After Earnings

Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.$WGO00:00 START 01:03 Winnebago's Transformation and Diversification06:44 The North Star and Target Customer Shift10:51 Impact of COVID-19 on Outdoor Recreation15:30 Electrification and Lithium Battery Acquisition20:13 Economic Challenges and Dealer Relationships27:29 Dealer's Perspective and Company Revenue Breakdown28:14 Earnings Call Insights and Resilience Metrics31:35 Brand Recognition and Market Strategy34:47 Revenue Portfolio and Future Targets40:17 Leadership and Entrepreneurial Recognition44:22 Personal Connection to the Outdoors47:02 Final Thoughts and Team AcknowledgmentAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)$ELF00:00 START01:07 The Rise of e.l.f. Cosmetics03:47 Balancing Quality and Affordability05:17 Influencer and Community Engagement09:18 Innovative Marketing Strategies18:35 Retail Expansion and Future Growth20:16 Proactive SKU Management21:06 Notorium Acquisition and Expansion23:18 Skincare Routines and Product Recommendations25:54 Leveraging Data for Business Strategy28:40 Board Diversity and Corporate Values35:41 Entrepreneurial Lessons from Immigrant RootsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnin...Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.$LIF 00:00 START01:20 Meet Chris Hulls, CEO of Life36002:33 The Origin of Life36005:13 Life360's IPO Journey10:31 Data Privacy and Security at Life36014:43 Monetization and User Data21:50 Future Plans and User Benefits23:41 Free vs. Paid Services24:10 Family Safety Features24:49 Expanding User Base26:56 Senior Care Solutions31:15 Leadership and Core Values33:17 TikTok and Teen Engagement39:23 Military Influence on Leadership42:02 Final Thoughts and ReflectionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnin...Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction.$BETR00:00 START02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process.06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services.10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access.15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations.20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction.25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation.30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations. After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape.$CAVA00:00 START01:15 Interview with Brett Schulman, cofounder and CEO of CAVA02:25 The Love Button for Employees03:22 The Origins and Growth of Cava05:15 Retail Strategy and Digital Transformation08:55 Navigating the IPO Process14:12 Maintaining Growth and Profitability23:45 Employee Engagement and Stock Rewards25:50 New Menu Items and Market Expansion30:31 Data-Driven Decisions and Future Plans40:54 Conclusion and ReflectionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024TSE:419400:00 START00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner01:06 Visional: The Japanese LinkedIn02:23 AI and Human Capital Management09:08 Listing on the Tokyo Stock Exchange11:24 Retail Investing in Japan vs. the U.S.12:47 Revenue Growth and Market Trends19:27 Future Innovations and Cybersecurity23:00 EY World Entrepreneur of the Year27:46 Swimmy's Role with the New York YankeesAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies.$MNDY00:00 START00:54 Understanding Monday.com's Unique Business Model01:51 The Story Behind Monday.com04:03 Monday.com's Diverse Customer Base08:21 AI Integration in Monday.com11:53 Growth Strategies and Financial Discipline20:14 Super Bowl Ad Experiment22:06 Earnings Results and Future Plans25:37 Exploring the Seed-Based Business Model26:35 Future Pricing Models and AI Integration27:33 Free Cash Flow and Margin Expansion30:30 Investment Strategies and Market Expansion31:46 Acquisition Plans and Complementary Technologies35:23 Preparing for IPO and Financial Systems Overhaul40:09 Transitioning to a Public Company44:43 Final Thoughts and ReflectionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of After Earnings, Austin Hankwitz speaks with Affirm CFO Michael Linford, exploring the company's innovative financial products, focusing on the Buy Now Pay Later space, and its commitment to consumer financial health. The discussion highlights Affirm's strategic partnerships, revenue streams, and response to competitive challenges, as well as its approach to leveraging AI for customer service enhancement. Linford also shares his personal journey to Affirm, underscoring the company's passion for offering transparent, flexible financial solutions that align with consumer success.$AFRM00:00 Welcome to After Earnings: Unveiling Affirm's Financial Innovations01:00 Breaking Down Affirm's Mission and Business Model01:37 Affirm's Approach to Consumer Credit and Financial Health04:32 The Affirm Card: A New Era of Financial Flexibility06:01 Decoding Affirm's Revenue Streams and Financial Health11:35 Earnings Highlights: Affirm's Remarkable Quarter18:58 The Affirm and Shopify Partnership: A Deep Dive25:12 Addressing the Bloomberg Article on BNPL Debts31:22 Debunking Myths Around Delinquencies and Credit Behavior32:33 The Power of Controlled Spending with Affirm35:44 Affirm's Approach to Credit Reporting and Future Plans38:23 Navigating the High Interest Rate Environment43:32 Leveraging AI for Customer Service and Business Efficiency50:09 Competitive Landscape and Consumer-Centric Strategy55:24 Personal Journey to Affirm and Career Reflections59:59 Key Takeaways and Closing ThoughtsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of After Earnings, Katie Perry and Austin Hankwitz sit down with ServiceNow CFO Gina Mastantuono. ServiceNow, a cloud-based workflow automation platform, enables enterprise organizations to improve operational efficiencies by streamlining and automating routine work tasks. Together, they discuss the company's impressive Q1 earnings, advancements in GenAI technology, and the importance of workplace cultural transparency that led them to being ranked #3 by Glassdoor as "Best Places to Work in 2024".$NOWTIMESTAMPS00:00 START 00:07 Spotlight on ServiceNow: A Deep Dive with CFO Gina Mastantuno00:39 ServiceNow's Impressive Journey and Q1 Earnings Insights00:49 Exploring ServiceNow's Culture and Massive Interest in Employment02:22 The Evolution and Impact of ServiceNow's Platform05:38 ServiceNow's Strategic Expansion and Customer-Centric Approach07:42 Generative AI at ServiceNow: Early Adoption and Future Prospects13:07 Earnings Highlights and the Future of Gen AI18:23 Investor Day Preview and ServiceNow's Growth Strategy21:33 Navigating the Competitive Landscape and Partner Ecosystem25:29 Leadership and Culture: The Pillars of ServiceNow's Success33:40 Wrapping Up: Reflections and Looking AheadAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.comFollow Us X: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, hosts Katie Perry and Austin Hankwitz explore atai Life Sciences with Founder and Chairman Christian Angermayer, covering its mission and the rise of mental health issues. Together, they discuss the current state of psychedelic regulation, atai’s drug development phases, how retail investors should approach Atai post-product launch, and the company’s go-to-market strategy.$ATAI00:00:00 START00:01:20 What is atai Life Sciences?00:08:55 The prevailing theory on the rapid rise of mental health issues00:15:50 Regulatory bodies’ openness to collaborating with atai00:17:58 The current state of the regulation process for psychedelics00:19:17 Phases of drug development and where atai currently is00:24:00 How retail investors should be thinking about atai once the products go live00:27:10 atai’s go-to-market strategy00:32:09 Current world leader who should have the psychedelic experience00:35:28 What retail investors should be looking at in atai’s earnings00:40:13 Longevity and anti-aging effects of psychedelicsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices