Podcasts about tjx

Holiday shopping isn't just about deals at the mall - it can be a great time to think about the businesses benefitting from all that spending. In today's episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to talk holiday consumer trends and two “Rule Breaking” stocks they're putting on their 2025 wishlists. Emily, Jason, and Asit discuss: - How Black Friday and holiday shopping trends are shaping the story for consumer-facing businesses. - Jason and Asit each share one Rule-Breaker style stock they think belongs on investors' holiday lists. - How to build your own holiday shopping list of stocks without chasing every hot deal or fad. Companies discussed: TBBB, ALAB, WMT, AMZN, TJX, TGT, KSS, SHOP Host: Emily Flippen, Jason Hall, Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

This segment from the Omni Talk Retail Fast Five podcast, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, dives into Target's disastrous Q3 earnings. While Walmart, TJX, Ross, and Best Buy raised their outlooks, Target's four-year sales stack turned negative...meaning zero growth since 2021. Chris argues Target is the "real turkey" of earnings season, while Anne questions what anyone expected during a CEO transition and 1,800-person layoff. Is this rock bottom or just the beginning of a longer turnaround? Tune in for the heated debate! #target #retailearnings #walmart #targetvswalmart #discountretail #retailnews #earnings #retailanalysis

Steve and Michael open this week's episode with a deep dive into the retail news of the week, marked by sharp contrasts in performance across the retail landscape. Walmart continues to separate itself from the pack, delivering another standout quarter, as omni-channel rival Target delivers another challenging quarter. The news segment analyses strong results from the off-price sector as TJX and Ross Stores both post impressive sales gains. The turnaround at Gap Inc. shows encouraging signs  under CEO Richard Dickson despite continued weakness at Athleta. In home improvement, both Home Depot and Lowe's see essentially flat comps as rate-locked consumers and affordability issues continue to weigh on spending. Furniture and home categories face rising tariff exposure, with Williams-Sonoma projecting its blended tariff rate jumping from 6% to 35%—a margin headwind that underscores industry-wide challenges. All told, the week's earnings reveal a retail landscape where the biggest players capture more share while many others struggle to keep pace.Steve and Michael revisit their encore interview with Artemis Patrick, President & CEO of Sephora North America—one of the most inspiring and resonant conversations in the show's archive. Artemis shares her extraordinary personal journey from immigrating from Iran and growing up in foster care to becoming one of the most influential leaders in global beauty.She details Sephora's global reach (34 markets, 3,000 stores), 700+ North American freestanding locations, a huge presence at Kohl's, and 40M+ Beauty Insider members, while unpacking the brand's unique power in incubating indie brands, championing diverse founders, and uniting physical and digital experiences long before Omni became a buzzword. Artemis also previews two transformational initiatives: a next-generation e-commerce platform enabling deeper personalization and a five-year renovation of every Sephora store—the largest capital project in the brand's history.After the interview the hosts each share their choice for buzziest story of the week before concluding with what's on their radar screens for the weeks ahead. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

This week on the Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels dive into all the brand moments Barkho saw on a recent trip to BravoCon in Las Vegas. The event had a record number of shoppable activations, ranging from Wayfair studios to special-edition Reebok sneakers. Then they analyze the latest earnings from TJX, which showed net sales of $15.1 billion. That marked a 7% increase from a year ago, boosted by more foot traffic and value-driven shoppers. Then, in this week's featured segment, Daniels sits down with CharCharms founder and CEO Charlotte Trecartin to discuss the art of publicly building brands as a Gen-Z entrepreneur. While founders have been "building brands in public" for years, the strategy is becoming paramount for digital-native business owners who are sharing their wins and fails on TikTok, Instagram and Substack. Their discussion gets into: Why virality can help drive sales but doesn't indicate long-term viability Understanding what to share and what not to share when building your business Future-proofing ideas and concepts with legal and intellectual property safeguards

TJX, the parent company of off-price retailers T.J. Maxx, Marshalls, and HomeGoods, posted excellent earnings this week, while Target cut its sales forecast. “Off-price” means TJX sells excess inventory at a discount, which may be more attractive to increasingly stressed shoppers hunting for deals. Also in this episode: Political affiliation colors consumer sentiment, USDA cuts end a major revenue stream for small-scale farmers, and supply chains are unusually slow this holiday season.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

TJX, the parent company of off-price retailers T.J. Maxx, Marshalls, and HomeGoods, posted excellent earnings this week, while Target cut its sales forecast. “Off-price” means TJX sells excess inventory at a discount, which may be more attractive to increasingly stressed shoppers hunting for deals. Also in this episode: Political affiliation colors consumer sentiment, USDA cuts end a major revenue stream for small-scale farmers, and supply chains are unusually slow this holiday season.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

If you're asking someone else about the market - it's not the market that's wrong - it's your portfolio. It's not suited for your risk tolerance or you have the wrong tools. Something isn't right so evaluate that before asking someone about the market because even the most qualified market participant can't 100% determine the direction of the market. This may be the start of a huge downturn or the "discount" on stocks you've been waiting for since April. You just don't know - but charts tell a MUCH clearer story. LEARN THEM! BLACK FRIDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 68% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. ⁠⁠⁠⁠SEEKING ALPHA BUNDLE - Save over $200⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠EPISODE SUMMARY

Burt Flickinger offers a bleak outlook for retail this holiday season, noting that most consumers are financially stretched. He points to a significant divergence in performance, with retailers like Walmart (WMT), TJX Companies (TJX), BJ's Wholesale (BJ), and Costco (COST) thriving. Conversely, full-price department stores generally struggle, with Dillard's (DDS) being a notable exception. He predicts strong performance for Ross Stores (ROST), but notes the superior productivity and inventory management at TJX give it a significant edge. Flickinger views Gap Inc. (GAP) as a "rudderless" retailer attempting strategies that have previously failed. He suggests that while beauty sales might offer a temporary boost, they won't be enough to salvage the company's broader brands like Old Navy and Banana Republic. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Carl Quintanilla, Jim Cramer and David Faber led off the show with news broken by CNBC's Leslie Picker: Blue Owl has decided to call off the merging of two of its private-credit funds. Blue Owl Capital Co-President Craig Packer joined the program at Post 9 in an exclusive interview. The anchors also discussed what to expect from Nvidia's much-anticipated earnings report due out after the bell — as AI bubble fears have taken a toll on the tech sector. Target shares under pressure after the company trimmed profit guidance and missed on Q3 revenue, while shares of Lowe's and TJX moved higher on their respective quarterly results. Also in focus: "Faber Report" update on the Warner Bros. Discovery bidding war. cnbc.com/squawk-on-the-street-disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US equities finished higher in Wednesday afternoon trading, closing off worst levels, with the Dow Jones, S&P500, and Nasdaq closing up 10bps, 38bps, and 59bps respectively. Positive close followed a four-day slide for the S&P, with Nvidia higher ahead of its post-close print. October's FOMC minutes noted "many" participants suggested it would be appropriate to keep rates unchanged for rest of the year. Treasury auction of $16B in 20-year bonds tailed by 0.2 bp, with the bid-to-cover and foreign demand both weaker than recent trends. TJX and Williams Sonoma beat and raised, but Target missed and lowered FY EPS.

Nach vier schwachen Handelstagen startet die Wall Street mit einem leichten Erholungsversuch in den Tag. Im Fokus stehen die anstehenden Ergebnisse von NVIDIA. Anleger fürchten, dass selbst gute Zahlen neuen Verkaufsdruck auslösen könnten. In drei der letzten fünf Quartale fielen die Aktien trotz starker Ergebnisse. Im Einzelhandel gerät Target wegen verfehlter Umsätze und reduzierter Aussichten unter Druck, während Lowe's und TJX nach Zahlen freundlich tendieren. Nach den Ergebnissen von Home Depot senken viele Analysten heute ihre Kursziele, darunter die Bank of America, Goldman Sachs und Morgan Stanley – bleiben aber bei ihren Kaufempfehlungen. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ 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 Impressum: https://www.360wallstreet.de/impressum

Wir sehen nach vier schwachen Handelstagen zum Opening einen leichten Erholungsversuch. Natürlich wartet die Wall Street auf Ergebnisse von NVIDIA. Viele haben das mulmige Gefühl, dass es nach selbst guten Zahlen zu einer Fortsetzung des Verkaufsdrucks führt. Nach den letzten fünf Quartalszahlen ging es in drei Fällen nach selbst guten Zahlen bergab. Ansonsten sehen wir bei den Einzelhändlern nur bei Target Abgabedruck. Der Ertrag schlägt, aber mit einem verfehlten Umsatz und reduzierten Aussichten. Lowe's und TJX tendieren nach den Zahlen freundlich. Nach den gestrigen Zahlen von Home Depot, sehen wir heute an der Wall Street auf breiter Front sinkende Kursziele, wobei die Bank of America, Goldman Sachs und Morgan Stanley bei Kaufempfehlungen bleiben. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!   In this episode of ITPM Flash, Jason McDonald takes a deep dive into the US dollar, current FX positioning, and the macro forces that could drive a rotation in risk assets.   Jason walks through multi-year charts of the trade-weighted dollar, investor positioning, and the key rate differentials that drive FX markets. He then connects the macro outlook directly to equity risk assets, explaining which companies benefit from a strong dollar ($HD, $TJX, $DG) and which companies face headwinds ($MCD, $AAPL, $MSFT). He also presents a high-conviction rotation idea: long $IWM / short $QQQ via call and put spreads, taking advantage of decade-low relative valuations in small–mid caps and stretched pricing in mega-cap tech.

