
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 13, 2022 • 30min
Ep. 139: Inventiva Pharmaceuticals CEO Frederic Cren, Albertsons, Delta Air Lines, Concrete Pumping Holdings
Inventiva Pharmaceuticals CEO Frederic Cren (IVA) discusses his possible treatment for a liver disease affecting a huge population of overweight americans. How Albertsons (ACI) is relying on its so-called “loyalty ladder” and an online strategy to push sales higher and keep inflation pressures in check. Why Delta Air Lines (DAL) isn’t sweating the timing of Omicron’s pandemic surge. Concrete Pumping Holdings (BBCP) says commercial construction is making a comeback. 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 6, 2022 • 38min
Ep.138: Rocket Lab CEO Peter Beck, FuelCell Energy, Beyond Meat, Nextier Oilfield Solutions
How Rocket Lab CEO Peter Beck (RKLB) gives SpaceX a run for its money– quietly launching over 100 satellites with dozens of launches. FuelCell Energy (FCEL) needs a bigger boat. How Beyond Meat (BYND) announces and reannouncesan old deal for a new boost to the stock price. A big bet on green fracking rigs pays off for Nextier Oilfield Solutions (NEX). 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 31, 2021 • 38min
Ep.137: Agilent CEO Mike McMullen, Destination XL Group, Builders FirstSource, Yellow
Agilent CEO Mike McMullen (A) tells us about the company’s most promising business unit. Destination XL Group (DXLG) shows retailers how to make a comeback during a pandemic… especially when waistlines expand. Builders FirstSource (BLDR) pre-fabs its way to success in 2021 and makes the best of supply chain hurdles. The innovative long-term turnaround strategy employed by Yellow (YELL). 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 23, 2021 • 37min
Ep. 136: Hain Celestial CEO Mark Schiller, Lennar, Rite Aid, Paychex
Hain Celestial CEO Mark Schiller (HAIN) explains how the pandemic is changing our eating habits. Lennar (LEN) shares its view of the housing market in 2022. How Rite Aid (RAD) is preparing for COVID to be with us for a long time. Paychex (PAYX) explains why inflation is good. 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 16, 2021 • 38min
Ep. 135: IDACORP CEO Lisa Grow, Lowe’s, Invitation Homes, Sportsman's Warehouse
IDACORP CEO Lisa Grow (IDA) explains why she believes clean energy and combating climate change requires power companies. Lowe’s (LOW) finds that retail, like politics, is local. The largest renter of single family homes in the country, Invitation Homes (INVH), gives us a unique perspective on inflation. Sportsman's Warehouse (SPWH) gives us clues as to how gun sales have performed during the Biden Administration. 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 8, 2021 • 42min
Ep. 134: Lottery.com CEO Tony DiMatteo, Hershey, Cenovus Energy, StitchFix
Why have Lottery.com shares collapsed since its SPAC IPO? $LTRY CEO Tony DiMatteo defends the company. Hershey (HSY) finds its e-commerce footing during the pandemic -- it’s all about Pirate Booty! Hear how President Biden’s net-zero pledge could help oil sands producer Cenovus Energy (CVE). New strategies blow up in the face of the new StitchFix (SFIX) CEO Elizabeth Spaulding. 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 1, 2021 • 32min
Ep. 133: BigCommerce CEO Brent Bellm, Alibaba, Autodesk, Prologis
Why BigCommerce CEO Brent Bellm (BIGC) believes he has a smarter way to do e-commerce. Behind the incredible downward trajectory of one of the world’s biggest e-commerce companies, Alibaba (BABA). Autodesk (ADSK) offers a peek into why supply chain issues affect the sales of digital software. Prologis (PLD) gives us their unique take on building supply chain issues. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 25, 2021 • 42min
Ep. 132: Planet Labs CEO Will Marshall, Peloton Interactive, Anaplan, Eargo
Planet Labs CEO Will Marshall explains how machine learning powered software and hundreds of powerful satellites will bring profits back to earth. And the turkeys of the stock market, struggling Peloton Interactive (PTON), Anaplan (PLAN) without a plan and Eargo (EAR) the hearing aid maker fighting off a criminal insurance fraud investigation. 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 18, 2021 • 38min
Ep. 131: 3D Systems CEO Dr. Jeffrey Graves, TJX Companies, StoneCo, Visa, Amazon
How 3D Systems CEO Dr. Jeffrey Graves (DDD) is rebooting the company. TJX Companies (TJX) manages rising wages and supply chain costs. Warren Buffett’s favorite fintech, StoneCo (STNE), collapses amid stories of Chinese hacking, an FBI raid and Brazilian credit fraud. Tension between Visa (VISA) and Amazon (AMZN). 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 10, 2021 • 27min
Ep. 130: Wejo CEO Richard Barlow, Codexis, Bill.com, Confluent
Wejo CEO Richard Barlow explains why he believes the future of transport is in data. As Codexis (CDXS) sees its biofuels business crash… the company finds a potential COVID cure in the ashes. Bill.com (BILL) sees spectacular growth with its more recent acquisition. How big-data company Confluent (CFLT) is innovating inventory management. 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