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Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business. 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In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den Kurssprung von Vestas, die neue Prognose von TKMS und ein pikantes Detail aus Norwegen. Außerdem geht es um CoreWeave, Meta, Super Micro Computer, Nebius, Rocky Mountain Chocolate, Lumentum, Cerebras Systems, StubHub, Cisco, Coherent, Infineon, Suss Microtec, Siltronic, Siemens Energy, Nordex, E.on, SpaceX, Tesla, Yum! Brands, Yum China, Wendy's, McDonald's, Restaurant Brands International, Cava Group, Sweetgreen, Chipotle, Novo Nordisk, Eli Lilly, Costco, Cooper Companies und Johnson & Johnson. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Sweetgreen CEO Jonathan Neman says that the Cyclospora outbreak has hurt sales even though the company does not use iceberg lettuce. He also says the company removed jalapenos - for which there was a separate recall over salmonella concerns - from 23 restaurants, and that that the outbreak began impacting Sweetgreen on July 10 and has had a "huge impact" on the quarter, but the firm expects improvements by the end of September.See omnystudio.com/listener for privacy information.
Wendy's sales took another big hit last quarter. El Pollo Loco's tenders might become permanent. And Cyclospora has thrown a wet blanket over Sweetgreen's hopes for recovery.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den Kurssturz von Trade Desk, das Aufatmen der SAP-Aktionäre und eine Überraschung von Berkshire Hathaway. Außerdem geht es um Scout24, Infineon aus dem Dax-Absatz. Airbnb, Microchip Technology, Western Digital, Seagate, Sweetgreen, Under Armour, Wendy's, Apple, Bank of America, Alphabet, Archer Daniels Midland, Bunge Global, Nutrien, CF Industries, Mosaic, Yara, K+S, Scalable MSCI AC World Leveraged Daily Swap Xtrackers ETF (WKN: DBX2SC), Amundi MSCI USA Daily (2x) Leveraged (WKN: A0X8ZS), Amundi MSCI World (2x) Leveraged ETF (WKN: ETF888), iShares Core MSCI World UCITS ETF (WKN: A0RPWH). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Salad and Go closing all of its restaurants and major chains reporting their latest quarterly earnings, from McDonald's and Burger King to Wendy's, Texas Roadhouse, Bloomin' Brands, Dine Brands, Sweetgreen, and more. First up is the news that Salad and Go had closed all 70 or so of its remaining restaurants while simultaneously filing for Ch. 11 bankruptcy protection. The sudden closure comes just a few years after Salad and Go sold to Volt Investment Holdings and aggressively pursued growth with its value-oriented drive-thru salad concept. Sam and Alicia discuss what went wrong for Salad and Go and what it suggests about other emerging chains pursuing growth. Next they tackle a very busy week of restaurants earnings, starting with chains that boasted positive sales. That included Texas Roadhouse and Bloomin' Brands — both of which are proving that consumers are seeking value in the casual steakhouse experience — as well as IHOP, First Watch, Dutch Bros, and El Pollo Loco. Then they shift their focus to chains that had only a so-so quarter, particularly McDonald's and Applebee's. McDonald's quarter especially was out of character — same-store sales only rose by 0.8% — and the company acknowledged that its marketing initiatives were not executed to their expectation. The result led to McDonald's USA president Joe Erlinger stepping down and COO Skye Anderson promoted to the position. Next up, Sam and Alicia dig into the chains that had particularly bad quarters: Popeyes, Portillo's, Papa Johns, Wendy's, and Sweetgreen. Wendy's especially had a brutal quarter, with traffic dropping 12.5%, while Papa Johns continued a streak of negative sales that led to the chain shaking up its marketing leadership. Why are these brands struggling so much? And what should they do to turn things around? Sam and Alicia discuss.They close on a high note: Burger King posted one of its best quarters in years and surpassed Wendy's to become the second-largest burger chain by sales. Sam and Alicia examine what is going right for Burger King and why they think it is the best story of the year so far. For more on these stories: Burger King's sales took off last quarter, but Popeyes is in a slumpDine Brands reports Q2 IHOP outperformance while Applebee's sees slow improvementWendy's takes steps to fix its brand as sales fall again
S&P 500 closes at record and Nasdaq jumps as investors lower their expectations for an interest-rate hike by the Federal Reserve. Plus: Atlassian shares soar 35%. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Die Wall Street startet freundlich in den Handel, nachdem der US-Arbeitsmarkt im Juli überraschend schwach ausgefallen ist. 23.000 Stellen gingen verloren, während die Wall Street mit 83.000 neuen Jobs gerechnet hatte. Gleichzeitig wurden die Beschäftigungszahlen für Mai und Juni um 103.000 Stellen nach unten revidiert, und die durchschnittlichen Stundenlöhne stiegen im Juli schwächer als erwartet. Für Aktien ist die schlechte Nachricht zunächst eine gute Nachricht, denn damit ist das Risiko einer Zinsanhebung der Fed im September gesunken, was den Tech-Sektor entlastet. Bereits vor den Daten sorgte eine überwiegend starke Zahlenflut für Rückenwind: Atlassian schlägt die Erwartungen bei Gewinn und Umsatz deutlich, die RPOs steigen um 44 Prozent auf 4,8 Milliarden US Dollar und Bank of America stuft die Aktie auf Buy hoch, da Atlassian zunehmend als KI-Profiteur statt KI-Opfer gesehen wird. Cloudflare meldet 36 Prozent Umsatzwachstum und hebt den Jahresausblick an, Goldman Sachs erhöht das Kursziel auf 389 US-Dollar, während Twilio mit 22 Prozent Umsatzwachstum und einer Prognoseanhebung überzeugt und Microchip Technology ebenfalls Zahlen und Ausblick über den Erwartungen liefert. Das komplette Gegenbeispiel ist The Trade Desk: Umsatz und EBITDA enttäuschen deutlich, der Ausblick für das dritte Quartal liegt dramatisch unter den Erwartungen, BMO stuft die Aktie ab und Citi geht sogar auf Sell mit einem Kursziel von nur noch 11 US-Dollar. Auch außerhalb von Tech überzeugen Airbnb, Monster Beverage und Republic Services, während Sweetgreen die Prognose senkt und Under Armour wegen schwacher Umsätze und eines reduzierten Jahresausblicks unter Druck steht. