The Best One Yet đŹ âMillennial Cringeâ â Sweetgreenâs low. Walmartâs villain-to-hero. Mini-Soap Drama surge. +Techie facelifts
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Nov 17, 2025 Walmart's recent CEO retirement was marked by a stunning 90% pay increase for employees, drawing comparisons to superhero moves. Meanwhile, brands beloved by millennials like Sweetgreen and Allbirds are facing a cringe-worthy downfall in the stock market. In the entertainment realm, microdramas, originating from China's booming industry, are making waves in the U.S. The hosts also explore the trend of tech facelifts, highlighting how industry professionals are turning back the clock.
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Millennial Brands Hit Triple Whammy
- Sweetgreen and similar "millennial" brands are collapsing as customers trade down and subsidies disappear.
- A triple whammy of lost VC subsidies, inflation-driven price hikes, and millennial income stagnation explains the crash.
$74 Salad Reality Check
- Nick recounts a $74 Sweetgreen meal for four and expensive menu add-ons like guac and roasted sunchokes.
- That in-person price shock illustrates why foot traffic and sales are falling.
Not Just Sweetgreen â A Market Pattern
- Many direct-to-consumer and clean-brand names (Warby, Allbirds, Chipotle, Cava) are near all-time lows.
- The pattern reflects a structural shift, not isolated business mistakes.