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 whatโs expected and why pricing power is harder for entertainment businesses like Spotify, Netflix, and Disney+. She also discusses the expansion of McDonaldโs partnership with Beyond Meat, the anticipated IPO of Impossible Foods, and why sheโs not as bullish as others on the plant-based protein industry.
Plus, Jason Moser and Matt Frankel dig into Shift4 Payments and share why itโs more than simply a payments processing business.
To get a free copy of our Investing Starter Kit go to www.fool.com/StarterKit.
Stocks: AMZN, COST, WMT, NFLX, DIS, SPOT, MCD, BYND, UL, FOUR, TOST, SQ
Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd
๐ 2022-01-19 22:00 / โ 00:28:08
๐ 2022-01-18 22:00 / โ 00:26:09
๐ 2022-01-16 18:00 / โ 00:28:52
๐ 2022-01-15 18:00 / โ 00:32:58
๐ 2022-01-14 22:06 / โ 00:39:04