Meet Nuuly: Urban’s Rental Gem & Petco: An Old Dog Learns New Tricks
Brew Markets
Petco's turnaround and profitability focus
John and Ann review Petco's revenue decline, margin improvements, and cost-cutting that boosted EBITDA.
Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, recurring revenue for the clothing giant. Then we look at Dell, the decades-old PC maker that has found a path in bespoke AI solutions. Plus, Petco is begging for a turnaround, Uber robotaxis launch in Abu Dhabi and what exactly did Campbell’s have to say about the suggestion the company 3D-prints its chicken? We’ll be back on Monday - have a great Thanksgiving!
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00:00 Welcome to Brew Markets Daily
00:40 $URBN’s HIDDEN JEWEL
04:00 EARNINGS: $DELL $WOOF
16:00 $UBER ABU DHABI ROBOTAXI
18:00 $CPB TALKS CHICKEN
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