Retail & Restaurants

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ...  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

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

Stocks close mixed; demand for Bed Bath and Beyond retail space could be high; Coca-Cola profits rise; tech companies to report earnings this week To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad ...  Show more