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Motley Fool Money

Customers for Life?

Jun 24, 2024
26:27
Snipd AI
Discussing the potential impact of weight-loss drugs on ResMed's dominance in the sleep apnea market, RXO's acquisition of Coyote Logistics from UPS, and the beneficial partnership between Target and Shopify. Exploring the value of lifetime-customer relationships for companies like Apple and Costco, emphasizing the importance of customer loyalty for long-term success.
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Podcast summary created with Snipd AI

Quick takeaways

  • Weight-loss drugs like Eli Lilly's Zepbound pose a threat to ResMed in the sleep apnea market.
  • Partnerships like Target and Shopify's collaboration benefit both companies and drive strategic growth opportunities.

Deep dives

Potential Impact of Weight Management Drugs on Other Industries

The podcast discusses the potential impact of weight management drugs on other industries, focusing on a study showing how Eli Lilly's ZEPP may reduce the severity of sleep apnea, affecting MedTech company ResMed. This revelation has caused ResMed's shares to drop by 10%, highlighting the significance of developments in the medical field for companies like ResMed, particularly in the context of competitive dynamics.

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