Motley Fool Money Battling Giants
Dec 1, 2022
Emily Flippen, a Senior Analyst at Motley Fool, dives into Salesforce's leadership shake-up and its impact on the company's stock performance. She also discusses Kroger's promising third-quarter results and plans to expand through the acquisition of Albertsons. Jeff Santoro participates in a lively bull vs. bear debate over DigitalOcean, a cloud infrastructure contender facing fierce competition from larger firms. The conversation is filled with insights on market responses and the challenges of small companies striving for growth.
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Co-CEO Concerns at Salesforce
- Salesforce's co-CEO structure raises concerns after Brett Taylor's departure.
- This marks the second co-CEO exit in three years, questioning the model's effectiveness.
Challenges of Co-CEO Structures
- Co-CEO structures lack a single point of responsibility, potentially causing infighting.
- While some companies like Atlassian succeed, high-profile failures raise yellow flags for investors.
Kroger's Q3 Success
- Kroger's Q3 profits beat expectations, raising guidance despite inflation.
- Their success is partly due to expanding private-label brands, offering lower prices.