cover of episode Countdown to Retail Earnings… And A Self-Driving Push 11/18/24

Countdown to Retail Earnings… And A Self-Driving Push 11/18/24

2024/11/18
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CNBC's "Fast Money"
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People
C
Carter
J
Jack
与Ramsey Network或Ramsey Solutions相关的个人，具体信息不详。
K
Karen
M
Melissa
M
Mike
专注于摄影设备历史和技术的博客作者和播客主持人。
T
Tim
以深入的硬件评测和技术分析著称的播客和YouTube主播。
Topics
Tim看好沃尔玛在电商、高利润业务和市场主导地位方面的表现，但更看好Target的估值优势和利润率提升潜力。Karen认为沃尔玛估值过高，难以持续超出预期。Mike指出沃尔玛的商业模式转型成功，使其估值提升，并认为Target也在尝试类似策略。Carter则对零售业整体持谨慎态度，认为沃尔玛股价已处于高位。Melissa关注沃尔玛的估值水平。

Deep Dive

Chapters
The episode discusses the upcoming retail earnings reports, focusing on Walmart and Target, and how investors should approach these stocks.
  • Walmart and Target are key retailers to watch for consumer spending insights.
  • Walmart has been performing well, raising guidance, while Target has been lagging.
  • Investors debate the valuation and future prospects of both companies.

Shownotes Transcript

Retailers gearing up for a big week of earnings reports, and all eyes are on the space as consumer spending comes into focus ahead of the holiday season. What to expect out of the biggest names, and where the retailers expect consumer strength to head next. Plus Tesla surging on reports President-elect Donald Trump could speed up the self-driving process, but don’t take your hands off the auto trade wheel just yet, not everyone is coming along for the ride.

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