Dunkin', Kendrick on Offense at Super Bowl

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 10 February 2025

⏱️ 29 minutes

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Summary

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime. (00:14) David Meier and Dylan Lewis discuss: - HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them. - Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers. - McDonald’s lackluster Super Bowl ad and earnings results. WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c (21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape. Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD Host: Dylan Lewis Guests: David Meier, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We're digesting ads from the big game and fresh results from McDonald's.
0:08.5	Motleyful money starts now.
0:13.7	I'm Dylan Lewis, and I'm joined over the airwaves by Motleyfool analyst David Meyer.
0:17.5	David, thanks for joining me.
0:18.6	Did you enjoy your Super Bowl Sunday?
0:21.1	First of all, thanks for having me. And yes, actually, I did.
0:26.3	I'm glad to hear that because I have to say, it felt like a lackluster Super Bowl to me.
0:31.6	I wasn't as psyched up as I probably should have been. I'm a big fan in the NFL, but it was hard to get up for this one.
0:36.9	And then we got to the on-field product, and it became a snooze fest pretty quickly.
0:42.3	It depends on your point of view, right? So I guess that's true. So I have to say, this is not
0:47.1	meant to be too pejorative against Kansas City, but I did not want anybody to three-peat.
0:52.4	I was like, that's an enormous record, right?
0:56.7	So I was kind of rooting for Philly, not a Philly fan. My team is a San Francisco 49ers. I'm a native
1:02.9	Californian, been, you know, that's been my team forever. So I really didn't have a necessarily
1:07.7	a dog in this hunt, but I was like, yeah, it'd be awesome, right,
1:11.4	for Philadelphia to break the streak, the Mahomes streak, the Kansas City streak. But I was shocked,
1:18.8	absolutely shocked at the result on field. As someone who does enjoy, you know, good high-level
1:25.5	football, Philadelphia's defense, high level football.
1:30.1	Philadelphia's defense was just absolutely amazing.
1:33.0	Yeah, I feel like this was the dis Super Bowl.
1:35.7	The Eagles came out and absolutely embarrassed the chiefs.
1:40.2	Kendrick Lamar came out and put an emphatic finish on the rap battle that we've been seeing with him and Drake.
	...

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