Motley Fool Hidden Gems Investing CEO Shakeups, Retail Surprises, and Hot Holiday Toys
Dec 6, 2019
Jackie Breyer, Editorial Director of the Toy Book and Toy Insider, shares her expertise on the toy industry. She discusses the hot holiday toys set to dominate this season and reveals why Target is emerging victorious in the toy retail landscape. The conversation highlights trends like Baby Yoda merchandise and the intense competition between toy giants Hasbro and Mattel. Listeners will also get practical tips for holiday shopping, emphasizing the importance of planning ahead amidst the evolving retail market.
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Expedia's Departures
- Expedia's CEO and CFO resigned due to underperformance, not scandal.
- This highlights the importance of performance in leadership roles.
Zoom's Slowing Growth
- Zoom Video's growth, while still high at 85%, is slowing.
- The market reacted negatively due to high valuations based on previous growth expectations.
Ulta and Celebrity Brands
- Ulta Beauty's success depends on partnerships with celebrity beauty brands due to the influence of YouTube.
- Direct availability of these brands online creates a challenging environment for Ulta.