The 7investing Podcast

How Brick-and-Mortar Retailers Are Doing in a Post-COVID World


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Retailers felt the pinch from myriad directions this year, from inflation taking a bite out of consumer wallets and supply chain constraints to rapidly changing consumer spending habits. Many stocks have taken a hit through this turmoil, even as they've navigated these tricky waters reasonably well.

Joining 7investing lead advisor Matthew Cochrane to discuss how some of the largest and best operators are doing in the retail space is Daniel Kline, managing editor of The Street. Cochrane and Kline discuss the state of the American consumer from a high-level view before diving deeper and taking a closer look at Walmart (NYSE:WMT), Target (NYSE:TGT), Five Below (NASDAQ:FIVE), and Dollar General (NYSE:DG).

Though all four of these retailers have a history of outperforming the S&P 500, only Dollar General has given shareholders a positive return over the past year.

Has the market left behind these former darlings, or should shareholders hold on to these companies as they attempt to right the ship? Kline gives his answers, believing these companies' management teams have made the best of a bad situation, even as they've made unforced errors along the way.

At the end of the interview, Cochrane asks Kline seven questions in lightning round-fashion that touches on ESPN, Starbucks' new CEO, a dying big box retailer, how cruises are looking to differentiate themselves in a post-COVID world, and the movie industry.


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The 7investing PodcastBy 7investing

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