Motley Fool Hidden Gems Investing The Future of Real Estate and Retail
May 22, 2020
Join Emily Flippen, a retail and consumer goods expert, Ron Gross, a financial market analyst, and Dave Shull, CEO of TiVo, as they tackle the future of real estate and retail. Discover how major retailers like Lowe's and Home Depot are thriving post-pandemic. They also analyze the impact of remote work on commercial real estate and unveil insights on evolving consumer behavior. Plus, hear from Shull about TiVo's journey in the streaming landscape and its innovative strategies to stay relevant among rising competition.
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Retailer Performance
- Walmart and Target saw impressive same-store sales growth, but their bottom lines differed.
- Walmart absorbed increased costs better, with earnings per share up 5%, while Target's earnings per share were down 60%.
Changing Habits
- Retailers should consider the long-term impact of changing consumer habits.
- For instance, the shift to grocery pickup may persist beyond the pandemic.
Chinese Delisting Threat
- A U.S. Senate bill could force Chinese companies to delist from American exchanges.
- This bill requires them to certify they are not government-controlled and submit to audits.