Both Amazon and Costco are going to raise the price of their membership fees this year. The last time Amazon did this with Amazon Prime was four years ago. With Costco, it was on five-year cycles. We'll get into why we love pricing power and why we have questions about the business of plant-based proteins.
Both Amazon and Costco are expected to increase their membership fees this year. Will they surprise customers (and investors) by increasing their fees by more than they have in the past? Maria Gallagher analyzes what’s expected and why pricing power is harder for entertainment businesses like Spotify, Netflix, and Disney+. She also discusses the expansion of McDonald’s partnership with Beyond Meat, the anticipated IPO of Impossible Foods, and why she’s not as bullish as others on the plant-based protein industry. Plus, Jason Moser and Matt Frankel dig into Shift4 Payments and share why it’s more than simply a payments processing business.
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Stocks: AMZN, COST, WMT, NFLX, DIS, SPOT, MCD, BYND, UL, FOUR, TOST, SQ
Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd
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