McDonald’s Consumer Reality Check & Tariffs Head to the SCOTUS
Brew Markets
Rivian’s Results and R2 Opportunity
Ann and John recap Rivian’s revenue beat, positive gross profit, SUV R2 plans for 2026, and EV market dynamics around tax credits.
Episode 58: Today, Ann examines McDonald’s earnings and what they - along with the CEO - have to say about the state of the consumer (hint: they like Snack Wraps). Then a conversation about earnings from Toast, Lemonade and Rivian… is its future riding on the next SUV? Finally, Ann sets the table for today’s massive legal moment as the Supreme Court considers Trump’s tariffs.
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00:00 Welcome to Brew Markets Daily
01:00 McDonald’s Earnings
03:00 Earnings: $TOST $LMND $RIVN
17:30 Tariffs Before SCOTUS
23:00 Market Close
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