Carol's back with another Retail Heat Map episode as we head into sink or swim season, and the riptides are relentless. From tariff tremors exposing who's agile (and who's adrift) to Target's continuing identity crisis and chaos to Lululemon finding that "special" isn't a permanent condition, these are more than random retail headlines — they're proof that the margin for error has evaporated.Drawing from her latest media commentary and client conversations, Carol Spieckerman, president of Spieckerman Retail, reveals what's separating the swimmers from the sinkers. Walmart's visionary tech investments and masterful high-low game that's keeping everyone happy. Target's leadership transition and ongoing execution disasters. Macy's surprising turnaround showing signs of life. And Lululemon's premium squeeze as competitors grab their piece of the premium pie.Retailers can't afford to tread water anymore. Those coasting on past success are getting swept away, while others are building muscle swimming against the current.Key takeaways:Tariff arbitrage is a thing – Mid-sized companies are proving surprisingly scrappy, while shrewd players like TJX can pivot to whatever's profitable and securely sourced.Walmart's high/low game is unmatched – From SNAP strategy to tech investments to business model diversification, Walmart's proving there's Amazon, Walmart, and everyone else.Target's crisis is cascading – Ulta's exit, (still) long checkout queues, and hot mess brand boutiques are eroding brand cachet, retail media mojo, and ultimately customer loyalty.The pedestal problem is real – Lululemon's spiral proves that imitation may be the sincerest form of flattery, but it can kill the bottom line.Macy's bold new chapter is a page turner – Clean, curated stores with knowledgeable associates and efficient checkout? Macy's holistic reinvention is making headway.In sink or swim season, waiting for calmer waters is a losing bet. Have the agility to navigate choppy waters and the humility to admit when your old playbook isn't working (or send an SOS).Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.comCheck out more of Carol's retail insights and updates Follow Carol on LinkedInFollow Carol on Twitter

IntroductionOne of the great joys of hosting my Fireside PM podcast is the opportunity to reconnect with people I've known for years and go deep into the mechanics of business building. Recently, I sat down with Jason Stoffer, partner at Maveron Capital, a venture firm with a laser focus on consumer companies. Jason and I go way back to my Seattle days, so this was both a reunion and an education. Our conversation turned into a masterclass on scaling consumer businesses, the art of finding moats, and the brutal realities of marketplaces.But beyond the case studies, what stood out were the actionable insights PMs can apply right now. If you're an early or mid-career product manager in Silicon Valley, there are playbooks here you can borrow—not in theory, but in practice.Jason summed up his approach to analyzing companies like this: “So many founders can get caught in the moment that sometimes it's best when we're looking at a new investment to talk about if things go right, what can happen. What would an S-1 or public filing look like? What would the company look like at a big M&A event? And then you work backwards.” That mindset—begin with the end in mind—is as powerful for a product manager shipping features as it is for a VC evaluating billion-dollar bets.In this post, I'll share:* The key lessons from Jason's breakdown of Quince and StubHub* How these lessons apply directly to your PM career* Tactical moves you can make to future-proof your trajectory* Reflections on what surprised me most in this conversationAnd along the way, I'll highlight specific frameworks and examples you can put into action this week.Part 1: Quince and the Power of Supply Chain InnovationWhen Jason first explained Quince's model, I'll admit I was skeptical. On its face, it sounds like yet another DTC apparel play. Sell cheap cashmere sweaters online? Compete with incumbents like Theory and Away? It didn't sound differentiated.Jason disagreed. “Most people know Shein, and Shein was kind of working direct with factories. Quince's innovation was asking, what do factories in Asia have during certain times of the year? They have excess capacity. Those are the same factories who are making a Theory shirt or an Away bag. Quince went to those factories and said, hey, make product for us, you hold the inventory, we'll guarantee we'll sell it.”That's not a design tweak—it's a supply chain disruption. Costco built an empire on this principle. TJX did the same. Walmart before them. If you can structurally rewire how goods get to consumers, you've got the foundation for a massive business.Lesson for PMs: Sometimes the real innovation isn't visible in the interface. It's hidden in the plumbing. As PMs, we often obsess over UI polish, onboarding flows, or feature prioritization. But step back and ask: what's the equivalent of supply chain disruption in your domain? It might be a new data pipeline, a pricing model, or even a workflow that cuts out three layers of manual steps for your users. Those invisible shifts can unlock outsized value.Jason gave the example of Quince's $50 cashmere sweater. “Anyone in retail knows that if you're selling at a 12% gross margin and it's apparel with returns, you're making no money on that. What is it? It's an alternative method of customer acquisition. You hook them with the sweater and sell them everything else.” In other words, they turned a P&L liability into a marketing hack.Actionable move for PMs: Identify your “$50 sweater.” What's the feature you can offer that might look unprofitable or inconvenient in isolation, but serves as an on-ramp to deeper engagement? Maybe it's a generous free tier in SaaS, or an intentionally unscalable white-glove onboarding process. Don't dismiss those just because they don't scale on day one.Part 2: Moats, Marketing, and Hero SKUsJason emphasized that great retailers pair supply chain execution with marketing innovation. Costco has rotisserie chickens and $2 hot dogs. Quince has $50 cashmere sweaters. These “hero SKUs” create shareable moments and lasting brand associations.