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Groupon’s Struggle, Drafkings’ Offering Jun 17, 2020

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Groupon shares sink after a rough 1st-quarter report and a lot of question marks about the company’s direction. Draftkings announces a secondary stock offering just two months after going public. Maria Gallagher analyzes those stories and talks about her path to being a financial analyst as we dip into the Fool Mailbag.

How big is your TAM? Jun 16, 2020

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Retail sales in May rose nearly 18%. Abi Malin analyzes the results and shares why investors should look beyond the headline number. 24 Hour Fitness files for bankruptcy, so what does that mean for a business like Planet Fitness? Plus, we dip into the Fool Mailbag to explore the topic of “total addressable market” and why investors should be wary of any company’s claims about their own TAM.

Walmart & Shopify Team Up Jun 15, 2020

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Walmart partners with Shopify to expand its 3rd-party marketplace. BP says its writedown for the current quarter could top $17 billion. Burger King launches the “Impossible Croissan’wich” nationwide. Brian Feroldi analyzes those stories and shares his recent boots-on-the-ground research at Burger King.

Grubhub Finds A New Buyer Jun 11, 2020

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That Uber/Grubhub deal? It’s off now that Grubhub has accepted an all-stock offering from European delivery company Just Eat Takeaway.com. Dan Kline analyzes the move, as well as Simon Property Group’s deal-terminating letter to Taubman Centers. Plus, we discuss Jay Powell’s comments about economic recovery and whether Major League Baseball will return this year.

Future of “The 3rd Place” Jun 10, 2020

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Chewy and Five Below both post losses in the 1st quarter, so why is Five Below’s stock the only one popping? Jason Moser analyzes the latest earnings results, and we discuss whether the Starbucks notion of a “third place” is over.

Software, Retail, Telemedicine Jun 09, 2020

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Macy’s shows signs of life. Coupa Software posts strong quarterly results and guidance. Tailored Brands might be thinking about bankruptcy protection. Jason Moser analyzes those stories and we dip into the Fool Mailbag to discuss barriers to entry in the tele-medicine industry, as well as Google’s own offering to the video-conferencing competitive landscape.

Year of the RV? Jun 08, 2020

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Thor Industries, maker of recreational vehicles, hits a 52-week high after strong quarterly results. Motley Fool contributor Dan Kline analyzes the opportunity for Thor, as well as the historic challenges of the RV market. Plus, we discuss Dunkin’ Brands joining Taco Bell, Domino’s and Papa John’s in looking to hire tens of thousands of workers, as well as Sirius XM’s plans to raise $1 billion in a bond offering.

Zoom Video’s Audacious Call Jun 03, 2020

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1st-quarter results for Zoom Video Communications were impressive, but more noteworthy was the company DOUBLING its revenue guidance for the full fiscal year. Bill Barker analyzes Zoom’s growth potential, as well as prospects for Warner Music Group on the day of its IPO. Plus, we discuss the precarious state of Tiffany’s deal with LVMH and whether jewelry is even worth it.

Stitch Fix Layoffs, New Test for CVS Jun 02, 2020

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Strong e-commerce sales kept Dick’s Sporting Goods afloat in the 1st quarter. Stitch Fix lays off 18% of its workforce, but only those living in California. CVS partner with a robotics company to test prescription delivery in Houston. Motley Fool contributor Dan Kline analyzes those stories and more on today’s episode.

“You’re not clairvoyant.” Jun 01, 2020

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Shares of Coty rise as the cosmetics company gets its 4th CEO in four years. Bain & Company believes mergers and acquisition activity in the tech industry is poised to soar. Jason Moser analyzes those stories, and we dip into the Fool Mailbag to discuss whether it’s worth taking a short-term capital gains tax hit.

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