The coffee chain drops some bad news early, while General Motors takes a victory lap.
(00:21) Kirsten Guerra and Mary Long discuss:
- Starbucks’ bitter earnings
- Brian Niccols’ barista-focused turnaround plan
- Surprising beats from an old automaker
Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business.
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Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Oct 6
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can com ... Show More
19m 29s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 7s
Nov 2024
Starbucks Teams Up With DoorDash, Wonder Buys Grubhub & Amazon Halts Fertility Project | Fast Five
In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Ownit AI, Avalara, Mirakl, and Ocampo Capital, Chris and Anne discussed:Starbucks offering delivery via DoorDash through the Starbucks app (Source)Amazon shutting down a secret ... Show More
41m 31s
Feb 2025
Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ... Show More
54m 43s
May 2025
Starbucks' Bitter Brew | The Founder's Curse | 1
It's 2021 and Starbucks workers are experiencing post-pandemic exhaustion. For the first time, baristas and others seem poised to vote to form a union. To head that off, Starbucks legendary CEO, Howard Schultz, comes out of retirement. He promises to lead Starbucks back to its em ... Show More
39m 21s
Apr 2019
Walmart’s secret “store of the future” unveiled, Starbucks’ loyalty-powered record high, and 3M’s worst day since ‘87
Starbucks announced the return of the S’mores Frappuccino, but we’re focused on what its new loyalty program change means to your daily routine. Walmart has been cooking up a “store of the future” out of its Long Island-based lab, so we checked it out. And post-it note creator 3M ... Show More
15m 42s