Jody Lurie

Jody Lurie, a Bloomberg Intelligence credit analyst specializing in the cruise industry, shares insights on consumer demand and booking trends. She highlights the strong return of cruisers and increased onboard spending, yet flags potential dips in demand by 2026. Lurie discusses the balance between new ship construction and debt reduction and examines varying pricing strategies among cruise lines. Her analysis sheds light on how market dynamics could impact future profitability and customer acquisition, raising questions about brand differentiation in a competitive landscape.

Join Jody Lurie, a Bloomberg Intelligence Credit Analyst, as she provides keen insights on the midyear outlook for the travel and leisure industry. Discover how summer travel patterns are reshaping consumer behaviors amidst economic challenges. The discussion also highlights the resilience of theme parks versus cruises, alongside the potential impacts of Apple's Formula One film on media rights. Jody dives into Oracle's impressive $30 billion cloud deal, underscoring its significance in the tech landscape.

Lindsay Rosner, head of multi-sector investing at Goldman Sachs Asset Management, joins Bloomberg News reporter James Crombie and credit analyst Jody Lurie to delve into the complexities of commercial real estate debt. They discuss how Goldman is capitalizing on opportunities in commercial mortgage-backed securities amid market challenges. The trio also weighs the outlook for retail and leisure sectors, particularly considering the pressures on lower-income consumers. Insightful perspectives on risk management and credit analysis strategies are shared.

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.

Brian Niccol, the new CEO of Starbucks and former leader of Chipotle, discusses the challenges he faces with the brand's reputation and stock performance. Deena Shanker and Jody Lurie analyze the implications of this leadership transition on both Starbucks and Chipotle. Additionally, Josh Saul dives into a climate disaster involving a broken wind turbine blade in Nantucket, highlighting community backlash. The conversation also touches on coal's resurgence amid climate concerns and the importance of strategic partnerships and generative AI in business success.