The Drill Down

Ranger Energy Services CEO Stuart Bodden (RNGR) gives us a deep dive into his oil and gas business. McDonald's (MCD) sees revenues increase… But why is its business actually getting worse? Why Kraft Heinz (KHC) seems to be struggling to take advantage of more at-home consumption. Estee Lauder (EL) admits that pandemic challenges aren’t over for its business. The Drill Down with Cory Johnson offers...

How Karooooo CEO Zak Calisto (KARO) is evolving his business from car theft detection to international fleet management.  What Bed Bath and Beyond (BBBY) had to say a week before filing for bankruptcy protection. Making sense of Microsoft’s (MSFT) growing AI and slowing cloud business ambitions. Why Enphase Energy (ENPH) may want to start paying closer attention to policymakers. The Drill Down wit...

Bioceres Crop Solutions CEO Federico Trucco (BIOX) tells us how his technology is kick starting a regenerative and sustainable agricultural revolution that may allow crops to thrive despite climate change. JPMorgan Chase (JPM) reminds us how banks are able to succeed despite economic fears and headwinds… but warns that its inflow of deposits from the banking crisis may not be sticky. Citigroup (C)...

Embecta CEO Dev Kurdikar (EMBC) explains the need for more diabetes testing and the global business behind it. What assets Diamondback Energy (FANG) may be selling in the Permian Basin… and why. How PriceSmart (PSMT) is positioning itself to become the Costco of Central and South America… and what the family behind PriceSmart understands about consumer demand. Kura Sushi USA (KRUS) expands with a...

How Shutterstock CEO Paul Hennessy (SSTK) is remaking the company with artificial intelligence and partnering with OpenAI. The “mismatch” causing headaches at Dave and Buster’s (PLAY). How Simply Good Foods (SMPL) is playing catch up after misjudging inflation. What’s behind the RH (RH) blame game. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the mo...

Worthington Industries CEO Andy Rose (WOR) explains how his metal and industrial manufacturing business utilizes technology and innovation to make big profits in niche markets. Toronto-Dominion Bank (TD) says its deposits are healthy. Lululemon Athletica (LULU) reveals some unexpected twists and turns in its inventory situation. Why Micron Technologies (MU) is seen as a bellwether for the economy....

A special report on the broad spillover effect of the ongoing banking crisis and failure of Silicon Valley Bank failure. And Waters Corporation CEO Dr. Udit Batra (WAT) describes the business and technology behind the super advanced laboratory equipment his company makes for the pharmaceutical industry. How TriNet (TNET) is working to make sure its clients make payroll in the wake of the SVB colla...

Eagle Point CEO Thomas Majewski (ECC) talks about paying his fund’s large dividend and the health of corporate debt amid the current banking crisis. Caterpillar (CAT) assures customers that its finance arm isn’t entangled in the challenges facing other banks. Alaska Air (ALK) opens up about its venture capital business. Why NatWest Group (NWG) says its balance sheet is weather-proof. The Drill Dow...

SPECIAL SHOW: Washington Federal (WAFD) CEO Brent Beardall’s first comments since the failure of Silicon Valley Bank – and since surviving a deadly January plane crash. Is WaFed’s extreme concentration in real estate also a problem?  And Silicon Valley Bank’s CEO Greg Becker on why he thought tech couldn’t fail. Triplepoint Venture Growth (TPVG) on a SVB loan that went bust after the failure of ph...

Yext CEO Michael Walrath (YEXT) tells us when the company’s big bet on artificial intelligence will pay off. Squarespace (SQSP) taps artificial intelligence to build its website business. How Nutanix (NTNX) stumbled into some accounting trouble. How Korn Ferry (KFY) is staying a leader in executive search and recruitment by catering to post-pandemic c-suite trends. The Drill Down with Cory Johnson...

Where Logitech International CEO Bracken Darrell (LOGI) sees growth opportunities for the computer hardware maker as consumers think about pulling back on gadget-buying. Jack in the Box (JACK) has a winning strategy in Florida and Arkansas, is making expansion plans and weathering both food and labor inflation. The atomic technology that has Agilent (A) seeing a future in semiconductors. Behind th...

How Calliditas CEO Renee Aguiar-Lucander (CALT) aims to treat kidney disease– and win over regulators in China and the U.S. How Coinbase (COIN) is trying to make nice with the SEC and why it’s standing by its “stakes”. The challenges facing Albemarle Corporation (ALB) despite robust lithium demand. The rental properties that are causing headaches at Dropbox (DBX). The Drill Down with Cory Johnson...

