Dunkin', Kendrick on Offense at Super Bowl
The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.
Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.
(00:14) David Meier and Dylan Lewis discuss:
- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.
- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.
- McDonald’s lackluster Super Bowl ad and earnings results.
WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c
(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.
Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD
Host: Dylan Lewis
Guests: David Meier, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices