A Consumer Triple Play 8/13/24

A leadership shakeup at Starbucks creates buzz as the Investment Committee explores its implications for stock performance. They analyze the contrasting fortunes of Chipotle and Starbucks amid changing consumer trends. The episode dives into the world of discretionary stocks, revealing opportunities in both emerging and established brands like Nike and McDonald's. Cybersecurity investment strategies and the dynamics of GLP-1 drugs are also key talking points, highlighting the ever-evolving landscape of consumer and tech markets.