Is Beyond Meat Beyond Hope? & The Sneaker Race is ‘On’ with Nike and HOKA
Brew Markets
Sony's Earnings, IP Strategy, and PlayStation Sales
John and Ann cover Sony's raised forecasts, Demon Slayer IP success, PlayStation 5 sales, and image sensor outlook.
Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal for the plant-based sector. Then we jump into earnings for On, the Swiss shoe company that’s setting race records - and look at IP at Sony and why shares in Okla are up despite reporting a loss. Finally, Ann presents our CEO of the week: the man behind Metsera, the company that’s just 3 years old and already the target of an extraordinary bidding war between Pfizer and Novo Nordisk.
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00:00 Welcome to Brew Markets Daily
01:00 Is Beyond Meat Beyond Hope?
04:30 Earnings: $ONON $SONY $OKLO
17:00 CEO of the Week
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