Motley Fool Hidden Gems Investing Disney+, Jobs, and Big Tech's Return to Office
Mar 4, 2022
Emily Flippen, a Motley Fool Analyst, joins to discuss the surge in U.S. job growth, especially in leisure and hospitality. They dive into big tech's return-to-office strategies, highlighting the hybrid work approach and its impact on employee satisfaction. The conversation also covers Disney's new ad-supported tier for Disney+, while exploring Costco's growth and Salesforce's pivot towards Slack over acquisitions. Listeners get insights into investing opportunities with a focus on Bilibili and Accenture.
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Costco's Performance
- Costco's strong foot traffic and high-margin sales indicate healthy business performance.
- However, they face headwinds from rising wages and supply chain issues.
Costco's Membership Fees
- Costco historically raises membership fees every five to six years.
- Given current inflation and their high retention rate, a price increase seems likely soon.
Salesforce Focuses on Slack Optimization
- Salesforce, despite acquiring Slack for $28B, is focused on optimizing it and has no immediate plans for large acquisitions.
- Salesforce is growing and shows strong performance.