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)...
Can Pinterest Survive the AI Shopping Revolution? (November 6, 2025)
Market Outsiders
29 minutes
3 weeks ago
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 ...
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)...
