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Market Outsiders
Management Consulted
86 episodes
1 day ago
Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...
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Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...
Show more...
Business
News,
Business News,
News Commentary
Episodes (20/86)
Market Outsiders
Why Best Buy Is Winning When Everyone Expected It to Die (November 26, 2025)
Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...
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1 day ago
28 minutes

Market Outsiders
Why Bath and Body Works Lost Its Scent With Shoppers (November 20, 2025)
Bath and Body Works used to own the mall fragrance space. Now traffic is shrinking, margins are squeezed and a new CEO is blaming the old playbook. In this episode, we break down what went wrong and whether the turnaround plan has a real shot. We cover: How chasing “adjacent” categories like shampoo and laundry backfiredWhy discounting destroys price integrity in a brand-led businessThe missed opportunity in e-commerce and Amazon resellersWhat Bath and Body Works can learn from Walmart, Targe...
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1 week ago
33 minutes

Market Outsiders
Can Panera’s Turnaround Plan Actually Work? (November 18, 2025)
Panera used to dominate fast casual. Now traffic is falling and leadership is scrambling to turn it around. In this episode, we unpack: How cost cutting changed salads, sides, and the in-store experienceWhy menu complexity and pricing confuse customersThe barbell strategy Panera is betting on for its comebackWhat we’d do differently on pricing, testing, and customer researchA practical breakdown of what happens when spreadsheets win over the customer experience. Partner Links: Learn more abou...
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1 week ago
40 minutes

Market Outsiders
What Ending the Penny Mint Means for Prices (November 13, 2025)
The U.S. stops minting new pennies. Cost savings help, but do second-order effects matter more? We dig into: Why it cost ~4¢ to make 1¢$56M savings vs real economic impactRounding rules, cash users, and pricing behaviorCard mix, tipping culture, and “two-way door” policyA quick, practical look at what this means for consumers and businesses. Partner Links: Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025Chapters:&nbs...
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1 week ago
21 minutes

Market Outsiders
Inside the Company Powering the AI Boom (November 11, 2025)
CoreWeave isn’t OpenAI or Nvidia, but it’s powering both. We unpack how this lesser-known company became essential to the AI ecosystem, including: What CoreWeave actually does and why it mattersHow $55B in backlog signals explosive demandWhy data centers, not apps, may define the next AI waveWhat an “AI capex bubble” could look likeA fast, insightful breakdown of the infrastructure race behind AI’s biggest players. Chapters 02:57 CoreWeave's Financial Performance and Market Positi...
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2 weeks ago
29 minutes

Market Outsiders
Why Holiday Hiring Is Down But Sales Aren’t (November 7, 2025)
Retailers plan the lightest holiday hiring since the Great Recession, but spending is still projected to top $1T. We dig into: Why demand smoothing and e-comm shift cut seasonal rolesHow “slower” in-store flow can increase basket sizeWhat segmentation and channels mean for labor needsWhy tariff headlines often overstate price impactActionable takeaways for leaders on staffing, ops, and margin protection. Chapters 00:30 Holiday Season Retail Trends06:12 E-commerce Impact on Retail Hiring11:51 ...
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3 weeks ago
20 minutes

Market Outsiders
BONUS: How the Government Shutdown Grounded America’s Flights (November 6, 2025)
The FAA just announced flight cuts at 40 U.S. airports, all tied to the government shutdown. In this bonus episode: Why air traffic control staffing is reaching a breaking pointHow airlines like Delta and United will decide what to cancelWhat smart leaders do when government policy hits business operationsA quick 15-minute breakdown on policy, pressure, and decision-making when the skies (and D.C.) shut down. Chapters 00:40 Understanding the Government Shutdown03:26 Impact on Airlines and A...
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3 weeks ago
17 minutes

