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After Earnings

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May 1, 2024 • 40min

Lovesac: From Basement Bean Bags to a $700M Tech-Enabled Furniture Business with CEO Shawn Nelson

In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more.TIMESTAMPS 00:00 Start01:05 The story of LoveSac03:06 The power of reputation and a product that grows with you04:56 The modular couch and a product designed for life07:31 What separates Lovesac: research, understanding, and operating like a CPG brand09:14 The target demographics13:12 Highlighting earnings success and what’s changed15:02 How the name for LoveSac came about20:08 Taking on online sales and going through cycles22:36 Partnerships with Best Buy and the sell tech behind it25:49 New innovations coming down the line31:04 His book: Let Me Save You 25 Years33:05 How a big lesson learned to opening their own store34:57 What’s next for LoveSac$LOVE After 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
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Apr 24, 2024 • 37min

Kura Sushi USA: Innovating Sushi Dining, Culinary Trends & Robot Waiters with CFO Jeff Uttz

In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion. TIMESTAMPS:00:00:00 Start00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships00:06:09 The growth of sushi in the US and sushi going mainstream00:07:41 “Eatertainment”, Kirbi the roboserver, and quality00:08:53 The Doordash partnership00:10:52 Opening 10 restaurants in the fiscal year00:14:51 Explanation of white space00:16:36 Where does Kura fit in the sushi landscape00:20:59 Sourcing sushi from all over the world and super freezing for freshness00:23:53 Americanizing the menu, rolls, and operations00:25:51 The loyalty program members and the new app gathering data00:31:02 Being an executive in the restaurant industry and permittingAfter 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
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Apr 17, 2024 • 47min

REE Automotive: EV's Commercial Future & Capital Strategies with CEO Daniel Barel

In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations.$REE00:00:00 Start00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles00:27:38 Securing working capital amid macroeconomic uncertainty00:31:21 Demystifying business nuances for investors as the CEO00:39:02 Daily driver preferences and driving experiences00:43:23 The distinct role of commercial EVs in last-mile delivery servicesAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarningsTikTok: AfterEarnings Instagram: AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Apr 3, 2024 • 51min

Braze: AI Marketing Advisors & The Craft of Customer Engagement with CEO Bill Magnuson

Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public.$BRZE00:01:21 - The state of marketing 00:06:09 - Why they built the company in 2011 and how the landscape changed 00:10:27 - How big names are using Braze 00:18:05 - Landing an 8 figure customer and “hunting and farming” 00:21:41 - What tools companies consolidate when they move to Braze  00:26:35 - Why costs differs across platforms 00:30:02 - Scaling at Braze and profitability 00:35:23 - Being a startup founder CTO turned public company CEO 00:38:46 - Using AI for the last decade and the rise of GenAI 00:49:59 - Steering clear of political campaignsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarningsTikTok: AfterEarnings Instagram: AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 27, 2024 • 55min

Redwire Space: Lunar Dominance, Microgravity Drugs, and Extraterrestrial Life with CEO Peter Cannito

Join Peter Cannito, CEO of Redwire, a leading space infrastructure firm, as he sheds light on the revolutionary role his company plays in space exploration. He discusses partnerships like the one with Eli Lilly for microgravity drug research, which could transform medicine. The conversation also touches on the competitive space race for lunar dominance, the complexities of government contracts, and even the tantalizing question of extraterrestrial life. Prepare for a journey through innovation and the mysteries of the cosmos!
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Mar 20, 2024 • 39min

Celsius Holdings: Building a Billion $$ Brand & the 3-Horse Energy Drink Race with CEO John Fieldly

Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami.$CELH00:00:00 START00:03:11 Celsius’ growth story00:06:26 Selecting which sports brands and personalities to partner with00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully00:13:02 The process of product development 00:17:00 Growth levers from Pepsi’s $550M investment00:23:45 Pricing strategy for entering new markets00:26:10 Stepping in as Celsius’ new CEO00:33:04 Deepening the relationship with retail investorsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarningsTikTok: AfterEarnings Instagram: AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 13, 2024 • 49min

Bark: Cereal for Dogs, AI Applications, and Sustaining Momentum with CEO Matt Meeker

On this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Matt Meeker, co-founder and CEO of BARK. Matt shares insights on marketing and brand management, as well as maintaining momentum, managing employee morale, and product expansion. BARK is expanding its consumables business and bringing the same fun, humor and storytelling that made BarkBox famous to the dog treats category with the launch of its first full collection of dog treats called The Snack Pack.Timestamps00:00:00 Start 00:06:23 Coming up with engaging and fun product flavor names00:14:29 Preparing the company for what is to turn into future demand00:19:29 Making customer-centric decisions00:26:08 AI applications at Bark00:31:51 General approaches to retail partnerships00:36:44 The transition from Meetup.com to Bark00:40:44 Building and sustaining momentum within the company00:43:30 How to keep employees’ energy despite rollercoaster rides in the business________After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarningsTikTok: AfterEarnings Instagram: AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 13, 2024 • 52min

Sprout Social: Influencer Marketing, Social-First Orgs, and Scaling for Growth with President Ryan Barretto

In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit down with Ryan Barretto, President of Sprout Social.. They discuss the company's growth strategy, data analysis, and the evolving role of social media in business. The conversation delves into Sprout Social's focus on sophisticated customers and how social listening aids decision-making. Timestamps00:00:00 Start 00:04:17 How Sprout Social’s strategy shifted as a company in 202300:13:33 Companies becoming social-first organizations00:19:10 How social listening data can shape brand marketing00:23:43 Balancing quality and speed as a company00:31:01 The three areas in which AI is helpful to customers00:34:46 Influencer marketing00:40:09 Insights from data gathered on Sprout00:45:00 Societal conversations around social media_________After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: AfterEarningsTikTok: AfterEarnings Instagram: AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 12, 2024 • 1min

Introducing After Earnings with Austin Hankwitz & Katie Perry

The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors has more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join Austin Hankwitz and Katie Perry as they bring the conversations that used to be available only to hedge fund managers to the rest of us.After Earnings is brought to you by Stakeholder Labs and Morning Brew. Follow Us X: @AfterEarningsTikTok: @AfterEarnings Instagram: @AfterEarnings_Youtube: @AfterEarnings Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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