Drew Redding
Bloomberg Intelligence U.S. homebuilding analyst discussing Lowe's results, sales trends, and housing market implications.
Best podcasts with Drew Redding
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Feb 25, 2026 • 22min
Warner Bros. Says Paramount’s New $31 Offer May Top Netflix
Geetha Ranganathan, media analyst covering the Warner Bros. Discovery sale process. Drew Redding, homebuilding analyst on Lowe’s results and housing trends. Mary Ross Gilbert, retail analyst on TJX performance and off-price resilience. They debate Paramount’s $31 bid versus Netflix, Lowe’s sales and remodeling demand, and why off-price retail weathers tariffs and shifting shopper behavior.
Nov 18, 2025 • 26min
Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic
Drew Redding, a Bloomberg Intelligence analyst specializing in U.S. homebuilding, discusses Home Depot's struggles with weakening consumer demand and its effects on the housing market. Abigail Gilmartin, a footwear and athleisure analyst, highlights Amer Sports' record sales driven by demand for Salomon footwear and its strategic responses to market challenges, including premium pricing tactics. Together, they explore the intriguing dynamics of retail and housing sectors amid shifting consumer behaviors.
