A discussion on the different types of pepperoni used on discount pizza, the introduction of a new strawberry ice cream soft serve, and the questionable pricing of a roast beef sandwich. The conversation then transitions to the speaker's experience with Costco as both a shopper and investor, including the history of Price Club and early days of shopping at Costco.
(00:21) Asit Sharma and Dylan Lewis discuss:
- How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg. - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.
(15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings.
(27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream.
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Companies discussed: K, KLG, ARMK, VSTS, COST
Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd
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