logo
episode-header-image
Apr 2020
9m 46s

S1E2: Disney & Uber

MANAGEMENT CONSULTED
About this episode
Send us Fan Mail Disney and Uber are two of the most well known brands in business today. Both are in a period of rapid transition; Disney is launching its eponymous streaming service (Disney+) and Uber is fighting battles on two fronts - against regulators wanting to classify its drivers as employees, and investors demanding a path to profitability. Why ar ... Show More
Up next
Today
S23E3: Bain's Up or Out Culture – What They Tell You (And What They Don't) | Consulting Unpacked
Send us Fan MailBain told Jenny Rae on day 1 she'd be pushed out if she didn't perform. What they conveniently left out: almost everybody meets the bar.Up or out isn't the brutal filter most people fear. In the early years, it's a deliberate scare tactic. The real pressure comes ... Show More
9m 48s
Apr 17
S23E2: McKinsey Market Entry Case: Why the Right Answer Wasn't Enough
Send us Fan MailKunal ran the numbers. Modern pizza wins on absolute profit and payback period.Then he flagged it: you're projecting nearly 200 pizzas a day for a restaurant that hasn't opened yet. That's the instinct that separates good from great.This is a full McKinsey case in ... Show More
46m 30s
Apr 15
S23E1: Consulting Has Changed in 20 Years – But Not in the Ways You Think | Consulting Unpacked
Send us Fan MailJenny Rae joined Bain in 2005. At McKinsey that year, consultants were home 3 nights a week – Thursday, Friday, and Saturday. That was considered acceptable.Today, consulting looks different. But maybe not in the ways you'd assume.In this episode of Consulting Unp ... Show More
13m 35s
Recommended Episodes
Apr 2019
Disney+ Dazzles Wall Street
Disney shares hit an all-time high after the unveiling of Disney+, a streaming service that’s less expensive than Netflix’s. Uber gets ready for its Wall Street debut. Delta takes off. JetBlue plans for a trip to Europe. And Rite Aid extinguishes its e-cigarette business. Analyst ... Show More
39m 10s
Mar 2023
The Walt Disney Company: An Entertainment Empire - [Business Breakdowns, EP. 101]
This is Jesse Pujji and today we’re breaking down The Walt Disney Company. Disney needs no introduction. We have all interacted with the entertainment empire in some capacity. It was founded 100 years ago as the Disney Brothers Cartoon Studio and over the ensuing century, the bus ... Show More
49m 36s
Oct 2021
Uber: The Undeletable App - [Business Breakdowns, EP. 31]
Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber could have its own wing in a library. So rather than record with our typical Breakdown format, we decided to host two portfolio managers and familiar guests on the ... Show More
1 h
Aug 2019
Uber's Slowdown and Disney's Net Fix
Uber stock tumbles after reporting a $5.2 billion loss. Disney announces a Netflix-priced streaming bundle. Kraft Heinz hits a new low. Roku connects. And Chipotle serves up new queso. Analysts Aaron Bush, Ron Gross, and Jim Mueller discuss these stories and weigh in on the lates ... Show More
40m 41s
May 2019
Netflix vs Blockbuster Revisited - Streamers Everywhere | 8
<p>It’s spring 2019, and the Mouse House is determined to challenge Netflix for streaming supremacy. Disney CEO Bob Iger draws gasps at an industry event when he announces the new Disney Plus streaming service will cost just seven bucks a month. Then the company drops another bom ... Show More
20m 49s
Jun 2020
Uber vs Lyft | Examining Toxic Company Culture in the Rideshare Industry | 7
<p>Uber and Lyft have made their mark as very different brands.</p><p>Lyft was born out of a need for more environmentally friendly rideshare options. And is also seen as the “friendlier” of the two companies. While Uber’s former CEO, Travis Kalanick built a reputation for ruthle ... Show More
22m 9s
Mar 2023
Disney-Pixar vs Dreamworks | Regime Change | 3
<p>It’s the 2000s and Disney and Pixar are locked in a high-stakes game of chicken. Disney’s deal with Pixar is about to end and renewal talks are snarled up. The dream team that introduced the world to computer animated movies is careening towards divorce.</p><p><br></p><p>And w ... Show More
40m 26s
Jun 2020
Uber vs Lyft | Kill or Be Killed | 4
<p>Uber is facing blowback from all directions — the taxi industry, riders, <em>and </em>the most important man in tech: Apple's Tim Cook. Uber’s been engaged in some disreputable activity, and it's finally catching up with them.&nbsp;</p><p>Lyft forges ahead and forms a new alli ... Show More
25m 13s
Mar 2023
Disney-Pixar vs Dreamworks | Onward and Upward | 4
<p>It’s 2006 and with Pixar part of Disney, Ed Catmull and John Lasseter now face the task of fixing Disney Animation Studios. And they need to fix it fast, because DreamWorks is winning at the box office.</p><p><br></p><p>But while they strive to turn Disney Animation from has-b ... Show More
42m 4s