Brew Markets McDonald’s Consumer Reality Check & Tariffs Head to the SCOTUS
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Nov 5, 2025 This episode dives into McDonald’s latest earnings, revealing how Snack Wraps are a hit and what that says about consumer health. The discussion also covers Toast's impressive pivot during the pandemic and its partnership with Uber Eats. Lemonade's innovative use of AI in insurance is highlighted, contrasting its growth with cautious analyst opinions. Rivian shares its revenue success and future SUV plans. Finally, there's a legal spotlight on tariffs as the Supreme Court weighs presidential powers.
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McDonald’s Signals Consumer Resilience
- McDonald’s sales rose 3% despite mixed customer fortunes, signaling resilient top-line demand.
- The return of value items like Snack Wraps targets lower-income diners to shore up traffic.
Toast’s Comeback From Pandemic Near-Death
- John recalls first seeing Toast's point-of-sale device in a deli and not knowing the brand behind it.
- Toast grew from near-collapse in the pandemic to a 2021 IPO and substantial market cap recovery.
Toast Expands From POS To Global Ads
- Toast scaled locations 23% year-over-year to ~156,000 and beat revenue estimates at $1.63 billion.
- It is expanding beyond POS into global partnerships like promotions and ads with Uber Eats.