
The Drill Down
The Drill Down is a daily podcast focused on business fundamentals of the biggest stock movers of the market day, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. This is business news for business people.
Latest episodes

Jan 25, 2023 • 36min
Ep. 189: Primo Water CEO Tom Harrington, Zion Bancorporation, Baker Hughes, Halliburton
The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023. And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 20, 2023 • 42min
Ep. 188: Calavo Growers CEO Brian W. Kocher, J.B. Hunt Transport Services, Roblox, KeyCorp
How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 11, 2023 • 42min
Ep. 187: Titan International CEO Paul Reitz, Healthequity, Walgreens Boots Alliance, Irhythm Technologies
Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 4, 2023 • 44min
Ep. 186: Sumo Logic CEO Ramin Sayar, Absolute Software, VICI Properties, Dice Therapeutics
Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 28, 2022 • 40min
Ep. 185: Five Below CEO Joel Anderson, Tesla, Vapotheroem, Enochian Biosciences
Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 22, 2022 • 38min
Ep. 184: DigitalOcean CEO Yancey Spruill, Calavo Growers, FuelCell Energy, Worthington Industries
Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 15, 2022 • 37min
Ep. 183: TravelCenters of America CEO Jonathan Pertchik, Lennar, RCI Hospitality Holdings, Rev Group
TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele. Rev Group (REVG) finds work making fleets of school buses. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 9, 2022 • 36min
Ep. 182: Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM), Lululemon, DocuSign, Johnson Outdoors
Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand discusses the potential of flying cars and the development of Lilium's electric jet aircraft. The hosts also cover the success of Johnson Outdoors and the growth of DocuSign, including recent developments and earnings.

Nov 30, 2022 • 36min
Ep. 181: Alteryx CEO Mark Anderson, Hormel, Docusign, Inotiv
How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 22, 2022 • 40min
Ep. 180: Aflac COO Fred Crawford, Warner Music Group, Abercrombie & Fitch, Dollar Tree
Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices