Brew Markets

Episode 87: Today, Ann checks out Lululemon and the activist investor taking a billion dollar stake in the company with the goal of getting the athleisure OG to get its fit in check. Then we survey earnings from Darden, the parent company of the Olive Garden… apparently diners haven’t had their fill of neverending pasta - plus: Carmax hits the skids and seeks to win back customers with lower price...

Episode 86: Today, Ann analyzes Warner Bro’s scathing letter to shareholders - the board doesn’t mince words about why it rejected an offer from Paramount, including questioning if the money offered is even real! Then we sneak you a cheat sheet on today’s announced merger of online learning rivals Coursera and Udemy. Plus, a look at a listener-suggested manufacturing company Jabil, and how diversi...

Episode 85: Today, Ann sits down with Howard Lindzon - the founder of Stocktwits - to discuss his 2026 outlook: from small-cap momentum to the psychology driving today’s bull market… and how he never predicted the rise of prediction markets. Then we look for clarity amidst the noise in today’s job’s data - how might the Fed act on the report’s mixed bag? Finally, Tesla hits a record high, guidance...

Episode 84: Today, Ann looks at Roomba-maker iRobot’s decline and recent filing for bankruptcy and what it says about the health of public companies… joining other 2025 fails like 23andMe and Sunnova Energy. Then we look at Comcast’s decision to spin off its portfolio of cable networks including CNBC and SyFY - will it reignite the legacy media company and will investors buy into the new Versant?...

Episode 83: Today, Ann examines the challenges of turning around a public company with Build-A-Bear’s President and CEO Sharon Price John. They discuss rebuilding operational strength, taking a cherished bricks and mortar brand online and we land a SCOOP on what’s next for Build-a-Bear in video content. Finally, we take a spin through the day’s market headlines including changes at Lululemon and a...

Episode 82: Today, Ann examines Walt Disney Company’s $1 Billion landmark agreement to bring Disney characters to OpenAI’s movie generator Sora… can Mickey protect his own character? Then we explore market concerns that Oracle’s massive AI infrastructure spend will never pay off - leading to today’s massive loss in market cap. Plus, shares in Vail Resorts have been headed downhill, can the return...

Episode 81: Today, Ann examines the Fed’s data-blind decision to cut rates by a quarter percent - was it just a gift to the market and what might it mean for Chair Jerome Powell’s legacy? Then we look at companies reporting earrings: did Cracker Barrel finally hit the bottom of the barrel and can fresh biscuits turn it around - and why is online pet retailer Chewy seeking an expansion in brick-and...

Episode 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t constitutionally be called an export tax. Then we do a roundup of today’s earnings, looking at the tariff hit on AutoZone and Toll Brothers’ luxury position in a soft housing market. Finally, a look at stocks that moved the market including Campbell’s bla...

Episode 79: Today, Ann examines the turnaround happening at Ulta that recently sent its share price to an all-time high - how has management executed on three growth initiatives, including turning the beauty retailer into a destination? Then we look at the drama unfolding in Hollywood as Paramount launches a $108 billion hostile takeover of Warner Brothers Discovery just days after Netflix announc...

Episode 78: Today, Ann is joined in-studio by the founder of Wikipedia - Jimmy Wales - to discuss trust in social media, the prospects of using AI to edit Wikipedia and what Jimmy thinks about the launch of Elon Musk’s Grokipedia. Plus, as Bath and Bodyworks, The Gap and Abercrombie & Fitch see higher foot traffic and sales, we ask: are shopping malls making a resurgence?  www.brewmarkets.com  Sub...

Episode 77: Today, Ann examines Meta’s decision to slash the budget for its lagging metaverse operations and applauds the difficult move that’s right out of the playbook of another tech power player: Amazon. Then we look at two companies whose quarterly earnings didn’t wow markets today: why Snowflake is falling and Kroger shelved its automated grocery delivery plans. Finally, we sprint through he...

Episode 76: With news coming out of the White House this afternoon that auto fuel standards will be rolled back, Ann reviews which auto companies have already been stepping back from EV models and how their share prices have fared.  Then we look at earnings for Macy’s and Pure Storage… will the retailer’s refresh bring shoppers back to the department store… and can the flash storage company contin...

