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"I was not suggesting that this is what parents should do": Dazzle CEO on AI assistants
6 takeaways: why she thinks your camera roll beats your inbox as AI context, the "walled garden" risk she's betting against, and why Dazzle's engineers…
6 hrs ago
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"Now we're extending that into a 4-hour peak": Starbucks CEO on the morning rush
4 moments: why Brian says Q4 came from running the basics well, how pastries are riding along with drinks, the afternoon plan, and his answer on GLP-1…
Oct 31
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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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Starbucks could go multi-brand, but it needs no M&A to hit its targets — its CEO
6 takeaways: a year ahead of its fiscal 2028 guidance, 300 new US stores, 22,000 stores abroad that could double, and 5% international growth excluding…
Oct 31
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"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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"I make toys": Hasbro CEO on why 65% of what it sells now goes to buyers 13 and older
6 insights: Magic: The Gathering's climb from $300M to over $2B, Potato Head with Don Rickles' AI voice, and 65 film and TV projects across a dozen…
Oct 29
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Once Upon a Farm co-founder: half of parents found no sugar-free kids' electrolyte drink
3 takeaways: why she still visits farms herself after the IPO, and what a WIC-certified product has to do with growing up in West Virginia
Oct 27
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Wine and liquor fell from 33% to 24% of sales in 18 months — Chicago's North Pond owner
9 lessons: why obeying labor law costs 5–10% against rivals, how a $130 menu leans on $110 bottles, and why $400 dinners are now for milestones
Oct 25
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Rivals entering BNPL is proof it already won — Affirm CEO
4 takeaways: Affirm becomes Sam's Club's exclusive BNPL provider, why its zero-interest offers carry no fine print, and what rising usage says about…
Oct 23
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e.l.f. never had a DEI program or quotas — inclusion was the mission, says its CEO
8 takeaways: the Target call that sold him on e.l.f., an $8 lip oil that beat Dior's $36 one in a week, and why DEI was never a program at e.l.f.
Oct 23
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Skullcandy, Bose's 3rd acquired brand, is a growth buy and not a cost play, its CEO finds
5 arguments: why Skullcandy keeps its brand and its Park City team, why other Bose licensing partners need not worry, and how Bose is holding prices as…
Oct 22
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United Airlines CEO on fuel: "We've passed about 72% of the increase in fuel price"
5 insights: why he expects full fuel recovery in Q1, why economy seats grew faster than premium, and why he calls untaxed passive income unfair
Oct 22
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