Market Outsiders
Can Pinterest Survive the AI Shopping Revolution? (November 6, 2025)
Pinterest just had one of its worst trading days ever, and blamed tariffs. We dig into what’s really behind the drop: Why ad revenue might be a Pinterest problem, not a tariff problemHow user behavior has shifted away from “mood board” cultureWhat it would take for Pinterest to stay relevant in an AI-driven shopping worldPlus, Namaan and Jenny Rae debate whether Pinterest’s next move is reinvention or acquisition. Chapters 03:12 Pinterest's Earnings Report and Ad Revenue Concerns06:25 ...
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3 weeks ago
29 minutes

Market Outsiders
PayPal plugs into ChatGPT for E-Commerce (October 29, 2025)
Namaan and Jenny Rae break down PayPal’s new integration with ChatGPT and what it means for e commerce. They cover how checkout could live inside AI, who wins and loses across retailers and suppliers, and why PayPal’s first dividend signals a new chapter. They also map OpenAI’s business model today. Subscriptions. Enterprise licensing. Future transaction fees. Possible ads. What shifts when 800 million people use ChatGPT weekly. Chapters 03:24 The E-commerce Landscape and PayPal's Role0...
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1 month ago
36 minutes

Market Outsiders
Did UPS outgrow Amazon? (October 28, 2025)
UPS posted a surprise beat and a bold turnaround. Jenny Rae and Namaan break down where the 34,000+ cuts land, why Amazon volume fell 21 percent, and how route consolidation, asset light moves, and small business focus could reshape holiday shipping. We also cover tariffs and the de minimis change, plus why supply chain consulting is set to boom. Chapters 02:58 Understanding UPS's Business Model and Challenges05:57 UPS's Turnaround Strategy and Job Cuts09:01 Financial Performance and Ma...
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1 month ago
41 minutes

Market Outsiders
Why Retailers Are Betting on Pokémon and Taylor Swift Cards (October 21, 2025)
Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in. Jenny Rae and Namaan break down what this craze says about retail strategy, consumer behavior, and the strength of the U.S. shopper heading into the holidays. Chapters 02:56 Retail Strategies and Consumer Behavior06:05 Market Dynamics and Revenue Insights08:52 Consumer Trends and Holiday Shopping13:10 Data Utilization in Retail16:04 The Future of Collectibles and Retail In...
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1 month ago
32 minutes

Market Outsiders
16,000 Jobs Cut to Save the CPG Giant Nestlé (October 17, 2025)
Nestlé just announced 16,000 job cuts, one of the largest in modern CPG history. Jenny Rae and Namaan break down what this massive restructuring says about the company’s new strategy, how it mirrors the playbooks of Kraft Heinz and Hershey, and what it reveals about the future of global consumer brands. They unpack how Nestlé defines “winning,” why the market rewarded layoffs, and what every business leader can learn about growth, portfolio management, and decision-making under pressure. Lin...
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1 month ago
30 minutes

Market Outsiders
How Walmart Keeps Prices Low (October 16, 2025)
Walmart is making a push on U.S. manufacturing, and says it’s good business. Today, Jenny Rae and Namaan break down what’s signal versus spin, where onshoring can actually cut costs, and why category-by-category moves matter more than headline percentages. We get into supplier power, inventory timing, vertical integration in beef, and pharma basics like bringing amoxicillin back onshore. Plus, a personal investing lesson from Jenny Rae’s grandmother: buy what you never plan to sell. Tell us h...
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1 month ago
37 minutes

Market Outsiders
The Secret Behind Delta’s Record Profits and Sky-High Margins (October 10, 2025)
Delta just posted blockbuster earnings, and it’s not because more people are flying. Jenny Rae and Namaan unpack how Delta’s $8B profit engine runs on premium seats, credit card partnerships, and a bet on wealthy travellers. They dive into what makes Delta’s “premium economy” the most profitable cabin in the sky, why Buffett once got airlines wrong, and how rivals like United and Southwest are scrambling to catch up. Links mentioned in the episode: Fortune magazine articleDelta's latest 10-KE...
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1 month ago
38 minutes

