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Motley Fool Money
Customers for Life?
Jun 24, 2024
Bill Barker, a Motley Fool analyst, dives into the potential disruption of the sleep apnea market by weight-loss drugs, particularly highlighting ResMed's challenges. Tim Beyers, another analyst, discusses the significance of lifetime customer relationships, showcasing how brands like Apple and Costco thrive on loyalty. The conversation also touches on RXO's acquisition of Coyote Logistics and the impactful partnership between Target and Shopify, indicating exciting shifts in retail dynamics. Tune in for insights on how these trends could shape the future of various industries!
26:27
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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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