“You're pairing supply chain innovation with marketing innovation, and it's super effective,” Jason explained.Lesson for PMs: Don't just think about your feature set—think about your hero feature. What's the one thing that makes users say, “You have to try this product”? Too often, PM roadmaps are a laundry list of incremental improvements. Instead, design at least one feature that can carry your brand in conversations, tweets, and TikToks. Think about Figma's multiplayer cursors or Slack's playful onboarding. These are features that double as marketing.Part 3: StubHub and the Economics of TrustAfter Quince, Jason shifted to a very different case study: StubHub. Here, the lesson wasn't about supply chain but about moats built on trust, liquidity, and cash flow mechanics.“Customers will pay for certainty even if they hate you,” Jason said. Think about that. StubHub's fees are infamous. Buyers grumble, sellers grumble. And yet, if you need a Taylor Swift ticket and want to be sure it's legit, you go to StubHub. That reliability is the moat.Lesson for PMs: Trust is an underrated product feature. In consumer software, this might mean uptime and reliability. In enterprise SaaS, it might mean compliance and security certifications. In AI, it could mean interpretability and guardrails. Don't underestimate how much people will endure friction if they can be sure you'll deliver.Jason also pointed out StubHub's cash flow hack: “StubHub gets money from buyers up front and then pays the sellers later. That's a beautiful business model. If you create a cash flow cycle where you're getting the money first and delivering later, you raise a lot less equity and get diluted less.”This is a reminder that product decisions can have financial implications. As PMs, you may not directly set billing cycles, but you can influence monetization models, free trial design, or even refund policies—all of which affect working capital.Actionable move for PMs: Partner with finance. Ask them: what product levers could improve cash conversion cycles? Could prepayment discounts, annual billing, or usage-based pricing reduce working capital strain? Thinking beyond the feature spec makes you more valuable to your company—and accelerates your own career.Part 4: Five Takeaways from StubHub Jason listed five lessons from StubHub:* Trust is a moat – Even if users complain, reliability keeps them loyal.* Liquidity is a moat – Scale compounds, especially in marketplaces.* Cash flow mechanics matter – Payment terms can determine survival.* Tooling locks in supply – Seller-facing tools create stickiness.* Scale itself compounds – Once you're ahead, momentum carries you.Part 5: What Surprised Me MostAs I listened back to this conversation, two surprises stood out.First, the sheer size of value retail. Jason noted that TJX is worth $157 billion. Burlington, $22 billion. Costco, $418 billion. These aren't sexy tech names, but they are empires. It made me rethink my assumptions about what “boring” industries can teach us.Second, Jason's humility about being wrong. “Reddit might be one,” he admitted when I asked about his biggest misses. “I had no idea that LLMs would use their data in a way that would make it incredibly important. I was dead wrong. I said sit on the sidelines.” That candor is refreshing—and a reminder that even seasoned investors get it wrong. The key is to keep learning.Lesson for PMs: Admit your misses. Write them down. Share them. Don't hide them. Your credibility grows when you own your blind spots and show how you've adjusted.Closing ThoughtsTalking with Jason felt like being back in business school—but with sharper edges. These aren't abstract frameworks. They're battle-tested strategies from companies that scaled to billions. As PMs, our job isn't just to ship features. It's to build businesses. That requires thinking about supply chains, trust, cash flow, and marketing moats.If you found this helpful and want to go deeper, check out Jason's Substack, Ringing the Bell, where he publishes his case studies. And if you want to level up your own career trajectory, I offer 1:1 executive, career, and product coaching at tomleungcoaching.com.Shape the Future of PMAnd if you haven't yet, I'd love your input on my Future of Product Management survey. It only takes about 5 minutes, and by filling it out you'll get early access to the results plus an invitation to a live readout with a panel of top product leaders. The survey explores how AI, team structures, and skill sets are reshaping the PM role for 2026 and beyond.OK. Let's ship greatness. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit firesidepm.substack.com

