
 Bloomberg Intelligence
 Bloomberg Intelligence 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 