Episode 75: Today, Ann explores why the Omnicom-IPG merger, which created the world’s largest advertising company and is expected to generate more than $25 billion in revenue, might simply be “two drunks propping each other up on a lamppost”.  Then we look at earnings out of Signet and what they signal for holiday jewelry shopping.  Plus, we examine why Costco has joined a list of retailers suing...

Episode 74: Today,  Ann takes a look at the major battle shaping up in real estate over ‘private listings” - how Zillow’s ban on off-market and brokerage-exclusive listings is putting it at odds with several of the biggest brokerages.  Then, Ann is joined by Kamini Rangappan Lane, the President and CEO of Coldwell Banker Realty to discuss market conditions, mortgage rates and what it means for pot...

Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, recurring revenue for the clothing giant.  Then we look at Dell, the decades-old PC maker that has found a path in bespoke AI solutions.  Plus, Petco is begging for a turnaround, Uber robotaxis launch in Abu Dhabi and what exactly did Campbell’s have to...

Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall.  Finally, i...

Episode 71: Today, Eli Lilly becomes the first healthcare company to join the Trillion-Dollar Market Cap Club - Ann looks at this intriguing and historical collection of companies.  Plus, Warner Brothers Discovery has put itself up for sale, we survey which Hollywood heavy hitters have submitted bids: Paramount seems to be in the lead, but can Comcast overcome debt and political headwinds… and wil...

Episode 70: Ann welcomes Charisse Hughes, the Chief Growth Officer of Kellanova (think Pringles and Special K) to explore how the company is using advanced analytics for greater customer insights and applying AI to marketing tasks while retaining the human creative. Plus we look at the frank comments made by the CEO of Bath and Bodyworks after the company’s recent poor earnings report and stock hi...

Episode 69: Today, Ann reviews Abbott Labs’ purchase of Cologuard maker Exact Sciences and what it could mean for the future of precision oncology.  Then, we survey earnings from Walmart and Nvidia - they’re both giants - but are they both tech companies… and why did shares rise today for one and not the other?  Then, Ann explores why Professor Yann LeCun - one of the godfathers of modern AI - is...

Episode 68: Today, Ann looks at Adobe’s struggle with lack of innovation and why she found today’s announcement that the company is buying Semrush for $1.9 billion… anticlimactic.  Then we look at earnings for Target and if an additional $1B refresh can turn the company around.  Plus, Viking River Cruises is thriving without kids on-board.  Finally, Ann answers your question about a 53-week report...

Episode 67: Today, Ann takes a look at CLEAR, the identity security company whose service you may use to cut those airport lines.  Ann sits down with CEO Caryn Seidman Becker for the latest on the impact of the government shutdown and  what’s next for biometrics.  Then we take a look at earnings for Home Depot and why a quiet storm season may have driven down revenue.  Plus, Klarna expands into cr...

Episode 66: Today, Ann explores a report of which companies have spoken about AI on their earnings calls and what it could potentially mean. Next up, a look at Aramark’s earnings report and what it means for the $10 billion food giant. Then a look at the potential merger between local news operators Scripps and Sinclair. And finally a look at how Alphabet keeps hitting record-highs.  For a limited...

Episode 65: Welcome to Brew Markets. Today, Ann looks at the 12-year tenure of Walmart’s CEO after today’s announcement that he’s stepping down.. is he going out on top?  Then we examine what the headlines missed on StubHub’s earnings, how Sally Beauty is seeking a makeover and if Virgin Galactic will get its next space vehicle off the ground. For a limited time, you can get up to $10,000 when you...

Episode 64: Today, Ann explores the new partnership between TKO - the boxing and ultimate fighting heavyweight - and prediction market leader, Polymarket… and why it could have sport-betting companies shaking in their boxer shorts.  Then, we look at Disney’s earnings and examine the family-run department store with an $11b market cap that you may not have heard of.  Later, Ann explains why investo...

Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal for the plant-based sector.  Then we jump into earnings for On, the Swiss shoe company that’s setting race records - and look at IP at Sony and why shares in Okla are up despite reporting a loss.   Finally, Ann presents our CEO of the week: the man behind...