Jolie isn’t just selling showerheads — it’s turning your bathroom into a subscription business. In today’s episode, we break down how a simple product innovation paired with sharp marketing and a recurring revenue model is disrupting an overlooked category. 

From personalized water tests to DTC funnels that bypass big-box retail, Jolie shows how challenger brands are rewriting the rules of consumer products.

Links mentioned in the episode:

• Visit Jolie's site
• Learn more about Storytelling Training with Management Consulted
• Stay at Jenny Rae's winery

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In this episode of Market Outsiders, Namaan and Jenny Rae unpack the booming business of sports betting. 

From DraftKings to FanDuel, they examine how sportsbooks use aggressive advertising to acquire customers, the economics behind their business models, and the role of state regulations. 

The conversation also highlights the challenges of user retention and the untapped B2B opportunities shaping the future of online gambling.

Links:

• DraftKings quarterly results

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Saks is now selling luxury goods on Amazon. Is this a bold new growth play or a last gasp for survival? 

Namaan and Jenny dig into the financial pressures behind the deal, Amazon’s stake in Saks, and whether this move signals the end of department stores as we know them. It’s a revealing look at the future of luxury retail.

Links:

• Watch the Saks on Amazon ad we discussed here 
• Read the Forbes analysis on the partnership here

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• Connect with Namaan and Jenny Rae on LinkedIn

Kraft Heinz is splitting after a decade, and we unpack what that says about the end of “scale at all costs” in Big Food. Jenny Rae and Namaan dive into why focus beats brute scale, how zero-based budgeting collided with challenger brands, and why owning the shelf no longer locks in customers.

From ketchup loyalty to cream cheese on the “taste elevation” roster, we map the split: condiments vs packaged meals, the margin math, and the acquisition targets a focused sauces business will chase next.

Resources:

• AP News: Kraft Heinz is putting Lunchables on school lunch menus nationwide
• Kraft Heinz Investor Relations: SEC Filings

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Great Wolf Lodge might look like just another family getaway, but behind the wolf ears and waterslides is a billion-dollar business model. 

Jenny Rae and Namaan break down how this “cruise ship on land” drives year-round revenue, why its fixed-cost structure makes it so attractive to private equity, and what it tells us about the rise of experiences over products in today’s economy.

Listen in as we connect the dots between family vacations, Disney’s record park revenues, and the next wave of private equity plays.

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NVIDIA just reported $46.7 billion in quarterly revenue with a stunning 73% gross margin.

In this episode of Market Outsiders, Jenny Rae Le Roux and Namaan Mian break down how NVIDIA's business model, how it makes money, and key risks the leadership team must face.

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Dr. Pepper is making an $18 billion play in the global coffee market, acquiring Dutch giant JDE Peet’s and splitting into two standalone companies. The deal creates a new coffee contender set to rival Nestlé.

Jenny Rae and Namaan break down why Dr. Pepper is betting big, what the move says about synergies and strategy, and why investors sent KDP’s stock down.

They also explore what this means for global beverage competition and whether Dr. Pepper can truly challenge Nestlé’s dominance.

Links:

• Reuters: Keurig Dr Pepper brews coffee challenge to Nestlé with $18 billion JDE Peet’s takeover

Related Market Outsiders episodes you’ll love:

• PepsiCo Earnings Surprise (July 2025) – Shares jump as Pepsi’s diversification strategy pays off, with implications for the broader drinks market.
• Coca-Cola’s Growth Challenge (June 2025) – How Coke is managing slowing soda sales while leaning into new categories.

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• Follow Management Consulted on LinkedIn and subscribe on YouTube
• Connect with Namaan and Jenny Rae on LinkedIn

Target is stumbling, TJ Maxx is outperforming, and Jerome Powell’s Jackson Hole speech could set the tone for interest rates through the rest of 2025. What does this mean for the U.S. consumer, retail stocks, and the Fed’s rate cut decision?

In this Market Outsiders episode, Namaan and Jenny Rae cover:

• Target earnings: stagnant sales, falling traffic, and a new CEO search
• TJ Maxx results: strong customer demand, earnings beat, and higher guidance
• Fed policy watch: how retail data shapes Powell’s decision on interest rates
• Consumer trends: why Americans are trading down and what that signals for the economy
• Jackson Hole preview: what to expect from Powell’s remarks on inflation, jobs, and growth

Stay ahead of the markets with insights that connect retail earnings, Fed policy, and economic trends in real time.

Related Market Outsiders episodes you’ll love:

• Target Tanks & Capital One / Discover Merger Finalized (May 21, 2025) – Breaks down Target’s earlier earnings shock and what structural issues may be dragging it down.
• Fed Rate Hold and Tariff Troubles (May 8, 2025) – A solo deep dive by Jenny Rae into how tariffs are complicating the Fed’s decision-making.

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

• Follow Management Consulted on LinkedIn and subscribe on YouTube
• Connect with Namaan and Jenny Rae on LinkedIn

Chili’s just posted five straight quarters of growth and a 39% sales jump, bucking the trend in a struggling casual dining sector.

On today’s Market Outsiders, Jenny Rae and Namaan unpack what’s behind Chili’s surge and why its real competition may be McDonald’s and Chick-fil-A, not Outback or Applebee’s.

They also explore how Chili’s is threading the needle on pricing strategy, what it reveals about consumer behavior, and why the chain has become a rare bright spot in restaurants.

Links:

• Daily Mail: Family favorite restaurant chain booming thanks to cracking deals… as industry struggles
• Simon-Kucher: Price discrimination: Strategies, legality, and implications for businesses

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

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Stock buybacks are hitting all-time highs in 2025, led by big banks and tech giants like Apple and Alphabet. 

In this episode, Namaan and Jenny Rae unpack what a buyback is, why companies do it, and what this surge signals about corporate balance sheets, sector trends, and the strength of the U.S. economy.

Links:

• Investopedia: What is a Buyback?
• Wall Street Journal: American Companies Are Buying Their Own Stocks at a Record Pace

Chapters:

• 03:38 Understanding Stock Buybacks
• 06:47 The Mechanics of Buybacks and Their Implications
• 09:41 Current Trends in Stock Buybacks
• 12:41 Sector-Specific Insights on Buybacks
• 15:34 The Role of Major Companies in Buybacks
• 18:31 Evaluating the Impact of Buybacks on the Economy
• 21:27 Conclusion and Future Considerations

Join Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.

• Follow Management Consulted on LinkedIn and subscribe on YouTube
• Connect with Namaan and Jenny Rae on LinkedIn