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Werbung | Handelsblatt mit 50% Rabatt: Sichert euch jetzt für 12 Monate vollen Zugriff auf alle digitalen Inhalte des Handelsblatts mit 50% Rabatt. Alle Infos zum Angebot findet ihr unter: www.handelsblatt.com/rabatt50 Die Wall Street startet freundlich in den Handel, nachdem der US-Arbeitsmarkt im Juli überraschend schwach ausgefallen ist. 23.000 Stellen gingen verloren, während die Wall Street mit 83.000 neuen Jobs gerechnet hatte. Gleichzeitig wurden die Beschäftigungszahlen für Mai und Juni um 103.000 Stellen nach unten revidiert, und die durchschnittlichen Stundenlöhne stiegen im Juli schwächer als erwartet. Für Aktien ist die schlechte Nachricht zunächst eine gute Nachricht, denn damit ist das Risiko einer Zinsanhebung der Fed im September gesunken, was den Tech-Sektor entlastet. Bereits vor den Daten sorgte eine überwiegend starke Zahlenflut für Rückenwind: Atlassian schlägt die Erwartungen bei Gewinn und Umsatz deutlich, die RPOs steigen um 44 Prozent auf 4,8 Milliarden US Dollar und Bank of America stuft die Aktie auf Buy hoch, da Atlassian zunehmend als KI-Profiteur statt KI-Opfer gesehen wird. Cloudflare meldet 36 Prozent Umsatzwachstum und hebt den Jahresausblick an, Goldman Sachs erhöht das Kursziel auf 389 US-Dollar, während Twilio mit 22 Prozent Umsatzwachstum und einer Prognoseanhebung überzeugt und Microchip Technology ebenfalls Zahlen und Ausblick über den Erwartungen liefert. Das komplette Gegenbeispiel ist The Trade Desk: Umsatz und EBITDA enttäuschen deutlich, der Ausblick für das dritte Quartal liegt dramatisch unter den Erwartungen, BMO stuft die Aktie ab und Citi geht sogar auf Sell mit einem Kursziel von nur noch 11 US-Dollar. Auch außerhalb von Tech überzeugen Airbnb, Monster Beverage und Republic Services, während Sweetgreen die Prognose senkt und Under Armour wegen schwacher Umsätze und eines reduzierten Jahresausblicks unter Druck steht. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Impressum: https://www.360wallstreet.de/impressum *Werbung
Between Microsoft, Meta, Apple and Amazon, who emerged from a big week for tech earnings unscathed? And how did Jersey Mike's stock trade post-IPO? Plus, why did Universal Music Group lose a quarter of its value? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Between Microsoft, Meta, Apple and Amazon, who emerged from a big week for tech earnings unscathed? And how did Jersey Mike's stock trade post-IPO? Plus, why did Universal Music Group lose a quarter of its value? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Many Americans have spent the last few weeks contemplating whether to eat fresh produce, due to concerning headlines about the ongoing cyclospora outbreak. The parasite is creating a wave of confusion for shoppers, retailers and food service businesses. The outbreak has food service chains like Sweetgreen and Taco Bell scrambling to assure customers their produce supply is safe. But the question remains: How much responsibility do companies actually have to communicate these health concerns? This week, the Modern Retail Podcast is diving into the new rules of retail safety, the PR challenges caused by food outbreaks and the difficulty of rebuilding consumer trust in the long run. To discuss the cyclospora outbreak, senior reporter Gabi Barkho is joined by Helena Bottemiller Evich, the founder and editor-in-chief of Food Fix, a new online publication about food policy in Washington and beyond. This episode gets into: What makes this foodborne outbreak historically unique and difficult to trace. Dos and don'ts: How companies can gain customer trust by communicating potential product contamination. What food brands can learn from the outbreak.
Fortune reported that Jersey Mike's is preparing an IPO that could value the chain at roughly eight times Sweetgreen's market capitalization. The comparison highlights how public markets may favor asset-light franchise models over corporate-operated concepts. Jersey Mike's, led by founder and CEO Peter Cancro, relies on franchising, while Sweetgreen, which listed in 2021 under the ticker SG, runs company-operated stores. The deal could include secondary sales that provide liquidity for insiders. Investors will watch Jersey Mike's S-1 for systemwide sales, royalty rates, unit economics, and development pipelines. A strong reception would signal support for franchised consumer brands and influence financing and expansion decisions across the sector.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Plus, Sweetgreen's stock surges following reports of a parasitic outbreak linked to Taco Bell. And Netflix shares continue to fall after streaming giant reports weakest revenue growth in years. Julie Chang hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Marketing calendars are more crowded than ever, yet traffic remains down. Sweetgreen launched a salad in collaboration with Alice Waters. And Golden Chick is ready to press the gas on marketing.
