What Couche-Tard and Lightspeed Are Telling Us About Consumers episode artwork

EPISODE · Mar 27, 2025 · 48 MIN

What Couche-Tard and Lightspeed Are Telling Us About Consumers

from The Canadian Investor · host Braden Dennis & Simon Belanger

In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers. They also cover Tesla’s steep sales decline in Europe and the mounting brand backlash surrounding Elon Musk. Couche-Tard’s latest results are in—with mixed signals across geographies—and Nike shares tumble after ugly guidance and worsening fundamentals. Finally, FedEx continues to make progress on cost-cutting, but persistent economic weakness has forced yet another revenue downgrade. Tickets of stocks/ETFs discussed: TSLA, ATD.TO, LSPD.TO, FDX, NKE Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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What Couche-Tard and Lightspeed Are Telling Us About Consumers

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This episode was published on March 27, 2025.

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In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers. They also cover Tesla’s steep sales...

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