Bryan Gildenberg argues that tariff impacts seem more psychological than actual, but consumers are “gun-shy” because of the recent cycles of inflation they've endured. He likes Walmart (WMT) and TJX (TJX) as shoppers are heading for places they perceive as great deals. “TJX always does well when the world is uncertain,” he adds. Katherine Black covers the resilience of the consumer, but sees shifts in “power buying” and earlier shopping for events and holidays. She highlights Amazon (AMZN) and value retailers as winners.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

WIA President Scott and the WIA's RD CONTEST MANAGER ALAN . - "Women in amateur radio" is a panel to be held at the RSGB Convention in October. - More details on our A.L.A.R.A. CONTEST which is ALWAYS the last FULL weekend of August, that from Alisha VK2FASH, Contest Manager for ALARA. - The New Zealand YL Group is a newish group formed after WARO NZ went into recess last year, we'll take a look at this AND Jen DeSalvo W 9 TJX from Newsline checks in on the status of the remaining satellites in thend Atmospheric Administration's 'birds'.

Dan Nathan and Guy Adami discuss recent market volatility, the impact of Federal Reserve minutes, and the upcoming Jackson Hole symposium. They analyze retail earnings, with a focus on the poor performance of Target and the contrasting success of Walmart and TJX. The conversation touches on the challenges of inventory management and corporate governance at Target. They also delve into the implications of tariffs, the potential for geopolitical events to influence markets, and the resilience of market participants. The discussion includes insights on Palantir's stock movements, the potential for AI trade valuation growth, and the importance of monitoring economic indicators such as the PCE reading and jobs report. Finally, they contemplate the influence of political pressures on the Federal Reserve and the possible market reactions to Fed Chair Powell's upcoming speech at Jackson Hole. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Alphabets Smartphone-Offensive, den Kursverfall bei Intel und ein Rekordhoch auf der Insel. Außerdem geht es um Henkel, Deutsche Telekom, SAP, Infineon, Nvidia, AMD, STMicroelectronics, Airbus, Siemens Energy, Aixtron, Palantir, Opendoor, Target, TJX, Alcon, Geberit, Estee Lauder, Coty, United Utilities, Hertz, Apple, Eurokai, Strategy, Ethzilla, Bitmine, CEA Industries, DeFi Development, Sharplink Gaming und Bit Digital. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Wall Street’s AI stars, US retail giants, and a surprising food inflation play — what’s driving markets today? Hosted by Michelle Martin with Ryan Huang, this episode spotlights Albertsons, Nvidia, Palantir, Target, TJX, Lowe’s, SATS, Beng Kuang, Grab, Hongkong Land, and Jardine Matheson. Discover why JP Morgan is bullish on Albertsons as inflation lingers. Hear how Nvidia and Palantir helped steady Wall Street amid tariff worries. Dive into the retail split as Target falters, TJX thrives, and Lowe’s doubles down with an $8.8 billion buyout. Plus, local highlights with SATS, Grab, and the STI check-in. See omnystudio.com/listener for privacy information.

A consumer vibes indicator, in the form of two Q2 earnings reports: TJX (which owns TJ Maxx, HomeGoods, and Marshalls) raised its outlook for the remainder of the year after beating expectations. Over the same period, Target reported declining same-store sales. In this episode, today's consumers are choosing off-price bargain hunting over a big-box staple. Plus: Retailers sneak in price hikes, SPACs make a return, and the labor market's got some regional variation.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

A consumer vibes indicator, in the form of two Q2 earnings reports: TJX (which owns TJ Maxx, HomeGoods, and Marshalls) raised its outlook for the remainder of the year after beating expectations. Over the same period, Target reported declining same-store sales. In this episode, today's consumers are choosing off-price bargain hunting over a big-box staple. Plus: Retailers sneak in price hikes, SPACs make a return, and the labor market's got some regional variation.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Zach Warring says his firm's sell rating on TJX Co. (TJX) is "more on valuation" as shares pop after a 2Q earnings beat. He says 32x forward multiple is a little too strong, saying they're almost "trading like a tech company." When compared to Ross Stores (ROST), he says the store count growth is similar and believes the business model is step and step with TJX. But, he believes the ROST multiple is more favorable than TJX.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

It's another mixed picture for the retail space. Jenny Horne talks about Target's (TGT) earnings beat as a win for the beaten-down company, though investors appear to be selling off the stock over its change of CEO. However, TJX Companies (TJX) shows consumers are still spending. Jenny compares the reports of both Target and TJX to explain shifts in retail sentiment.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Burt Flickinger considers TJX Companies (TJX) an unstoppable company. He points to the company's latest earnings, miniscule debt, and management as reasons for it being "one of the best stocks for the next 15 years." He believes it will deliver in any portfolio as long as investors hold it long-term. On the other end of retail, Burt explains why he "wouldn't touch" Target (TGT). Tom White offers example options trades in Target and TJX.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Retailers delivered a mixed bag of earnings today, with TJX Companies (TJX) hitting a record high while Target (TGT) tumbled to 2-month lows and announced a change at the top. Brian Gildenberg breaks down the results. Gildenberg says TJX's off-price model has helped it navigate tariff-related headwinds, and expects the retailer to continue capitalizing on industry uncertainty. Meanwhile, Target's new CEO faces an uphill battle in restoring investor confidence, and Gildenberg says the company needs to clearly articulate its path forward. Looking ahead, all eyes are on Walmart (WMT), which reports earnings next week.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Der gestrige Handelstag wurde durch eine ausgeprägte Sektorenrotation geprägt, weg von Tech und Momentum, hin zu Value-Werten und zyklischen Sektoren. Ein Signal, dass die Wall Street auf Zinssenkungen hofft. Entsprechend sehen wir auch bei den REITS und im Bausektor Auftrieb. Nach Home Depot, profitieren auch die Aktien von Lowe's von den Ergebnissen. Mit Ausnahme von TJX, sieht die Lage im Einzelhandel trüb aus. Target kann die Ziele zwar einhalten und treffen, wird den amtierenden CEO aber mit dem COO ersetzen. Die Wall Street hatte gehofft, dass die Kaufhauskette einen Outsider nehmen wird, um für frischen Wind zu sorgen. Ein Podcast - featured by Handelsblatt. +++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

Der gestrige Handelstag wurde durch eine ausgeprägte Sektorenrotation geprägt, weg von Tech und Momentum, hin zu Value-Werten und zyklischen Sektoren. Ein Signal, dass die Wall Street auf Zinssenkungen hofft. Entsprechend sehen wir auch bei den REITS und im Bausektor Auftrieb. Nach Home Depot, profitieren auch die Aktien von Lowe's von den Ergebnissen. Mit Ausnahme von TJX, sieht die Lage im Einzelhandel trüb aus. Target kann die Ziele zwar einhalten und treffen, wird den amtierenden CEO aber mit dem COO ersetzen. Die Wall Street hatte gehofft, dass die Kaufhauskette einen Outsider nehmen wird, um für frischen Wind zu sorgen. Im Tech-Sektor rücken die nahenden Zahlen von NVIDIA in den Fokus. Während die KeyBanc das Kursziel heute auf $215 anhebt und davon ausgeht, dass das zweite Quartal sehr stark ausfiel, rechnet der Analyst mit verfehlten Zielen für das dritte Quartal. Sollte dem so sein, müsste die Aktie negativ reagieren. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

