Reddit’s AI Deals Pay Off & Starbucks Firing Employees Over RTO Policy?
2024/10/30
Morning Brew Daily
Neil Fradman和Toby Howell讨论了美国大选前夕发布的GDP、CPI和就业报告，这些报告将对未决选民产生重大影响。他们分析了这些报告可能包含的数据，以及飓风等因素可能造成的偏差。他们还讨论了Alphabet、Reddit、麦当劳和Chipotle等公司的财报，以及这些公司面临的机遇和挑战。
Neil Fradman和Toby Howell还讨论了美国政府拟发布的新的膳食指南，该指南建议限制红肉摄入量，增加植物性食物的摄入量，这引发了肉类行业的反对。他们分析了该指南可能产生的影响，以及肉类行业可能采取的应对措施。他们还讨论了越来越多的公司要求员工重返办公室的现象，以及这种现象对办公场所和员工的影响。最后，他们还讨论了一些其他的新闻，例如摩根大通起诉利用ATM机漏洞盗取资金的客户，特朗普媒体公司的股价上涨，以及TGI Fridays公司可能面临破产。
Deep Dive
Why did Alphabet's stock rise after its earnings report?
Google Cloud's growth and AI investments are paying off.
Why is Reddit's stock performing well?
Revamped advertising tech and increased Google search visibility.
Why did McDonald's face a sales decline?
Linked to an E. coli outbreak that affected consumer trust.
Why is Chipotle's growth slower than expected?
Same-store sales growth below Wall Street expectations.
Why are dietary guidelines recommending less red meat?
Studies show it raises risk of cardiovascular disease.
Why are companies enforcing return-to-office policies?
To reduce office vacancy rates and improve employee attendance.
Why did JPMorgan Chase sue customers?
Customers exploited a glitch to withdraw large sums of money.
Why is Trump Media stock rising?
Investors bet on Trump's potential election win.
Why did TGI Fridays close multiple locations?
Declining traffic and high debt from expansion.
Why did Starbucks discontinue Oleato drinks?
Unpopularity and need to simplify the menu.
The episode discusses the final economic indicators before the election, including GDP, inflation, and the jobs report, and how these could influence undecided voters.
- GDP expected to show a 3% annualized growth in Q3.
- Inflation likely to show the lowest rate of price increases since early 2021.
- Unemployment rate expected to hold steady at 4.1%, the lowest pre-election rate in 24 years.
Shownotes Transcript