Why Zuora CEO Tien Tzuo (ZUO) says the future may be in the ability to rent everything everywhere for everyone. The path to profitability at Airbnb (ABNB). Ardmore Shipping (ASC) has a strong wind at its back… but still faces questions of illegal shipping with Russia. WESCO International (WCC) looks to digitize its legacy business and make the most of artificial intelligence. The Drill Down with C...

SMART Global Holdings CEO Mark Adams (SGH) explains his successful strategy to keep revenue growing and take a leading position in semiconductors. How recreational boatmaker Brunswick Corporation (BC) was able to deliver record results despite economic headwinds… and sell more engines than boats. RH (RH) gets a reminder that accounting matters. How Pinterest (PINS) is evolving and finding growth. ...

How software company Simulations Plus CEO Shawn O’Connor (SLP) enables pharmaceutical giants to digitally test the safety of new drugs. AMD (AMD) keeps expanding its footprint in datacenter chips. Whirlpool (WHR) sees an end to inflation. How Match Group (MTCH) plans to keep its love business growing in 2023. The Drill Down with Cory Johnson offers a daily look at the business stories behind stock...

The secret to Primo Water CEO Tom Harrington’s success providing high-quality drinking water and high profits one bottle at a time (PRMW). The rising expenses worrying Zion Bancorporation (ZION). Behind Baker Hughes’s (BKR) optimism about natural gas in 2023.  And why Halliburton (HAL) says the North American market may surprise the oil industry. The Drill Down with Cory Johnson offers a regular l...

How avocado king Calavo Growers CEO Brian W. Kocher (CVGW) juggles cost pressures and the fury of mother nature. Why J.B. Hunt Transport Services (JBHT) is optimistic about the state of the supply chain. Behind the explosive growth at gaming company Roblox (RBLX). KeyCorp (KEY) focuses on digitization and loans. The Drill Down with Cory Johnson offers a regular look at the business stories behind...

Titan International CEO Paul Reitz (TWI) explains the tire-maker’s path to profitability. Walgreens Boots Alliance (WBA) paints a vision for the future at the JPMorgan Healthcare Conference. Healthequity (HQY) see rising popularity in health savings accounts. Irhythm Technologies (IRTC) has a potential lifesaving technology for undiagnosed irregular heartbeats. The Drill Down with Cory Johnson off...

Sumo Logic CEO Ramin Sayar (SUMO) tells us how he’s making cloud-native applications secure. Absolute Software (ABST) shows the value of understanding your customer. VICI Properties (VICI) keeps making winning bets in Las Vegas. Dice Therapeutics (DICE) emerges as a leader in its field thanks to a new therapy. The Drill Down with Cory Johnson offers a regular look at the business stories behind st...

Five Below CEO Joel Anderson (FIVE) explains his expansion strategy for 2023 and how he uses technology to anticipate his customers’ needs. Are Tesla’s (TSLA) problems all about Elon Musk? Vapotheroem (VAPO) looks for a way forward without a pandemic. Enochian Biosciences (ENOB) struggles to move beyond multiple controversies. The Drill Down with Cory Johnson offers a regular look at the business...

Cloud computing heavyweight DigitalOcean CEO Yancey Spruill (DOCN) on building a winning digital strategy and competing with Amazon Web Services. How avocado giant Calavo Growers (CVGW) manages shifting inflationary pressures. Why FuelCell Energy (FCEL) may be running out of fuel. How steel company Worthington Industries (WOR) is preparing for 2023. The Drill Down with Cory Johnson offers a regula...

TravelCenters of America CEO Jonathan Pertchik (TA) gauges the health of the U.S. consumer through the lens of the open road. How homebuilding giant Lennar (LEN) is preparing for more challenges to the housing industry. Strip club king RCI Hospitality Holdings (RICK) goes on a shopping spree and strategizes on wooing a younger clientele.  Rev Group (REVG) finds work making fleets of school buses....

Will flying cars ever get off the ground? Lilium Co-Founder and Chief Engineer for Innovation Daniel Wiegand (LILM) makes the case for its vertical take-off and landing jets. Lululemon (LULU) has a unique spin on its inventory. Where DocuSign (DOCU) keeps finding new customers. How Johnson Outdoors (JOUT) successfully managed supply chain concerns. The Drill Down with Cory Johnson offers a regular...

How Alteryx CEO Mark Anderson (AYX) is making data analysis available to everyone. Hormel (HRL) gets a taste of higher feed costs. Who is running Docusign (DOCU)? How monkey smuggling cost Inotiv (NOTV) $250 million. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aflac COO Fred Crawford (AFL) explains the insurance giant’s international strategy. Behind Warner Music Group’s (WMG) digital evolution. Abercrombie & Fitch (ANF) sees the upside of people returning to the office. What Dollar Tree (DLTR) understands about its customers that other discount retailers may want to study. The Drill Down with Cory Johnson offers a regular look at the business stories b...