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Show Notes
New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.
(00:14) Anthony Schiavone and Dylan Lewis discuss:
- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.
- Brian Niccol’s “Back to Starbucks” plan and the progress so far.
- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.
(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.
Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF
Host: Dylan Lewis
Guests: Anthony Schiavone, Nick Sciple, Mary Long
Engineers: Rick Engdahl
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