19 episodes
After Earnings Morning Brew Podcasts
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- Business
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5.0 • 13 Ratings
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The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join Austin Hankwitz and Katie Perry as they bring the conversations that used to only be available to hedge fund managers to the rest of us.
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Winnebago CEO Michael Happe: Why the Classic RV Brand is Making Major Marine Moves
Austin Hankwitz and Katie Perry sit down with Mike Happe, CEO of Winnebago Industries, to discuss the company's evolution from iconic RV manufacturer to a diversified outdoor recreation leader. Mike shares anecdotes about his cross-country trips during COVID, the development of electric boats, and the company's strategic focus on premium innovation. The conversation delves into Winnebago's market share, recent acquisitions like Lithionics Battery, and the impact of macroeconomic trends. Mike's leadership philosophy and commitment to outdoor experiences round out an insightful episode.
$WGO
00:00 START
01:03 Winnebago's Transformation and Diversification
06:44 The North Star and Target Customer Shift
10:51 Impact of COVID-19 on Outdoor Recreation
15:30 Electrification and Lithium Battery Acquisition
20:13 Economic Challenges and Dealer Relationships
27:29 Dealer's Perspective and Company Revenue Breakdown
28:14 Earnings Call Insights and Resilience Metrics
31:35 Brand Recognition and Market Strategy
34:47 Revenue Portfolio and Future Targets
40:17 Leadership and Entrepreneurial Recognition
44:22 Personal Connection to the Outdoors
47:02 Final Thoughts and Team Acknowledgment
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
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e.l.f. Beauty CEO Tarang Amin: How e.l.f. Succeeds Against Celebrity Brands like Fenty and Rhode
Austin Hankwitz and Katie Perry spoke with e.l.f. Cosmetics CEO Tarang Amin about the company's impressive stock performance and innovative marketing strategies. They dive into e.l.f.'s history, expansion into skincare, and commitment to affordability and quality. The episode highlights the company's diversity initiatives, inclusive culture, and strategic use of data, concluding with Tarang sharing his entrepreneurial roots and core business lessons. (P.S. You will learn all about Austin's skincare routine.)
$ELF
00:00 START
01:07 The Rise of e.l.f. Cosmetics
03:47 Balancing Quality and Affordability
05:17 Influencer and Community Engagement
09:18 Innovative Marketing Strategies
18:35 Retail Expansion and Future Growth
20:16 Proactive SKU Management
21:06 Notorium Acquisition and Expansion
23:18 Skincare Routines and Product Recommendations
25:54 Leveraging Data for Business Strategy
28:40 Board Diversity and Corporate Values
35:41 Entrepreneurial Lessons from Immigrant Roots
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
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Life360: Trolling TikTokers, Privacy vs. Safety, and the Future of Location Sharing with CEO Chris Hulls
Katie Perry and Austin Hankwitz interview Chris Hulls, CEO of Life360, an app for family location tracking. Chris discusses the company's strategies, including a successful TikTok campaign with 7 billion views, and their monetization approach, where only 13% of users are paid subscribers. He emphasizes Life360's core values, security measures, and plans for expanding services to seniors. Chris shares insights on his leadership style, influenced by his military background, and how he turned a teen-led campaign against the app into a successful engagement strategy. The episode concludes with plans to extend Life360's services to aging parents, showing the app's broad future potential.
$LIF
00:00 START
01:20 Meet Chris Hulls, CEO of Life360
02:33 The Origin of Life360
05:13 Life360's IPO Journey
10:31 Data Privacy and Security at Life360
14:43 Monetization and User Data
21:50 Future Plans and User Benefits
23:41 Free vs. Paid Services
24:10 Family Safety Features
24:49 Expanding User Base
26:56 Senior Care Solutions
31:15 Leadership and Core Values
33:17 TikTok and Teen Engagement
39:23 Military Influence on Leadership
42:02 Final Thoughts and Reflections
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
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Better: One-Day Mortgages, Interest Rate Woes, and How Not to Handle a Layoff with CEO Vishal Garg
In this episode, hosts Katie Perry and Austin Hankwitz interview Vishal Garg, the CEO of Better.com. The conversation delves into how Better.com is revolutionizing the mortgage industry by leveraging technology to streamline processes and reduce costs. Vishal emphasizes the company's mission to make homeownership accessible to a broader audience while focusing strongly on customer experience. The discussion also covers the challenges faced in a volatile market, their approach to regulatory compliance, and the company's future direction.
$BETR
00:00 START
02:24 Value Proposition Overview - Vishal explains how Better.com offers a more efficient mortgage process.
06:45 Innovative Tech Integration - Discussion on the technological advancements Better.com uses to improve services.
10:05 Mission and Vision for Inclusivity - Highlighting the company's goals to broaden homeownership access.
15:35 Resilience and Market Strategy - Insights into Better.com’s strategies for handling market fluctuations.
20:55 Focus on Customer Experience - Emphasizing the company's commitment to customer satisfaction.
25:14 Future Growth Plans - Vishal outlines what's next for Better.com regarding expansion and innovation.
30:45 Navigating Regulatory Challenges - Addressing how Better.com manages compliance with evolving regulations.
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
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Cava: Innovating Fast-Casual Dining, Pushing Love Buttons, and IPO Success With CEO Brett Schulman
In this episode of After Earnings, the hosts sit down with Brett Schulman, co-founder and CEO of the fast-growing restaurant chain Cava. They discuss Cava's journey from its founding to going public, emphasizing the strategic preparations and robust growth leading to its successful IPO. Brett shares insights on the company's focus on digital transformation, leveraging data, and maintaining strong in-store and digital customer experiences. Additionally, the conversation highlights Cava's commitment to employee development and the impact of its Mediterranean-inspired food on the American dining landscape.
$CAVA
00:00 START
01:15 Interview with Brett Schulman, cofounder and CEO of CAVA
02:25 The Love Button for Employees
03:22 The Origins and Growth of Cava
05:15 Retail Strategy and Digital Transformation
08:55 Navigating the IPO Process
14:12 Maintaining Growth and Profitability
23:45 Employee Engagement and Stock Rewards
25:50 New Menu Items and Market Expansion
30:31 Data-Driven Decisions and Future Plans
40:54 Conclusion and Reflections
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
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Visional: Business in Japan, Becoming a Yankees Partner, and Digital Transformation with CEO Swimmy Minami
On this episode of After Earnings hosts Austin Hankwitz and Katie Perry explore Visional CEO and founder Swimmy Minami’s journey and the rise of his company. They discuss Visional's use of AI in HR, its recent IPO on the Tokyo Stock Exchange, and the differences between the Japanese and U.S. job markets. Swimmy also talks about Visional's plans for cybersecurity and other growth areas, his recent accolade from EY as World Entrepreneur of the Year, and his involvement with the Yankees.
EY World Entrepreneur of the Year 2024: https://www.ey.com/en_gl/weoy/class-of-2024
TSE:4194
00:00 START
00:12 Meet Swimmy Minami: Tech Entrepreneur and Yankees Owner
01:06 Visional: The Japanese LinkedIn
02:23 AI and Human Capital Management
09:08 Listing on the Tokyo Stock Exchange
11:24 Retail Investing in Japan vs. the U.S.
12:47 Revenue Growth and Market Trends
19:27 Future Innovations and Cybersecurity
23:00 EY World Entrepreneur of the Year
27:46 Swimmy's Role with the New York Yankees
After Earnings is brought to you by Stakeholder Labs and Morning Brew.
For more go to https://www.afterearnings.com
Follow Us
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