It feels like one of the bigger victims here as of late pertains to groceries, right? It's all of these meal kit companies. People didn't realize as much during the pandemic shutdowns how inflated prices get when restaurants list their stuff on DoorDash. So that's something that is really starting to suffer too. And the meal kits were, in my opinion, just a bad business model from the start.
(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition - The doubling of the company's share buyback program
(11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy.
Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS
Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
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