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Retail Recap of the 2023 Holidays with Courtney Reagan

Retail Recap of the 2023 Holidays with Courtney Reagan

FromThe Important Part: Investing with Liz Young


Retail Recap of the 2023 Holidays with Courtney Reagan

FromThe Important Part: Investing with Liz Young

ratings:
Length:
38 minutes
Released:
Dec 19, 2023
Format:
Podcast episode

Description

Holiday shopping is upon us, and the seasonal sales are in full swing. But just how does the 2023 holiday season stack up against the ghosts of retail past? On this episode, Courtney Reagan, CNBC’s Senior Retail Reporter, sits down with host Liz Young, SoFi’s Head of Investment Strategy. 

Liz and Courtney discuss the (promising) future of big box stores, how retail has bounced back from the economic downswing, and who the winners of this holiday season will be.

Notable mentions in episode:
(00:00) Intro
(02:00) What’s the story on consumer spending in 2023?
(05:29) Are consumers trading down?
(08:07) Inventory management improved in 2023
(12:41) On the ground for Black Friday
(19:58) What product categories hit it out of the park this year?
(23:56) Record sales numbers or just inflation?
(26:41) Nostalgia rules the toy aisle
(29:24) What’s happening with retail stocks?
(32:53) Hot Minute
(34:28) Liz’ Takeaways


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Recommended reading:
Investing in Retail Stocks
Is Inflation a Good or Bad Thing for Consumers?
Released:
Dec 19, 2023
Format:
Podcast episode

Titles in the series (34)

The Important Part: Investing With Liz Young, a new podcast from SoFi, takes listeners through today’s top-of-mind themes in investing and breaks them down into digestible and actionable pieces. Each month, Liz Young, Head of Investment Strategy at SoFi, delves into investing topics such as clean energy, inflation, market cycles, and crypto assets with special guests to get to the important part--why it matters to investors as they work toward their wealth-building goals. This show is the place to come for understanding how to approach your investments, with the inside scoop from those who are armed with the knowledge to help you do so.