US markets retreated as investors digested the latest Fed minutes, which reinforced the central bank’s focus on taming inflation. Treasuries extended gains following a strong bond auction, while the US dollar slipped after Donald Trump called for Fed governor Lisa Cook to resign. In company news, Target appointed an insider as CEO to spearhead its turnaround, TJX (the owner of TJ Maxx) beat expectations, and Estée Lauder moved to cut prices despite the drag from tariffs. Back home, Aussie shares are set to open higher, supported by rising oil prices and local investors will be watching earnings from Whitehaven Coal, Bega Cheese, Brambles, and Goodman Group. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

S&P Futures are continuing to display muted price action this morning. The recent talks between President Trump and European leaders appear to have been positive which is reflected in the relative weakness in oil and defense stocks this morning. Shares of INTC are higher this morning as Softbank in making a $2B invest in the chip maker. SGBI is looking to merge its TV business with Tegna. Earnings announcements overnight were mainly positive as PANW & FN move higher. This morning HD is lower after its earnings miss. After the bill today KEYS & TOL will report and tomorrow morning TJX, ADI, LOW, TGT, EL & BIDU are scheduled to report.

Summer is heating up, but restaurant stocks are cooling down. Today on Motley Fool Money, Rick Munarriz, with analysts Alicia Alfiere and Jason Hall will dig into problems at your favorite chains. There's also a look at some companies reporting earnings this week and it's report card time for some of this year's biggest gainers.They unpack: Three companies worth watching are reporting earnings this week. Sluggish comps at many leading restaurants. A few unexpected stocks have more than doubled this year. Can they keep the upticks coming? Companies discussed: CMG, CAVA, WING, SG, MCD, TJX, VIK, BIDU, CELH, RBLX, PLTR Host: Rick Munarriz, Jason Hall, Alicia Alfiere Producer: Anand Chokkavelu Engineer: Dan Boyd, Natasha Hall Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P Futures are displaying some mild weakness this morning and are in need of a catalyst for direction. The key news event over the weekend was the Trump Putin summit. This afternoon, President Trump is expected to meet with European leaders including Ukrainian President Zelenskyy. The Fed's Jackson Hole event starts this week, Chairman Powell is scheduled to speak on Friday. Powell is likely to come across as dovish even though inflation and employment data have been sending mixed signals. Dayforce (DAY) shares are higher this morning due to takeover speculation. This is a key week for the retail sector with earnings announcements on tap from HD, WMT, TJX. TGT, ROST, LOW, BABA & BKE.

Tsvetta Kaleynska says $WMT is "top of mind" for retailer earnings on Thursday, calling it a "leader" in A.I. integration. Charlie O'Shea agrees, expecting Walmart to provide a big picture on consumer health. He also highlights $TJX and $ROST as "immune to almost anything" and sees $TGT with "a lot of legs" for recovery.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Für die Wall Street war der Alaska-Gipfel zunächst neutral. Man wartet die weitere Entwicklung der Verhandlungen ab. Heute findet mit der EU, Zelensky und den USA ein Treffen in Washington statt. Es ist vor allem Putin, der den Gipfel für sich entscheiden konnte. Ansonsten richten sich die Blicke der Wall Street diese Woche auf die Rede von FED-Chef Jerome Powell auf der Jackson Hole Tagung am Freitag. Trotz der unlängst auf breiter Front heißeren Inflationsdaten, rechnet die Wall Street mit einer Chance von rund 85% mit einer Zinssenkung um 25 Basispunkte. Historisch betrachtet sah die Wall Street nach den letzten sieben Jackson Hole Tagungen kurzfristig zunächst Gewinnmitnahmen. Ansonsten werden die Woche vor allem die Quartalszahlen der Einzelhändler im Fokus. Dienstag vor dem Opening melden Home Depot, gefolgt von Estee Lauder, Lowe's, TJX und Target am Mittwoch und Walmart am Donnerstag. Was Analysten betrifft, werden die Kursziele von NVIDIA heute bei Cantor Fitzgerald auf $240 angehoben. Man geht davon aus, dass die Wachstumsschätzungen an der Wall Street für das Oktober-Quartal und die Folgequartale signifikant steigen werden. Ein Podcast - featured by Handelsblatt. +++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

