Poonam Goyal

speaker

100 appearances 19 recordings 1 series first heard Feb 2026 last heard 21 Aug

Poonam Goyal’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 19 in all, peaking in Feb 2026 with 8.

Appearances

newest first · ▶ plays the moment

Bloomberg News Now · Bessent Flags Bigger Debt Buyback Potential, Anthropic IPO Prep, More · 21 Aug 2026 podcast

And that issue isn't a one-time issue.

It's not going away just this quarter.

Last quarter it was a hundred basis point impact to the comp sales.

This quarter it was a hundred and twenty-five basis point had been so clearly increasing.

And the worry is for the next two quarters, you'll continue to see.

Bloomberg News Now · Bessent Acts on Yields, Anthropic to Match or Top SpaceX IPO, More · 20 Aug 2026 podcast

So when you look at that number and you look at why they missed, I think the misses largely due to the pharmacy deflation issue.

And that issue isn't a one-time issue.

It's not going away just this quarter.

Last quarter it was a hundred basis point impact to the comp sales.

And the worry is for the next two quarters, you'll continue to see.

Bloomberg News Now · Bessent on Expanded Buyback Plan, Anthropic Preps for IPO, More · 20 Aug 2026 podcast

So when you look at that number and you look at why they missed, I think the misses largely due to the pharmacy deflation issue.

And that issue isn't a one-time issue.

It's not going away just this quarter.

Last quarter it was a hundred basis point impact to the comp sales.

This quarter it was a hundred and twenty-five basis point had been so clearly increasing.

And the worry is for the next two quarters, you'll continue to see.

Bloomberg News Now · Global Rally in Tech Stocks, Trump Says Hamas Will Disarm, More · 31 Jul 2026 podcast

It looks like broad-based strength across the board.

The retail numbers were particularly good and that was expected because we had the Prime Day shift moving in from 3Q to 2Q.

So overall, really nice numbers here on the retail side.

Consumers came to Amazon to shop Prime Day sales and the shift to online just continues to appear more and more apparent as we move through a tough consumer spending cycle.

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