Market Outsiders
Why Private Markets Suddenly Want Your Money (October 8, 2025)
Private markets are courting everyday investors. Why now, and what should you do about it? In this episode of Market Outsiders, Namaan and Jenny Rae unpack the “retail revolution” in private investing, explaining why firms like Ares are turning to individuals and how private credit is reshaping access to capital. You’ll learn: Why private funds suddenly want retail investorsHow private credit works (and why it’s booming)The tradeoffs: liquidity, fees, and riskWhether private assets belong in ...
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1 month ago
38 minutes

Market Outsiders
Why Warren Buffett Just Bet $10 Billion on Chemicals (October 2, 2025)
Warren Buffett is still making big moves at 95 years old. His latest play? A $10 billion bet on OxyChem, the petrochemical arm of Occidental. In this episode of Market Outsiders, Namaan and Jenny Rae unpack what makes this deal stand out. They break down the financial engineering behind it, why debt reduction matters in today’s macro climate, and how it fits into the broader Buffett Playbook. From shareholder buybacks to Buffett’s trademark “handshake” style, this is a masterclass in d...
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1 month ago
27 minutes

Market Outsiders
The Future of Claire’s and Mall Retail (September 29, 2025)
Claire’s is back in the headlines after its latest bankruptcy and acquisition by Ames Watson, the firm behind Lids. Can a nostalgic mall brand really be turned around in today’s retail environment? In this episode, we unpack Claire’s challenges, the role of experience in modern retail, and what this deal signals for the future of malls. Timestamps: [07:15] What Made Claire’s a Rite of Passage [10:22] Bankruptcy and the Ames Watson Acquisition [14:17] Who Ames Watson Is and Their Playbook [16:...
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2 months ago
40 minutes

Market Outsiders
How the NFL Turned Media Contracts Into Its Biggest Business Lever (September 26, 2025)
The NFL isn’t just America’s favorite pastime. It’s also a business giant that generates two-thirds of its revenue from one source: media rights. In this episode of Market Outsiders, Namaan and Jenny Rae unpack: Why the league is considering renegotiating billion-dollar contracts years ahead of scheduleHow streaming platforms like Amazon, Netflix, and YouTube TV are reshaping the gameWhy the NFL holds more leverage than ever beforeIf you’ve ever wondered how professional sports really make mo...
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2 months ago
38 minutes

Market Outsiders
Labubu Dolls and the Business of Scarcity (September 24, 2025)
Labubu dolls are the latest global craze... but what makes them so irresistible? In this episode, Jenny Rae and Namaan break down the business model behind Labubu’s rise, from blind box marketing to luxury brand tie-ins. They explore: How scarcity fuels demandWhy repeat purchases matter more than volumeHow the resale market reinforces valueIt’s a case study in novelty vs. luxury, brand strategy, and consumer psychology — all packed into one tiny doll. Links mentioned in the episode: CNB...
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2 months ago
33 minutes

Market Outsiders
Another Credit Card Fee Increase? Why Amex Increased the Platinum Fee to $895 (September 18, 2025)
Amex just raised the annual fee on its Platinum card from $695 to $895 — a nearly 30 percent jump. In this episode of Market Outsiders, Jenny Rae and Namaan break down what’s behind the increase, why Amex believes customers won’t walk away, and how the move fits into a broader strategy to protect its premium brand. We dig into questions like: Who really cares about the fee hike? Why didn’t Amex go even higher? And what does this say about the future of credit card perks,...
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2 months ago
28 minutes

Market Outsiders
Best Buy was supposed to be dead. Instead, it just raised its full-year sales and earnings outlook. In this episode, Jenny Rae and Namaan dig into why Best Buy is outperforming in a “K-shaped” economy, even as everyone keeps blaming the consumer and inflation. They break down: How Best Buy is still winning on laptops, gaming, and smartphonesWhy AI-enabled laptops and new consoles are quietly driving an upgrade cycleThe role of predictable sale moments (Prime Day, back-to-school, Black Friday)...