Für die Wall Street war der Alaska-Gipfel zunächst neutral. Man wartet die weitere Entwicklung der Verhandlungen ab. Heute findet mit der EU, Zelensky und den USA ein Treffen in Washington statt. Es ist vor allem Putin, der den Gipfel für sich entscheiden konnte. Ansonsten richten sich die Blicke der Wall Street diese Woche auf die Rede von FED-Chef Jerome Powell auf der Jackson Hole Tagung am Freitag. Trotz der unlängst auf breiter Front heißeren Inflationsdaten, rechnet die Wall Street mit einer Chance von rund 85% mit einer Zinssenkung um 25 Basispunkte. Historisch betrachtet sah die Wall Street nach den letzten sieben Jackson Hole Tagungen kurzfristig zunächst Gewinnmitnahmen. Ansonsten werden die Woche vor allem die Quartalszahlen der Einzelhändler im Fokus. Dienstag vor dem Opening melden Home Depot, gefolgt von Estee Lauder, Lowe's, TJX und Target am Mittwoch und Walmart am Donnerstag. Was Analysten betrifft, werden die Kursziele von NVIDIA heute bei Cantor Fitzgerald auf $240 angehoben. Man geht davon aus, dass die Wachstumsschätzungen an der Wall Street für das Oktober-Quartal und die Folgequartale signifikant steigen werden. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Emily Hosie spent over a decade inside some of the biggest names in off-price retail—Saks Off 5th, Holt Renfrew, and TJX—before launching REBEL, the first curated marketplace for open-box baby and home goods. After a year of being turned away by brands unwilling to admit the waste, REBEL secured major partners—and then a defining moment came. Bed Bath & Beyond and buybuy BABY filed for bankruptcy, and REBEL was tapped to process the returns. Overnight, volume surged and the tech had to scale fast. Today, REBEL processes 70,000 SKUs a week and operates a 300,000 sq. ft. facility in North Carolina. They've saved over 25 million pounds of product from landfill—all while becoming a go-to platform for Gen Z and millennial consumers looking for trusted brands at up to 50% off. Make sure to check out REBEL: https://fromrebel.com   Check out my new book on Amazon: https://amzn.to/4kRKGTX Sign up for Starting Small University to join our interviews LIVE and ask questions: https://startingsmallmedia.org/startingsmalluniversity Visit Starting Small Media: https://startingsmallmedia.org/ Subscribe to exclusive Starting Small emails: https://startingsmallmedia.org/newsletter-signup   Follow Starting Small: Instagram: https://www.instagram.com/startingsmallpod/ Facebook: https://www.facebook.com/Startingsmallpod/?modal=admin_todo_tour LinkedIn: http://linkedin.com/in/cameronnagle  

Americans are feeling better about the economy. What's that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinberg, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

In one direction, there's digital. In the other, there's a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target's off-the-mark results. - Lessons from TJX Companies' under-the-radar CEO. - What caused David to do a double-take when listening to Palo Alto's earnings call. Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money. Companies discussed: TGT, TJX, WMT, PANW Host: Mary Long Guests: David Meier, Andy Cross, Morgan Housel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber explored tocks falling and yields spiking in light of the Capitol Hill standoff surrounding President Trump's tax and spending cuts bill. Hear Cramer's take on the proposed legislation. David broke out highlights from his blockbuster interview with Elon Musk, including the Tesla CEO's comments on robotaxis. TJX and Lowe's joined the retail earnings parade along with Target, which saw shares slide on disappointing results and guidance -- the CEO's message on pricing and tariffs in the mix as well . Also in focus: UnitedHealth responds to a report which states the company is the subject of a Medicare fraud probe.  Squawk on the Street Disclaimer

The U.S. government sells bonds so that it can collect cash to pay its bills. Today the results of the recent bond auction caused the stock market to sink. Don't worry, we'll explain it all.  This is the Business News Headlines for Wednesday the 21st day of May and thanks for being with us. In other news, Target, TJX and Lowes offered up their sales numbers and what they expect for the rest of this year.  We'll break it all down for you. Twelve states have filed a lawsuit against President Trump and his tariffs that on top of another case brought by five small businesses. Make America Healthy Again is facing some serious headwinds and some farmers are leading the charge. We'll share the numbers from the Wall Street Report and Amazon says the tariffs have not hurt their business…at all. For the Conversation we'll be joined by Ro Crosbie the Founder, CEO and President of Tero International. She's got a great story to tell about the future of leadership following a trip to Iowa State University.  But, first the news. Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.

US House Speaker Johnson said a Thursday tax bill floor vote is still realistic.China's Commerce Ministry said US measures on China's advanced chips are typical of unilateral bullying and protectionism.Europe opened mostly lower but now trade mixed, US equity futures are in the red.USD remains out of love, GBP digests hot CPI data, EUR/USD back above 1.13.Bearish bias in play, Gilts lag after hot CPI, USTs await fiscal updates.Energy and gold boosted by reports Israel is preparing a possible strike on Iranian nuclear facilities.Looking ahead, G7 Central Bank and Finance Ministers Meeting, Speakers including ECB's Lagarde, Lane, Nagel & Cipollone, Fed's Barkin & Bowman, Supply from the US, Earnings from Snowflake, Zoom, Target, TJX, VF Corp & Medtronic.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

S&P Futures are trading lower this morning as the markets showing concern on the U.S. fiscal policy with President Trump's tax bill in focus. This morning, President Trump is scheduled at the House GOP Conference Meeting in an attempt to unify Republicans behind his sweeping tax and spending bill. His visit comes at a pivotal moment, as GOP leaders face significant internal divisions over the bill's provisions and its impact on the national deficit. Several fed members are schedule to speak this morning, odds of the next rate cut are being pushed back to Sept. HD, BILI & PONY are displaying gains this morning after earning announcements. After the bell today KEYS and PANW will be releasing. A host of retailors are scheduled to report earnings tomorrow morning including TJX, TGT & LOW.

