This chapter discusses two companies to keep an eye on in the next quarter and the potential impact of weight loss drugs on various industries. It also delves into the history of diabetes care and the pioneering work of a medical device company in continuous glucose monitoring, exploring its benefits and industry-building efforts.
Chewy’s growth depends on how much we love our furry friends.
(00:21) Bill Barker and Deidre Woollard discuss:
- The power of Chewy’s auto-ship service.
- If Chewy’s growth is too dependent on macro trends.
- What factors could lead to a Dollar General turnaround.
(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.
Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Kevin Sayer, Mary Long, Bill Barker
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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