Join our Patreon!This is the most requested episode in two years, and the one strangers corner Zoë about the second they find out she hosts a nutrition podcast. Seed oils. Did they secretly poison the country, or did the internet just find a new villain with a great backstory?We go claim by claim through the anti-seed-oil case. The omega-6 inflammation pathway. The omega-6 to omega-3 ratio, which turns out to matter more for some people than the internet's loudest voices would ever admit. Oxidation when you heat polyunsaturated fat. And the chart that maps seed oil consumption onto every chronic disease in America.Zoë and Kylee dive into how a cooking fat became a one-word loyalty test that Mobile, Alabama and Marin County somehow agree on. RFK Jr. is out there RFK-ing the fries. Sweetgreen ran a seed-oil-free menu. And every influencer swearing canola oil is killing you has a thirty-dollar meat stick to sell you. rabbit: Our title sponsor, and the kit we actually run in. Shop the latest at runinrabbit.com with code JUNEFOOD10 for 10% off.Osmia: Skincare that survives the same scrutiny we apply to everything else. Code YDS20 at osmiaskincare.com.Tailwind Nutrition: Fuel and electrolytes for long days out. Code YOURDIET20 at tailwindnutrition.com.Microcosm Coaching: Coaching that meets you where you are, at microcosm-coaching.com.WIUAl7uwQgh4J6imCoLv
This week on Two Parents & A Podcast, happy FRIDAY!!! Our third episode of the week is HERE… how are we doing?! (We are loving the Mon/Wed/Fri rhythm so far & we hope you guys are too
On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Cracker Barrel's newfound momentum, KFC's ongoing revitalization, and a menu innovation boom across the industry. First up is Cracker Barrel, which is continuing in its comeback after last year's controversial rebrand derailed growth. In its most recent quarter, Cracker Barrel experienced a same-store sales decline of 2.6% and traffic decline of 6.7% — not great, but better than expected and enough for the company to raise its guidance for the year. Sam and Alicia discuss why this is good news for Cracker Barrel and how CEO Julie Felss Masino has made the right moves to get this brand back on track. Next they tackle KFC, which has experienced three consecutive quarters of same-store sales growth after seven straight negative quarters. KFC's U.S. president Catherine Tan-Gillespie spoke with Alicia about the keys to that reversal, and Alicia shares those details on the pod, plus she and Sam talk about how KFC is competing within an ever-more-competitive chicken category. Then they shift attention to menu innovation across the restaurant industry, which has recently seen a lot of brands expand into new menu platforms — for example, Freddy's bowl introduction, Sweetgreen's wraps, and Crisp & Green's sandwiches. Sam and Alicia talk about how these new menu introductions could help chains, and they discuss beef prices in particular, which could climb higher with rise of the flesh-eating screwworm. Finally, we share an interview between senior food and beverage editor Bret Thorn and Culver's head of culinary, Kasey McDonald.For more on these stories:Cracker Barrel says recovery from logo fallout is ahead of scheduleKFC brings its Supergirl collaboration on the roadCarbs be damned, Crisp & Green is adding sandwiches
HIMS: Get personalized and affordable care for Hair Loss, ED, Weight Loss, and more at https://Hims.com/ICEDAirbnb: Find a co-host at https://airbnb.com/hostGusto: Try Gusto for FREE for 3 months at https://gusto.com/ICEDShopify: Sign up for a $1 per month trial period at https://shopify.com/ichFollow Chris Camillo Here: @DumbMoneyLive Sign up for our new website to be an early user! http://www.extradollar.com/ Apply for The Index Membership: https://entertheindex.com/ Timestamps: 00:00:00 - Intro 00:01:01 - $8-Figure Trades & His $5.5M Single-Day Win 00:05:34 - The Three Waves of the AI Super Cycle 00:07:34 - Trimming Bloom, Loading Up on Amazon (4 Ways It Wins) 00:12:50 - HIMS Sponsor / Robinhood as the Other Conviction Pick 00:17:54 - Margin, Dry Powder & Pressing Into Drawdowns 00:20:44 - The Coconut Water Trade He Missed (Vita Coco) 00:22:46 - Sweet Green Wraps: The Next Social Arb Play 00:25:32 - Moving Markets with Tweets & His Ethics Rule 00:28:44 - SanDisk, Memory Chips & "Trade of a Lifetime" 00:31:02 - Airbnb Sponsor / How the Average Person Should Invest in 2026 00:34:42 - What Counts as a "Risk Asset" 00:37:02 - Gusto Sponsor / The Time His Portfolio Was Down 70% 00:41:05 - Michael Burry & the Bear Case Rebuttal 00:44:57 - Treasury Yields, Layoff Risk & Why AI Trumps the Fed 00:49:22 - Ken Griffin Just Realized What's Coming 00:52:25 - Anyone Can Now Operate Like a Hedge Fund 00:54:40 - Shopify Sponsor / The $500K-a-Year AI Implementer Path 01:00:20 - Bill Perkins Rebuilds a Website in 45 Minutes 01:03:40 - Why Podcasting Survives the AI Wave 01:08:00 - Spotting AI Content & The Rise of Live Events 01:10:53 - The Swatch x AP Frenzy (And Why He's Not Heavy in the Stock) 01:18:10 - Pokémon, Manga & The Collectibles Arbitrage 01:24:18 - Most Controversial Investing Philosophy & The SpaceX Mistake 01:28:35 - Why Anthropic Wins + His Bitcoin Take 01:30:57 - Best Founders: Andy Jassy & Amazon's AI Catch-Up 01:33:25 - Elon vs. OpenAI: Why He Saw the Loss Coming 01:35:36 - Advice to His Kids: Skip College, Travel, Build Relationships 01:40:54 - Why Chasing Bigger Numbers Doesn't Make You Happy 01:44:48 - When Does More Money Stop Mattering? Flying Private & Disconnecting 01:49:31 - Foundations Over Trust Funds & MrBeast in Ghana 01:55:34 - Portfolio Review: Jack's Account (8/10) 01:59:39 - Portfolio Review: Graham's Account (6.5/10) 02:04:44 - Tier List: Amazon, Apple, Bloom, GameStop & The Bitcoin Debate 02:08:38 - Tier List: Nvidia, Robinhood, Sweet Green, MicroStrategy 02:11:05 - Tier List: TQQQ, Tesla, Microsoft 02:13:52 - Tier List: Lululemon, Meta, Palantir, Swatch & Wrap-Up *
