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Takeaways from Retail Earnings
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Takeaways from Retail Earnings

Episode 71
The Transcript
Aug 23, 2022
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In this episode, we discuss key takeaways from the retailers' Q2 results, the implications of falling used car prices, and how streaming companies are eyeing a piece of the live sports market.

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The episode is based on yesterday's newsletter which is available on Substack.

The Transcript
Under Pressure
Succinct Summary: Inflation and rising interest rates have put a lot of pressure on the economy but overall consumers have remained remarkably resilient. Still, we are finding areas of concern building in many sectors. Consumer electronics and used cars are two areas where demand is ebbing. Middle-income consumers may be starting to trade down…
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We discuss key themes and thoughts from earnings calls
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