After Earnings

• CAVA CEO on Winning Customers, Vertical Integration, and Riding the Mediterranean Wave

  On the latest episode of After Earnings, CAVA CEO Brett Schulman joins Ann Berry to discuss how he is taking on his fast casual rivals with AI, format flexibility and bold flavors. Highlights include:• Why Schulman believes Mediterranean is the next major fast casual wave.• How CAVA tailors store formats and incorporates AI to keep restaurants efficient and reduce food waste.• How CAVA’s vertical integration and long-term supply chain investments have kept down prices. 00:00 Brett Schulman Joins01:09 What CAVA does differently02:39 The rise of mediterranean05:44 Flexible restaurant format14:01 Restaurant automation18:51 Avenues for growth21:22 Would CAVA add breakfast?23:00 Most surprising CAVA location After Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.com Follow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: [email protected] $CAVA Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Okta CEO on Building a Password-Free Future & Developing Standards for AI Security

  On the latest episode of After Earnings, we spoke with Okta CEO Todd McKinnon about how his company aims to become the one-stop shop for digital ID across all businesses and applications. Highlights include: • How Okta is working toward a password-free future. • Why - when it comes to security - Okta sees itself as the superior choice versus Microsoft every time. • How Okta is responding to the emerging security threats posed by AI and quantum computing. 00:00 START 01:30 Okta vs. Microsoft on security 04:10 Selling to both developers and IT teams 08:34 The future of identity verification 12:55 Security challenges posed by quantum computing 17:40 Developing standards for AI security 19:31 Okta's strong earnings and the market's response $OKTA After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach OutEmail: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Lyft CEO on Silver Riders, Self-Driving Cars, and the $100M Ad Bet

  On the latest episode of After Earnings, we spoke with Lyft CEO David Risher about designing Lyft Silver for older adults who have been left out of the rideshare boom, how the company is turning its app into a $100 million advertising platform, and what it will take to balance a future of autonomous vehicles with the human touch that keeps rides personal.$LYFT 00:00 START01:21 Lyft Silver: Targeting Older Adults06:01 Commute Rides and Price Lock10:26 Expansion through Acquisitions14:22 Lyft Media and In-App Advertising17:25 AI and Autonomous Rides After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us: X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Roblox CEO on Shopping, Socializing, and Selling in 3D

  On the latest episode of After Earnings, we spoke with Roblox founder and CEO David Baszucki about why gaming is becoming an always-on digital marketplace, how AI is accelerating the work of Roblox creators, and what it’ll take to grow the platform’s share of global gaming spend from 3% to 10%. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us: X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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• Tariffs, Toys, and the Kidult Takeover with Hasbro

  On the latest episode of After Earnings, we spoke with Hasbro CFO and COO Gina Goetter about how the company is navigating tariff pressure, why 60% of toy sales now come from adults, and how Hasbro's billion-dollar Magic: The Gathering franchise is driving growth. $HAS 01:03 Tariff Impact on the Toy Industry 02:42 Hasbro's ""Playing to Win"" Strategy 07:10 The Rise of the Kid-Adult Market 09:58 Entertainment and Licensing Ventures 13:11 Wizards of the Coast and Digital Gaming 16:52 Community Engagement and Brand Fandom 23:12 Rapid Fire Questions and Conclusion After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us: X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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