Exploring McDonald's strategic partnership with Krispy Kreme for donuts in stores, considering benefits and risks of brand extension. Transitioning to Massimo's acquisition in wearables market, discussing investor skepticism and positive market response.
Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?
(00:21) Emily Flippen and Jason Moser discuss:
- Boeing’s hunt for a new CEO, and the difficulty of shifting company culture.
- Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech.
- McCormick’s strong earnings, and Amazon’s continued investment in AI.
(19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.
(30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.
Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin
Engineers: Dan Boyd
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