Lily Meier
Bloomberg retail reporter who discusses consumer retail earnings and company outlooks, and provided analysis on Nike’s results and guidance in this episode.
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Apr 2, 2026 • 18min
SpaceX Said to File Confidentially for IPO Before AI Rivals
Anthony Hughes, Bloomberg markets reporter who covers IPOs, breaks down SpaceX’s confidential SEC filing and its move toward a blockbuster listing. Lily Meier, retail reporter, explains Nike’s weak guidance and regional inventory pressures. Lindsay Dutch, consumer hardlines analyst, recaps RH’s revenue miss and luxury expansion risks. Multiple short takes on IPO mechanics, governance, timing, retail headwinds, and margin pressures.
Dec 3, 2025 • 25min
Microsoft Slips on Report of Lower Demand for Some AI Tools
Anurag Rana, a tech analyst, discusses Microsoft's AI sales struggles and competitive positioning, highlighting how cloud hosting is key to AI revenue. Mary Ross Gilbert talks about Macy's disappointing earnings forecast and the impact on stock performance despite improving in-store experiences. Lily Meier reveals Dollar Tree's success in appealing to budget-conscious shoppers with a raised profit outlook. Deborah Aitken shares insights on luxury goods, focusing on emerging trends and the impact of tariffs on pricing strategies.
