Market Foolery

Lyft’s 2^nd-quarter revenue fell more than 60%. Tapestry’s online sales in the 4^th quarter were strong, but not enough to make up for the numerous questions facing the company. Jim Gillies analyzes those stories, along with AMC Entertainment’s promotion to re-open movie theaters in the U.S.

Tencent’s gaming division boosts 2^nd-quarter results. Same-store sales at Chili’s help Brinker International’s 4^th quarter come in better than expected. Microsoft announces a launch date (Sept. 10^th) and a price ($1400!) for its new Surface Duo phone. Dan Kline analyzes those stories, and we share a few thoughts on the incredible life of Sumner Redstone.

Lumentum Holdings rises on a strong 4^th-quarter report and guidance for the new fiscal year. ESG funds now have more than $1 trillion under management. Jason Moser analyzes those stories, plus we dip into the Fool Mailbag to discuss the wedding industry and its potential for a rebound.

Marriott posts its first quarterly loss in nearly nine years. Simon Property Group is talking with Amazon about taking over vacant mall space. Bill Barker analyzes those stories and explains how the scramble to fill empty space is forcing companies to get creative. Plus we discuss the recent rise and fall of Eastman Kodak’s stock and the latest quarterly results from Berkshire-Hathaway.

You’ve heard of Jack Daniel’s, but have you heard of his mentor Uncle Nearest? CEO Fawn Weaver shares the true-life story behind an iconic American brand, and how she and her team are making history with the fastest-growing whiskey in the U.S.

To learn more about this company go to www.unclenearest.com.

Soap company launches hand sanitizer line during pandemic and sales skyrocket! But don’t call Soapbox Soaps an overnight success. David Simnick started Soapbox Soaps with a mission in mind, one that he and his team have never wavered from. In this episode David discusses how Soapbox Soaps started, the consumer goods landscape, and more.

You can learn more about this company by going to www.soapboxsoaps.com.

No one studies the video gaming industry like Aaron Bush.  We discuss gaming’s rise during the pandemic, the ripple effect of major league sports being delayed, and the relative valuations of Activision Blizzard, Electronic Arts, and Take-Two Interactive. Plus Aaron shares the game release he’s looking forward to and the trend investors should be watching.

To learn more about this growing industry, check out more from Aaron at www.masterthemeta.com.

UPS pops 17% as consumer shipments drive an incredible 2^nd-quarter report. Mastercard’s 2^nd-quarter profits and revenue come in higher than expected, but payment volume drops. PayPal’s record revenue in the 2^nd quarter pushes the stock to an all-time high. Brian Feroldi analyzes those stories and shares a thought on Amazon’s report coming after the closing bell today.

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Starbucks rises despite same-store sales falling 40% in the 3^rd quarter. Spotify’s 2^nd quarter report has it closing in on 140 million paid subscribers. Scotts Miracle-Gro hits an all-time high after a fantastic 3^rd-quarter. Dan Kline analyzes those stories, as well as AMC Theaters striking a landscape-shifting deal with Comcast’s Universal Pictures.

Sherwin-Williams hits a new all-time high on strong 2^nd-quarter profits. Jason Moser analyzes the beauty of a paint business that has returned more than 900% over the past decade for shareholders. Plus we discuss DR Horton’s new all-time high, McDonald’s better-than-it-might-appear 2^nd-quarter results, and Facebook’s new attempt to take on TikTok.