Marketfoolery

Ralph Lauren and Michael Kors both soar on better-than-expected 1st-quarter profits. Jason Moser analyzes the way both retailers are improving margins. Plus, we dig into Wayfair’s latest results and offer some advice to Shake Shack’s management.

Tyson Foods’ stock rises on strong exports of beef, chicken and pork. Taylor Muckerman and Jason Moser analyze Tyson’s growth potential, Marriott’s new deal with Alibaba, Tesla’s completely-expected debt offering, and Netflix’s 1st content acquisition.

Tesla shares rise on strong 2nd-quarter profits, but the company still needs cash.  Bill Mann analyzes Tesla’s short-term future and why Elon Musk continues to set ambitious production targets.  Teva Pharmaceuticals sinks to a 13-year low on a bad 2nd-quarter report combined with slashing the dividend.  Plus, Bill shares observations, both business and personal, from his recent trip to Africa. Thanks to Bombfell for supporting The Motley Fool.  Get $25 off your first purchase at http://bombfell.com/fool

Apple’s quarterly revenue comes in north of $45 billion. Bill Barker from Motley Fool Funds looks at the results and disputes any rumors that the iPhone 8 might be delayed past the holidays.  Mondelez is getting a new CEO, and Groupon rises despite revenue being light (again).  Plus, the movie theater industry gets a bleak warning.  (Tangents include movies we’ll go to the theater for, the bloated Oreo division, and Bill’s brief directing career!) Thanks to Bombfell for supporting The Motley Fool.  Get $25 off your first purchase at http://bombfell.com/fool

Texas Roadhouse serves up big earnings. Shares of Under Armour slip. And shares of Shopify surge. Ron Gross and David Kretzmann dig into those stories.

Merger Monday! Discovery Communications seals a $14.6 billion deal with Scripps Interactive. Jason Moser and Taylor Muckerman analyze Discovery’s opportunities for international growth. Snap’s lockup period expires, sending trading volume through the roof. But while Snap’s stock remains flat, the upcoming earnings report bears watching.  Plus, we dip into the Fool Mailbag to discuss Costco’s marketing push with....Groupon??

Shares of Facebook surge on better-than-expected earnings. David Kretzmann and Matt Argersinger weigh in on the surprising numbers and delve into earnings from Buffalo Wild Wings, PayPal, and Tractor Supply Company.

Boeing’s stock pops on jet-fueled profits.  Bill Barker from Motley Fool Funds analyzes Boeing’s strengths, as well as a 1950s-America basket of stocks (US Steel, Coca-Cola, Hershey, etc.)  In the wake of Chipotle’s latest quarterly conference call, we debate how seriously management is taking its latest crisis.  (Tangents in this episode include The Godfather: Part II and the writings of the late, great David Halberstam.)

McDonald’s hits a new all-time high after global sales stun Wall Street.  David Kretzmann analyzes the rise of the Golden Arches under CEO Steve Easterbrook.  Plus, we dig into Alphabet’s EU fine and how cost-per-click affected Q2 results, as well as the Domino’s Pizza’s astonishing streak of international sales growth.

Visa has declared war on cash.  Jason Moser shares the four stocks he intends to buy in the growing trend of non-cash transactions.  Plus, we discuss Hasbro’s surprising drop, Blue Apron’s upgrades, WebMD going private and whether Jordan Spieth winning the British Open can boost shares of Under Armour.

Sears pops after striking a deal to sell Kenmore-branded appliances on Amazon.com.  Bill Barker from Motley Fool Funds analyzes the deal and explains how news involving Amazon relates to the classic Tom Hanks film “Big.”  Plus, we dig into the latest results from T-Mobile, United Rentals and Polaris Industries.  (Tangents include the moon landing, going over your mobile data plan, college rivalries and the wrong place to get a lobster roll.) Thanks to Slack for supporting The Motley Fool.  Learn more at slack.com.

Should companies offer quarterly guidance? What are the incentives in place for Wall Street analysts?  Jim Mueller and Aaron Bush break down what investors should know about the guidance game.  Plus we dig into IBM’s latest quarter, Chipotle’s latest uncertainty, and the potential merger in the cable networks industry. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool

International subscriber growth fuels Netflix to an all-time high.  Ryan Reeves and Aneesh Susarla analyze Netflix’s better-than-expected results.  Plus, we dig into Select Comfort’s rebranding, UnitedHealth’s latest quarter, and why we’re watching Shopify and PayPal. Thanks to Slack for supporting The Motley Fool.  Learn more at slack.com

Blue Apron falls another 10% after Amazon takes aim at the prepared food kit market.  Jason Moser analyzes why it’s probably going to get even worse for Blue Apron.  Internet-TV provider Roku and celebrity chef Bobby Flay prepare for two new IPOs that leave us with more questions than answers.  Plus, we dip into the Fool Mailbag and offer a preview of Netflix’s upcoming earnings report. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to Harrys.com/Fool

Shares of Target rise on upbeat guidance. Uber makes a deal in Russia. And Snap gets some good news. 

Harley-Davidson shares drop on a downgrade.  Motley Fool Funds analyst Bill Barker shares why demographic trends aren’t on HD’s side right now.  Plus, we discuss Time Inc.’s potential rebranding, whether Best Buy is going the way of Sears, and how drinking more coffee is nothing but good for you (we think).

How are YOU celebrating Amazon Prime Day?  Aaron Bush analyzes Amazon’s push to international markets and the drive to sell more Echo devices.  North America’s newspapers are banding together to take on Facebook and Google over digital advertising.  Plus, what in the world is CRISPR and why should investors pay attention? 

Abercrombie & Fitch walks away from buyout discussions, causing shares to hit a 17-year low.  Jason Moser analyzes the retail landscape, Costco’s valuation, and ClubCorp’s 30% pop.  Plus, we’re hiring for Fool Japan and heading to Hong Kong for an event with CEO Tom Gardner!

Yum China Holdings gets whacked after Pizza Hut’s tepid results drag down the positive numbers from KFC and Taco Bell.  Seth Jayson analyzes the fast-food landscape in China, as well as Tesla’s recent drop, and shares why he’s intrigued by what’s happening in the fashion watch industry. Thanks to Slack for supporting The Motley Fool. Learn more at www.slack.com

O’Reilly Automotive lowers guidance and shares fall 20%, and drags AutoZone and Advance Auto Parts with it. Jason Moser analyzes the changing landscape for auto parts retailers as Volvo goes electric.  Plus we dig into further challenges at Disney’s TV division that have nothing to do with ESPN. Thanks to Slack for supporting The Motley Fool. Learn more at www.slack.com