Ben Rains breaks down Foot Locker’s (FL) first quarter fiscal 2019 financial results that caused a huge one-day selloff. The episode then dives into why Lululemon (LULU) stock looks like a buy heading into its anticipated Q1 earnings release later this week.
(1:00) - Tariff Impacts On Foot Locker and Others(9:45) - Lululemon's Growth and Expanded Product Lineup(16:00) - A Look Ahead at Lululemon’s Earnings Report(19:40) - 5 Year Performance Breakdown
Ben Rains breaks down Beyond Meat, Inc. (BYND) and its recent IPO that has seen it destroy Uber (UBER) and Lyft (LYFT). The plant-based meat maker hopes its athlete brand ambassadors, which includes NBA and NFL stars, can help it market its offerings on a mass scale to grow before some giants enter the playing field.
(0:30) - Success and Hype of Beyond Meat IPO(10:25) - Is It Growing Too Much Too Fast?(13:40) - Alternate Food Market: Who Is The Target Audience?
Ben Rains dives into Disney’s (DIS) future as the company embarks on its streaming TV journey to challenge Netflix (NFLX) and Amazon Prime (AMZN). The episode details Disney’s latest quarterly financial results, earnings call, and investor day to find out what we need to know about ESPN+, Disney+, and more.
(0:30) - Breaking Down Disney’s Earnings Report
(5:20) - ESPN Success and ESPN+ Performance
(17:00) - Disney’s 5 Year Performance: Direct To Consumer Push
Ben Rains breaks down Under Armour’s (UAA) first quarter fiscal 2019 earnings results. The episode then dives into Adidas’ quarterly financials as the firm expands its e-commerce business to better compete against Nike (NKE).
(1:20) - Breaking Down Under Armour’s Earnings Report
(8:00) - Positive Earnings From Adidas
(15:30) - 5 Year Performance for Athleisure Brands