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Consumer Check-In & AI’s Progress
· 41 min
Episode Consumer Check-In & AI’s Progress
Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the stocks on our radar.
Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:
- Are Consumers OK?
- Interest Rate Takes
- AI This Week
- Bargain Stocks
- End of an Era
- Stocks On Our Radar
Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes (MTH), Chipotle (CMG), Sweetgreen (SG), Dutch Bros (BROS), Wendy’s (WEN), Wingstop (WING), GM (GM), Ford (F), Ferrari (RACE), Tesla (TSLA), Meta (META), Alphabet (GOOG, GOOGL).
Host: Travis Hoium
Guests: Lou Whiteman, Dan Caplinger
Engineer: Dan Boyd
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