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"So far, we've seen zero sensitivity to that": Sweetgreen CEO on a 3% price rise
3 takeaways: same-store sales back to about 5% growth in October after the Cyclospora slump, lapsed customers returning, and a dinner menu aimed at a…
Nov 10
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Starbucks CEO: no reason its 22,000 stores outside the US can't double to 40,000-plus
6 takeaways: fiscal 2028 targets a year early, 300 new US stores, a capital-light China deal, matcha at a coffee company, and a multi-brand model he…
Oct 31
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Scuttlebutt
"We chose not to join in a race to the bottom": Burger King's US president on value wars
6 insights: lapsed customers driving 8.4% comp growth, a listening line that fixed the nuggets, 60% of restaurants remodeled, and why new-store growth…
Oct 31
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In its 10th year, Big3 is beating MLS and NHL regular-season audiences, says its CEO
6 takeaways: a SPAC deal due around year-end, why one-year CBS deals were deliberate, friction with NBA leadership, and a pitch to let fans own the…
Oct 31
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60% of New York's nonprofit hospitals are running in the red, says Northwell's CEO
5 numbers: Medicaid pays about 70 cents on the dollar, a projected shortfall of up to 400,000 nurses, and why Northwell's new CEO wants AI to give…
Oct 18
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Bharti Enterprises chairman on the Starlink queue: "I applied five years back"
8 takeaways: India's foreign minister on why the US is a partner but not an ally, Switzerland's 15% tariff deal, Brent at $106 and Goldman's 42 Indian…
Oct 15
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Scuttlebutt
JPMorgan CEO: Ford will commit $1B of purchasing to new Michigan manufacturers
7 insights: Why Jamie Dimon says markets alone won't rebuild US factories, why rising yields don't change the plan, and why Ford's CEO thinks it can…
Oct 12
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First test of beaming power from orbit to Earth is weeks away, says Cowboy Space CEO
4 takeaways: how lasers carry power from orbit to the ground, why the rocket becomes the satellite, and why old chips keep working in space
Oct 11
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Patagonia CEO: we will grow, but only on terms we're comfortable with
2 takeaways: why Patagonia's CEO won't chase a growth target and why he calls the focus on quarterly earnings a broken system
Oct 11
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Scuttlebutt
Nassim Taleb: buying AI-linked stocks is probably the most naive thinking there is
3 arguments: Why he calls the stock market a trap that keeps rising while risk builds, and why Apple and IBM both nearly went out of business after…
Oct 7
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Scuttlebutt
A US debt crisis is coming within 3 years as interest squeezes spending, says Ray Dalio
13 calls: Why rates must rise to ration credit, why China and Japan are buying less US debt, and why he sees AI concentration as the biggest risk for…
Oct 7
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Scuttlebutt
AI agents need a product recall until they work reliably, says Robust AI's co-founder
8 arguments: why he would not let an agent handle his finances, why the White House AI accord "means basically nothing", and why he worries about the…
Oct 5
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