Netflix isn’t the only company solving a sharing problem.
(00:21) Bill Barker and Ricky Mulvey discuss:
- Delta’s investor day and rosy profit guidance.
- General Mills hitting a pricing power limit.
- How Costco is solving its free rider problem.
- AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.
Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.
Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE
Host: Ricky Mulvey
Guests: Bill Barker, Jason Moser, Matt Frankel
Engineer: Dan Boyd
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