There's not much cyclical about eating. Do it every day. You're going to tomorrow and for many years to come. It doesn't have the highs and lows by any means. General Mills brands, you look at them. They're the ones that you've grown up with. I love lucky charms. There aren't enough people like me.
Netflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.
Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.
Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE
Host: Ricky Mulvey Guests: Bill Barker, Jason Moser, Matt Frankel Engineer: Dan Boyd
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