Guidance and commentary on prices will be crucial in Target's (TGT) earnings, says Spencer Hakimian. He's waiting to see how tariffs will impact the big box retailer's supply chain, alongside TJX Companies (TJX). Tsvetta Kaleynska says a loyal customer base will support TJX even if its store restocks get stalled due to tariffs. As for Target, Tsvetta will watch consumer interest following negative brand perception.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TJX Companies (TJX) shares hit all-time highs today ahead of Wednesday's earnings report. Kevin Hincks illustrates 2 example options trades in retail stocks, including TJX and Target (TGT). Kevin shows the differences and similarities between a call calendar and a put calendar.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

S&P Futures are positive this morning on the prospect of additional trade deal to be announced. President wraps up his Middle East tour today. He has indicated that the UAE will invest in US produced semiconductors, he also indicated that the U.S. will set tariff rates for its trading partners within the next few weeks. Housing data is in focus this morning along with the U of M Consumer Sentiment report. WMT has indicated that it will start to raise prices due to the additional cost associated with the Trump tariffs. Charter Communications and Cox Communications are set to merge. Boeing gets another plane order from Etihad Airways for 28 planes valued at $14.5B. AMAT, TTWO & CAVA are lower after earnings announcements. Next week HD, PANW, TGT, TJX, LOW, SNOW, DECK, ADSK & INTU are scheduled to report.

Stocks selling off as new tariffs on Mexico, Canada, and China rattle investors – Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington, and talked top picks amid the volatility with one portfolio manager arguing to look at names like TJX and Abbvie here. Plus, why Former Commerce Secretary Carlos Guttierez says “escalation is likely” when it comes to retaliatory measures – and the team discussed what it all could mean for the Fed's next move. Also in focus: retail earnings out of Target, Best Buy, and more – the stocks D.A. Davidson says to watch here; Apple's China tariff headwinds; and Blackrock's new ports deal.  Squawk on the Street Disclaimer

The retail industry is once again in flux, with store closures predicted to more than double this year, leaving many to wonder: is this a retail apocalypse or just a market correction? In this compelling episode of Remarkable Retail, hosts Michael LeBlanc and Steve Dennis dive deep into the state of physical retail, exploring the reasons behind the latest surge in store closings, the impact of e-commerce growth, and what it all means for retailers, brands, and consumers in 2025.Backed by fresh data from Coresight Research, Michael and Steve break down which retailers are expanding, which are contracting, and why. With 15,000+ store closures projected for 2025, the conversation covers everything from the collapse of the unremarkable middle to the rise of value-driven retail (think TJX and Dollar Stores) and the resilience of luxury retail. They analyze how major economic uncertainties—tariffs, inflation, consumer confidence, and shifting shopping behaviors—are influencing retail strategies.Key discussion points include:The “Retail Apocalypse” Myth: Is physical retail actually in decline, or is the landscape simply evolving?Who's Thriving Amid the Closures? Off-price retailers like TJ Maxx, warehouse clubs, and specialty brands continue to expand, proving that physical stores still have a critical role in today's retail ecosystem.E-Commerce vs. Brick-and-Mortar: While online shopping keeps growing, it's not the death knell for stores—brands like Warby Parker, Sephora, and Aritzia are doubling down on physical retail.Strategic Store Closures vs. Brand Decline: Why some retailers are pruning their store networks to optimize profitability while others are collapsing due to outdated business models.The Role of Retail in Customer Acquisition: How brick-and-mortar locations remain essential for brand discovery, experiential shopping, and omnichannel success.With exclusive insights from leading retailers and industry experts, this episode provides a roadmap for navigating today's turbulent retail landscape. Whether you're a brand leader, an industry analyst, or a retail enthusiast, you won't want to miss this deep dive into what's really happening in the world of brick-and-mortar retail in 2025.Tune in now and stay ahead of the retail transformation!#RetailTrends #RetailApocalypse #StoreClosures #Ecommerce #BrickAndMortar #RetailStrategy #RetailNews #ConsumerTrends #RetailInnovation #Retail2025 #RetailGrowthThanks to Deb Weinswig and  Coresight Research for providing data on store openings and closings.Steve will be back on stage at Shoptalk coming up in Las Vegas at the end of March. Listeners can save on registration by using our discount codes below:For Retailers & Consumer Brands go here and use code RBREMARK549For General Admission go here and use code GAREMARK1399Steve's 2025 Retail PredictionsLockie Andrews episodeNeil Blumenthal (Warby Parker) episodeHow the Internet Made In-Store Shopping Miserable (WSJ) About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial intelligence looks like in policing. - What success looks like for TJX Companies. Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation. Companies/tickers discussed: AXON, TJX, BROS Host: Mary Long Guests: Jason Moser, Emily Flippen, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

With the Nasdaq and S&P 500 each down four sessions in a row, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on tech: Everything from Tesla's valuation falling below $1 trillion -- to Nvidia's key earnings report due out after Wednesday's close of trading. Also in focus: Meta's AI data center strategy, General Motors' dividend hike and new stock buyback program, retail earnings from Lowe's and TJX, Eli Lilly unveils its U.S. expansion plan, what Robinhood CEO Vlad Tenev told Jim on "Mad Money" about the Trump administration.Squawk on the Street Disclaimer