Retail & Restaurants

It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking ...  Show more

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ...  Show more

National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21) Show Notes Is the Magnificent Seven at the end of their magnificent advantage? Home Depot gains after topping compara ...  Show more

Costco breaks its streak of disappointing same-store sales. Lululemon athletica crushes its latest quarter and focuses on international growth. Analyst Ron Gross discusses those stories, plus Tailored Brands' astonishing 40% one-day gain. 

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Avalara, Mirakl, Ownit AI, and Ocampo Capital Chris Walton and Anne Mezzenga discuss SHEIN And Temu Making Inroads On The Toy MarketFor the full episode head here: https://youtu ...  Show more

Preliminary fourth quarter results from many traditional retailers have turned bullish after momentum from Black Friday held strong, and consumers flocked to stores in December. Find out who posted the best (and worst) results from the holiday season, and what to watch in the yea ...  Show more