macy’s mobile checkout, Ross Stores expansion, WalMart grocery delivery, as well as Warby Parker and Rent the Runway’s recent fundraises. Links from this week — www.retaildive.com/news/ross-plans…is-year/518939/ fortune.com/2018/03/13/macys-mobile-checkout/ wwd.com/business-news/retail/…checkouts-1202627066/ www.recode.net/2018/3/14/1711523…-t-rowe-price-ipo thehustle.co/rent-the-runway-raises-20-million/ www.recode.net/2018/3/14/1711669…-target-instacart Omni Talk is a production of RedArcherRetail.com and OmniTalk.blog, hosted by leading omnichannel retail expert, Chris Walton. Chris is the founder of the retail start-up, Red Archer Retail and author of one of the fastest growing blogs in retail -- OmniTalk.blog. His Fast Five podcast dives into the top retail news headlines of the week in just five quick minutes, all in Chris’s signature candid and humorous style. including serious and sometimes comic musings on the past, present and future of retail. Want more? Be sure to check out the After the Five podcast, where Chris and fellow omnichannel enthusiasts, Anne Mezzenga and Carter Jensen, go even deeper into the headlines and what they could mean for the future of retail. If you enjoy these podcasts, please also be sure to visit OmniTalk.blog to subscribe to Chris’s blog and to get all the retail commentary you could ever want, and more, delivered straight to your inbox. Music from HookSounds.com
Amira and Kaylee from the Golden State Warriors Dance Team #GSWDanceTeam came by the studio to let the Sana G Morning Show know about the Warriors "Hear Us Roar" campaign which features some amazing events throughout the Month of March, which is Women's History Month.Sana G couldn't let the ladies escape without asking them which players have ever tried to "shoot their shot" with them & who their NBA crush is! But the ladies made it clear they are much more into some of the famous fans than the actual players (their media training was on point!)And then Sana G even showed the girl's the pic of Safaree's D, and we got their reactions on tape! Let's just say they were instantly hella distracted!!Please make sure to SUBSCRIBE to this podcast, share it with your friends and fam, and then listen to past episodes you haven't heard too!WARRIORS CELEBRATE WOMEN’S HISTORY MONTH WITH “HEAR US ROAR” CAMPAIGNProgramming Includes In-Game Elements, Community Efforts & Postgame “Women in Business” Symposium OAKLAND, Calif. – The 2017 NBA Champion Golden State Warriors have launched the “Hear Us Roar” campaign to celebrate Women’s History Month throughout March. The month’s comprehensive programming will include in-game activations, community outreach efforts and a postgame “Women in Business” symposium following “Women’s History Night” against the Indiana Pacers on March 27. Throughout the team’s efforts in the month of March, the “Hear Us Roar” campaign will pay tribute to the vanguards of the women’s movement, while also inspiring and empowering a new generation of female leaders. The Warriors will again partner with BAYCAT Academy, a Bay Area nonprofit that educates, empowers and employs youth to produce digital media, to create Women’s History multimedia content throughout the month of March. In videos that will be released online and run during games at Oracle Arena throughout the month, the Warriors and BAYCAT will spotlight the following leaders: Warriors President and Chief Operating Officer Rick Welts, who was instrumental in shaping and creating the WNBA Denise Long, who became the first woman ever drafted in the NBA when she was selected by the San Francisco Warriors in the 13th round of the 1969 NBA Draft Stanford Women’s Basketball Head Coach Tara VanDerveer, one of the top coaches in the history of collegiate and international women’s basketball Additionally, BAYCAT will take a look at everyday Women Warriors, capturing the powerful internal drive women carry in themselves. In this series, BAYCAT will feature profiles on Kerith Burke (NBC Sports Bay Area), Jo Paraiso (Oakland Teacher of the Year), Thuy Nguyen (San Francisco Skate Club) and Preeti Mistry (Navi Kitchen).WHM_ShirtThe month’s festivities will culminate with “Women’s History Night,” which will take place at the Warriors game on March 27, and will include: A “Hear Us Roar” T-shirt giveaway (pictured right) for the first 10,000 fans A postgame symposium with female leaders from some of the team’s corporate partners that focuses on women in business The evening’s halftime show will be the Warriors Dance Team’s Dance Clinic, which will feature performances from boys and girls who learned a routine from the Warriors Dance Team earlier in the month The team’s community events during the month of March will focus on female youth in the Bay Area with the following events: On March 1, the Warriors partnered with United Airlines to host “Women in Aviation Day” at San Francisco International Airport for a group of middle schoolers from Techbridge Girls, who toured the airport operations and an aircraft, and learned about careers in aviation (for pictures of the event, CLICK HERE) On March 7, Warriors forward Jordan Bell and assistant coach Bruce Fraser will host a Read to Achieve Reading Rally, Presented by Ross Stores, at an elementary school in the South Bay, which will focus on women’s history The Warriors will also partner with Nike for a “Beyond the Baseline” event with Girls, Inc. on March 15, which will provide middle school girls with an in-depth look at the world of sports through various stations including youth basketball, sports medicine and journalism Two-time Olympic gold medalist and WNBA legend Ruthie Bolton will make appearances at girls basketball clinics throughout the month, including a Get Fit Time-Out, Presented by Kaiser Permanente, with Warriors guard Shaun Livingston at Longfellow Elementary School in San Francisco on March 7, Warriors Basketball Camp’s Girls Skills Clinic at the Rakuten Performance Center on March 10 and an Oracle Basketball Clinic at Oracle Arena on March 26 For more information on the Golden State Warriors 2017-18 season, presented by Kaiser Permanente, and the team’s Women’s History Month initiatives, visit warriors.com.
