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Motley Fool Hidden Gems Investing
Motley Fool Hidden Gems Investing

Dunkin', Kendrick on Offense at Super Bowl

30 min•10 februari 2025

Om avsnittet

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

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