Shift 4 Payments is not exactly a household name. The company went public in the summer of 2020, and while the stock is up 50% since its first day of trading, Shift 4 has largely flown under Wall Street's radar. Applebee's, IHOP, KFC, Denny's are all Shift 4 customers. Matt Frankel and Jason Moser: Take a closer look at this business that investors might want to take a closer looks at.
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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