About this episode
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital (10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group. Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices