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The Stock Market Rally Is Broad. Consumer Staples Are the Exception.
Barrons· 2025-12-22 18:56
Among the major S&P 500 sectors, consumer staples was the only one set to close lower with a 0.4% decline. Utilities were up just 0.1%, while communications services and tech were both up 0.3%. The leading strategies included small-caps, momentum, and risk. Growth and value were also on the rise. Pretty much everything but consumer staples joined in on Monday's rally. ...
Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year
CNBC Television· 2025-12-22 16:14
Joining us now, Bill Kirk, senior research analyst at Roth Capital Partners. Bill, it's great to have you on. And let's start right there because we're not talking about good oldfashioned foot traffic at the mall on the weekends.You're talking about app downloads. How meaningful is this data and why. >> Well, thanks for having me.I I think some some of what you see is the old-fashioned stuff. It is the the companies and the retailers that have the best convenience that are getting the downloads. And yes, it ...
Roth Capital's Bill Kirk points out convenience issues behind Costco's disappointing year
Youtube· 2025-12-22 16:14
Joining us now, Bill Kirk, senior research analyst at Roth Capital Partners. Bill, it's great to have you on. And let's start right there because we're not talking about good oldfashioned foot traffic at the mall on the weekends.You're talking about app downloads. How meaningful is this data and why. >> Well, thanks for having me.I I think some some of what you see is the old-fashioned stuff. It is the the companies and the retailers that have the best convenience that are getting the downloads. And yes, it ...
Lowe's: Could Be Attractive For Dividends, But Not For Growth And Value
Seeking Alpha· 2025-12-19 13:35
Core Insights - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis before making investment decisions [2][3] Group 1 - The article discusses the lack of any current stock or derivative positions held by the author in the companies mentioned, indicating a neutral stance [1] - It clarifies that the information provided is not a specific offer for products or services, nor does it constitute financial advice [2] - The content is presented as factual and up-to-date, but it does not guarantee accuracy or completeness in the analysis of the subjects discussed [2][3]
What does a fair salary look like? | Sandro Colombo | TEDxHWZ
TEDx Talks· 2025-12-17 17:10
I'll be honest. Fairness is an illusion. I'll explain.Let's assume two employees that work at the same company. They both have the same age, the same degrees, and the same roles. It's fair that they have the same salary, right.Let's have a closer look, though. One of those employees does an okay job. It's not perfect, but not bad either.And they stop developing their skills a while back. On the other hand, the second employee pours their heart and soul into the company and reinvents themselves and their ski ...
Get Off the Clearance Rack: The Cost of Undervaluing Yourself | Candyce Hunt | TEDxRound Rock Women
TEDx Talks· 2025-12-16 17:44
I started a very intense healing journey back in 2020 and along the way I discovered a pivotal step that I had to make in order for me to keep moving forward. I had to stop going inside the store. Say me if you go in a store for one thing and you actually come out of the store with that one thing.Nobody spoke. Clearly I'm amongst friends. See, what would happen was I would go in a store, maybe for some paper towels, tortilla chips, a sports bra, just to get in and out.But in-n-out was more like in and over. ...
A formula for progress in an imperfect world | Kathy Green | TEDxBellevueWomen
TEDx Talks· 2025-12-11 17:15
Hello neighbors. That's how Mr. . Rogers always began his children's television show by calling everyone neighbor.It was his way of saying that we all belong here just as we are. Now, you might not expect a chemist turned tech entrepreneur to be here to talk about the transformative power of neighborliness. Maybe you'd anticipate a story about the startup grind or the challenges that women face in male-dominated industries or the odds against a bootstrap founder.Instead, my hope is that you will leave our t ...
Final Trades: Sabra Health Care, Apollo GLobal, Spotify and the IWD
CNBC Television· 2025-12-10 18:26
All right, you've got the Fed decision. [music] You've got the Fed chair meeting the media. And then you have, like [music] we always do, Jeffrey Gunlock, Double Line CEO, CIO, and founder meeting you.Tell you exactly what he thinks of the decision, what the best [music] investment moves are in the wake of it. Can't wait for that. 3:00 Eastern time.Right when the Fed chair is done talking, Jeffrey will start. Let's do final trades. Jenny Harrington, what do you have.>> I'll give you a new one. Sabra Healthc ...
Black Friday: The Big brands to look at
Bloomberg Television· 2025-11-28 18:54
Market Trends & Consumer Behavior - Consumers are looking for value and great deals, but still have money and want joy [3] - The US consumer has been solid worldwide, despite anxieties and cross-currents [4] - There's a barbell and bifurcation in the market, with pressure at the low and middle and strength at the high end [10] - Quiet luxury is a continuing trend, with less focus on logos and more emphasis on quality and materials [8] Retail & Payment Strategies - Increased rates of mobile use, with a mix of buy online pickup in store, curbside pickup, and delivery [5] - New ways of payment are very different for younger customers [6] - Digital advertising for Walmart is in the $5 billion range [14] Company Performance & Strategies - Levi's focuses on direct to consumer strategy by opening their own stores globally [1] - Walmart is favored for its value story, delivery, curbside pickup, marketplace model, and digital advertising [14] - Walmart's leading grocery business accounts for 60% of its revenue [15] M&A and IPO - Selective M&A is possible, especially in beauty, skincare, longevity, and niche fragrances [13] - The market is getting better with the consumer on a more stable footing, making M&A totally possible [13] Luxury Market - Jewelry is outperforming the rest of the luxury world, especially gold jewelry [9][10] - Handbag prices have gotten extreme, making jewelry prices compelling [11] - Creative leadership matters in luxury brands, driving desire and new design [7]
Holiday shoppers are seeking value this year, are more selective, says TD Cowen's Oliver Chen
CNBC Television· 2025-11-25 23:18
For more on consumers and the retail trade, let's bring in Oliver Chen, senior retail analyst at TD Count. Oliver, great to have you with us. Um, it seems like all retailers right now are talking about being consumers being choiceful.So, who benefits from that sort of ongoing theme in the retail sector of a choiceful consumer. >> Yeah, Melissa, happy holidays. We're excited about Walmart.Walmart has consumers looking for value and everyday low prices. Walmart's also capturing that high household income shop ...