

BI Weekend: Mars, Kellanova Deal, New Starbucks CEO
Aug 16, 2024
This week, Jennifer Bartashus, a retail staples analyst, discusses Mars' $36 billion acquisition of Kellanova, highlighting shifts in consumer behavior amid rising food costs. Redd Brown reviews Home Depot's earnings and their pivot to contractors. Jody Lurie observes challenges for Starbucks with a new CEO amid activist pressures. Yayoi Sekine explores advancements in battery technology, linking it to energy storage's future. They also touch on potential antitrust actions against Google and the transformation strategy at Victoria's Secret.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Wall Street Mergers and Retail Trends
01:43 • 12min
Leadership Shift: The New Era at Starbucks
13:16 • 2min
Starbucks Leadership Shakeup and Market Challenges
15:42 • 5min
Chipotle and the Future of Battery Technology
20:52 • 6min
Cognitive Biases in Finance and Business Partnerships
27:16 • 2min
Antitrust Actions and Banking Stability
29:43 • 10min
The Transformation of a Lingerie Brand in a Changing Market
39:47 • 4min