After Earnings Morning Brew Podcasts

In this episode of the After Earnings podcast, host Katie Perry sat down with LoveSac CEO Shawn David Nelson to discuss LoveSac's success as a modular couch company whose products are designed to adapt and grow with users. They emphasize LoveSac's unique approach in researching target demographics and operating like a consumer packaged goods brand. They also break down the company’s partnerships with Best Buy, online sales strategies, upcoming innovations, lessons from store openings, future plans for LoveSac, and more.


TIMESTAMPS 
00:00 Start
01:05 The story of LoveSac
03:06 The power of reputation and a product that grows with you
04:56 The modular couch and a product designed for life
07:31 What separates Lovesac: research, understanding, and operating like a CPG brand
09:14 The target demographics
13:12 Highlighting earnings success and what’s changed
15:02 How the name for LoveSac came about
20:08 Taking on online sales and going through cycles
22:36 Partnerships with Best Buy and the sell tech behind it
25:49 New innovations coming down the line
31:04 His book: Let Me Save You 25 Years
33:05 How a big lesson learned to opening their own store
34:57 What’s next for LoveSac

$LOVE 

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In this episode, host Katie Perry sat down with Kura Sushi USA’s Chief Financial Officer Jeff Uttz to explore how Kura Sushi is revolutionizing the sushi experience through partnerships and innovation. From gamifying the dining experience to sourcing sushi globally and Americanizing the menu, Kura is making waves in the industry. The discussion also touches on the growth of sushi in the US, the importance of quality in dining, and the company's plans for expansion. 

TIMESTAMPS:
00:00:00 Start
00:02:18 Gamifying the sushi experience with Spy Family and Dragon Ball partnerships
00:06:09 The growth of sushi in the US and sushi going mainstream
00:07:41 “Eatertainment”, Kirbi the roboserver, and quality
00:08:53 The Doordash partnership
00:10:52 Opening 10 restaurants in the fiscal year
00:14:51 Explanation of white space
00:16:36 Where does Kura fit in the sushi landscape
00:20:59 Sourcing sushi from all over the world and super freezing for freshness
00:23:53 Americanizing the menu, rolls, and operations
00:25:51 The loyalty program members and the new app gathering data
00:31:02 Being an executive in the restaurant industry and permitting

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In this episode of the After Earnings podcast, Katie Perry and Austin Hankwitz interview Daniel Barel, co-founder and CEO of REE Automotive, discussing the company's innovative approach to modernizing the commercial vehicle industry. They delve into REE Automotive's focus on building modular commercial EV systems, challenges in transitioning dealers and fleets to electric trucks, and the importance of clear communication with investors. Daniel highlights the company's three-year plan to generate a billion in sales by 2026, emphasizing responsible financial management and transparency in operations.

$REE

00:00:00 Start
00:06:41 Nuances between commercial and passenger EVs in the midsize truck industry
00:10:23 Importance of battery technology and charging infrastructure for controlled routes in the commercial EV industry
00:15:17 Challenges and strategies in converting customers to adopt commercial EVs through sales demos
00:19:21 Comparing service requirements for commercial EVs vs. traditional vehicles
00:27:38 Securing working capital amid macroeconomic uncertainty
00:31:21 Demystifying business nuances for investors as the CEO
00:39:02 Daily driver preferences and driving experiences
00:43:23 The distinct role of commercial EVs in last-mile delivery services

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Braze CEO Bill Magnuson talked with hosts Austin and Katie about how major companies use their product, being ahead of the AI curve, and the tools clients usually consolidate when they switch to Braze. Bill also shared insights on growing the company and staying profitable, along with his journey from co-founder and CTO to CEO before going public.

$BRZE

00:01:21 - The state of marketing 
00:06:09 - Why they built the company in 2011 and how the landscape changed 
00:10:27 - How big names are using Braze 
00:18:05 - Landing an 8 figure customer and “hunting and farming” 
00:21:41 - What tools companies consolidate when they move to Braze  
00:26:35 - Why costs differs across platforms 
00:30:02 - Scaling at Braze and profitability 
00:35:23 - Being a startup founder CTO turned public company CEO 
00:38:46 - Using AI for the last decade and the rise of GenAI 
00:49:59 - Steering clear of political campaigns


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In this episode of After Earnings, hosts Katie Perry and Austin Hankwitz sit with Peter Cannito, CEO of Redwire, to talk about their strategic positioning and potential impact on the space industry. Peter breaks down the company's role in driving growth and innovation through partnerships like Eli Lilly for microgravity drug research, as well as the bidding process, security clearances, and the importance of space exploration.
$RDW 
TIMESTAMPS:
00:00:00 START
00:03:02 Where Redwire lies in the space value chain
00:06:06 Redwire’s Q4 national security revenue
00:10:23 On space race and moon dominance
00:15:01 The outlook for drug development in space
00:24:52 Drivers for profitable growth rate
00:31:17 The dynamics of space industry revenues
00:35:09 The bidding process
00:48:08 Aliens: Are they real or not real?

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Hosts Katie Perry and Austin Hankwitz sat with Celsius CEO John Fieldly in the latest episode of After Earnings. Together, they discussed Celsius's success in building a strong brand identity, expanding market share, and leveraging data analytics to connect with consumers and drive company growth. John emphasized the impact of PepsiCo's $550M investment, product innovation, and aligning with influencers and brands like Jake Paul and Inter Miami.

$CELH
00:00:00 START
00:03:11 Celsius’ growth story
00:06:26 Selecting which sports brands and personalities to partner with
00:10:56 How Celsius was able to capitalize on the “living fit” trend successfully
00:13:02 The process of product development 
00:17:00 Growth levers from Pepsi’s $550M investment
00:23:45 Pricing strategy for entering new markets
00:26:10 Stepping in as Celsius’ new CEO
00:33:04 Deepening the relationship with retail investors

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