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Takeaways from Retail Earnings
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Takeaways from Retail Earnings

Episode 71
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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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2 years ago · 2 likes · The Transcript

A transcript of this podcast, with relevant images and quotes, is available for subscribers only after the show notes below.

Show Notes

00:00:00 Introduction

00:01:30 A lot of conflicting data

00:03:03 Retailers working through excess inventory

00:03:52 Consumer demand is weak in certain markets and used car prices declining

00:05:25 Streaming companies venturing into live sports

00:08:10 Conclusion

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