The chapter explores a company's direct response to customer concerns, focusing on introducing and removing popular items to drive foot traffic. It also delves into discussions about stock market reactions to a company's earnings report, highlighting concerns about future margins and management's stance on addressing these challenges. Additionally, the chapter touches on Southwest Airlines' revenue-enhancing strategies, such as assigned and premium seating, and the broader challenges faced by airlines in balancing costs and customer satisfaction.
Open seating is coming to an end on Southwest flights.
(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.
Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.
Companies discussed: CMG, LUV, LULU, AMD, NVDA
Learn more about the Range Rover Sport at www.landroverusa.com.
Host: Ricky Mulvey
Guests: Sanmeet Deo, Asit Sharma
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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