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Costco Cracks Down

25 min•28 juni 2023

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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