This chapter explores the struggles faced by Starbucks under Norah Simmons, including stock price concerns and leadership critiques. It also examines the broader market dynamics impacting Home Depot and OnHolding, focusing on consumer demand, economic uncertainties, and growth strategies.
(00:21) David Meier and Ricky Mulvey discuss:
- Why Starbucks wants Chipotle’s CEO.
- What Home Depot’s quarter says about the economy.
- On Holding’s impressive growth.
Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world.
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Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY
Host: Ricky Mulvey
Guests: David Meier, Alison Southwick, Robert Brokamp
Engineer: Dan Boyd
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