This chapter explores the launch of Lineage, a key player in temperature-controlled logistics, and its recent successful IPO. The discussion highlights Lineage's impact on the refrigerated food industry and the historical significance of cold chain logistics in improving food preservation and distribution.
Eaters and investors are both happy to see the $5 value meal on the menu.
(00:21) Asit Sharma and Dylan Lewis discuss:
- 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors.
- McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon.
(17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers.
Companies discussed: LINE, COLD, MCD, PCG
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Patti Poppe
Producer: Mary Long, Ricky Mulvey
Engineers: Dan Boyd
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