Dylan Lewis: We've recently got earnings from Sabertooth. They look pretty strong. The sales up 23% operating income up by 44%. Like you said, it's those military tailwinds right now. But they did say between 2022 and 2027, they're going to grow about 10% compound annual growth rate. Is that sort of in line with what you're seeing and what you're forecasting? So yes, I'm actually forecasting that they will be able to beat that guidance.
China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?
(00:21) Asit Sharma and Dylan Lewis discuss:
- Starbucks’ slowing growth in the U.S. and torrid growth in China. - Why investors need to be patient with Pinterest. - How AI and lagging PC sales trends are affecting AMD.
(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else..
Companies discussed: SBUX, PINS, AMD, SAABY
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy Engineers: Dan Boyd
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