Software, Retail, and Trex CEO Bryan Fairbanks
发布时间 2023-03-03 21:00:00 来源
摘要
When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan.
(0:21) Jason Moser and Ron Gross discuss: - Whether Costco is ready to increase membership fees - Salesforce focusing more on profitability - Seeing light at the end of Okta's tunnel - How "it's all ball bearings" for C3.AI - The latest from Target, Lowe's, Best Buy, and Zoom Video
(19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street.
(35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price.
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Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW
Host: Chris Hill Guests: Ron Gross, Jason Moser, Bryan Fairbanks Engineer: Rick Engdahl
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