Alfred Wallfors is the Co-founder of Listen Labs, the AI customer research company.Companies like Microsoft use Listen to run AI-powered customer interviews, and Alfred talks about how they first landed them as a customer at a pitch competition.We talk why startups should pursue enterprise customers early on, why 85% of survey answers are random clicks, how AI is changing the $140B market research industry, leveraging VC's for customer intros, how to stand out when recruiting as a startup, and hiring for obsession.Thank you to Numeral, Flex, and Amplitude for supporting this episodeNumeral: The end-to-end platform for sales tax and compliance https://www.numeral.comFlex: Get premium banking and a net 60 day credit card at 0% APY https://home.flex.one/referral/bananacapitalAmplitude: AI analytics, all you have to do is ask https://www.amplitude.comTimestamps:(0:14) Listen: AI customer research tool(7:30) Fraud is a big problem in customer research(9:06) The $140B customer survey industry(12:08) Why running customer surveys is so hard(16:03) AGI will never replace humans(18:25) Surveys vs interviews(21:13) Importance of emotion in data collection(22:54) Using AI interviews to get product feedback(26:15) Building digital twins creates better data(32:22) Outperforming generic AI tools(34:17) Sweetgreen's Max Protein Bowl(36:09) Jevon's Paradox in customer research(40:37) Quantitative vs qualitative(42:38) Landing Microsoft as an early customer(44:50) Targeting enterprise customers from day 1(48:05) Building a VC customer intro leaderboard(51:53) Recruiting with billboard games(57:20) Hiring for obsession(1:02:07) Alfred's favorite movies(1:03:53) Listen's custom agent harness(1:06:24) Velocity Fellowship for Swedes moving to SF(1:08:34) Growing up with entrepreneurial older brother(1:09:46) No shoes in the officeReferencedTry Listen: https://listenlabs.ai/Careers at Listen: https://listenlabs.ai/careersSweetgreen protein bowls: https://listenlabs.ai/case-studies/sweetgreenToni Erdmann: https://www.imdb.com/title/tt4048272/Episode with Erik @ Modal: https://www.thespl.it/p/building-ai-native-infrastructureFollow AlfredTwitter: https://x.com/itsalfredwLinkedIn: https://www.linkedin.com/in/wahlforssFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/
On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Inspire Brands' plans to go public plus earnings results from 18 currently public restaurant companies. First up is the news that Inspire had filed documents with the SEC to go public — a move that Sam and Alicia have anticipated for a few years, yet nevertheless feels huge for a restaurant industry that has been fairly dormant as far as IPOs are concerned. The editors discuss what this means for Inspire and whether it could nudge other companies to jump into the public markets. Then they take a dive into the crazy spate of restaurant earnings, of which there were 18 over the course of the week. They start with the burger category, where McDonald's, Burger King, and Shake Shack reported positive results, while Wendy's continued a run of negative sales. How are McDonald's and Burger King leveraging operations and marketing to build momentum, while Wendy's keeps taking the hits? Sam and Alicia break it down. Next they move into the full-service sector, where it's mostly good news, as Texas Roadhouse, BJ's, and First Watch continue to thrive while Applebee's and Bloomin' Brands are showing signs of life. Why does casual dinging in particular seem to be succeeding in the midst of this economy? Sam and Alicia discuss. They then dig into other brands that reported this week, including Noodles & Co. and El Pollo Loco — both of which wowed with their results — plus Sweetgreen, which posted a staggering -12.8% sales drop the same week it introduced wraps to the menu. Finally, we share an interview between managing editor Leigh Anne Zinsmeister and Jeff's Bagel Run cofounders Jeff and Danielle Perera, recorded live at Restaurant Leadership Conference.For more on these stories: Dunkin' owner Inspire Brands files documents for an IPOBurger King's sales surge while Popeyes strugglesTexas Roadhouse sprints to best same-store sales since '24
On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including the latest earnings results from Chipotle, Starbucks, Taco Bell, Domino's, Chili's, and Wingstop. First up is Chipotle, which earned positive same-store sales (albeit ever so slightly) after a negative 2025. Even more noteworthy: a quarter of all transactions included a protein add-on. Sam and Alicia discuss the results and why Chipotle should be bullish on the rest of the year. Next up is Starbucks, which impressed with 7.1% same-store sales growth in the latest quarter. CEO Brian Niccol declared that the company was putting the “turn” in “turnaround,” as the results are the culmination of nearly two years' worth of changes that the coffee giant has made to get back to growth. Sam and Alicia dive into the results and how they set Starbucks up in the ever-crowded beverage category. They then speed through several other companies' results — including Chili's, Taco Bell, KFC, and Domino's — before jumping into a conversation on Wingstop, which disappointed with an 8.7% same-store sales decline. The company blamed the results on inclement weather events and a cautious consumer, but if that's the case, why are other chains turning out positive results? Sam and Alicia attempt to answer the question. Finally, in the Quick Fire portion of the episode, they tackle Papa Johns' new AI assistant, Subway's first-ever value menu, and Sweetgreen's familiar “Faces of the Farm” campaign.For more on these stories:Chipotle swings positive after a tough 2025Starbucks' sales improve in a 'milestone' quarterWingstop's Q1 hammered by weather, consumer pressures
In this episode of Food for Thought Leadership, Food Institute Chief Content Officer Kelly Beaton steps in as guest host to interview Fransmart CEO Dan Rowe on the evolving restaurant labor market. Rowe challenges operators to view labor not as a cost to minimize but as a strategic investment, noting that the most successful brands are those that “staff for the sales they want” and prioritize retention, engagement, and culture amid ongoing workforce constraints. The discussion also touches on how to attract and retain Gen Z workers through flexibility, transparency, and clear growth paths, alongside practical insights on AI adoption in restaurants. Rowe emphasizes that operational uses of AI—like improving efficiency and accuracy—offer the greatest value, while expressing optimism that strong, well-run brands will continue to thrive despite broader industry challenges. More about Dan Rowe: Dan Rowe is the CEO of Fransmart, a leader in franchise development. He's focused on growing emerging concepts into major franchise brands. Under Rowe's leadership, Fransmart developed a portfolio of franchise brands including Five Guys Burgers & Fries, QDOBA Mexican Grill, and more. Rowe is Co-Managing Partner at The Kitchen Fund and FranInvest, which have invested in Sweetgreen, Cava, and Inday to name just a few. He's an active Board Member of YPO and the National Restaurant Association. Connect on LinkedIn: https://www.linkedin.com/in/danrowe3/ Learn more: https://fransmart.com/
Sweetgreen plans to open a location in Sugar House! Host Ali Vallarta asks salad enthusiast and City Cast Salt Lake contributor Shireen Ghorbani to make her case for crunchy greens, and the local options Sweetgreen can't beat. This episode originally aired on Dec. 6, 2022. Get more from City Cast Salt Lake when you become a City Cast Salt Lake Neighbor. You'll enjoy perks like ad-free listening, invitations to members only events and more. Join now at membership.citycast.fm. Subscribe to our daily morning newsletter. You can also find us on Instagram @CityCastSLC. Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: (801) 203-0137 Looking to advertise on City Cast Salt Lake? Check out our options for podcast and newsletter ads. Learn more about the sponsors of this episode: Utah Museum of Fine Arts Salt Lake City Arts Council
On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including Domino's updates to its Pizza Tracker app, McDonald's modest traffic bump from the Big Arch, and Noodles & Co.'s terrific Q4 performance. First up is Domino's, which updated its Pizza Tracker app, which allows customers to see the progress of their pizza order. The updates allow customers to get much more granular on the process, including the ability to see when the pizza goes into the oven and when the driver is out for delivery. Sam and Alicia discuss the update and how Domino's is pushing the envelope on tech innovation even when it's in a position of strength as the No. 1 pizza chain by far. Next they discuss traffic numbers for McDonald's, which show only a modest bump following the release of the Big Arch burger. Alicia makes the case that a slight bump in traffic is still great news for the Golden Arches, and she and Sam discuss how the premium burger is really a margin play for McDonald's. They then tackle Noodles & Company, which has been on a sales roller coaster the past few years and recently was threatened with being de-listed from Nasdaq. The fast casual impressed with 6.6% comp sales growth in Q4, and Sam and Alicia discuss what that could mean for the brand, which also announced that it would explore adding ramen to the menu. Finally, it's the Quick Fire segment, where Sam and Alicia swiftly tackle additional headlines from the week. This week, that included Wendy's chicken sandwich upgrades, Chipotle's popular tattoo promo, DoorDash's fuel incentives for drivers, and Sweetgreen's flurry of menu updates. For more on these stories: Domino's updates its pizza tracker to provide more order detailsMcDonald's Big Arch provides a modest traffic bumpNoodles & Company considers ramen menu
Taco Bell is letting its Rewards members choose which global item to bring to the U.S. Noodles & Company's turnaround seems to be going well. And Sweetgreen has launched three new chicken dishes.
March 20, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Service-based tenants account for 50%+ of U.S. retail leasing for first time, with gyms making up 30% as fitness and wellness drive retail growth Celsius hits $2.5B revenue in 2025, up from $75M seven years ago, as energy drinks expand beyond one-off boost into meals and social settings Sweetgreen pushes higher-protein items and Function Health partnership, with CEO aiming to build "Spotify for food" recommending meals based on health data More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co
Retail tenant rep broker Tori Nook shares how she built Anchor Retail, closed $1B in deals, and what's driving Ohio's commercial real estate market. The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence. Tori Nook has spent 26 years doing the work most brokers don't: driving unfamiliar markets, calling landlords who aren't listed anywhere, and building national rollout programs one relationship at a time. The result is over $1 billion in closed deals and a women-owned brokerage with offices in Cleveland and Columbus serving national credit tenants. In this episode, Tori joins host Shanti Ryle for a wide-ranging conversation covering her unconventional path into retail CRE, what it actually takes to succeed in tenant rep, why she was fired before starting her own firm, and what Ohio's tight retail market looks like from the ground right now. Welcome to The Crexi Podcast Tori Nook's bio and billion-dollar track record Fresh hall of fame news and finding time for life How a sophomore elective led to a CRE career Getting licensed at 19 and cycling through three brokerages The client who was impressed by a 24-hour callback Why tenant rep is not for the unorganized Get in the car: finding off-market deals no database can surface Cold calling into Dollar Tree and AutoZone rollouts Getting fired and launching Anchor Retail in the same breath Opening Columbus and co-founding Anchor Property Management Why Tori finally got on social media (and what it cost her not to sooner) The Houston dinner that turned into a major tenant rep account Why Tori doesn't cold call anymore — and hasn't had to Writing "Intuitive Certainty": business, spirituality, and ignoring the voice The difference between a boundary and fear in disguise Ohio's retail market: leased up, beverages booming, grocers arriving As-is deals, trimmed TI, and how tenants are staying competitive Where restaurants are struggling and why downtown hasn't recovered The Ohio pitch: low cost of living, high disposable income Rapid fire: $50M, bad advice, and a contrarian Midwest take About Tori Nook: Tori Nook is the Principal and Founder of Anchor Retail, a woman-owned brokerage firm specializing in tenant representation for national retailers and restaurants. With twenty-six years of experience, Tori has closed over $1 billion in deals and built long-term relationships with clients including AutoZone, Academy Sports, Dollar General, Signet Jewelers, PetSmart, Panera Bread, Wahlburgers, Bath & Body Works, Urban Air, Skechers, Sweetgreen, and Lands' End. Tori has been recognized as a Crain's Cleveland Business "Top 40 under 40," Notable Woman in Real Estate, and Notable Leader in Commercial Real Estate in Northeastern Ohio. She was awarded "The Mother of The Bread" by Panera Bread and named the #1 Tenant Rep broker in Columbus, Ohio, by TRADEWIRE Columbus in 2024. In the last few years, she was voted a "Top Woman Influencer" by CREi Summit (2025 & 2026), recognized as the #48 LinkedIn Influencer, and awarded GlobeSt 2025 Woman of Influence in Broker-Tenant Representation. Her book, Intuitive Certainty, releases in late 2026. A graduate of John Carroll University's Boler School of Business, Tori is licensed in Ohio and operates offices in Cleveland and Columbus. She serves on the board of Providence House, a crisis nursery in Cleveland, and is a member of the Realty Resources Network membership board and the International Council of Shopping Centers. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi About Crexi:Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has subsidized over $2.74 trillion in property value, 26 billion square feet listed, and supports a growing community of more than 23 million yearly users.
Some Kona Grills will soon be converted to other brands. El Pollo Loco is ready to grow again. And Sweetgreen wants to be a lifestyle brand again.
It was great catching up with Dan Frommer. Dan is the founder and editor in chief of The New Consumer, a sharp and essential publication covering the intersection of technology and consumer culture — and one of the smartest people thinking and writing about what Americans are actually buying, eating, and obsessing over. Every year, Dan publishes a major consumer trends report timed to Expo West, the natural and organic products trade show in Anaheim, and this year's edition — a 68-slide deep dive produced with Coefficient Capital — is full of big findings. Matt catches up with Dan to talk about some of their new product discoveries while attending the show, as well as Dan's recent writing about Sweetgreen and how Americans actually want to consume protein. Brands discussed on the episode: Smith Tea Maker, Coyotas, Waterloo, Flow Hydration, Van Leeuwen, Moozy Milk, Little Latke, Brause, Wasted, Oatly, Rambler, Wholesome Bakery, Lasso, Zahav Foods, Lexington Bakes, Yuzu Co., Row 7, Sourmilk. Subscribe to This Is TASTE: Apple Podcasts, Spotify, YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 791: Neal and Toby give an update on the Iran war and its impact on the stock market, causing traders to move with caution. Then, ticket seller giant Live Nation goes on trial to face accusations of being a monopoly. And, with the purchase of Warner Bros. Discovery, Skydance plans to merge Paramount+ with HBO into one big app to challenge Netflix. Meanwhile, Sweetgreen used to be the darling of Wall Street. Now it's wilting under sagging sales. Learn more about Bland AI at bland.ai/mbd Join us for trivia! https://mbdtrivianight-march2026.splashthat.com/ Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including McDonald's Big Arch Burger coming to the U.S., Domino's incredible dominance over its pizza competitors, and Sweetgreen's disastrous fourth quarter. First up is McDonald's, which announced that its Big Arch Burger — which has tested internationally since 2024 — would come to the U.S. starting March 3. Sam and Alicia discuss the premium burger, with Alicia explaining how the new item fulfills a barbell strategy for the brand, and Sam wondering how it differs from past McDonald's failures like the Arch Deluxe and Angus burgers. Next they dive into last week's earnings, starting with the pizza category. Domino's reported another strong quarter, reassuring anyone who thought the pizza category as a whole might be faltering. Sam and Alicia talk about Domino's market share gains in pizza and how it's doing so well while competitors Pizza Hut and Papa Johns are floundering; in fact, Papa Johns reported this week that sales were down 5% in the latest quarter, and that it would close 300 underperforming locations. What's going on in pizza? They then move their attention to the full-service side of the industry, where casual dining stalwarts like Applebee's, BJ's, Red Robin, and Outback mostly had good news report, while family dining brands like First Watch and IHOP dispelled notions that the category was suffering from customers cutting back on their breakfast and brunch spend. Could there be sustained momentum in full-service dining? Sam and Alicia break it down. Finally, in this week's “extra serving” portion of the episode, managing editor Leigh Anne Zinsmeister joins to talk about results from leading fast-casual brands, including CAVA and Shake Shack, which enjoyed positive results, and Sweetgreen, which had a disastrous quarter with sales down 11.5%.For more on these stories:McDonald's is bringing its Big Arch Burger to the U.S.Domino's defies industry-wide consumer spending slowdown with 3.7% Q4 same-store sales growthSweetgreen moves with ‘urgency' as same-store sales plummet 11.5%
Gibson Johns from the podcast "Gabbing with Gib" joins Michele and Lauren to recap season 10 premiere episode of Summer House. Kyle and Amanda show up already hating each other, making it clear their marriage is running on vibes and resentment. New girl Bailey immediately drops a completely unhinged breakup story that somehow involves Sweetgreen, setting the tone for her whole summer. Add a house full of animals, an actual petting zoo, and nonstop chaos, and this premiere is less summer vacation and more emotional safari.Make sure to listen review and subscribe to Gibson's podcast "Gabbing with Gib" and the "Bravo Breakdowns" podcast!Follow Gibson:IG & TikTok: @gibsonomaPodcast IG: @gabbingwithgibListen to Gabbing with Gib hereFollow Us:IG & TikTok: @bravo_breakdownsContact: bravobreakdowns@gmail.co
Starbucks is already changing its assistant store manager program. There's another departure at Sweetgreen. And Five Guys is opening a Vegas flagship with a full bar.
In this week's Flavors of Northwest Arkansas podcast, we talk with Ariel Husband, co-owner of the Gelatissimo gelato shop in downtown Rogers, but before we talk with her!!! FOOD NEWS!!! Benny's Bagels is about a month away from opening in Fayetteville. Hear how they're different! Sweetgreen officially opens in Fayetteville. Wright's Barbecue opened last week on the Walmart Campus. Clementine's Ice Cream opens later this week on the Walmart Campus BLU in downtown Rogers is expanding! Happy anniversary to Shirley's! ChoKolata is coming to Springdale! In this week's Flavors Flashback, we hear from the owners of the soon-to-be new Northern Italian Restaurant in downtown Rogers, Cura. They used to have Cura Culinary in Bentonville Provisions, and they talk about their Northern Italian food from our interview in the summer of 2024. Ariel and Daniel Husband have known each other since they were 16 years old. They started dating in high school and delivered newspapers together from a hollowed-out school bus around downtown Dallas on the weekends. Their first date was to Braum's, so you had to know they'd get into frozen desserts at some point! After marriage and kids, they'd always look for local ice cream-type shops in their travels. About 6 years ago, they went to a wedding out of town and noticed that a frozen treat shop they went to was absolutely packed. They wondered why there wasn't anything like that in Northwest Arkansas... When they did decide to open a shop, how did they decide on Gelatissimo? Being all natural and made in-house surely didn't hurt. Ariel will tell you the story. Also, hear about their grand opening- it was non-stop! We talk with Ariel Husband of Gelatissimo next here on the Flavors of Northwest Arkansas.
Gary opens with the powerful Santa Ana winds moving through Southern California, why fire risk may be lower than expected, and what radiation fog is — and why it matters. He then breaks down the accelerating media shift toward YouTube, explaining how younger audiences are consuming content, why even Netflix is now airing iHeartMedia podcasts, and how every platform is chasing the same viewers. The hour continues with a look at Governor Gavin Newsom’s growing national profile, improving favorability numbers, and why California’s image — and “California Derangement Syndrome” — remains a major hurdle outside the state. Gary wraps with the rise and decline of Sweetgreen, once a cultural status symbol now struggling as consumer tastes change.See omnystudio.com/listener for privacy information.
January 7, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Americans plan to spend $60 billion on health and wellness in 2026, with nearly 90% now viewing fitness as preventative healthcare prioritizing strength, mobility, and mental health Sweetgreen launches nationwide menu collaboration with Function Health, designed by Dr. Mark Hyman to reframe healthy eating around foundational biology supporting energy, inflammation, and metabolic health Non-alcoholic beverages shift from substitutes to primary choice as Thrive Market exits alcohol entirely and Athletic Brewing relaunches its Athletic January campaign More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co
Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Instacart shuts down its controversial price testing program following Consumer Reports investigation that found 23% price differences between customers, as regulatory pressure and consumer backlash force the platform to prioritize trust over pricing optimization.Sweetgreen completes the sale of Spyce and its Infinite Kitchen automation technology to Wonder for $186 million, monetizing its 2021 acquisition while maintaining operational access through a long-term licensing agreement.The Save Mart Companies rolls out Amazon return kiosks to 200+ stores across four Western states, leveraging brick-and-mortar locations to drive traffic and sales with label-free, box-free returns.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.Be careful out there!
One of Sweetgreen's cofounders is retiring. Darden reported good news. And Chipotle is jumping on the high-protein trend.
On the Environmental Transformation Podcast, host Sean Grady talks with Charlie Sellars, author of “What We Can Do, a Climate Optimist Guide to Sustainable Living” and a director of sustainability at Microsoft. Topics include:• Why “crisis language” can burn people out, and how Sellars frames “pragmatic” climate optimism. (“crisis language kind of burns people out”; “The optimism language is a pragmatic language.”)• Carbon accounting basics and early carbon footprint labels in food. (“we're kind of at day one of carbon accounting”; “Sweet Green will actually put the, uh, carbon footprint of your meal”)• Life cycle assessment and the “make it, move it, use it, lose it” framework. (“It's called lifecycle assessment”; “make it, move it, use it, lose it framework.”)• Right to repair, product longevity, and the power of buying signals and reviews. (“right to repair movement”; “voting with their, uh, their wallets”; “leaving a positive review”)• Clean energy debates on nuclear, solar barriers, and how AI is driving data center energy demand. (“discouraging nuclear power generation”; “preventing people and companies from installing solar panels”; “what they're used for is now ai”; “AI obviously takes a lot of energy.”)
In this Week's edition of the Flavors of Northwest Arkansas, we're sitting down with the lovely Kori Stanton of Baked by Kori in both Rogers and Fayetteville – but first?!?! FOOD NEWS!! We've got some openings to get to, more than usual, so let's get to it! Fayetteville Tea House finally opened! Firebirds Wood Fired Grill opened on Monday. I recommend the aged ribeye and a certain wine! NWA's first Potbelly Sandwich Shop opened on the Walmart Campus. NWA's first Sweetgreen also opened on the Walmart Campus. You'll be able to get Nellie B's Bakery goods elsewhere now. Handel's Ice Cream is coming to Fayetteville. NYC Express Deli is adding a location! Chick'n Headz announced their grand opening date Happy anniversary to Natural State Beer Company! Sad news to report. Levi's Gastrolounge announced that they'll be closing their doors. We'll tell you when. Flavors Flashback to KYYA Chocolate's Rick Boosey's dangerous trip to Ecuador! Kori Stanton wanted to be a lawyer when she went to college. After a few weeks working at a law firm, she decided that it wasn't the route for her. After college, she and her husband moved to New York City where they would raise their family and be for several decades. That's also where Kori started her baking business. And boy, she caught fire. Her cookies were the Snack of the Day on the Rachel Ray Show, and that was great – and not-so-great. Kori will tell us why. Also, what was it like starting a bakery in New York City where spots are already so established? A hint here- it's all who you know. Also, what was it like living in NYC during 9/11? And lastly, how did they end up in Northwest Arkansas?? We talk with Kori Stanton from Baked by Kori next here on the Flavor of Northwest Arkansas!
One-on-one pod today, Chris is in New York, and Jason is home in Glendale. We chat about rapper Fabolous being unable to blow out his birthday candles, Hollywood dicks, Ashton Kutcher's lunch fit, whether Wicked is just Hamilton for gay people, Sweetgreen protein maxing, Zohran linking with Donald, Marty Supreme's marketing campaign, fabricated beefs, Chris went to the Geese show, and Kimmel's wife's political ultimatums. twitter.com/donetodeath twitter.com/themjeans howlonggone.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Walmart's CEO retired… his boldest move? Raising pay 90% across the biz like Spiderman would.Sweetgreen, Warby Parker, Allbirds… it's the Millennial Cringe Stock Market.Microdramas have taken over Chinese media… and now they're topping America's app stores.Does your buddy in tech look younger? That's because of nip/tuck.$SG $WMT $NFLXNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Gen Z and Millennials are tightening their purse strings, and the first businesses on the chopping block are fast-casual dining spots. The usual fan favorites like Chipotle, Sweetgreen and Cava are suddenly falling out of favor with young American consumers. WSJ reporters Heather Haddon and Matt Grossman discuss how these companies are responding, and what this shift says about the broader economy. Caitlin McCabe hosts. Further Reading Chipotle's Big Bet on Younger Consumers Is Unraveling Are the Economy's Salad Days Over? Chipotle Says Gloomy Consumers Are Buying Fewer Burritos Fast-Casual Chains Struggle as Diners Ditch Pricey Bowls for Cheaper Eats Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's edition of the Flavors of Northwest Arkansas podcast, we're up in Bentonville at Nosh Nola inside the Bentonville Brewing Company, talking with owner Hayne Begley. This location won't be his only spot for long as he's opening another one soon, he'll tell you about it, but first?!?! FOOD NEWS!! We have the results from the first ever Mac & Cheese Cook Off in Fayetteville at Brewski's! We'll hear from the winner. Viet Buffet is ALMOST open in Rogers! Potbelly and Sweetgreen are close to opening on the new Walmart campus. Fuego Tortilla Grill has announced their opening date for their much-anticipated Fayetteville restaurant! Pathway Café is coming to the area. We'll tell you what it is, and what it means for the area! The Bentonville Bulletin reports a new dog-friendly café is now open in Bentonville. Chug Soda Shop is now back to soda truck-only. Anime Café in Rogers has closed. Hayne Begley started Nosh Nola after moving up from Little Rock. His first food truck was the Delta Biscuit Company, and it was a favorite in Little Rock. However, food truck culture there isn't what it is here, so Hayne took the opportunity to move north, and away he went. How did he survive covid? With the help of celebrity chef Jose Andres... sort of. He'll explain. He'll also talk about his food. Did you know that they have the top-of-the-line tater tots? They spent a good amount of time tater tot testing – it's a real thing, and he'll tell you why they have tots. Makes perfect sense. And finally, he'll be opening another spot next year. He'll tell us where and much more. That's next here on the Flavors of Northwest Arkansas podcast!
Sarela Herrada is the CEO and co-founder of SIMPLi, the leading maker of regenerative organic pantry staples in the US, with products available in over 3,000 stores and on the menus of more than 3,000 restaurants across the country. On this episode of ITS, Sarela explains her food-service first approach to CPG, how her experience in supply chain led her to solve a food systems problem, and what shifts SIMPLi is making as they expand out of the natural channel into more conventional stores.Heritage Radio Network is a listener supported nonprofit podcast network. Support In The Sauce by becoming a member!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this episode of The Kara Goldin Show, we're joined by Nicolas Jammet, Co-Founder and Chief Concept Officer of Sweetgreen, the mission-driven restaurant brand redefining fast food with fresh, crave-worthy meals. Nicolas and his co-founders launched Sweetgreen in 2007, opening their very first location in Georgetown just three months after graduating college. What started as a single salad shop has grown into a nationally recognized brand with hundreds of locations and a loyal following, all built on a vision of making healthy food accessible and transparent.In our conversation, Nicolas shares how Sweetgreen nearly ran out of money in the early months, the turning point that showed him the concept could scale, and how he's balanced innovation with operational rigor. We dive into the role of technology in shaping Sweetgreen's growth, the challenge of scaling culture across hundreds of restaurants, and how the brand continues to stay ahead in a crowded marketplace. Nicolas also reflects on the toughest leadership lessons he's faced and what he sees as the future of food, wellness, and Sweetgreen's place in it.Whether you're an entrepreneur, a foodie, or someone passionate about mission-driven business, this episode is full of insights and inspiration. Tune in to hear Nicolas's journey and what it takes to build a category-defining brand. Now on The Kara Goldin Show. Are you interested in sponsoring and advertising on The Kara Goldin Show, which is now in the Top 1% of Entrepreneur podcasts in the world? Let me know by contacting me at karagoldin@gmail.com. You can also find me @KaraGoldin on all networks. To learn more about Nicolas Jammet and Sweetgreen:https://www.instagram.com/nicolasjammethttps://www.linkedin.com/in/nicolas-jammet-5b9b878/https://www.sweetgreen.com/ Sponsored By:Robinhood - Get started today at robinhood.com/yourmoneyWarby Parker - head over to WarbyParker.com/GOLDIN right now to try on any pair virtually!LinkedIn Jobs - Head to LinkedIn.com/KaraGoldin to post your job for free. Check out our website to view this episode's show notes: https://karagoldin.com/podcast/754
Nick is back! And he recaps his health ordeal in the intro. Our 3 stories: A $200 posture-correcting bra?... It's gone viral, and could be Apple's next acquisition target.Why are Millennials buying crypto instead of homes?... Because nest eggs are stuck in Bitcoin. Chipotle, Cava, & Sweetgreen aren't fast casual anymore, they're slow… And the solution lies in the Olive Garden.Plus, Nick's back from the hospital… He's eager to share his prognosis (and 3 stock picks)$CAVA $CMG $SG $LUL $BTCWant more business storytelling from us? Check out the latest episode of our weekly deepdive show: The untold origin story of…
Episode 645: Neal and Toby chat about the Trump administration preparing an IPO of mortgage giants Freddie Mac and Fannie Mae that could raise $30B. Then, Instagram releases a new feature that can show the location of your friends…and people aren't happy about it. Also, Sweetgreen continues to struggle to bring customers in and is trying to switch its focus away from greens to proteins. Meanwhile, AOL is finally discontinuing its service which begs the question…how did it last this long? And Bed Bath & Beyond is mounting a comeback with its first store in Nashville since its bankruptcy. LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. Submit your MBD Password answer here: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Check out Per My Last Email! Spotify link: https://open.spotify.com/show/0nLoZjMIpr7AhG61xsZlWs?si=83e893071dd44696 YT link: https://youtube.com/@permylastemailshow?si=aMa5d8vjKlFdeZlb Show page: https://www.permylastemailshow.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Sweetgreen's co-founder Jonathan Neman joins Guy on the Advice Line to answer questions from three early-stage founders. Plus, Sweetgreen's plans to automate salad assembly in the coming years. First, we meet Dini from Maryland, who's learning how to maintain her brand's character and product quality as her pie company scales. Next we hear from Matt in Massachusetts, who's leaning into success growing premium mushrooms for local chefs without getting too big, too fast. Then Joey in Chicago, owner of a restaurant specializing in fried chicken wings and fresh-cut fries, who's deciding whether to introduce new products or double down on what's already working.Thank you to the founders of Dini's Divine Pies, Underground Mushroom Co. and Dak Dak Korean Wings for being part of the show. If you'd like to be featured on a future Advice Line episode, leave us a one-minute message that tells us about your business and a specific question you'd like answered. Send a voice memo to hibt@id.wondery.com or call 1-800-433-1298.And to hear the founding story of Sweetgreen, check out Jonathan's first appearance on the show in 2020. This episode was produced by Iman Maani. It was edited by Casey Herman. Our audio engineer was Neal Rauch.You can follow HIBT on X & Instagram and sign up for Guy's free newsletter at guyraz.com and on Substack.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.