This chapter discusses McCormick's strong quarter and the growth of their flavor solutions business, primarily driven by pricing actions. It highlights the unsustainable nature of generous pricing and payment from restaurants due to consumer resistance to high prices.
DoorDash has started offering hourly wages for its couriers.
(00:21) Bill Barker and Deidre Woollard discuss: - What prompted DoorDash’s recent updates. - Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers. - How demand for spicy food is just one positive sign for McCormick.
(16:15) Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area.
Companies discussed: ADBE, MKC, DASH, ABNB, UBER
Host: Deidre Woollard Guests: Bill Barker, Sanmeet Deo, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd
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