Thu, 20 January 2022
Both Amazon and Costco are expected to increase their membership fees this year. Will they surprise customers (and investors) by increasing their fees by more than they have in the past? Maria Gallagher analyzes what’s expected and why pricing power is harder for entertainment businesses like Spotify, Netflix, and Disney+. She also discusses the expansion of McDonald’s partnership with Beyond Meat, the anticipated IPO of Impossible Foods, and why she’s not as bullish as others on the plant-based protein industry.
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Stocks: AMZN, COST, WMT, NFLX, DIS, SPOT, MCD, BYND, UL, FOUR, TOST, SQ
Host: Chris Hill