Brew Markets

Episode 118: Today, Ann digs into e.l.f. Beauty’s earnings to gauge the impact of Hailey Bieber’s Rhode, a year after e.l.f. bought the celebrity brand for a billion dollars in the thick of tariff turmoil.  Then, Ann is joined by PepsiCo CMO Mark Kirkham for a sneak peak inside the company’s advertising playbook going into Super Bowl weekend (hint: it features a polar bear).  Finally, we look at today’s market movers, including the public debut of Bob’s Discount Furniture… ticker: BOBS.

Shop Now at iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qe

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 E.L.F. BEAUTY + RHODE UPDATE

06:00 PepsiCo CMO Mark Kirkham Joins

27:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 118: Today, Ann explores how AI innovations - like Anthropic’s roll-out of new Claude tools - is disrupting once-reliable software cash flow machines like LegalZoom, wiping out $300 billion of market cap from the sector yesterday and sending the Nasdaq down another 1.5% today.  Then we look at the earnings for Uber - the company is touting record ridership and  generating cash, but can it win in an increasingly competitive autonomous vehicle ride-hailing market?  Plus, Ann answers a listener's question about the growth of Monster Energy. Finally, we sprint through the headlines that moved the market today, including wins at BetMGM, growth for Eli Lilly’s weight loss revenue and Match Group rekindling the Tinder brand.

Shop Now at iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 116: Today, Ann explores the possibility of Elon Musk helming two public companies at once with the announced tie-up and IPO of SpaceX and xAI - the dual-role has been done before, but with mixed results.  Then we drill down on earnings from Grainger, the century-old industrial giant whose stock just hit a 52-week high - did the company deliver in its aim to stock an “endless assortment” of supplies?  Finally, Disney, Paypal, Target and Walmart all have new CEOs this week -we survey who was ushered into the top spots and who was pushed out.

Shop now at www.iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Musk in a Dual-CEO Role

06:00 $GWW Earnings

13:35 $PLTR Earnings

18:05 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 115: Today, Ann examines earnings from Disney - despite a boffo year at the box office and streaming growth, the stock is dragged down by expensive sports rights, fewer foreign visitors to U.S. parks and a looming succession challenge.  Then we look at earnings from SoFi - despite having its first billion dollar quarter, shares are down as the market asks if the fintech can maintain its growth.  Plus, we go behind the scenes on a field trip to the New York Stock Exchange… the energy has changed, but not the bold language.  Finally, we survey headlines that moved the market today: lowered tariffs on India, the future of NVIDIA and OpenAI’s partnership and Oracle’s stock down on fundraising for capacity buildout.

Shop now at www.iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Disney Earnings and Succession Plan

06:45 $SOFI Earnings

17:25 Our Trip to the New York Stock Exchange

21:52 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 114: Today, Ann is at the Nasdaq in Times Square for a conversation with the exchange’s Vice Chairman Bob McCooey about the outlook for IPOs this year and how the company positions itself to potentially win rumored listings from the likes of SpaceX, Anthropic and Databricks.  They also review investing in Asian companies, Walmart’s unprecedented move from the NYSE to the Nasdaq, the rise of the retail investor, what Bob and his team actually do to support the companies after they go public and so much more.

Shop Now at iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:10 The 2026 IPO Pipeline

00:00 Nasdaq’s Bob McCooey Joins

00:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 113: Today, Ann shares her firsthand experience at today’s NYC Starbucks Investor Day and how the coffee giant’s CEO Brian Niccol is positioning its comeback around an elevated customer experience.  Next, we put tickers on stickers and role play as the biggest defense companies that reported earnings this week - military budgets are up as is scrutiny from the White House.  Finally, Meta commits to its AI spend, Tesla is switching gears - we look at what’s driving swings in the tech sector.

Shop Now at iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:00 Starbucks Investor Day

00:00 Defense Earnings: Ticker on a Sticker

00:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the American sneaker OG struggles through a global turnaround.  Then we look at earnings from AT&T and Seagate - the telecom veteran’s stock is up on low churn and the pioneer hard drive maker is innovating its product for AI build.  Finally, we look at the latest from the Fed, Corning’s earnings and Starbuck’s turnaround plan. 

Shop Now at iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:20 Puma v. Nike in Sportswear Wars

05:00 Earnings: $T UP ON CONVERGENCE  

14:45 Earnings: $STX UP ON HDD

19:10 Market Close - $SBUX $GLW

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also manufactures 100% of iPhone and Apple Watch cover glass… what a tech GLoW-up!   Then we survey UnitedHealthcare’s struggles: soft earnings, investigations into its Medicare Advantage business and affordability pressure from the federal government have sent shares plummeting - can the return of a previous CEO resuscitate the stock?  Finally - live from Ann’s flight delay - we review American Airlines’ earnings, downsizing at UPS, an Amazon grocery refresh and the resilience of GM trucks.

Shop now at www.iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Meta’s $6B Deal with Corning - $GLW $META

04:00 UnitedHealth’s Turnaround Tested - $UNH

10:45 Market Close - $AAL $AMZN $UPS $GM

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak valuation.  VCs are looking to get their money out of long-running bets and this deal sees early investors making a good return, while others are left holding the bag.  Then we go inside Intel’s supply and demand issues that have the stock tumbling - and six months later, where does the investment by American taxpayers stand?  We finish with market headlines: gold is up, Booz Allen Hamilton loses a client and a new owner swallows up Nathan’s Famous.

Shop now at www.iHerb.com

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:00 Capital One Going Fintech with Brex

06:00 Inside Intel’s Supply and Demand Issues

14:52 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears.  After a year dominated by mega-cap tech and AI, small-caps are making a run and Weintraub shares how he defines the category and evaluates companies for stability and cash flow.  He previews some stocks that have his attention and lays out why ETFs may not be the best play here.  Get ready to go small or go home as we jargon-bust and nerd out with analysis of this less covered corner of the market.

VISIT PUBLIC.COM/BREWMARKETS FOR MORE

 www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

TikTok: tiktok.com/@brewmarkets

X: x.com/brewmarkets

Follow Ann Berry on social:

Instagram: instagram.com/annberry_nyc

X: x.com/AnnBerry_NYC

Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Small-cap Stocks

02:00 Manny Weintraub Joins

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. 

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

Learn more about your ad choices. Visit megaphone.fm/adchoices