Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet.
(00:21) Asit Sharma and Mary Long discuss:
- What to do with two minutes’ extra time.
- Earnings from Starbucks.
- What’s cooking at Wingstop.
Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO.
Tickers mentioned: SBUX, WING, WBD
Host: Mary Long
Guests: Asit Sharma, Yasser el-Shimy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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30:36
A Steady Business During Uncertain Times
PayPal is not making noise, but standing firm on its earnings outlook.
(00:21) Jason Moser and Ricky Mulvey discuss:
- How trade disputes are impacting the Port of Los Angeles.
- What PayPal’s advertising business means for its growth story.
- Earnings from Spotify.
Then, (15:30) Robert Brokamp joins Ricky to discuss some methods to diversify your savings.
Companies discussed: WMT, PYPL, SPOT
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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32:58
The Compounding Consumer Crunch
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.
(00:21) David Meier and Dylan Lewis discuss:
- Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..
- Temu and Shein pushing tariff increases to American consumers over the weekend.
- Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.
(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .
Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.
Host: Dylan Lewis
Guests: David Meier
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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28:53
The Rise of Prediction Markets
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth.
This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss:
- What he learned about Kalshi from this past election.
- The difference between an events contract and gambling.
- How prediction markets could disrupt sports betting.
Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.
Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html
Company discussed: HOOD
Hosts: Mary Long, Ricky Mulvey
Guests: Tarek Mansour, Jen Wieczner
Engineers: Rick Engdahl, Dan Boyd
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47:35
Google Banks Ads, Chipotle Eyes Mexico
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.
(00:21) Jason Moser and Asit Sharma discuss:
- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.
- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.
- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.
(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.
(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.
Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, Malcolm Ethridge
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
USA