On this episode of Bootstrapped, we interviewed UMD alumnus Eddie Inlow MBA ’09, founder and CEO of Shift Transit. Before becoming an entrepreneur, Eddie had extensive experience in strategy and operations, having worked on the leadership team at Under Armour and consulting for Best Buy and Ross Stores. Eddie’s first exposure to the bike share industry was when he worked for Atla Bicycle Share as the General Manager of the Chicago program in 2013, and he later transitioned into the role of COO for the company. It was in 2015 that Eddie went off on his own to found Shift Transit, a comprehensive bike share service provider that collaborates with cities to launch personalized bike share programs. In this episode, Eddie discusses how he tailors his program to each individual city, the rapid evolution of the bike share industry and the challenges of working in the public-private partnership space as an entrepreneur.
Trading Block: Earnings today (before the bell): Wal-Mart, Hormel Foods, MSG Networks); (after the bell): Gap, Ross Stores. Wal-Mart closed at $73. ATM straddle $2.75, approx. 3.8% Options #QuestionoftheWeek: $VRX $26.66 up 7% Monday. IV30 is 63. HV30 is 99. Looking out 1 month would you rather: Buy Calls? Buy Puts? Sell Premium Will not touch $VRX Odd Block: Calls trade in JA Solar Holdings Co. (JASO), puts trade in iPath SP Crude Oil ETF (OIL), puts roll in Eli Lilly and Co (LLY), and puts trade in Harley-Davidson Inc (HOG). Strategy Block: Uncle Mike Tosaw discusses long-term collars and bonds. Mail Block: Listener questions and comments Question from RealRK: Speaking about bonds, any better option than buying puts on HYG in anticipation of rate hikes and since it was lagged the price of oil? Question from Vegs: Lots of big fat options OI tied to big ES 2200. How do I see this information? Does this mean big traders are betting on 2200? Does that mean pros or retail? Around the Block: Earnings highlights for Friday include: Deere & Company, Estee Lauder Companies, Foot Locker, Stein Mart
Trading Block: Earnings today (before the bell): Wal-Mart, Hormel Foods, MSG Networks); (after the bell): Gap, Ross Stores. Wal-Mart closed at $73. ATM straddle $2.75, approx. 3.8% Options #QuestionoftheWeek: $VRX $26.66 up 7% Monday. IV30 is 63. HV30 is 99. Looking out 1 month would you rather: Buy Calls? Buy Puts? Sell Premium? Will not touch $VRX Odd Block: Calls trade in JA Solar Holdings Co. (JASO), puts trade in iPath SP Crude Oil ETF (OIL), puts roll in Eli Lilly and Co (LLY), and puts trade in Harley-Davidson Inc (HOG). Strategy Block: Uncle Mike Tosaw discusses long-term collars and bonds. Mail Block: Listener questions and comments Question from RealRK: Speaking about bonds, any better option than buying puts on HYG in anticipation of rate hikes and since it was lagged the price of oil? Question from Vegs: Lots of big fat options OI tied to big ES 2200. How do I see this information? Does this mean big traders are betting on 2200? Does that mean pros or retail? Around the Block: Earnings highlights for Friday include: Deere & Company, Estee Lauder Companies, Foot Locker, Stein Mart
Trading Block: Earnings Thursday (retail heavy) After the bell - Gap, Inc., Ross Stores, Shoe Carnival, Before the bell: Wal-Mart, Dick's Sporting Goods, HH Gregg, Stein Mart, The Bon-Ton Stores Stocks to watch: Wal-Mart, Monsanto, Advance Auto Parts, Tesla, Urban Outfitters. This S&P 500 Death Cross could be the real deal. Odd Block: Calls trade in Kinross Gold Corp (KGC), call buyers trade Coeur Mining Inc. (CDE) and puts trade in Market Vectors Gold Miners (GDX) Mail Block: Listener questions and comments Question from 777 - With commodity based ETF options - anyway to trade roll risk? Around the Block: Earnings on Friday - Campbell Soup Company, Deere & Company, Foot Locker Inc. Rate hike watch: key dates and data.
Trading Block: Earnings Thursday (retail heavy) After the bell: Gap, Inc., Ross Stores, Shoe Carnival, Before the bell: Wal-Mart, Dick's Sporting Goods, HH Gregg, Stein Mart, The Bon-Ton Stores Stocks to watch: Wal-Mart, Monsanto, Advance Auto Parts, Tesla, Urban Outfitters. This S&P 500 Death Cross could be the real deal. Odd Block: Calls trade in Kinross Gold Corp (KGC), call buyers trade Coeur Mining Inc. (CDE) and puts trade in Market Vectors Gold Miners (GDX) Mail Block: Listener questions and comments Question from 777 - With commodity based ETF options - anyway to trade roll risk? Around the Block: Earnings on Friday- Campbell Soup Company, Deere & Company, Foot Locker Inc. Rate hike watch: key dates and data.